LOB Smart Money
Live Oak Bancshares, Inc.
1W: -1.9%
1M: -5.6%
3M: -18.8%
YTD: -0.0%
1Y: +1.6%
3Y: +29.3%
5Y: -50.7%
$34.74
+0.06 (+0.17%)
Weekly Expected Move ±4.0%
$32
$34
$35
$37
$38
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026261
Institutions Holding
+8 vs prior
67.5%
Ownership
+13.87%
37
New
85
Increased
86
Reduced
20
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-10 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $38.75 | $387K | Filing |
| 2026-09-09 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $38.63 | $386K | Filing |
| 2026-09-03 | Bradford Tonya Williams | director | S-Sale | 1,600 | $39.89 | $64K | Filing |
| 2026-09-03 | WILLIAMS WILLIAM L. III | director | S-Sale | 6,590 | $40.09 | $264K | Filing |
| 2026-09-03 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $39.75 | $397K | Filing |
| 2026-09-02 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 258 | $39.88 | $10K | Filing |
| 2026-09-02 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 9,742 | $39.53 | $385K | Filing |
| 2026-09-02 | WILLIAMS WILLIAM L. III | director | S-Sale | 1,810 | $40.00 | $72K | Filing |
| 2026-08-27 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $39.66 | $397K | Filing |
| 2026-08-26 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $39.99 | $400K | Filing |
| 2026-08-25 | Losch William C III | officer: president | F-Tax Withholding | 22,221 | $39.99 | $889K | Filing |
| 2026-08-20 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $40.53 | $405K | Filing |
| 2026-08-19 | Cairns Michael | officer: chief credit officer | F-Tax Withholding | 1,076 | $40.89 | $44K | Filing |
| 2026-08-19 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 1,998 | $41.97 | $84K | Filing |
| 2026-08-19 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 8,002 | $41.05 | $328K | Filing |
| 2026-08-18 | Phifer Walter J | officer: chief financial officer | F-Tax Withholding | 1,296 | $42.60 | $55K | Filing |
| 2026-08-13 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $43.10 | $431K | Filing |
| 2026-08-12 | MAHAN JAMES S III | officer: chief executive officer | S-Sale | 10,000 | $42.75 | $427K | Filing |
| 2026-08-10 | Derraik Renato | officer: chief info./digital off., bank | F-Tax Withholding | 11,111 | $42.23 | $469K | Filing |
| 2026-08-10 | Losch William C III | officer: president | F-Tax Withholding | 18,665 | $42.23 | $788K | Filing |
| 2026-08-04 | LUCHT DAVID G | director | S-Sale | 2,000 | $44.36 | $89K | Filing |
| 2026-08-04 | Spencer Courtney | officer: chief experience officer | S-Sale | 154 | $43.68 | $7K | Filing |
| 2026-08-03 | WILLIAMS WILLIAM L. III | director | S-Sale | 8,400 | $43.08 | $362K | Filing |
| 2026-07-28 | Moroz Mark Michael | officer: chief banking officer | S-Sale | 6,100 | $42.08 | $257K | Filing |
| 2026-07-27 | LUCHT DAVID G | director | S-Sale | 3,000 | $42.13 | $126K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,515,856 | $144M | +82,957 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,654,730 | $68M | +121,959 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,615,529 | $66M | +22,344 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,367,619 | $56M | -69,696 | 2026-06-30 | Filing |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,360,091 | $56M | -261,812 | 2026-06-30 | Filing |
| GILDER GAGNON HOWE & CO LLC | 1,123,910 | $46M | -69,204 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 996,870 | $41M | +88,724 | 2026-06-30 | Filing |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 934,751 | $38M | -98,788 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 912,543 | $37M | +58,585 | 2026-06-30 | Filing |
| LOOMIS SAYLES & CO L P | 671,994 | $27M | -56,135 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 667,556 | $27M | +485,769 | 2026-06-30 | Filing |
| ROYCE & ASSOCIATES LP | 646,091 | $26M | +72,241 | 2026-06-30 | Filing |
| ALGERT GLOBAL LLC | 586,166 | $24M | +223,487 | 2026-06-30 | Filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 569,233 | $23M | -153,664 | 2026-06-30 | Filing |
| FULLER & THALER ASSET MANAGEMENT, INC. | 554,642 | $23M | +239,814 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 420,262 | $17M | -13,906 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 320,783 | $13M | -3,604 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 299,270 | $12M | +8,636 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 299,270 | $12M | +299,270 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 287,390 | $12M | +24,602 | 2026-06-30 | Filing |