Cross-institution positioning
Mar 27, 2026Reduction leaning. 2 accumulating, 3 exited across 5 comparable institutions.
Source: Schedule 13 researchLOB Institutional Ownership
Live Oak Bancshares, Inc.
Latest stored close $34.48 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
38/100
5 tracked · 5 comparable
Latest filing
Mar 27, 2026
Positive breadth
2 positive · 3 negative
Recent close
$34.48
Research confidence
Limited
Institutional Research 26/100 · 2 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 27, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported0
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 38/100
Confidence:Limited
Why this signal
- 2 tracked institutions accumulating versus 3 reducing/exited.
- 2 tracked institutions show persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
32/100
Insiders
22/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 10, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 23 sales by 6 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 28, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 4, 2026Net income +57.1% YoY; Free cash flow +473.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 64% through its reported 52-week range; +7.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Mar 27, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Mar 27, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
T. Rowe Price Investment Management
Filed Nov 14, 2024
Direction locked
BlackRock
Filed Jan 29, 2024
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Capital Research Global Investors
Filed Feb 13, 2023
Direction locked
T. Rowe Price Associates
Filed Aug 10, 2022
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
T. Rowe Price Investment Management
Filed Nov 14, 2024
BlackRock
Filed Jan 29, 2024
Vanguard Group
Filed Mar 27, 2026
Capital Research Global Investors
Filed Feb 13, 2023
T. Rowe Price Associates
Filed Aug 10, 2022
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales153 reporting owner(s)
90-day purchase breadth0
90-day sale breadth6Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 10, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 10.0K | $38.75 | Indirect | Sep 11, 2026 |
| Sep 9, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 10.0K | $38.63 | Indirect | Sep 11, 2026 |
| Sep 3, 2026 | Bradford Tonya Williams | SOpen-market or private sale | Voting Common Stock | 1.6K | $39.89 | Direct | Sep 8, 2026 |
| Sep 3, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 10.0K | $39.75 | Indirect | Sep 8, 2026 |
| Sep 3, 2026 | WILLIAMS WILLIAM L. III | SOpen-market or private sale | Voting Common Stock | 6.6K | $40.09 | Indirect | Sep 8, 2026 |
| Sep 2, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 258 | $39.88 | Indirect | Sep 3, 2026 |
| Sep 2, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 9.7K | $39.53 | Indirect | Sep 3, 2026 |
| Sep 2, 2026 | WILLIAMS WILLIAM L. III | SOpen-market or private sale | Voting Common Stock | 1.8K | $40.00 | Indirect | Sep 3, 2026 |
| Aug 27, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 10.0K | $39.66 | Indirect | Aug 28, 2026 |
| Aug 26, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 10.0K | $39.99 | Indirect | Aug 28, 2026 |
| Aug 25, 2026 | Losch William C III | MExercise or conversion of derivative · derivative | Restricted Stock Units | 50.0K | $0.00 | Direct | Aug 26, 2026 |
| Aug 25, 2026 | Losch William C III | FTax/price withholding or payment | Voting Common Stock | 22.2K | $39.99 | Direct | Aug 26, 2026 |
| Aug 25, 2026 | Losch William C III | MExercise or conversion of derivative | Voting Common Stock | 50.0K | — | Direct | Aug 26, 2026 |
| Aug 20, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 10.0K | $40.53 | Indirect | Aug 21, 2026 |
| Aug 19, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 2.0K | $41.97 | Indirect | Aug 21, 2026 |
| Aug 19, 2026 | MAHAN JAMES S III | SOpen-market or private sale | Voting Common Stock | 8.0K | $41.05 | Indirect | Aug 21, 2026 |
| Aug 19, 2026 | Cairns Michael | MExercise or conversion of derivative · derivative | Restricted Stock Units | 2.4K | $0.00 | Direct | Aug 21, 2026 |
| Aug 19, 2026 | Cairns Michael | FTax/price withholding or payment | Voting Common Stock | 1.1K | $40.89 | Direct | Aug 21, 2026 |
| Aug 19, 2026 | Cairns Michael | MExercise or conversion of derivative | Voting Common Stock | 2.4K | — | Direct | Aug 21, 2026 |
| Aug 18, 2026 | Phifer Walter J | MExercise or conversion of derivative · derivative | Restricted Stock Units | 2.9K | $0.00 | Direct | Aug 19, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 28, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Aug 18, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Jul 22, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 2, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jun 18, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| May 22, 2026 | 8-K | 5.02, 5.07, 9.01 | Director or executive change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 19, 2026 | 8-K | 8.01 | Other event | — | Filing |
| May 19, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Apr 22, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 6, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Feb 19, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Feb 13, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Net income
$36.8M
Q2 2026
+57.1% YoY 10-Q filed Aug 4, 2026
Diluted EPS
$0.74
Q2 2026
+45.1% YoY 10-Q filed Aug 4, 2026
Operating cash flow
$118.6M
YTD through Jun 30, 2026
+403.6% YoY 10-Q filed Aug 4, 2026
Free cash flow
$113.7M
YTD through Jun 30, 2026
+473.6% YoY 10-Q filed Aug 4, 2026
Assets
$16.0B
As of Jun 30, 2026
+16.0% YoY 10-Q filed Aug 4, 2026
Liabilities
$14.7B
As of Jun 30, 2026
+15.3% YoY 10-Q filed Aug 4, 2026
Stockholders’ equity
$1.3B
As of Jun 30, 2026
+23.5% YoY 10-Q filed Aug 4, 2026
Shares outstanding
46.3M
As of Aug 3, 2026
+1.2% YoY 10-Q filed Aug 4, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$39.12
View live quote ↗
52-week low
$29.36
Nov 20, 2025
52-week high
$44.53
Aug 4, 2026
Below 52-week high
12.1%
1W return
-0.6%
1M return
-9.6%
3M return
+2.1%
6M return
+21.3%
YTD return
+13.9%
1Y return
+7.4%
30-day volatility
20.2%
90-day volatility
26.4%
1Y max drawdown
-23.9%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 21 filing(s) · 18 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -2.5M | 0.00% -5.64 pts | $32.25 | $32.09 | $34.48 |
| T. Rowe Price Investment Management CIK0001897612 | Sep 30, 2024 observed Nov 14, 2024 filed · 45d Schedule 13G amendment | Reported accumulation | 6.5M +91.0K | 14.30% 0.00 pts | $47.37 | $48.55 | $34.48 |
| T. Rowe Price Investment Management CIK0001897612 | Dec 31, 2023 observed Feb 14, 2024 filed · 45d Schedule 13G amendment | Reported accumulation | 6.4M +133.1K | 14.30% +0.10 pts | $45.50 | $39.21 | $34.48 |
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