Live Oak Bancshares, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Live Oak Bancshares, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various commercial banking products and services to individuals, small businesses, and professionals in North Carolina, the United States. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, savings, and time deposits. It also offers commercial and industrial loans; construction and development loans; owner occupied and non-owner occupied collateral commercial real estate loans; and commercial land loans. In addition, the company provides settlement, accounting, and securitization services for government guaranteed loans; wealth and investment management services to high-net-worth individuals and families; investment advisory services to a series of funds focused on providing venture capital to new and emerging financial technology companies; and an on-site restaurant location to company employees and business visitors. Live Oak Bancshares, Inc. was incorporated in 2008 and is headquartered in Wilmington, North Carolina.
Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various commercial banking products and services to individuals, small businesses, and professionals in North Carolina, the United States. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, savings, and time deposits. It also offers commercial and industrial loans; construction and development loans; owner occupied and non-owner occupied collateral commercial real estate loans; and commercial land loans. In addition, the company provides settlement, accounting, and securitization services for government guaranteed loans; wealth and investment management services to high-net-worth individuals and families; investment advisory services to a series of funds focused on providing venture capital to new and emerging financial technology companies; and an on-site restaurant location to company employees and business visitors. Live Oak Bancshares, Inc. was incorporated in 2008 and is headquartered in Wilmington, North Carolina.
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Last report1 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Same SIC code · 6
Same SEC industry code: Bank of New York Mellon Corp, Fifth Third Bancorp, State Street Corp and 3 more; of Live Oak Bancshares, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Bank of New York Mellon Corp, Fifth Third Bancorp, State Street Corp and 3 more; of Live Oak Bancshares, Inc.'s 6 closest co-movers, none share that code.
Tall tick = annual report · Source: EDGAR
Expected move
No implied move.
| Manager | Value | % base | |
|---|---|---|---|
| T. Rowe Price | $264.3M | 19.68% | −0.29% |
| BlackRockindex-like | $143.6M | 10.69% | +2.42% |
| Vanguardindex-like | $67.6M | 5.03% | +7.96% |
| Dimensional | $66.0M | 4.91% | +1.40% |
| State Streetindex-like | $55.9M | 4.16% | −4.85% |
| Manager | Value | % base | |
|---|---|---|---|
| T. Rowe Price | $264.3M | 19.68% | −0.29% |
| BlackRockindex-like | $143.6M | 10.69% | +2.42% |
| Vanguardindex-like | $67.6M | 5.03% | +7.96% |
| Dimensional | $66.0M | 4.91% | +1.40% |
| State Streetindex-like | $55.9M | 4.16% | −4.85% |
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Live Oak Bancshares, Inc.
34.40
−0.67 · −1.92%
post 34.40 0.00%
Bull3
Bear1