Olo Inc.
OLODelisted Sep 12, 2025- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001431695
Olo Inc. was delisted on Sep 12, 2025; its insiders filed their last Form 4 on Sep 12, 2025; 209 institutions reported holding it in 13F filings for Q2 2025, worth $1.20B in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Olo Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 102
- +14 vs. Q1 2021
- Shares held
- 69.6M
- −209.8K (−0.3%) vs. Q1 2021
- Total value
- $2.60B
- +$759.6M (+41.2%) vs. Q1 2021
- New holders
- 42
- 23 more added
- Sold out
- 28
- 22 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OLO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $10 |
| Q1 2026 | 1 | $10 |
| Q4 2025 | 1 | $10 |
| Q3 2025 | 4 | $517.7K |
| Q2 2025 | 209 | $1.20B |
| Q1 2025 | 204 | $796.8M |
| Q4 2024 | 208 | $983.7M |
| Q3 2024 | 185 | $603.3M |
| Q2 2024 | 193 | $534.7M |
| Q1 2024 | 183 | $676.0M |
| Q4 2023 | 185 | $711.2M |
| Q3 2023 | 196 | $799.3M |
| Q2 2023 | 186 | $875.6M |
| Q1 2023 | 182 | $1.04B |
| Q4 2022 | 177 | $800.9M |
| Q3 2022 | 171 | $1.02B |
| Q2 2022 | 164 | $1.29B |
| Q1 2022 | 158 | $1.49B |
| Q4 2021 | 150 | $2.07B |
| Q3 2021 | 132 | $2.46B |
| Q2 2021 | 102 | $2.60B |
| Q1 2021 | 88 | $1.84B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 25 | $1.00K | 0.00% | +25 | New |
| State of Wyoming | 56 | $2.00K | 0.00% | +56 | New |
| American Portfolios Advisors | 64 | $2.39K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 200 | $7.00K | 0.00% | −41,623−99.5% | Reduced |
| Fred Alger Management, LLC | 275 | $10.0K | 0.00% | +26+10.4% | Added |
| Cutler Group LP | 300 | $11.0K | 0.00% | +300 | New |
| Trustcore Financial Services, LLC | 418 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 461 | $17.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 588 | $22.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,263 | $47.0K | 0.02% | +1,263 | New |
| JPMorgan Chase & Co | 1,885 | $70.0K | 0.00% | +1,091+137.4% | Added |
| Quantbot Technologies LP | 3,300 | $123.0K | 0.01% | +3,300 | New |
| Group One Trading, L.P. | 3,463 | $129.0K | 0.00% | +3,463 | New |
| Captrust Financial Advisors | 4,010 | $150.0K | 0.00% | +4,010 | New |
| Advisor Group Holdings, Inc. | 4,386 | $163.0K | 0.00% | +881+25.1% | Added |
| HWG Holdings LP | 4,564 | $171.0K | 0.09% | +4,564 | New |
| Cubist Systematic Strategies, LLC | 6,141 | $230.0K | 0.00% | +6,141 | New |
| Baker Tilly Wealth Management, LLC | 6,200 | $232.0K | 0.04% | +6,200 | New |
| Commonwealth Equity Services, LLC | 6,399 | $239.0K | 0.00% | +6,399 | New |
| Russell Investments Group, Ltd. | 7,712 | $258.0K | 0.00% | +7,712 | New |
| Dynamic Technology Lab Private Ltd | 6,940 | $259.0K | 0.03% | +6,940 | New |
| Paloma Partners Management Co | 6,998 | $262.0K | 0.01% | +6,998 | New |
| Envestnet Asset Management Inc | 7,634 | $285.0K | 0.00% | +7,634 | New |
| Squarepoint Ops LLC | 7,625 | $285.0K | 0.00% | +7,625 | New |
| Blueshift Asset Management, LLC | 7,706 | $288.0K | 0.02% | −22,163−74.2% | Reduced |
| Acadian Asset Management LLC | 7,712 | $288.0K | 0.00% | +7,712 | New |
| Charles Schwab Investment Management Inc | 7,872 | $295.0K | 0.00% | +7,872 | New |
| Virtu Financial LLC | 8,765 | $328.0K | 0.03% | +8,765 | New |
| Kore Private Wealth LLC | 10,000 | $374.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 9,989 | $374.0K | 0.00% | +23+0.2% | Added |
| Whittier Trust Co | 10,000 | $374.0K | 0.01% | +10,000 | New |
| Harbour Capital Advisors, LLC | 11,220 | $420.0K | 0.11% | +11,220 | New |
| HighTower Advisors, LLC | 11,514 | $430.0K | 0.00% | +561+5.1% | Added |
| Aj Wealth Strategies, LLC | 13,050 | $488.0K | 0.03% | +13,050 | New |
| Millennium Management LLC | 13,519 | $505.0K | 0.00% | −206,170−93.8% | Reduced |
| Tower Research Capital LLC (TRC) | 15,456 | $578.0K | 0.02% | +14,388+1,347.2% | Added |
| 1623 Capital LLC | 16,800 | $628.0K | 0.26% | +16,800 | New |
| Gilder Gagnon Howe & Co LLC | 16,845 | $630.0K | 0.00% | −1,678−9.1% | Reduced |
| Azzad Asset Management Inc | 17,185 | $642.5K | 0.10% | +17,185 | New |
| Marshall Wace, LLP | 21,314 | $797.0K | 0.00% | +13,498+172.7% | Added |
| Paragon Advisors, LLC | 23,025 | $861.0K | 0.40% | +23,025 | New |
| TownSquare Capital, LLC | 27,367 | $952.0K | 0.03% | +415+1.5% | Added |
| Norges Bank | 28,820 | $1.08M | 0.00% | −321,180−91.8% | Reduced |
| Stifel Financial Corp | 28,849 | $1.08M | 0.00% | −959−3.2% | Reduced |
| D. E. Shaw & Co., Inc. | 30,584 | $1.14M | 0.00% | +30,584 | New |
| CIBC World Markets Inc. | 34,190 | $1.28M | 0.00% | +34,190 | New |
| Manufacturers Life Insurance Company, The | 35,892 | $1.34M | 0.00% | +10,892+43.6% | Added |
| Engineers Gate Manager LP | 36,065 | $1.35M | 0.09% | +36,065 | New |
| Bank of New York Mellon Corp | 36,853 | $1.38M | 0.00% | +36,853 | New |
| Susquehanna International Group, LLP | 36,903 | $1.38M | 0.00% | +7,751+26.6% | Added |
| Lido Advisors, LLC | 39,351 | $1.47M | 0.04% | +39,351 | New |
| Northern Trust Corp | 39,894 | $1.49M | 0.00% | +39,894 | New |
| Parametric Portfolio Associates LLC | 42,963 | $1.61M | 0.00% | +42,963 | New |
| Daiwa Securities Group Inc. | 44,648 | $1.67M | 0.01% | +11,300+33.9% | Added |
| Bank of America Corp | 46,591 | $1.74M | 0.00% | +36,318+353.5% | Added |
| Tudor Investment Corp Et Al | 49,115 | $1.84M | 0.04% | +49,115 | New |
| Marshall Wace North America L.P. | 49,603 | $1.85M | 0.01% | −38,890−43.9% | Reduced |
| Royal Bank of Canada | 50,784 | $1.90M | 0.00% | +2,498+5.2% | Added |
| EAM Investors, LLC | 51,385 | $1.92M | 0.30% | +51,385 | New |
| Franklin Resources Inc | 58,759 | $2.20M | 0.00% | +58,759 | New |
| Neuberger Berman Group LLC | 59,249 | $2.21M | 0.00% | −8,802−12.9% | Reduced |
| SEI Investments Co | 59,561 | $2.23M | 0.00% | +46,000+339.2% | Added |
| Ghisallo Capital Management LLC | 62,500 | $2.34M | 0.09% | −62,500−50.0% | Reduced |
| M&T Bank Corp | 63,757 | $2.38M | 0.01% | +3,963+6.6% | Added |
| State Street Corp | 67,300 | $2.52M | 0.00% | +67,300 | New |
| Blair William & Co | 69,771 | $2.61M | 0.01% | +69,771 | New |
| Citadel Advisors LLC | 98,647 | $3.69M | 0.00% | −260,285−72.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,000 | $3.74M | 0.01% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 110,025 | $4.11M | 1.61% | +110,025 | New |
| FMR LLC | 126,061 | $4.71M | 0.00% | −171,850−57.7% | Reduced |
| Principal Financial Group Inc | 128,224 | $4.79M | 0.00% | +19,396+17.8% | Added |
| New York State Common Retirement Fund | 146,857 | $5.49M | 0.01% | +146,857 | New |
| Alyeska Investment Group, L.P. | 150,000 | $5.61M | 0.06% | −100,000−40.0% | Reduced |
| Wellington Management Group LLP | 178,430 | $6.67M | 0.00% | −274,292−60.6% | Reduced |
| Geode Capital Management, LLC | 179,756 | $6.72M | 0.00% | +179,756 | New |
| Zevenbergen Capital Investments LLC | 186,236 | $6.96M | 0.12% | +30,030+19.2% | Added |
| UBS Asset Management Americas Inc | 190,213 | $7.11M | 0.00% | −9,787−4.9% | Reduced |
| Blackstone Group Inc. | 200,000 | $7.48M | 0.02% | −10,000−4.8% | Reduced |
| Alkeon Capital Management LLC | 200,000 | $7.48M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 203,774 | $7.62M | 0.00% | −338,885−62.4% | Reduced |
| Lord, Abbett & Co. LLC | 249,506 | $9.33M | 0.02% | −268,629−51.8% | Reduced |
| Connectus Wealth, LLC | 290,933 | $10.9M | 1.22% | +290,933 | New |
| Janus Henderson Group PLC | 317,593 | $11.9M | 0.01% | −308,764−49.3% | Reduced |
| Goldman Sachs Group Inc | 346,724 | $13.0M | 0.00% | −92,836−21.1% | Reduced |
| Whale Rock Capital Management LLC | 350,000 | $13.1M | 0.09% | 00.0% | Unchanged |
| Aperture Investors, LLC | 432,124 | $16.2M | 1.87% | +194,083+81.5% | Added |
| Invesco Ltd. | 571,930 | $21.4M | 0.01% | −139,569−19.6% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 681,000 | $25.5M | 0.05% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 750,000 | $28.0M | 0.36% | 00.0% | Unchanged |
| BlackRock Inc. | 815,000 | $30.5M | 0.00% | −185,584−18.5% | Reduced |
| Artisan Partners Limited Partnership | 919,245 | $34.4M | 0.04% | +919,245 | New |
| Morgan Stanley | 1,027,483 | $38.4M | 0.01% | −552,133−35.0% | Reduced |
| Eaton Vance Management | 1,076,342 | $40.2M | 0.05% | +608,740+130.2% | Added |
| Ameriprise Financial Inc | 1,334,316 | $49.9M | 0.02% | +1,243+0.1% | Added |
| Vanguard Group Inc | 2,227,954 | $83.3M | 0.00% | +963,591+76.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,353,004 | $125.4M | 0.31% | +223,621+7.1% | Added |
| Capital Research Global Investors | 4,691,500 | $175.4M | 0.04% | +1,271,500+37.2% | Added |