Live Oak Bancshares Inc (LOB) 13F Investor Activity Report (Q2 2026)

LOB ranks #2587 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LOB is a top-conviction position for Southernsun Asset Management, LLC — at 5.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LOB belongs to T. Rowe Price Investment Management, Inc., but the position matters far more to Southernsun Asset Management, LLC, who has 5.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Versant Capital Management, Inc has added to its LOB position for two straight quarters, increasing it by $40.7K to reach $75.3K today.

Essential Partners LLC has trimmed its LOB position for two straight quarters, cutting it by $2.1K while still holding $7.5K.

LOB is up 2.1% today, and institutions have been net buyers of $110.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LOB closed its latest fiscal year with net income of $105.9M.

• Profitable — net income of $105.9M in the latest fiscal year
• Revenue grew 10.7% year over year
• Net income improved year over year, from $77.5M to $105.9M
• Generated $158.2M in positive operating cash flow
• Liabilities run 11.11x equity — a highly leveraged balance sheet worth noting