Newtekone Inc (NEWT) 13F Filing Data & Analysis (Q2 2026)

NEWT ranks #3670 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NEWT is a top-conviction position for Patriot Financial Partners GP II, L.P. — at 8.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NEWT belongs to BlackRock, Inc., but the position matters far more to Patriot Financial Partners GP II, L.P., who has 8.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Price T Rowe Associates Inc /md/ has added to its NEWT position for two straight quarters, increasing it by $12.2M to reach $16.2M today.

Nuveen, LLC has trimmed its NEWT position for two straight quarters, cutting it by $994.7K while still holding $2.1M.

NEWT is down 1% today, but institutions show net buying of $17.8M this quarter — a divergence between today's price move and the underlying institutional flow.

NEWT closed its latest fiscal year with net income of $60.5M.

• Profitable — net income of $60.5M in the latest fiscal year
• Net income improved year over year, from $50.9M to $60.5M
• Operating cash flow was negative, using $579.2M in cash
• Liabilities run 5.90x equity — a highly leveraged balance sheet worth noting