Two Sigma Investments
LOB icon

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
2021
Q4 		– Sell
-7,900
Closed -$503K – 4600
2021
Q3 		$503K Sell
7,900
-10,200
-56% -$605K ﹤0.01% 3259
2021
Q2 		$1.07M Buy
18,100
+900
+5% +$56.5K ﹤0.01% 2415
2021
Q1 		$1.18M Buy
+17,200
New +$902K ﹤0.01% 2158

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.