As of November 8, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Northpointe Bancshares, Inc. The largest reported stake is Wellington Management Group LLP's, at 10.6%. 11 filings are on record since August 14, 2025 (Schedule 13G/A, August 13, 2026).
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Key facts
- · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 3,651,674 · Sole dispositive: 0 · Shared dispositive: 3,651,674 · SCHEDULE 13G/A, 2026-08-13
- · Reporting person: Bay Pond Investors (Bermuda) L.P. · Sole voting: 0 · Shared voting: 1,620,149 · Sole dispositive: 0 · Shared dispositive: 1,620,149 · SCHEDULE 13G/A, 2026-08-13
- · Reporting person: Bay Pond Partners, L.P. · Sole voting: 0 · Shared voting: 1,574,192 · Sole dispositive: 0 · Shared dispositive: 1,574,192 · SCHEDULE 13G/A, 2026-08-13
- · Reporting person: Second Rewritten Trust Indenture of John S Simoni · Sole voting: 0 · Shared voting: 3,064,142 · Sole dispositive: 0 · Shared dispositive: 3,064,142 · SCHEDULE 13G/A, 2026-07-13
- · Holder: Wellington Management Group LLP · Percent: 13.1% · SCHEDULE 13G/A
Northpointe Bancshares, Inc. has 11 Schedule 13D or 13G filings on record since 2025-08-14. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Layoffs on record: 1 filing or notice, latest 2026-10-20 (layoff filings and notices).
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 10.6% | 3,651,674 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Castle Creek Capital Partners VII, LP | 9.9% | 3,284,645 | SCHEDULE 13G, 2026-02-13 | 2025-12-31 |
| Second Rewritten Trust Indenture of John S Simoni | 8.9% | 3,064,142 | SCHEDULE 13G/A, 2026-07-13 | 2026-06-30 |
| Adage Capital Management, L.P. | 7.54% | 2,601,503 | SCHEDULE 13G/A, 2026-05-13 | 2026-03-31 |
| 7.4% | 2,545,762 | SCHEDULE 13G/A, 2025-10-17 | 2025-05-12 | |
| Bay Pond Investors (Bermuda) L.P. | 4.7% | 1,620,149 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Bay Pond Partners, L.P. | 4.6% | 1,574,192 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
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More on Northpointe Bancshares, Inc. and the records around it.
Northpointe Bancshares, Inc. elsewhere on the record
- IPO filing Feb 2025
- Who owns it
Companies that share a holder
- Castle Creek Capital Partners VII, LP also filed stake reports on 2 other companies: CF BANKSHARES INC. (Dec 2025)
- Bay Pond Investors (Bermuda) L.P. also filed stake reports on 4 other companies: Redwood Trust, Inc. (Aug 2026), FirstSun Capital Bancorp (Aug 2026), LendingClub Corporation (Apr 2026)
- Bay Pond Partners, L.P. also filed stake reports on 13 other companies: Customers Bancorp, Inc. (Oct 2026), Redwood Trust, Inc. (Sep 2026), FirstSun Capital Bancorp (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 3,651,674 | 0 | 3,651,674 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 3,651,674 | 0 | 3,651,674 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 3,651,674 | 0 | 3,651,674 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 3,651,674 | 0 | 3,651,674 | SCHEDULE 13G/A, 2026-08-13 |
| Second Rewritten Trust Indenture of John S Simoni | 0 | 3,064,142 | 0 | 3,064,142 | SCHEDULE 13G/A, 2026-07-13 |
| John S. Simoni | 0 | 3,064,142 | 0 | 3,064,142 | SCHEDULE 13G/A, 2026-07-13 |
| Bay Pond Investors (Bermuda) L.P. | 0 | 1,620,149 | 0 | 1,620,149 | SCHEDULE 13G/A, 2026-08-13 |
| Bay Pond Partners, L.P. | 0 | 1,574,192 | 0 | 1,574,192 | SCHEDULE 13G/A, 2026-08-13 |
The latest filing identifies Northpointe Bancshares, Inc. by CUSIP 66661N886 and gives its principal executive office as 3333 Deposit Drive Northeast, Grand Rapids (SCHEDULE 13G/A, 2026-08-13).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Castle Creek Capital Partners VII, LP | 9.9% | SCHEDULE 13G |
| 2025-10-17 | Annie Gainey | 7.4% | SCHEDULE 13G/A |
| 2025-11-13 | Adage Capital Management, L.P. | 5.22% | SCHEDULE 13G |
| 2026-01-15 | Bay Pond Investors (Bermuda) L.P. | 5.5% | SCHEDULE 13G |
| 2026-02-13 | Castle Creek Capital Partners VII, LP | 9.9% | SCHEDULE 13G |
| 2026-05-13 | Adage Capital Management, L.P. | 7.54% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 13.1% | SCHEDULE 13G/A |
| 2026-07-13 | Second Rewritten Trust Indenture of John S Simoni | 8.9% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 10.6% | SCHEDULE 13G/A |
| 2026-08-13 | Bay Pond Partners, L.P. | 4.6% | SCHEDULE 13G/A |
| 2026-08-13 | Bay Pond Investors (Bermuda) L.P. | 4.7% | SCHEDULE 13G/A |
Questions about who owns Northpointe Bancshares, Inc.
Who owns Northpointe Bancshares, Inc.?
On this page, 5 holders' latest ownership filings report 5% or more of Northpointe Bancshares, Inc.: Wellington Management Group LLP (10.6%, Schedule 13G/A, filed 2026-08-13), Castle Creek Capital Partners VII, LP (9.9%, Schedule 13G, filed 2026-02-13), Second Rewritten Trust Indenture of John S Simoni (8.9%, Schedule 13G/A, filed 2026-07-13), Adage Capital Management, L.P. (7.54%, Schedule 13G/A, filed 2026-05-13) and Annie Gainey (7.4%, Schedule 13G/A, filed 2025-10-17).
Who are the largest shareholders of Northpointe Bancshares, Inc.?
By the share each holder's latest filing reports, the largest holders of Northpointe Bancshares, Inc. on this page are Wellington Management Group LLP (10.6%), Castle Creek Capital Partners VII, LP (9.9%) and Second Rewritten Trust Indenture of John S Simoni (8.9%).
When did Wellington Management Group LLP buy into Northpointe Bancshares, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Wellington Management Group LLP on this page is the Schedule 13G/A, filed 2026-05-15, reporting 13.1%; its latest, Schedule 13G/A filed 2026-08-13, reports 10.6%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Northpointe Bancshares, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 28, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| February 14, 2025 | IPO filing, Form 424B4 | $14.5 a share | IPO filings | Source |
| February 7, 2025 | IPO filing, Form S-1/A | $16 to $18 a share | IPO filings | Source |
| February 3, 2025 | IPO filing, Form S-1/A | — | IPO filings | Source |
| January 23, 2025 | IPO filing, Form S-1 | — | IPO filings | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.