Live Oak Bancshares, Inc.: which funds bought and sold
Institutions that bought and sold Live Oak Bancshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 118 institutions that filed 13F reports for both quarters added to or opened positions in Live Oak Bancshares, and 87 cut or closed them. Together they added a net 208K shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 42K shares (+0.3%); index fund managers were net buyers of 284K shares (+3.1%). 33 opened a new position and 21 sold out entirely.
Bought, Q2 2026 118 institutions, 33 of them new holders Sold, Q2 2026 87 institutions, 21 of them sold out
Net change, all compared +208K shares (+0.6%)
Net change, active managers +42K shares (+0.3%), 22 bought, 20 sold
Buyers versus sellers
118 bought 52 87 sold
Active managers and hedge funds 22 bought · 20 sold · +42K
Index fund managers 7 bought · 3 sold · +284K
Other institutions 89 bought · 64 sold · −119K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| American Century Companies Inc Active manager | +486K +267.2% | 668K | $27.3M |
| Fuller & Thaler Asset Management, Inc. | +240K +76.2% | 555K | $22.7M |
| Algert Global LLC Hedge fund | +223K +61.6% | 586K | $23.9M |
| Vanguard Capital Management LLC Index funds | +122K +8.0% | 1.7M | $67.6M |
| Apollon Wealth Management, LLC | +117K New position | 117K | $4.8M |
| Vanguard Portfolio Management LLC Index funds | +89K +9.8% | 997K | $40.7M |
| Blackrock, Inc. Index funds | +83K +2.4% | 3.5M | $144M |
| Royce & Associates LP Active manager | +72K +12.6% | 646K | $26.4M |
| Man Group PLC Hedge fund | +72K New position | 72K | $2.9M |
| Qube Research & Technologies Ltd Hedge fund | +66K New position | 66K | $2.7M |
| Trexquant Investment LP Hedge fund | +60K +90.0% | 128K | $5.2M |
| Geode Capital Management, LLC Index funds | +59K +6.9% | 913K | $37.3M |
| FMR LLC Active manager | +56K +187.2% | 85K | $3.5M |
| Bank Of America Corp | +55K +31.7% | 230K | $9.4M |
| Marshall Wace, LLP Hedge fund | +45K New position | 45K | $1.8M |
| Lighthouse Investment Partners, LLC Hedge fund | +41K +83.4% | 90K | $3.7M |
| Walleye Capital LLC Hedge fund | +40K New position | 40K | $1.6M |
| Point72 Asset Management, L.P. Hedge fund | +39K New position | 39K | $1.6M |
| AQR Capital Management LLC Hedge fund | +38K +38.1% | 139K | $5.7M |
| Russell Investments Group, Ltd. | +37K +36.8% | 138K | $5.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| American Century Companies Inc Active manager | +486K +267.2% | 668K | $27.3M |
| Algert Global LLC Hedge fund | +223K +61.6% | 586K | $23.9M |
| Royce & Associates LP Active manager | +72K +12.6% | 646K | $26.4M |
| Man Group PLC Hedge fund | +72K New position | 72K | $2.9M |
| Qube Research & Technologies Ltd Hedge fund | +66K New position | 66K | $2.7M |
| Trexquant Investment LP Hedge fund | +60K +90.0% | 128K | $5.2M |
| FMR LLC Active manager | +56K +187.2% | 85K | $3.5M |
| Marshall Wace, LLP Hedge fund | +45K New position | 45K | $1.8M |
| Lighthouse Investment Partners, LLC Hedge fund | +41K +83.4% | 90K | $3.7M |
| Walleye Capital LLC Hedge fund | +40K New position | 40K | $1.6M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC Active manager | −262K −16.1% | 1.4M | $55.5M |
| Motley Fool Wealth Management, LLC | −210K Sold out | 0 | — |
| William Blair Investment Management, LLC Active manager | −154K −21.3% | 569K | $23.2M |
| Brevan Howard Capital Management LP Hedge fund | −125K Sold out | 0 | — |
| Goldman Sachs Group Inc | −116K −36.2% | 203K | $8.3M |
| Millennium Management LLC Hedge fund | −113K −83.1% | 23K | $935,685 |
| Southernsun Asset Management, LLC | −99K −9.6% | 935K | $38.2M |
| WCM Investment Management, LLC Active manager | −98K −63.9% | 55K | $2.3M |
| Pathfinder Wealth Consulting, Inc. | −78K Sold out | 0 | — |
| Centerbook Partners LP Hedge fund | −78K −59.3% | 54K | $2.2M |
| Jacobs Levy Equity Management, Inc Active manager | −77K −57.8% | 56K | $2.3M |
| State Street Corp Index funds | −70K −4.8% | 1.4M | $55.9M |
| Gilder Gagnon Howe & Co LLC Active manager | −69K −5.8% | 1.1M | $45.9M |
| Boothbay Fund Management, LLC Hedge fund | −67K Sold out | 0 | — |
| Jpmorgan Chase & Co | −65K −60.8% | 42K | $1.8M |
| Voloridge Investment Management, LLC Hedge fund | −56K −51.5% | 53K | $2.2M |
| Loomis Sayles & Co L P Active manager | −56K −7.7% | 672K | $27.4M |
| Numerai Gp LLC | −48K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −45K −17.1% | 218K | $8.9M |
| Xtx Topco Ltd | −43K −61.7% | 27K | $1.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC Active manager | −262K −16.1% | 1.4M | $55.5M |
| William Blair Investment Management, LLC Active manager | −154K −21.3% | 569K | $23.2M |
| Brevan Howard Capital Management LP Hedge fund | −125K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −113K −83.1% | 23K | $935,685 |
| WCM Investment Management, LLC Active manager | −98K −63.9% | 55K | $2.3M |
| Centerbook Partners LP Hedge fund | −78K −59.3% | 54K | $2.2M |
| Jacobs Levy Equity Management, Inc Active manager | −77K −57.8% | 56K | $2.3M |
| Gilder Gagnon Howe & Co LLC Active manager | −69K −5.8% | 1.1M | $45.9M |
| Boothbay Fund Management, LLC Hedge fund | −67K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −56K −51.5% | 53K | $2.2M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Apollon Wealth Management, LLC | 117K | $4.8M |
| Man Group PLCHedge fund | 72K | $2.9M |
| Qube Research & Technologies LtdHedge fund | 66K | $2.7M |
| Marshall Wace, LLPHedge fund | 45K | $1.8M |
| Walleye Capital LLCHedge fund | 40K | $1.6M |
| Point72 Asset Management, L.P.Hedge fund | 39K | $1.6M |
| Callan Family Office, LLC | 13K | $534,189 |
| Mirabella Financial Services LLP | 11K | $436,090 |
| Aigen Investment Management, LP | 9,668 | $394,841 |
| HSBC Holdings PLC | 7,941 | $325,819 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Motley Fool Wealth Management, LLC | 210K | $6.9M |
| Brevan Howard Capital Management LPHedge fund | 125K | $4.1M |
| Pathfinder Wealth Consulting, Inc. | 78K | $2.6M |
| Boothbay Fund Management, LLCHedge fund | 67K | $2.2M |
| Numerai Gp LLC | 48K | $1.6M |
| Susquehanna Portfolio Strategies, LLC | 30K | $984,395 |
| Pmc Fig Opportunities LLC | 24K | $803,832 |
| Equitable Trust Co | 15K | $486,857 |
| Persistent Asset Partners Ltd | 9,595 | $317,307 |
| Public Employees Retirement System Of Ohio | 7,481 | $247,397 |
Who holds the shares
- Institutions reporting
- 239
- Ten largest holders
- 60.8% of 13F-reported shares
- Index fund managers
- 28.6% of 13F-reported shares
- Active managers and hedge funds
- 44.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 22 | 20 | 5 | 3 | +42K | +0.3% |
| Index fund managers | 7 | 3 | 0 | 0 | +284K | +3.1% |
| Other institutions | 89 | 64 | 28 | 18 | −119K | −1.4% |
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