Steven Cohen’s Live Oak Bancshares LOB Stock Holding History

Steven Cohen’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	$1.58M	Buy	+38,616	New	+$1.44M	﹤0.01%	2543
2025 Q4	–	Sell	-37,100	Closed	-$1.31M	–	4051
2025 Q3	$1.31M	Buy	37,100 +18,114	+95%	+$624K	﹤0.01%	1605
2025 Q2	$566K	Sell	18,986 -11,514	-38%	-$311K	﹤0.01%	1745
2025 Q1	$813K	Sell	30,500 -43,620	-59%	-$1.45M	﹤0.01%	1500
2024 Q4	$2.93M	Buy	+74,120	New	+$3.34M	0.01%	1113
2023 Q4	–	Sell	-957	Closed	-$27.7K	–	2513
2023 Q3	$27.7K	Buy	+957	New	+$30.8K	﹤0.01%	2247

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steven Cohen's LOB Position: Q2 2026 in Review

Steven Cohen opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 38,616 shares worth $1.58M. The stake represents ﹤0.01% of the portfolio and ranks #2543 among its holdings. This is a return to the name: Steven Cohen previously reported a position in LOB as recently as Q3 2025.

Steven Cohen first reported a position in LOB in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.93M in Q4 2024. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Steven Cohen held 38,616 shares of Live Oak Bancshares worth $1.58M as of Q2 2026.
Live Oak Bancshares was a new Steven Cohen position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Steven Cohen's portfolio in Q2 2026, its #2543 holding.
Steven Cohen first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 6 quarters since.
Steven Cohen's Live Oak Bancshares position peaked at $2.93M in Q4 2024.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.