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Cliff Asness’s NEWT Holdings & Trades

First Buy
Q2 2015
Duration Held
10 Quarters
Largest Add
Q3 2025
+221,125 Shares
Current Position
564,888 Shares
$6.19 M Value

Cliff Asness's NEWT Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 564,888 shares of NewtekOne, Inc. (NEWT) worth $6.19 M, representing 0.00% of the portfolio. First purchased in 2015-Q2, this medium-term investment has been held for 10 quarters.

Based on 13F filings, Cliff Asness has maintained a strategic position in NEWT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 221,125 shares. Largest reduction occurred in Q4 2025, reducing 41,449 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's NewtekOne (NEWT) Holding Value Over Time

Track share changes against reported price movement

Quarterly NewtekOne (NEWT) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +29,365 Add 5.48% 564,888 $10.95
Q4 2025 -41,449 Reduce 7.18% 535,523 $11.35
Q3 2025 +221,125 Add 62.14% 576,972 $11.45
Q2 2025 +187,578 Add 111.48% 355,847 $11.28
Q1 2025 +126,865 Add 306.41% 168,269 $11.96
Q4 2024 +41,404 New Buy 41,404 $12.77
Q3 2024 -32,043 Sold Out 0 $0.00
Q2 2024 +32,043 New Buy 32,043 $12.57
Q3 2015 -11,586 Sold Out 0 $0.00
Q2 2015 +11,586 New Buy 11,586 $17.69

Cliff Asness's NewtekOne Investment FAQs

Cliff Asness first purchased NewtekOne, Inc. (NEWT) in Q2 2015, acquiring 11,586 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held NewtekOne, Inc. (NEWT) for 10 quarters since Q2 2015.

Cliff Asness's largest addition to NewtekOne, Inc. (NEWT) was in Q3 2025, adding 576,972 shares worth $6.61 M.

According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 564,888 shares of NewtekOne, Inc. (NEWT), valued at approximately $6.19 M.

As of the Q1 2026 filing, NewtekOne, Inc. (NEWT) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in NewtekOne, Inc. (NEWT) was 576,972 shares, as reported at the end of Q3 2025.