LOB β€” LIVE OAK BANCSHARES INC

Ownership history in RICE HALL JAMES & ASSOCIATES, LLC  Β·  13 quarters on record

AI Ownership Summary

RICE HALL JAMES & ASSOCIATES, LLC reported LIVE OAK BANCSHARES INC (LOB) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.38% in 2023 Q4. The latest visible filing shows LOB at 0.28% 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 RICE HALL JAMES & ASSOCIATES, LLC'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 Q4

LOB was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 RICE HALL JAMES & ASSOCIATES, LLC fund profile RICE HALL JAMES & ASSOCIATES, LLC full holdings
How RICE HALL JAMES & ASSOCIATES, LLC held LOB β€” position size vs. price
% of Fund (quarterly)    LOB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 146,966 -10,355 -6.6% 0.28% $5.0M 2026-02-14 (Est.) $40.51
2025 Q3 ADDED 157,321 +9,088 +6.1% 0.30% $5.5M 2025-10-16 $32.97
2025 Q2 REDUCED 148,233 -7,238 -4.7% 0.24% $4.4M 2025-08-11 $31.75
2025 Q1 ADDED 155,471 +26,085 +20.2% 0.24% $4.1M 2025-05-01 $26.58
2024 Q4 REDUCED 129,386 -1,981 -1.5% 0.28% $5.1M 2025-01-31 $35.33
2024 Q3 REDUCED 131,367 -1,062 -0.8% 0.34% $6.2M 2024-10-28 $40.64
2024 Q2 REDUCED 132,429 -5,642 -4.1% 0.28% $4.6M 2024-08-07 $38.88
2024 Q1 REDUCED 138,071 -6,408 -4.4% 0.33% $5.7M 2024-04-23 $38.99
2023 Q4 REDUCED 144,479 -4,933 -3.3% 0.38% $6.6M 2024-02-09 $38.38
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LOB

As of 2026 Q1 β€” sorted by position size

Trust Co of the South 0.89% Central Pacific Bank - Trust Division 0.05% Versant Capital Management, Inc 3Y 7Y 0.0% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% DiNuzzo Private Wealth, Inc. 0.0%

FAQ About RICE HALL JAMES & ASSOCIATES, LLC and LOB

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

How long has RICE HALL JAMES & ASSOCIATES, LLC reported owning LOB?

RICE HALL JAMES & ASSOCIATES, LLC reported LOB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LOB position in RICE HALL JAMES & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for LOB was 0.38% in 2023 Q4.

What is the latest reported LOB position on this page?

The most recent filing on this page is 2025 Q4, when RICE HALL JAMES & ASSOCIATES, LLC reported 146,966 shares, equal to 0.28% of portfolio, with an estimated market value of $5.0M.

What does the chart on this LOB ownership page compare?

The chart compares RICE HALL JAMES & ASSOCIATES, LLC'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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