Newtek Business Services Corp.

Historical 13F Holders

Symbol
NEWT
CUSIP
652526203
All holders as of
Q2 2026
Type
Equity
Class
COM NEW
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 652526203 since 12/18/2024, largest first.

Filer % of Class Filed
Patriot Financial Partners IV, L.P. 13D
8.1% 9/22/2025
Event 9/16/2025
Sloane Barry 13D/A 5.2% 2/11/2025
Event 2/11/2025
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 14 125 k $1.39 M
2026 Q2 155 16.1 M $239 M
2026 Q1 152 15.3 M $167 M
2025 Q4 137 14.4 M $164 M
2025 Q3 137 14.6 M $167 M
2025 Q2 129 12.1 M $136 M
2025 Q1 133 10.6 M $127 M
2024 Q4 126 9.46 M $121 M
2024 Q3 111 9.14 M $118 M
2024 Q2 111 9.99 M $125 M
2024 Q1 101 9.50 M $105 M
2023 Q4 99 9.62 M $133 M
2023 Q3 91 8.96 M $132 M
2023 Q2 88 9.03 M $144 M
2023 Q1 83 5.28 M $67.6 M
2022 Q4 76 4.22 M $68.5 M
2022 Q3 82 3.88 M $64.7 M
2022 Q2 87 4.18 M $79.2 M
2022 Q1 95 3.98 M $106 M
2021 Q4 85 4.54 M $126 M
2021 Q3 84 3.42 M $94.9 M
2021 Q2 95 2.84 M $99.0 M
2021 Q1 78 3.08 M $82.0 M
2020 Q4 65 3.11 M $61.4 M
2020 Q3 55 3.36 M $62.3 M
2020 Q2 65 3.41 M $62.2 M
2020 Q1 76 3.65 M $48.2 M
2019 Q4 82 4.15 M $93.9 M
2019 Q3 69 3.47 M $78.3 M
2019 Q2 74 3.60 M $82.8 M
2019 Q1 72 3.63 M $71.3 M
2018 Q4 78 3.89 M $67.8 M
2018 Q3 67 3.95 M $82.7 M
2018 Q2 59 4.00 M $79.7 M
2018 Q1 60 4.06 M $73.1 M
2017 Q4 58 4.09 M $75.5 M
2017 Q3 58 3.78 M $67.4 M
2017 Q2 72 4.00 M $64.8 M
2017 Q1 76 4.32 M $73.3 M
2016 Q4 57 3.00 M $47.7 M
2016 Q3 51 2.98 M $42.6 M
2016 Q2 51 3.12 M $39.7 M
2016 Q1 49 3.54 M $44.3 M
2015 Q4 45 3.37 M $48.6 M
2015 Q3 37 2.39 M $39.3 M
2015 Q2 35 2.32 M $41.1 M
2015 Q1 37 2.50 M $41.3 M
2014 Q4 28 2.52 M $37.2 M
2014 Q3 1 391 k $1.08 M