LOB — LIVE OAK BANCSHARES INC

Ownership history in INCEPTIONR LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in LIVE OAK BANCSHARES INC (LOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2025 Q3)
Avg. % of fund
0.08%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,803 +4,224 +55.7% 0.10% $416K $35.16
2025 Q2 REDUCED 7,579 -1,489 -16.4% 0.05% $226K $29.72
2024 Q4 INITIATED 9,068 — — 0.08% $359K $39.37
% of Fund (quarterly)    LOB price (monthly, adj. close)

Other funds also holding LOB

As of 2025 Q4 — sorted by position size

SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 4.93% JCSD Capital, LLC 3Y 7Y 2.16% Motley Fool Wealth Management, LLC 3Y 7Y 0.75% PMC FIG Opportunities LLC 0.71% one8zero8, LLC 0.57% MENDON CAPITAL ADVISORS CORP 3Y 7Y 0.51% NewEdge Wealth, LLC 3Y 0.49% Numerai GP LLC 3Y 0.28% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.28% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.28%
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