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$NEWT
$11.43 +$0.00 (0.0%) Close

Ownership

13F as of Q2 2026 · 28.9M shares outstanding

Who owns NEWT?

By type of holder
Institutions 55.5% Insiders 15.8% Everyone else 28.7%
Concentration Top 10 holders own 73.3%
BlackRock, Inc. 8.8% · Patriot Financial Partners IV, L.P. 8.0%
Institutional ownership
55.5%
+2.6 pts vs last qtr
Institutional holders
148
+2 vs last qtr
Net shares bought
+751.9K
by institutions in Q2 2026
New / sold out
20 / 18
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • BlackRock, Inc. +332.8K
  • Price T Rowe Associates Inc /MD/ +173.1K

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Biggest sellers in Q2 2026
  • Qube Research & Technologies Ltd SOLD OUT −108.4K
  • Nuveen, LLC −99.3K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for NewtekOne Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025
+17.2%
+4.05% a year
Each share's claim on the business
−14.7%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$402K vs $11M
over 5 fiscal years
Diluted shares, split-adjusted
22.1M24.5M27.0M2021: 22.8M shares'212022: 24.2M shares'222023: 24.3M shares'232024: 25.2M shares'242025: 26.7M shares'25
Buybacks Stock-based comp
$0$2.0M$4.1M2021 buybacks: $02021 stock comp: $0'212022 buybacks: $02022 stock comp: $0'222023 buybacks: $02023 stock comp: $2.8M'232024 buybacks: $402.0K2024 stock comp: $4.1M'242025 buybacks: $02025 stock comp: $4.1M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years8% 3–5 years45% 1–3 years24% Under 1 year24%
Quarterly turnover
7.9%
of institutional shares changed hands
Top 10 managers, median time held
3 years

Super Investors

Investment managers reporting NEWT on Form 13F
B
BlackRock, Inc.
Shares
2.5M
% of company
8.75%
Change vs last qtr
+332.8K (+15.2%)
Held since
2023
PF
Patriot Financial Partners GP II, L.P.
Shares
2.3M
% of company
7.99%
Change vs last qtr
Unchanged
Held since
Q3 '25

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Institutional Funds

Mutual funds and ETFs reporting NEWT on Form N-PORT; together they hold 20.2% of the company
IR
iShares Russell 2000 ETF
iShares Trust
Position value
$11.7M
% of company
2.74%
% of the fund
0.01%
As of
June 30, 2026
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$11.5M
% of company
2.70%
% of the fund
0.00%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
PF
Patriot Financial Partners IV, L.P.
5%+ holder13D · 8.1%
Shares
2.3M
% of company
7.99%
Change vs last qtr
—
Held since
—
PF
Patriot Financial Partners Parallel IV, L.P.
5%+ holder13D · 8.1%
Shares
2.3M
% of company
7.99%
Change vs last qtr
—
Held since
—

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