What smart money is saying about Live Oak Bancshares, Inc.
LOB
No fund has written a full thesis on Live Oak Bancshares, Inc. in our archive, but 3 fund letters report a position in it — most recently Harding Loevner Global Small Companies Equity in December 2025.
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3
Reported positions
0
Bought
1
Sold
4
Letters
Position history
Between Q4 2024 and Q4 2025, 3 fund letters reported a position in Live Oak Bancshares, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 1 move
- December 2025
“We also exited several US holdings as their businesses began to show signs of stress. One was Live Oak Bank, which appeared particularly vulnerable to the negative effects of the Trump administration’s tariffs: Its small-business customers are less able to absorb tariff pressures, increasing the risk of higher loan-loss provisions.”
Live Oak Bancshares, Inc. - March 2025
“Live Oak Bancshares, Inc. (LOB) was a top detractor in the first quarter in the Small Cap strategy.”
Live Oak Bancshares, Inc. - December 2024
“Other bottom Q4 contributors included Astrana Health, Live Oak Bancshares and Rocky Brands.”
Live Oak Bancshares, Inc.
Also mentioned · 1
These funds discuss Live Oak Bancshares, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSouthernSun AM Small Cap StrategyJune 2026
“Live Oak Bancshares, Inc. LOB 5.1 117”
Live Oak Bancshares, Inc.
Read the letters behind these Live Oak Bancshares, Inc. positions
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