JY
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Jeff Yass’s Live Oak Bancshares LOB Stock Holding History

Jeff Yass’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
2025
Q2 		– Sell
-12,000
Closed -$320K – 13264
2025
Q1 		$320K Buy
+12,000
New +$399K ﹤0.01% 9926
2024
Q4 		– Sell
-6,000
Closed -$284K – 12773
2024
Q3 		$284K Sell
6,000
-2,200
-27% -$92K ﹤0.01% 9711
2024
Q2 		$287K Sell
8,200
-9,500
-54% -$336K ﹤0.01% 9547
2024
Q1 		$735K Sell
17,700
-4,200
-19% -$167K ﹤0.01% 7597
2023
Q4 		$996K Sell
21,900
-45,300
-67% -$1.52M ﹤0.01% 7006
2023
Q3 		$1.95M Buy
+67,200
New +$2.16M ﹤0.01% 5187
2022
Q3 		– Sell
-10,600
Closed -$359K – 13734
2022
Q2 		$359K Sell
10,600
-5,300
-33% -$219K ﹤0.01% 9072
2022
Q1 		$809K Sell
15,900
-8,800
-36% -$563K ﹤0.01% 7691
2021
Q4 		$2.16M Buy
24,700
+15,700
+174% +$1.31M ﹤0.01% 5334
2021
Q3 		$573K Sell
9,000
-2,100
-19% -$124K ﹤0.01% 9028
2021
Q2 		$655K Sell
11,100
-8,700
-44% -$546K ﹤0.01% 8903
2021
Q1 		$1.36M Buy
19,800
+7,500
+61% +$393K ﹤0.01% 6930
2020
Q4 		$584K Sell
12,300
-9,100
-43% -$365K ﹤0.01% 7946
2020
Q3 		$542K Buy
21,400
+300
+1% +$5.84K ﹤0.01% 7497
2020
Q2 		$306K Sell
21,100
-4,700
-18% -$63.7K ﹤0.01% 8329
2020
Q1 		$322K Buy
+25,800
New +$408K ﹤0.01% 7840
2019
Q3 		– Sell
-12,600
Closed -$216K – 10546
2019
Q2 		$216K Buy
12,600
+1,000
+9% +$16.4K ﹤0.01% 8986
2019
Q1 		$169K Buy
+11,600
New +$178K ﹤0.01% 7971
2018
Q4 		– Sell
-9,900
Closed -$265K – 9517
2018
Q3 		$265K Buy
+9,900
New +$296K ﹤0.01% 7706

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

Jeff Yass's LOB Position: Q2 2026 in Review

Jeff Yass reduced its Live Oak Bancshares (LOB) stake by 64% in Q2 2026, selling an estimated $1.47M and leaving 22,078 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #8451.

Jeff Yass first reported a position in LOB in Q3 2015 and has held it in 30 quarters since. The position peaked at $4.19M in Q3 2023. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Jeff Yass held 22,078 shares of Live Oak Bancshares worth $902K as of Q2 2026.
  • Jeff Yass sold 39,448 Live Oak Bancshares shares in Q2 2026, an estimated $1.47M.
  • Live Oak Bancshares made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8451 holding.
  • Jeff Yass first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 30 quarters since.
  • Jeff Yass's Live Oak Bancshares position peaked at $4.19M in Q3 2023.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.