NewtekOne Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NEWT.O?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,511,233	5.24%
VC/PE Firms	2,307,692	8%
General Public	11,383,509	39.4%
Institutions	13,656,487	47.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 47.9% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8%	Patriot Financial Manager, L.P.	2,307,692	US$32.3m	0%	7.76%
7.61%	BlackRock, Inc.	2,196,013	US$30.7m	1.53%	no data
4.04%	Vanguard Capital Management, LLC	1,166,164	US$16.3m	0%	no data
4.04%	Barry Sloane	1,165,914	US$16.3m	-2.37%	no data
3.2%	T. Rowe Price Group, Inc.	922,469	US$12.9m	158%	no data
2.28%	Geode Capital Management, LLC	657,346	US$9.2m	6.37%	no data
2.16%	Marshall Wace LLP	624,203	US$8.7m	21.2%	0.01%
1.92%	AQR Capital Management, LLC	553,345	US$7.7m	5.37%	no data
1.79%	State Street Global Advisors, Inc.	517,702	US$7.2m	3.15%	no data
1.6%	The Goldman Sachs Group, Inc.	461,995	US$6.5m	13.6%	no data
1.17%	Royce & Associates, LP	337,544	US$4.7m	0%	0.04%
1.04%	Connor, Clark & Lunn Investment Management Ltd.	299,968	US$4.2m	11.7%	0.01%
0.83%	Morgan Stanley	239,656	US$3.4m	63.4%	no data
0.83%	Two Sigma Investments, LP	239,158	US$3.3m	-7.22%	no data
0.82%	Putnam LLC	236,903	US$3.3m	0%	no data
0.81%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	234,695	US$3.3m	-11.9%	no data
0.72%	Charles Schwab Investment Management, Inc.	208,040	US$2.9m	-0.93%	no data
0.7%	Goldman Sachs Asset Management, L.P.	201,769	US$2.8m	41.6%	no data
0.69%	North Reef Capital Management LP	198,954	US$2.8m	-48.6%	0.09%
0.67%	Northern Trust Global Investments	194,369	US$2.7m	13.1%	no data
0.67%	The B Sloane Family Foundation	193,671	US$2.7m	0%	no data
0.62%	Vanguard Portfolio Management, LLC	178,566	US$2.5m	0%	no data
0.59%	Vanguard Fiduciary Trust Company	169,764	US$2.4m	0.36%	no data
0.56%	Squarepoint OPS LLC	161,807	US$2.3m	22.9%	no data
0.54%	Epoch Investment Partners, Inc.	156,583	US$2.2m	0%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/13 03:38
End of Day Share Price	2026/06/11 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NewtekOne, Inc. is covered by 13 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Harold Goetsch	B. Riley Securities, Inc.
Christopher York	Citizens JMP Securities, LLC
Merrill Ross	Compass Point Research & Trading, LLC