William Blair Investment Management
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William Blair Investment Management’s Live Oak Bancshares LOB Stock Holding History

William Blair 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 		$23.2M Sell
569,233
-153,664
-21% -$5.74M 0.07% 227
2026
Q1 		$23.9M Buy
722,897
+74,336
+11% +$2.74M 0.08% 236
2025
Q4 		$22.3M Buy
+648,561
New +$21.7M 0.06% 260

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 Investment Management's LOB Position: Q2 2026 in Review

William Blair Investment Management reduced its Live Oak Bancshares (LOB) stake by 21% in Q2 2026, selling an estimated $5.74M and leaving 569,233 shares worth $23.2M. The position accounts for 0.07% of the portfolio, ranked #227.

William Blair Investment Management first reported a position in LOB in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.9M in Q1 2026. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • William Blair Investment Management held 569,233 shares of Live Oak Bancshares worth $23.2M as of Q2 2026.
  • William Blair Investment Management sold 153,664 Live Oak Bancshares shares in Q2 2026, an estimated $5.74M.
  • Live Oak Bancshares made up 0.07% of William Blair Investment Management's portfolio in Q2 2026, its #227 holding.
  • William Blair Investment Management first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 3 quarters since.
  • William Blair Investment Management's Live Oak Bancshares position peaked at $23.9M in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.