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, Q3 2021
Institutional positions in Olo Inc. as of Sep 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
- 132
- +32 vs. Q2 2021
- Shares held
- 82.0M
- +12.4M (+17.9%) vs. Q2 2021
- Total value
- $2.46B
- −$137.6M (−5.3%) vs. Q2 2021
- New holders
- 44
- 56 more added
- Sold out
- 12
- 16 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 28 | $1.00K | 0.00% | −28−50.0% | Reduced |
| North Star Investment Management Corp. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 64 | $1.92K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 83 | $2.00K | 0.00% | +1+1.2% | Added |
| Rockefeller Capital Management L.P. | 140 | $4.00K | 0.00% | +140 | New |
| Guidance Point Advisors, LLC | 164 | $4.00K | 0.00% | +164 | New |
| First Horizon Advisors, Inc. | 174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $6.00K | 0.00% | +200 | New |
| Cutler Group LP | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 418 | $13.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 503 | $15.0K | 0.00% | +303+151.5% | Added |
| Spire Wealth Management | 588 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 651 | $19.6K | 0.00% | +651 | New |
| Nellore Capital Management LLC | 1,000 | $30.0K | 0.01% | +1,000 | New |
| Benjamin F. Edwards & Company, Inc. | 1,278 | $38.0K | 0.00% | +1,278 | New |
| Citigroup Inc | 3,541 | $106.0K | 0.00% | +3,541 | New |
| Captrust Financial Advisors | 4,010 | $120.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,944 | $208.0K | 0.00% | +545+8.5% | Added |
| Independent Family Office, LLC | 7,076 | $212.0K | 0.09% | +7,076 | New |
| Acadian Asset Management LLC | 7,100 | $213.0K | 0.00% | −612−7.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,140 | $214.0K | 0.03% | +940+15.2% | Added |
| Advisor Group Holdings, Inc. | 7,367 | $220.0K | 0.00% | +2,981+68.0% | Added |
| FDx Advisors, Inc. | 7,678 | $231.0K | 0.01% | +7,678 | New |
| BP PLC | 8,704 | $261.0K | 1.43% | +8,704 | New |
| Arrowstreet Capital, Limited Partnership | 9,000 | $270.0K | 0.00% | +9,000 | New |
| XTX Topco Ltd | 9,121 | $274.0K | 0.09% | +9,121 | New |
| Tower Research Capital LLC (TRC) | 9,230 | $278.0K | 0.01% | −6,226−40.3% | Reduced |
| Virtu Financial LLC | 9,548 | $287.0K | 0.03% | +783+8.9% | Added |
| Paloma Partners Management Co | 9,667 | $290.0K | 0.01% | +2,669+38.1% | Added |
| US Bancorp | 9,696 | $292.0K | 0.00% | −293−2.9% | Reduced |
| Whittier Trust Co | 10,000 | $300.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,000 | $300.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,430 | $313.0K | 0.00% | −26,423−71.7% | Reduced |
| HighTower Advisors, LLC | 10,620 | $317.0K | 0.00% | −894−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 10,669 | $321.0K | 0.00% | +2,797+35.5% | Added |
| StepStone Group LP | 13,505 | $406.0K | 0.03% | +13,505 | New |
| Guardian Life Insurance Company of America | 15,261 | $459.0K | 0.22% | +15,261 | New |
| Squarepoint Ops LLC | 15,494 | $465.0K | 0.00% | +7,869+103.2% | Added |
| Bank of Montreal | 15,120 | $467.0K | 0.00% | +15,120 | New |
| HRT Financial LP | 15,853 | $476.0K | 0.00% | +15,853 | New |
| Jump Financial, LLC | 15,905 | $477.0K | 0.03% | +15,905 | New |
| Wolff Wiese Magana LLC | 16,048 | $482.0K | 0.34% | +15,587+3,381.1% | Added |
| Harbour Capital Advisors, LLC | 17,560 | $527.0K | 0.14% | +6,340+56.5% | Added |
| Azzad Asset Management Inc | 17,643 | $529.8K | 0.08% | +458+2.7% | Added |
| Gilder Gagnon Howe & Co LLC | 17,907 | $538.0K | 0.00% | +1,062+6.3% | Added |
| Occudo Quantitative Strategies LP | 17,939 | $539.0K | 0.06% | +17,939 | New |
| Qube Research & Technologies Ltd | 18,249 | $548.0K | 0.01% | +18,249 | New |
| Aj Wealth Strategies, LLC | 19,050 | $572.0K | 0.03% | +6,000+46.0% | Added |
| Jefferies Group LLC | 20,000 | $600.6K | 0.01% | +20,000 | New |
| Oppenheimer Asset Management Inc. | 21,078 | $633.0K | 0.01% | +21,078 | New |
| Dynamic Technology Lab Private Ltd | 21,830 | $656.0K | 0.08% | +14,890+214.6% | Added |
| Envestnet Asset Management Inc | 23,241 | $698.0K | 0.00% | +15,607+204.4% | Added |
| Mountain Capital Investment Advisors, Inc | 24,891 | $703.0K | 0.37% | +24,891 | New |
| Paragon Advisors, LLC | 24,545 | $737.0K | 0.36% | +1,520+6.6% | Added |
| Susquehanna International Group, LLP | 28,165 | $846.0K | 0.00% | −8,738−23.7% | Reduced |
| Stifel Financial Corp | 28,268 | $849.0K | 0.00% | −581−2.0% | Reduced |
| Norges Bank | 28,820 | $865.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 30,660 | $921.0K | 0.01% | +24,519+399.3% | Added |
| ExodusPoint Capital Management, LP | 31,550 | $947.0K | 0.01% | +31,550 | New |
| Penn Mutual Asset Management, LLC | 32,832 | $986.0K | 1.56% | +32,832 | New |
| Blueshift Asset Management, LLC | 34,196 | $1.03M | 0.06% | +26,490+343.8% | Added |
| 1623 Capital LLC | 36,000 | $1.08M | 0.46% | +19,200+114.3% | Added |
| Hamilton Lane Advisors LLC | 38,573 | $1.16M | 0.19% | +38,573 | New |
| Quantbot Technologies LP | 38,763 | $1.16M | 0.09% | +35,463+1,074.6% | Added |
| TownSquare Capital, LLC | 39,006 | $1.17M | 0.03% | +11,639+42.5% | Added |
| Jane Street Group, LLC | 40,436 | $1.21M | 0.00% | +40,436 | New |
| Glenmede Trust Co NA | 41,020 | $1.23M | 0.01% | +41,020 | New |
| ClariVest Asset Management LLC | 41,386 | $1.24M | 0.04% | +41,386 | New |
| MetLife Investment Management | 41,946 | $1.26M | 0.01% | +41,946 | New |
| Northern Trust Corp | 49,026 | $1.47M | 0.00% | +9,132+22.9% | Added |
| Tudor Investment Corp Et Al | 52,457 | $1.57M | 0.03% | +3,342+6.8% | Added |
| Point72 Asset Management, L.P. | 53,843 | $1.62M | 0.01% | +53,843 | New |
| Adams Street Partners LLC | 60,772 | $1.82M | 0.23% | +60,772 | New |
| SEI Investments Co | 61,978 | $1.86M | 0.00% | +2,417+4.1% | Added |
| Neuberger Berman Group LLC | 62,095 | $1.86M | 0.00% | +2,846+4.8% | Added |
| Ghisallo Capital Management LLC | 62,500 | $1.88M | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 62,500 | $1.88M | 0.08% | +62,500 | New |
| Principal Financial Group Inc | 65,500 | $1.97M | 0.00% | −62,724−48.9% | Reduced |
| M&T Bank Corp | 66,249 | $1.99M | 0.01% | +2,492+3.9% | Added |
| Utah Retirement Systems | 79,943 | $2.40M | 0.03% | +79,943 | New |
| Marshall Wace, LLP | 87,604 | $2.63M | 0.01% | +66,290+311.0% | Added |
| Liberty Mutual Group Asset Management Inc. | 91,138 | $2.74M | 0.15% | +91,138 | New |
| Royal Bank of Canada | 92,949 | $2.79M | 0.00% | +42,165+83.0% | Added |
| Voloridge Investment Management, LLC | 96,578 | $2.90M | 0.02% | +96,578 | New |
| Blair William & Co | 96,979 | $2.91M | 0.01% | +27,208+39.0% | Added |
| FMR LLC | 102,685 | $3.08M | 0.00% | −23,376−18.5% | Reduced |
| HarbourVest Partners LLC | 114,126 | $3.43M | 0.32% | +114,126 | New |
| Daiwa Securities Group Inc. | 114,498 | $3.44M | 0.02% | +69,850+156.4% | Added |
| Mission Creek Capital Partners, Inc. | 116,142 | $3.49M | 0.65% | +116,142 | New |
| Marshall Wace North America L.P. | 122,782 | $3.69M | 0.02% | +73,179+147.5% | Added |
| Wisconsin Capital Management LLC | 130,139 | $3.91M | 1.60% | +20,114+18.3% | Added |
| Millennium Management LLC | 141,866 | $4.26M | 0.01% | +128,347+949.4% | Added |
| Alyeska Investment Group, L.P. | 150,000 | $4.50M | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 143,230 | $4.91M | 0.17% | +143,230 | New |
| State Street Corp | 165,006 | $4.96M | 0.00% | +97,706+145.2% | Added |
| Pathway Capital Management, LP | 169,407 | $5.09M | 2.44% | +169,407 | New |
| Islet Management, LP | 175,000 | $5.25M | 0.25% | +175,000 | New |
| Franklin Resources Inc | 178,991 | $5.38M | 0.00% | +120,232+204.6% | Added |
| Zevenbergen Capital Investments LLC | 187,231 | $5.62M | 0.11% | +995+0.5% | Added |