§ FINANCIAL SERVICES
USD · Financial ServicesNEWT
NEWTEKONE INC
USDSector · Financial Services
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
94 increased/new, 34 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 2.3M | 6.5% | ±0% |
| BlackRock, Inc. | 2.2M | 0.0% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | n/a | n/a |
| Goldman Sachs | 664K | 0.0% | n/a |
| Geode Capital Management | 657K | 0.0% | +6% |
| Marshall Wace LLP | 624K | 0.0% | +21% |
◇ AC INTELLIGENCE
Top institutional owners for NEWT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER46.0% · 0 holders
OTHER31.2% · 103 holders
PASSIVE / INDEX9.9% · 7 holders
DEALER / BANK6.5% · 18 holders
SYSTEMATIC / QUANT2.8% · 5 holders
QUALITY / COMPOUNDER2.3% · 7 holders
TACTICAL / MACRO0.5% · 3 holders
ACTIVIST0.5% · 1 holder
DEEP VALUE0.3% · 1 holder
INCOME / DEFENSIVE0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NEWT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention NEWT yet.