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RICE HALL JAMES & ASSOCIATES, LLC

Position in LOB — Live Oak Bancshares, Inc.

CIK 1230765 San Diego, CA

Position in LOB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,813,569
-$234,713 QoQ
Shares Held
145,557
-1.0% QoQ
Ownership
0.315%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 70.18144094753258.ToString("F0")% Shared 0.ToString("F0")% None 29.81855905246742.ToString("F0")%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

RICE HALL JAMES & ASSOCIATES, LLC holds $26,936,546 across 6 Banks - Regional names. LOB ranks #2 (17.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LOB
Live Oak Bancshares, Inc.
This page
145,557 $4,813,569

All Filings in LOB

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,813,569 145,557
2025-12-31 $5,048,282 146,966
2025-09-30 $5,540,845 157,321
2025-06-30 $4,417,343 148,233
2025-03-31 $4,144,856 155,471
2024-12-31 $5,117,216 129,386
2024-09-30 $6,222,854 131,367
2024-06-30 $4,642,960 132,429
2024-03-31 $5,731,327 138,071
2023-12-31 $6,573,794 144,479
2023-09-30 $4,325,477 149,412
2023-06-30 $3,951,577 150,193
2023-03-31 $3,904,707 160,226
2022-12-31 $6,923,893 229,268