LOB — LIVE OAK BANCSHARES INC

Ownership history in Qube Research & Technologies Ltd  ·  13 quarters on record

AI Ownership Summary

Qube Research & Technologies Ltd reported LIVE OAK BANCSHARES INC (LOB) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows LOB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LOB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Qube Research & Technologies Ltd's position in LIVE OAK BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LOB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LOB stock page Qube Research & Technologies Ltd fund profile Qube Research & Technologies Ltd full holdings
How Qube Research & Technologies Ltd held LOB — position size vs. price
% of Fund (quarterly)    LOB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,630 -209,863 -94.3% 0.00% $445K 2025-11-14 $31.11
2025 Q2 REDUCED 222,493 -60,211 -21.3% 0.01% $6.6M 2025-08-14 $34.40
2025 Q1 ADDED 282,704 +184,090 +186.7% 0.01% $7.5M 2025-05-15 $28.13
2024 Q4 ADDED 98,614 +15,366 +18.5% 0.01% $3.9M 2025-02-14 $33.78
2024 Q3 ADDED 83,248 +4,451 +5.6% 0.01% $3.9M 2024-11-14 $48.30
2024 Q2 ADDED 78,797 +31,720 +67.4% 0.00% $2.8M 2024-08-14 $38.62
2024 Q1 ADDED 47,077 +26,531 +129.1% 0.00% $2.0M 2024-05-14 $35.37
2023 Q4 ADDED 20,546 +12,466 +154.3% 0.00% $935K 2024-02-13 $38.26
2023 Q3 REDUCED 8,080 -25,682 -76.1% 0.00% $234K 2023-11-13 $29.70
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Pathfinder Wealth Consulting, Inc. 1.81% 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%

FAQ About Qube Research & Technologies Ltd and LOB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Qube Research & Technologies Ltd reported owning LOB?

Qube Research & Technologies Ltd reported LOB across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported LOB position in Qube Research & Technologies Ltd's portfolio?

The largest reported portfolio weight for LOB was 0.01% in 2025 Q1.

What is the latest reported LOB position on this page?

The most recent filing on this page is 2025 Q3, when Qube Research & Technologies Ltd reported 12,630 shares, equal to 0.00% of portfolio, with an estimated market value of $445K.

What does the chart on this LOB ownership page compare?

The chart compares Qube Research & Technologies Ltd's quarterly LOB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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