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Live Oak Bancshares, Inc. hedge fund holdings

LOBNYSE
$34.26-2.23 (-6.11%)as of Oct 7, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

LOB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 7, 2025 to Oct 7, 2026. Price (-2.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258772$70.3M$46.6M195Aug 14, 2025
Q3 20258255$87.6M$95.4M205Nov 14, 2025
Q4 20257677$209M$82.7M216Feb 14, 2026
Q1 20267879$108M$164M216May 15, 2026
Q2 20268859$95.8M$82.1M223Aug 14, 2026

Quarterly action breakdown

Q2 2026
223 filers
New position
27
$14.5M+354K sh
Increased
61
$81.3M+1.99M sh
Reduced
41
-$57.6M-1.41M sh
Out / sold
18
-$24.5M-600K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Motley Fool Wealth Management, LLCSell 100%-$6.93M$00.00%Aug 6, 2026
William Blair Investment Management, LLCReduce 21.26%-$6.28M$23.2M0.07%Aug 12, 2026
Southernsun Asset Management, LLCReduce 9.56%-$4.03M$38.2M5.14%Aug 14, 2026
WCM Investment Management, LLCReduce 63.94%-$4.03M$2.27M0.00%Aug 13, 2026
CenterBook Partners LPReduce 59.30%-$3.19M$2.19M0.11%Aug 11, 2026
Gilder Gagnon Howe & Co LLCReduce 5.80%-$2.83M$45.9M0.47%Aug 14, 2026
Pathfinder Wealth Consulting, Inc.Sell 100%-$2.6M$0Not reportedJul 10, 2026
Voloridge Investment Management, LLCReduce 51.49%-$2.31M$2.17M0.01%Aug 14, 2026
Loomis Sayles & Co L PReduce 7.71%-$2.29M$27.4M0.03%Aug 14, 2026
Lighthouse Investment Partners, LLCAdded 83.38%+$1.66M$3.66M0.10%Aug 14, 2026
Numerai GP LLCSell 100%-$1.6M$00.00%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCSell 100%-$984K$00.00%Aug 14, 2026
Rafferty Asset Management, LLCReduce 51.06%-$854K$819K0.00%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCAdded 8.22%+$838K$11M0.03%Aug 14, 2026
T. Rowe Price Investment Management, Inc.Reduce 0.29%-$762K$264M0.17%Aug 14, 2026
Quantinno Capital Management LPAdded 51.16%+$620K$1.83M0.00%Aug 13, 2026
First Trust Advisors LPAdded 32.82%+$549K$2.22M0.00%Aug 11, 2026
Equitable Trust CoSell 100%-$487K$00.00%Jul 23, 2026
MML Investors Services, LLCAdded 38.02%+$443K$1.61M0.00%Aug 7, 2026
Diamond Hill Capital Management, LLC (Investment Advisor)Added 5.73%+$397K$7.32M0.06%Aug 6, 2026
Aigen Investment Management, LPNew Buy+$395K$395K0.11%Aug 14, 2026
PDT Partners, LLCReduce 21.90%-$355K$1.27M0.07%Aug 14, 2026
Persistent Asset Partners LtdSell 100%-$317K$00.00%Aug 7, 2026
Evergreen Capital Management LLCNew Buy+$298K$298K0.01%Jul 23, 2026
Riggs Asset Managment Co. Inc.Reduce 9.21%-$270K$2.66M0.48%Jul 29, 2026
Chatham Capital Group, Inc.Added 12.09%+$259K$2.41M0.31%Jul 13, 2026
Allegiance Financial Group Advisory Services LLCNew Buy+$258K$258K0.04%Jul 27, 2026
Pinnacle Financial Partners, Inc.New Buy+$225K$225K0.00%Aug 14, 2026
Patriot Investment Management Group, Inc.Sell 100%-$221K$00.00%Jul 15, 2026
Rice Hall James & Associates, LLCReduce 3.71%-$220K$5.72M0.28%Aug 7, 2026
Tannin Capital LLCNew Buy+$220K$220K0.14%Aug 4, 2026
Motley Fool Asset Management LLCReduce 9.58%-$219K$2.06M0.08%Aug 6, 2026
Principal Securities, Inc.New Buy+$216K$216K0.00%Aug 4, 2026
Atria Investments, IncNew Buy+$210K$210K0.00%Jul 28, 2026
Pictet Asset Management Holding SANew Buy+$205K$205K0.00%Jul 30, 2026
Concord Wealth PartnersNew Buy+$116K$116K0.01%Jul 27, 2026
Pinnacle Wealth Management Advisory Group, LLCReduce 35.50%-$112K$204K0.01%Aug 5, 2026
Quantum Portfolio Management LLCNew Buy+$94.1K$94.1K0.03%Aug 14, 2026
Hamilton Capital Partners Inc.Reduce 32.38%-$83.2K$174K0.01%Aug 14, 2026
Sovran Advisors, LLCAdded 5.59%+$78.1K$1.47M0.11%Jul 30, 2026
Whittier Trust CoReduce 0.70%-$65.7K$9.38M0.09%Jul 28, 2026
Inspire Investing, LLCAdded 7.32%+$46.1K$676K0.03%Aug 12, 2026
Vident Advisory, LLCAdded 11.32%+$38K$374K0.00%Aug 12, 2026
Pinnacle Associates LtdAdded 2.93%+$32K$1.12M0.01%Aug 3, 2026
Oppenheimer Asset Management Inc.Added 1.30%+$25.6K$2M0.02%Aug 3, 2026
Benjamin Edwards IncAdded 3.05%+$20.4K$688K0.01%Jul 24, 2026
Lanark Financial, Inc.Added 1.71%+$13.2K$782K0.05%Jul 21, 2026
Summit Securities Group LLCSell 100%-$12.3K$00.00%Aug 3, 2026
Graham Capital Management, L.P.Added 1.00%+$10.3K$1.05M0.02%Aug 14, 2026
Personal Cfo Solutions, LLCReduce 2.77%-$9.72K$342K0.05%Aug 7, 2026
Level Four Advisory Services, LLCReduce 0.92%-$9.43K$1.02M0.03%Aug 10, 2026
Providence Capital Advisors, LLCNew Buy+$8.17K$8.17K0.00%Aug 11, 2026
First Command Advisory Services, Inc.Reduce 70.24%-$5.88K$2.49K0.00%Aug 10, 2026
Quarry LPReduce 66.19%-$5.68K$2.9K0.00%Aug 14, 2026
Whittier Trust Co of Nevada IncReduce 0.12%-$5.59K$4.81M0.09%Jul 28, 2026
Blair William & CoAdded 0.22%+$2.17K$1M0.00%Aug 11, 2026
Rachor Investment Advisory Services, LLCSell 100%-$2.15K$00.00%Jul 16, 2026
Bare Financial Services, IncSell 100%-$2.08K$00.00%Jul 27, 2026
Horizon Financial Services, LLCNew Buy+$1.18K$1.18K0.00%Jul 20, 2026
Park Avenue Securities LLCAdded 0.22%+$1.1K$495K0.00%Jul 20, 2026
West Paces Advisors Inc.New Buy+$776$7760.00%Jul 20, 2026
Aviance Capital Partners, LLCAdded 0.12%+$694$593K0.06%Jul 31, 2026
Missouri Trust & Investment CoSell 100%-$529$00.00%Aug 13, 2026
Empowered Funds, LLCAdded 0.01%+$204$3.64M0.02%Aug 17, 2026
Stone House Investment Management, LLCNew Buy+$204$2040.00%Aug 5, 2026
Silver Grove Financial Group, Inc.New Buy+$123$1230.00%Aug 13, 2026
Fiduciary Financial AdvisorsNew Buy+$82$820.00%Aug 14, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$66$00.00%Aug 13, 2026
Freestone Grove Partners LPSell 100%-$33$00.00%Aug 14, 2026

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