Newtekone Inc (NEWT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Newtekone Inc (NEWT) following the 2026 Q1 hedge fund 13F filings?

As of today, NEWT has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), NEWT gained +27.0% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Newtekone Inc (NEWT)

142 + Investors. Track Smart Money conviction in NEWT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NEWT

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added NEWT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

144 hedge funds hold NEWT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

83 buying54 selling

Last quarter: 83 funds were net buyers (29 opened a brand new position + 54 added to an existing one). Only 54 were sellers (37 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new NEWT position: 21 → 22 → 22 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 24% medium ■ 26% new

72 out of 144 hedge funds have held NEWT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

26 → 21 → 22 → 22 → 29 new funds/Q

New funds entering each quarter: 21 → 22 → 22 → 29. A growing number of institutions are discovering NEWT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 59% veterans vs 27% newcomers

■ 59% veterans ■ 15% 1-2yr ■ 27% new

Entry-cohort mix of 147 holders: 86 (59%) are 2+ year veterans, 22 entered 1–2 years ago, and 39 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

34 of 143 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	142	132	7.58%
13F Shares	15M	14M	5.92%
Total Value	$171M	$161M	6.3%
New Positions	27	22	+5
Increased Positions	53	42	+11
Closed Positions	17	23	-6
Reduced Positions	37	52	-15
Total Calls	3	1	200.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.33	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

142

132

7.58%

13F Shares

15M

14M

5.92%

Total Value

$171M

$161M

6.3%

New Positions

Increased Positions

+11

Closed Positions

-6

Reduced Positions

-15

Total Calls

200.0%

Total Puts

PUT/CALL Ratio

0.33

1.0

Bullish

Institutional Holders (2026 Q1)

142 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NEWT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NEWT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Patriot Financial Partners GP II, L.P.	6.51%	2,307,692	$25.3M
2	Barrett & Company, INC.	0.42%	110,915	$1.2M
3	Ridgewood Investments LLC	0.28%	62,485	$684K
4	1620 Investment Advisors, INC.	0.18%	24,637	$270K
5	Huber Capital Management LLC	0.17%	100,207	$1.1M
6	Almitas Capital LLC	0.13%	53,570	$587K
7	North Reef Capital Management LP	0.07%	198,954	$2.2M
8	Beacon Investment Advisors LLC	0.07%	16,723	$183K
9	Numerai GP LLC	0.07%	60,612	$664K
10	Founders Financial Alliance, LLC	0.06%	28,643	$314K
11	Avenir Corp	0.05%	40,800	$447K
12	Royce & Associates LP	0.04%	337,544	$3.7M
13	Dumont & Blake Investment Advisors LLC	0.03%	10,754	$118K
14	Jackson Thornton Wealth Management, LLC	0.03%	25,733	$316K
15	Vision Financial Markets LLC	0.02%	1,931	$21K
16	Mirabella Financial Services LLP	0.02%	14,936	$164K
17	AlphaQuest LLC	0.01%	22,161	$252K
18	Susquehanna Fundamental Investments, LLC	0.01%	29,607	$324K
19	Trexquant Investment LP	0.01%	142,613	$1.6M
20	Jump Financial, LLC	0.01%	54,229	$594K
21	Campbell & CO Investment Adviser LLC	0.01%	12,431	$136K
22	Connor, Clark & Lunn Investment Management Ltd.	0.01%	299,968	$3.3M
23	Marshall Wace, LLP	0.01%	624,203	$6.8M
24	Bridgeway Capital Management, LLC	0.01%	29,700	$325K
25	Regal Investment Advisors LLC	0.01%	10,203	$112K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Newtekone Inc (NEWT)

What does the Smart Money Trend signal show for NEWT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NEWT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NEWT?

More buyers than sellers — 61% buying: Last quarter: 83 funds were net buyers (29 opened a brand new position + 54 added to an existing one). Only 54 were sellers (37 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NEWT holders?

Strong quality — 27% AUM from major funds: 34 of 143 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NEWT?

50% of holders stayed for 2+ years: 72 out of 144 hedge funds have held NEWT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Newtekone Inc (NEWT) following the 2026 Q1 hedge fund 13F filings?

As of today, NEWT has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), NEWT has gained +27.0% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Newtekone Inc (NEWT)

Smart Money Signals — NEWT

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+7 vs last Q)

50% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 59% veterans vs 27% newcomers

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — NEWT

Hedge Fund Ownership: NEWT

Market Analysis: NEWT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NEWT

Is It Too Late to Buy Newtekone Inc (NEWT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NEWT

Statistics: NEWT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Newtekone Inc (NEWT)

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