Two Sigma Investments
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Two Sigma Investments’s Live Oak Bancshares LOB Stock Holding History

Two Sigma Investments’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
Q1 		$14.4M Buy
434,168
+148,008
+52% +$5.45M 0.01% 1171
2025
Q4 		$9.83M Buy
286,160
+130,987
+84% +$4.38M 0.01% 1135
2025
Q3 		$5.47M Buy
155,173
+112,949
+267% +$3.89M 0.01% 1383
2025
Q2 		$1.26M Sell
42,224
-51,850
-55% -$1.4M ﹤0.01% 2119
2025
Q1 		$2.51M Buy
+94,074
New +$3.13M 0.01% 1597
2024
Q3 		– Sell
-16,493
Closed -$578K – 3243
2024
Q2 		$578K Buy
+16,493
New +$584K ﹤0.01% 2300
2023
Q4 		– Sell
-10,249
Closed -$297K – 3274
2023
Q3 		$297K Sell
10,249
-36,451
-78% -$1.17M ﹤0.01% 2490
2023
Q2 		$1.23M Sell
46,700
-36,552
-44% -$860K ﹤0.01% 1832
2023
Q1 		$2.03M Sell
83,252
-102,787
-55% -$3.22M 0.01% 1369
2022
Q4 		$5.62M Sell
186,039
-57,286
-24% -$1.83M 0.02% 802
2022
Q3 		$7.45M Sell
243,325
-61,882
-20% -$2.22M 0.03% 602
2022
Q2 		$10.3M Buy
305,207
+213,332
+232% +$8.82M 0.03% 501
2022
Q1 		$4.68M Buy
91,875
+85,775
+1,406% +$5.49M 0.01% 961
2021
Q4 		$532K Buy
+6,100
New +$508K ﹤0.01% 3196
2021
Q3 		– Sell
-9,600
Closed -$569K – 4502
2021
Q2 		$566K Buy
+9,600
New +$602K ﹤0.01% 2984
2020
Q2 		– Sell
-50,049
Closed -$624K – 3275
2020
Q1 		$624K Sell
50,049
-55,362
-53% -$876K 0.01% 1771
2019
Q4 		$2M Buy
+105,411
New +$1.95M 0.01% 1584
2019
Q2 		– Sell
-38,800
Closed -$567K – 3511
2019
Q1 		$567K Sell
38,800
-147,801
-79% -$2.27M ﹤0.01% 2202
2018
Q4 		$2.76M Buy
+186,601
New +$3.6M 0.01% 1071
2017
Q2 		– Sell
-32,029
Closed -$693K – 3147
2017
Q1 		$693K Sell
32,029
-6,666
-17% -$141K ﹤0.01% 2131
2016
Q4 		$716K Buy
+38,695
New +$642K ﹤0.01% 2249
2016
Q3 		– Sell
-35,834
Closed -$506K – 3256
2016
Q2 		$506K Buy
+35,834
New +$546K ﹤0.01% 2246

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

Two Sigma Investments's LOB Position: Q1 2026 in Review

Two Sigma Investments increased its Live Oak Bancshares (LOB) stake by 52% in Q1 2026, buying an estimated $5.45M and bringing the position to 434,168 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #1171.

Two Sigma Investments first reported a position in LOB in Q2 2016 and has held it in 22 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Two Sigma Investments held 434,168 shares of Live Oak Bancshares worth $14.4M as of Q1 2026.
  • Two Sigma Investments bought 148,008 Live Oak Bancshares shares in Q1 2026, an estimated $5.45M.
  • Live Oak Bancshares made up 0.01% of Two Sigma Investments's portfolio in Q1 2026, its #1171 holding.
  • Two Sigma Investments first reported a position in Live Oak Bancshares in Q2 2016 and has held it in 22 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.