Voloridge Investment Management
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Voloridge Investment Management’s Live Oak Bancshares LOB Stock Holding History

Voloridge Investment Management’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 		$2.17M Sell
53,182
-56,451
-51% -$2.11M 0.01% 640
2026
Q1 		$3.63M Sell
109,633
-69,332
-39% -$2.55M 0.01% 738
2025
Q4 		$6.15M Buy
178,965
+13,682
+8% +$458K 0.02% 712
2025
Q3 		$5.82M Sell
165,283
-39,881
-19% -$1.37M 0.02% 702
2025
Q2 		$6.11M Sell
205,164
-60,801
-23% -$1.64M 0.02% 703
2025
Q1 		$7.09M Buy
265,965
+171,743
+182% +$5.71M 0.03% 687
2024
Q4 		$3.73M Sell
94,222
-18,945
-17% -$853K 0.01% 849
2024
Q3 		$5.36M Sell
113,167
-7,760
-6% -$325K 0.02% 760
2024
Q2 		$4.24M Sell
120,927
-1,480
-1% -$52.4K 0.02% 796
2024
Q1 		$5.08M Buy
122,407
+68,549
+127% +$2.73M 0.02% 659
2023
Q4 		$2.45M Buy
53,858
+11,632
+28% +$390K 0.01% 786
2023
Q3 		$1.22M Buy
42,226
+16,393
+63% +$527K 0.01% 1054
2023
Q2 		$680K Buy
25,833
+3,881
+18% +$91.4K ﹤0.01% 1188
2023
Q1 		$535K Sell
21,952
-79,377
-78% -$2.49M ﹤0.01% 1213
2022
Q4 		$3.06M Sell
101,329
-19,741
-16% -$630K 0.02% 843
2022
Q3 		$3.71M Sell
121,070
-98,910
-45% -$3.55M 0.02% 759
2022
Q2 		$7.46M Buy
219,980
+76,891
+54% +$3.18M 0.04% 543
2022
Q1 		$7.28M Buy
143,089
+70,331
+97% +$4.5M 0.04% 508
2021
Q4 		$6.35M Buy
72,758
+68,790
+1,734% +$5.73M 0.03% 629
2021
Q3 		$252K Sell
3,968
-60,296
-94% -$3.57M ﹤0.01% 1558
2021
Q2 		$3.79M Sell
64,264
-11,452
-15% -$718K 0.03% 740
2021
Q1 		$5.19M Sell
75,716
-7,756
-9% -$407K 0.04% 518
2020
Q4 		$3.96M Buy
+83,472
New +$3.35M 0.03% 513

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

Voloridge Investment Management's LOB Position: Q2 2026 in Review

Voloridge Investment Management reduced its Live Oak Bancshares (LOB) stake by 51% in Q2 2026, selling an estimated $2.11M and leaving 53,182 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #640.

Voloridge Investment Management first reported a position in LOB in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.46M in Q2 2022. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Voloridge Investment Management held 53,182 shares of Live Oak Bancshares worth $2.17M as of Q2 2026.
  • Voloridge Investment Management sold 56,451 Live Oak Bancshares shares in Q2 2026, an estimated $2.11M.
  • Live Oak Bancshares made up 0.01% of Voloridge Investment Management's portfolio in Q2 2026, its #640 holding.
  • Voloridge Investment Management first reported a position in Live Oak Bancshares in Q4 2020 and has held it in 23 quarters since.
  • Voloridge Investment Management's Live Oak Bancshares position peaked at $7.46M in Q2 2022.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

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