D.E. Shaw & Co
LOB icon

D.E. Shaw & Co’s Live Oak Bancshares LOB Stock Holding History

D.E. Shaw & Co’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,000
Closed -$873K – 5778
2021
Q4 		$873K Buy
+10,000
New +$833K ﹤0.01% 4040

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co's LOB Position: Q1 2026 in Review

D.E. Shaw & Co reduced its Live Oak Bancshares (LOB) stake by 22% in Q1 2026, selling an estimated $2.78M and leaving 263,003 shares worth $8.7M. The position accounts for 0.01% of the portfolio, ranked #1755.

D.E. Shaw & Co first reported a position in LOB in Q3 2015 and has held it in 29 quarters since. The position peaked at $15.4M in Q4 2023. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • D.E. Shaw & Co held 263,003 shares of Live Oak Bancshares worth $8.7M as of Q1 2026.
  • D.E. Shaw & Co sold 75,484 Live Oak Bancshares shares in Q1 2026, an estimated $2.78M.
  • Live Oak Bancshares made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1755 holding.
  • D.E. Shaw & Co first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 29 quarters since.
  • D.E. Shaw & Co's Live Oak Bancshares position peaked at $15.4M in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.