William Blair & Company
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William Blair & Company’s Live Oak Bancshares LOB Stock Holding History

William Blair & Company’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 		$1M Buy
24,576
+53
+0.2% +$1.98K ﹤0.01% 979
2026
Q1 		$811K Sell
24,523
-5,559
-18% -$205K ﹤0.01% 1003
2025
Q4 		$1.03M Buy
+30,082
New +$1.01M ﹤0.01% 930

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

William Blair & Company's LOB Position: Q2 2026 in Review

William Blair & Company increased its Live Oak Bancshares (LOB) stake by 0.22% in Q2 2026, buying an estimated $1.98K and bringing the position to 24,576 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #979.

William Blair & Company first reported a position in LOB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • William Blair & Company held 24,576 shares of Live Oak Bancshares worth $1M as of Q2 2026.
  • William Blair & Company bought 53 Live Oak Bancshares shares in Q2 2026, an estimated $1.98K.
  • Live Oak Bancshares made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #979 holding.
  • William Blair & Company first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 3 quarters since.
  • William Blair & Company's Live Oak Bancshares position peaked at $1.03M in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.