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Dark Forest Capital Management’s Live Oak Bancshares LOB Stock Holding History

Dark Forest Capital Management’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
2026
Q2 		$2.69M Buy
65,920
+15,281
+30% +$571K 0.17% 190
2026
Q1 		$1.67M Sell
50,639
-13,935
-22% -$513K 0.15% 202
2025
Q4 		$2.22M Sell
64,574
-14,923
-19% -$500K 0.1% 348
2025
Q3 		$2.8M Buy
79,497
+19,418
+32% +$669K 0.11% 326
2025
Q2 		$1.79M Sell
60,079
-8,788
-13% -$237K 0.07% 493
2025
Q1 		$1.84M Buy
+68,867
New +$2.29M 0.08% 418
2024
Q4 		– Sell
-8,016
Closed -$380K – 1157
2024
Q3 		$380K Sell
8,016
-3,490
-30% -$146K 0.05% 504
2024
Q2 		$403K Sell
11,506
-3,517
-23% -$125K 0.07% 336
2024
Q1 		$624K Buy
15,023
+1,634
+12% +$65.1K 0.11% 207
2023
Q4 		$609K Sell
13,389
-46,888
-78% -$1.57M 0.09% 203
2023
Q3 		$1.75M Sell
60,277
-23,204
-28% -$746K 0.13% 186
2023
Q2 		$2.2M Buy
83,481
+77,252
+1,240% +$1.82M 0.2% 65
2023
Q1 		$152K Buy
6,229
+5,456
+706% +$171K 0.04% 506
2022
Q4 		$23.3K Buy
+773
New +$24.7K 0.01% 542
2021
Q4 		– Sell
-1,831
Closed -$117K – 1634
2021
Q3 		$117K Buy
+1,831
New +$109K 0.04% 344

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dark Forest Capital Management's LOB Position: Q2 2026 in Review

Dark Forest Capital Management increased its Live Oak Bancshares (LOB) stake by 30% in Q2 2026, buying an estimated $571K and bringing the position to 65,920 shares worth $2.69M. The position accounts for 0.17% of the portfolio, ranked #190.

Dark Forest Capital Management first reported a position in LOB in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.8M in Q3 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Dark Forest Capital Management held 65,920 shares of Live Oak Bancshares worth $2.69M as of Q2 2026.
  • Dark Forest Capital Management bought 15,281 Live Oak Bancshares shares in Q2 2026, an estimated $571K.
  • Live Oak Bancshares made up 0.17% of Dark Forest Capital Management's portfolio in Q2 2026, its #190 holding.
  • Dark Forest Capital Management first reported a position in Live Oak Bancshares in Q3 2021 and has held it in 15 quarters since.
  • Dark Forest Capital Management's Live Oak Bancshares position peaked at $2.8M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.