JACOBS LEVY EQUITY MANAGEMENT, INC
Position in LOB — Live Oak Bancshares, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in LOB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,392,291
-$4,763,461 QoQ
Shares Held
132,818
-50.2% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 80.20524326522008.ToString("F0")%
Shared 0.ToString("F0")%
None 19.794756734779924.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $538,145,889 across 69 Banks - Regional names. LOB ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
11,234,499 | $161,439,750 | |
| 2 | BPOP |
Popular, Inc.
|
815,808 | $109,456,959 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
275,059 | $37,705,087 | |
| 4 | BKU |
BankUnited, Inc.
|
719,166 | $32,477,536 | |
| 5 | TCBI |
Texas Capital Bancshares Inc/Tx
|
301,899 | $28,644,177 | |
| 6 | FBP |
First Bancorp /Pr/
|
1,298,560 | $27,737,241 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
279,137 | $16,083,873 | |
| 8 | OFG |
Ofg Bancorp
|
394,866 | $15,976,278 |
All Filings in LOB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,392,291 | 132,818 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,155,752 | 266,543 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,744,211 | 276,667 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,414,030 | 282,350 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,170,217 | 231,441 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,327,234 | 235,834 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,778,087 | 185,309 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,564,550 | 101,670 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,349,863 | 32,519 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $3,029,312 | 34,704 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,565,579 | 71,752 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,039,798 | 51,522 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,451,279 | 50,391 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,224,373 | 194,361 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,592,857 | 141,842 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,297,368 | 158,330 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,538,099 | 123,344 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||