NEWTEKONE INC NEWT
COM NEW · Common Stock · CUSIP 652526203
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersBoca Raton, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.6k this quarter). Holder counts are more reliable. Shares outstanding: 28.8m as of 2026-03-09, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.96. Options: 5 managers hold calls ($1.0m notional), 4 hold puts ($150.0k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 75 |
| Q4 2022 | 69 |
| Q1 2023 | 77 |
| Q2 2023 | 83 |
| Q3 2023 | 86 |
| Q4 2023 | 92 |
| Q1 2024 | 92 |
| Q2 2024 | 102 |
| Q3 2024 | 104 |
| Q4 2024 | 121 |
| Q1 2025 | 127 |
| Q2 2025 | 124 |
| Q3 2025 | 132 |
| Q4 2025 | 133 |
| Q1 2026 | 146 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 58 | 41 |
| Q3 2024 | 58 | 48 |
| Q4 2024 | 77 | 37 |
| Q1 2025 | 71 | 51 |
| Q2 2025 | 77 | 54 |
| Q3 2025 | 66 | 57 |
| Q4 2025 | 63 | 71 |
| Q1 2026 | 79 | 55 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $602.6k | $138.4k | 0.23 |
| Q3 2025 | $994.7k | $129.6k | 0.13 |
| Q4 2025 | $902.3k | $152.1k | 0.17 |
| Q1 2026 | $1.0m | $150.0k | 0.14 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +565.4k |
| FRANKLIN RESOURCES INC | New | +254.0k |
| GOLDMAN SACHS GROUP INC | Added | +114.5k |
| MARSHALL WACE, LLP | Added | +109.2k |
| MORGAN STANLEY | Added | +96.5k |
| TUDOR INVESTMENT CORP ET AL | Added | +73.0k |
| Numerai GP LLC | New | +60.6k |
| Qube Research & Technologies Ltd | Added | +44.5k |
| ExodusPoint Capital Management, LP | New | +42.4k |
| Quantinno Capital Management LP | Added | +40.0k |
Biggest sellers
| North Reef Capital Management LP | Reduced | -188.0k |
| PRUDENTIAL FINANCIAL INC | Sold out | -134.1k |
| UBS Group AG | Reduced | -108.8k |
| JPMORGAN CHASE & CO | Reduced | -98.7k |
| D. E. Shaw & Co., Inc. | Reduced | -90.3k |
| CITADEL ADVISORS LLC | Sold out | -66.4k |
| Ancora Advisors LLC | Reduced | -60.1k |
| TWO SIGMA ADVISERS, LP | Sold out | -42.3k |
| Point72 Asset Management, L.P. | Sold out | -41.1k |
| GSA CAPITAL PARTNERS LLP | Reduced | -38.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $465.4k42.5k shares |
| JANE STREET GROUP, LLC | New | $242.0k22.1k shares |
| CITADEL ADVISORS LLC | New | $197.1k18.0k shares |
| GROUP ONE TRADING LLC | Added | $109.5k10.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $35.0k3.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $123.7k11.3k shares |
| SIMPLEX TRADING, LLC | Added | $25.2k2.3k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1k100 shares |
| FNY Investment Advisers, LLC | Reduced | $035 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Patriot Financial Partners IV, L.P.
13D · may seek influence
new · filed 2025-09-22
Stated purposePatriot Fund IV acquired shares of the Company (the "Acquired Shares") for investment purposes. Except as otherwise described herein or in Item 6 below, no member of the Patriot Financial Group has any plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Subject to the limitations imposed by applicable federal and state securities laws, Patriot Financial Group may dispose of the Acquired Shares from time to time, subject to market conditions and other investment considerations, and may cause the Acquired Shares to be distributed in kind to investors. To the extent permitted by applicable bank regulatory limitations, each member of the Patriot Financial Group may directly or indirectly acquire ad… Full filing |
8.1% |
| SLOANE BARRY 13D · may seek influence filed 2025-02-11 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 11 | $366.7k | 1 | $27.4k | $27.4k |
| Q3 2024 | 11 | $626.9k | 1 | $20.1k | $20.1k |
| Q4 2024 | 12 | $193.5k | 0 | — | — |
| Q1 2025 | 9 | $64.3k | 0 | — | — |
| Q2 2025 | 9 | $514.3k | 0 | — | — |
| Q3 2025 | 9 | $77.8k | 0 | — | — |
| Q4 2025 | 9 | $166.6k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Patriot Financial Partners GP II, L.P. 6.51% of their portfolio | 2.3m $25.3m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 2.2m $24.0m | Added +33.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2m $12.8m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 922.5k $10.1m | Added +565.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 663.8k $7.3m | Added +114.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 657.3k $7.2m | Added +39.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 624.2k $6.8m | Added +109.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 564.9k $6.2m | Added +29.4k |
| STATE STREET CORP 0.00% of their portfolio | 517.7k $5.8m | Added +15.8k |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 337.5k $3.7m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 300.0k $3.3m | Added +31.3k |
| MORGAN STANLEY 0.00% of their portfolio | 254.6k $2.8m | Added +96.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 254.0k $2.8m | New |
| Nuveen, LLC 0.00% of their portfolio | 241.2k $2.6m | Reduced -31.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 239.2k $2.6m | Reduced -18.6k |
| North Reef Capital Management LP 0.07% of their portfolio | 199.0k $2.2m | Reduced -188.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 194.4k $2.1m | Added +22.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 178.6k $2.0m | First filing |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 169.8k $1.9m | First filing |
| Squarepoint Ops LLC 0.00% of their portfolio | 161.8k $1.8m | Added +30.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 143.0k $1.6m | Reduced -90.3k |
| Trexquant Investment LP 0.01% of their portfolio | 142.6k $1.6m | Reduced -2.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 138.5k $1.5m | Added +36.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 134.2k $1.5m | Reduced -4.3k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 120.5k $1.3m | Reduced -11.3k |
| BARRETT & COMPANY, INC. 0.42% of their portfolio | 110.9k $1.2m | Added +4.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 108.4k $1.2m | Added +44.5k |
| Huber Capital Management LLC 0.17% of their portfolio | 100.2k $1.1m | Added +14.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 96.5k $1.1m | Reduced -685 |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 88.3k $966.6k | Added +73.0k |
| Boston Partners 0.00% of their portfolio | 83.3k $911.8k | Added +3.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 80.5k $881.9k | Added +40.0k |
| Man Group plc 0.00% of their portfolio | 72.2k $790.8k | Added +26.3k |
| CITIGROUP INC 0.00% of their portfolio | 68.3k $748.1k | Added +11.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 65.4k $716.6k | Added +13.8k |
| SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio | 63.4k $694.6k | Added +35.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 62.9k $688.4k | Added +976 |
| Ridgewood Investments LLC 0.28% of their portfolio | 62.5k $684.2k | First filing |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 60.8k $666.0k | Reduced -38.4k |
| Numerai GP LLC 0.07% of their portfolio | 60.6k $663.7k | New |
| Creative Planning 0.00% of their portfolio | 58.2k $637.6k | Added +14.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 58.1k $636.1k | Reduced -36.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 55.2k $604.3k | Reduced -8.4k |
| Jump Financial, LLC 0.01% of their portfolio | 54.2k $593.8k | Reduced -33.9k |
| Almitas Capital LLC 0.13% of their portfolio | 53.6k $586.6k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 49.6k $543.3k | Added +5.1k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 47.4k $519.2k | Added +1.5k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 42.4k $463.8k | New |
| AVENIR CORP 0.05% of their portfolio | 40.8k $446.8k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 40.2k $440.7k | First filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 29.7k $325.2k | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 29.6k $324.2k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 29.0k $318.1k | Reduced -139 |
| Founders Financial Alliance, LLC 0.06% of their portfolio | 28.6k $313.6k | Reduced -1.8k |
| XTX Topco Ltd 0.01% of their portfolio | 28.2k $309.2k | New |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 26.6k $291.3k | New |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC 0.03% of their portfolio | 25.7k $316.3k | Reduced -315 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 25.7k $291.4k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 25.0k $274.0k | Added +14.7k |
| 1620 INVESTMENT ADVISORS, INC. 0.18% of their portfolio | 24.6k $269.8k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 23.2k $254.1k | Added +5.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 22.5k $245.9k | Reduced -16.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 22.4k $245.8k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 21.4k $233.9k | Added +142 |
| CWM, LLC 0.00% of their portfolio | 21.1k $231.6k | Reduced -645 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 19.0k $207.5k | Added +1.2k |
| ALGERT GLOBAL LLC 0.00% of their portfolio | 17.8k $195.4k | New |
| BARCLAYS PLC 0.00% of their portfolio | 16.8k $183.8k | Reduced -30.0k |
| BEACON INVESTMENT ADVISORS LLC 0.07% of their portfolio | 16.7k $183.1k | Added +224 |
| Arkadios Wealth Advisors 0.00% of their portfolio | 16.2k $177.4k | Reduced -626 |
| UBS Group AG 0.00% of their portfolio | 15.7k $171.6k | Reduced -108.8k |
| MIRABELLA FINANCIAL SERVICES LLP 0.02% of their portfolio | 14.9k $163.5k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 14.7k $161.1k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 14.7k $162.0k | Added +2.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 14.3k $156.4k | New |
| Magnetar Financial LLC 0.00% of their portfolio | 14.1k $154.6k | New |
| Cerity Partners LLC 0.00% of their portfolio | 13.9k $152.6k | Added +224 |
| Corient Private Wealth LP 0.00% of their portfolio | 13.4k $146.6k | New |
| Mariner, LLC 0.00% of their portfolio | 13.3k $146.1k | Added +2.6k |
| Focus Partners Wealth 0.00% of their portfolio | 13.0k $142.8k | Added +506 |
| Campbell & CO Investment Adviser LLC 0.01% of their portfolio | 12.4k $136.1k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio | 12.4k $135.3k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.5k $126.3k | Added +1.1k |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.03% of their portfolio | 10.8k $117.8k | New |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 10.3k $112.9k | New |
| Regal Investment Advisors LLC 0.01% of their portfolio | 10.2k $111.7k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10.1k $106.7k | Reduced -98.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 7.3k $79.9k | Reduced -18.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 6.6k $72.6k | Reduced -8.5k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 5.9k $65.0k | Unchanged |
| FMR LLC 0.00% of their portfolio | 5.1k $56.2k | Added +1.0k |
| Advisory Services Network, LLC 0.00% of their portfolio | 4.0k $43.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 3.3k $36.1k | Reduced -183 |
| Ancora Advisors LLC 0.00% of their portfolio | 3.1k $34.0k | Reduced -60.1k |
| Crewe Advisors LLC 0.00% of their portfolio | 3.0k $32.9k | Added +1.0k |
| Glen Eagle Advisors, LLC 0.00% of their portfolio | 2.7k $29.2k | Reduced -1.4k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.7k $29.1k | Reduced -593 |
| Allworth Financial LP 0.00% of their portfolio | 2.6k $28.8k | Added +205 |
| Legal & General Group Plc 0.00% of their portfolio | 2.3k $25.4k | Added +432 |
| IFP Advisors, Inc 0.00% of their portfolio | 2.1k $23.3k | Reduced -14 |