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ALGERT GLOBAL LLC

Position in LOB — Live Oak Bancshares, Inc.

CIK 1275218 SAN FRANCISCO, CA

Position in LOB

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$11,993,794
+$2,598,760 QoQ
Shares Held
362,679
+32.6% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

ALGERT GLOBAL LLC holds $366,760,825 across 60 Banks - Regional names. LOB ranks #12 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LOB

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $11,993,794 362,679
2025-12-31 $9,395,034 273,509
2025-09-30 $8,117,012 230,466
2025-06-30 $4,992,096 167,520
2025-03-31 $2,647,764 99,316
2024-12-31 $3,826,699 96,756
2024-09-30 $4,348,281 91,794
2024-06-30 $3,234,670 92,261
2024-03-31 $3,847,520 92,689
2023-12-31 $3,604,464 79,219
2023-09-30 $1,829,871 63,208
2023-06-30 $1,086,182 41,284
2023-03-31 $1,069,453 43,884
2022-12-31 $2,067,612 68,464
2022-09-30 $2,668,656 87,211
2022-06-30 $1,379,594 40,708
2022-03-31 $2,391,728 46,998
2021-12-31 $603,261 6,911
2021-09-30 $222,132 3,491