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David Shaw’s Live Oak Bancshares LOB Stock Holding History

David Shaw’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
2021
Q3 		– Sell
-22,600
Closed -$1.33M – 5099
2021
Q2 		$1.33M Buy
22,600
+10,000
+79% +$627K ﹤0.01% 3312
2021
Q1 		$863K Buy
+12,600
New +$661K ﹤0.01% 3217

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

David Shaw's LOB Position: Q2 2026 in Review

David Shaw reduced its Live Oak Bancshares (LOB) stake by 17% in Q2 2026, selling an estimated $1.68M and leaving 217,937 shares worth $8.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

David Shaw first reported a position in LOB in Q3 2015 and has held it in 30 quarters since. The position peaked at $15.4M in Q4 2023. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • David Shaw held 217,937 shares of Live Oak Bancshares worth $8.9M as of Q2 2026.
  • David Shaw sold 45,066 Live Oak Bancshares shares in Q2 2026, an estimated $1.68M.
  • Live Oak Bancshares made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #1925 holding.
  • David Shaw first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 30 quarters since.
  • David Shaw's Live Oak Bancshares position peaked at $15.4M in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.