Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
NewtekOne, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · National Commercial Banks
Prev close 12.09 · gapped below the open, then crossed back over prior close. High/low 12.10 at 11:15 am ET, 12.00 at 1:30 pm ET.
149 institutional managers report a position in NewtekOne, Inc. worth $240.7M between them, filed on form 13F for the quarter ending 2026-06-30. 22 of them hold 80% of it, the largest being BlackRock, Inc. at 15.56%.
124 more managers in the register
22 managers hold 80% of the $240.7M institutional base. The other 127 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
NEWT (NewtekOne, Inc.) has 1 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: IPM +1.09%, in cloud.
via Patriot Financial Partners GP II, L.P., Royce & Associates LP, Connor, Clark & Lunn Investment Management Ltd. +2 more · 14.20% of NEWT, 11.49% of FRBA
via Patriot Financial Partners GP II, L.P., Connor, Clark & Lunn Investment Management Ltd. · 14.20% of NEWT, 14.49% of USCB
via Patriot Financial Partners GP II, L.P., Franklin Resources Inc, Trexquant Investment LP · 14.20% of NEWT, 11.65% of AVBH
via Patriot Financial Partners GP II, L.P., North Reef Capital Management LP, Trexquant Investment LP · 14.20% of NEWT, 10.05% of COSO
via Patriot Financial Partners GP II, L.P., Connor, Clark & Lunn Investment Management Ltd., North Reef Capital Management LP +5 more · 14.20% of NEWT, 5.54% of FRST
via Marshall Wace LLP, Royce & Associates LP, Franklin Resources Inc +3 more · 3.30% of NEWT, 4.05% of AVNW
Managers holding a meaningful stake in NEWT also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.