NEWT

Newtekone INC

+$3.9M

Net Activity

Institutions Holding

147

Popularity Rank

#3592

Avg Weight

0.06%

Total Value

$168.4M

Ownership Trend

147 institutions currently hold NEWT, with 80 net buyers and 58 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

58

Net Buying Institutions

80

Key Holders

Key Holders

Top 5 by Value

PF
Patriot Financial Partners GP II, L.P.
$25.3M
BI
BlackRock, Inc.
$24.0M
VC
Vanguard Capital Management LLC
$12.8M
PT
Price T Rowe Associates INC /md/
$10.1M
GS
Goldman Sachs Group INC
$7.3M

Top 5 by Conviction

PF
Patriot Financial Partners GP II, L.P.
6.51%
B&
Barrett & Company, INC.
0.42%
RI
Ridgewood Investments LLC
0.28%
HC
Huber Capital Management LLC
0.17%
AC
Almitas Capital LLC
0.13%
View all 147 holding institutions

Quarterly Activity

Recent Activity

+$99.6M

Total Buy Value

$35.9M

Total Sell Value

New buy25
Trim42
Add55
Sold out16

80

Net Buyers

58

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding NEWTEKONE INC (NEWT)?
Major stakeholders currently include Patriot Financial Partners GP II, L.P. ($25.3M), BlackRock, Inc. ($24.0M), Vanguard Capital Management LLC ($12.8M). Based on the latest 13F filings, there are a total of 147 tracked investment funds and institutions maintaining positions in NEWT.
What is the overall institutional sentiment toward NEWT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.9M, driven by 80 managers accumulating shares while 58 reduced their exposure.
Which institutions have been selling or reducing their NEWT positions?
In the latest period, 42 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $35.9M.
Are there any notable investors adding NEWT to their portfolios?
Yes, buying activity remains notable. 25 institutions opened new positions in {ticker}, and 55 existing holders added to their shares. The total reported buy value for the quarter amounted to $99.6M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail