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, Q4 2021
Institutional positions in Olo Inc. as of Dec 31, 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
- 150
- +20 vs. Q3 2021
- Shares held
- 99.5M
- +17.6M (+21.5%) vs. Q3 2021
- Total value
- $2.07B
- −$388.2M (−15.8%) vs. Q3 2021
- New holders
- 50
- 57 more added
- Sold out
- 30
- 28 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 40 | $1.00K | 0.00% | +40 | New |
| Howe & Rusling Inc | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 109 | $2.00K | 0.00% | +26+31.3% | Added |
| State of Wyoming | 116 | $2.00K | 0.00% | +88+314.3% | Added |
| Reilly Financial Advisors, LLC | 89 | $2.00K | 0.00% | +89 | New |
| First Horizon Advisors, Inc. | 174 | $3.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 150 | $3.00K | 0.00% | +150 | New |
| American Portfolios Advisors | 146 | $3.04K | 0.00% | +82+128.1% | Added |
| FMR LLC | 210 | $4.00K | 0.00% | −102,475−99.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 189 | $4.00K | 0.00% | +189 | New |
| Trustcore Financial Services, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 524 | $10.0K | 0.00% | +224+74.7% | Added |
| Spire Wealth Management | 588 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 651 | $13.5K | 0.00% | 00.0% | Unchanged |
| Nellore Capital Management LLC | 1,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 1,310 | $27.0K | 0.01% | +1,310 | New |
| Marshall Wace, LLP | 2,447 | $51.0K | 0.00% | −85,157−97.2% | Reduced |
| Geneos Wealth Management Inc. | 2,520 | $52.0K | 0.00% | +2,520 | New |
| Captrust Financial Advisors | 4,010 | $83.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,171 | $87.0K | 0.03% | +4,171 | New |
| Citigroup Inc | 5,359 | $112.0K | 0.00% | +1,818+51.3% | Added |
| Legal & General Group Plc | 6,004 | $125.0K | 0.00% | +6,004 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $129.0K | 0.00% | +6,185 | New |
| Shell Asset Management Co | 7,245 | $151.0K | 0.00% | +7,245 | New |
| US Bancorp | 7,463 | $156.0K | 0.00% | −2,233−23.0% | Reduced |
| Advisor Group Holdings, Inc. | 9,513 | $198.0K | 0.00% | +2,146+29.1% | Added |
| Bollard Group LLC | 9,510 | $198.0K | 0.01% | +9,510 | New |
| Cross Creek Advisors, LLC | 6,712 | $202.0K | 0.17% | +6,712 | New |
| Whittier Trust Co | 10,000 | $208.0K | 0.00% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,416 | $217.0K | 0.03% | +416+4.2% | Added |
| Spouting Rock Asset Management, LLC | 10,461 | $218.0K | 0.17% | +10,461 | New |
| Tower Research Capital LLC (TRC) | 10,576 | $220.0K | 0.00% | +1,346+14.6% | Added |
| Natixis Advisors, L.P. | 10,662 | $222.0K | 0.00% | +10,662 | New |
| Simplex Trading, LLC | 11,283 | $234.0K | 0.01% | −131,947−92.1% | Reduced |
| FDx Advisors, Inc. | 11,936 | $248.0K | 0.01% | +4,258+55.5% | Added |
| Verition Fund Management LLC | 13,814 | $287.0K | 0.00% | +13,814 | New |
| Neuberger Berman Group LLC | 13,904 | $289.0K | 0.00% | −48,191−77.6% | Reduced |
| HighTower Advisors, LLC | 14,278 | $296.0K | 0.00% | +3,658+34.4% | Added |
| Green Square Capital Advisors LLC | 15,247 | $317.0K | 0.06% | +15,247 | New |
| Virtu Financial LLC | 15,901 | $331.0K | 0.03% | +6,353+66.5% | Added |
| Credit Suisse AG | 16,696 | $347.0K | 0.00% | +16,696 | New |
| LPL Financial LLC | 17,390 | $362.0K | 0.00% | +17,390 | New |
| Steward Partners Investment Advisory, LLC | 17,636 | $367.0K | 0.01% | +17,636 | New |
| UBS Asset Management Americas Inc | 17,700 | $368.3K | 0.00% | +17,700 | New |
| Azzad Asset Management Inc | 17,800 | $370.4K | 0.05% | +157+0.9% | Added |
| Indie Asset Partners, LLC | 17,825 | $371.0K | 0.27% | +17,825 | New |
| Cubist Systematic Strategies, LLC | 18,562 | $386.0K | 0.00% | −12,098−39.5% | Reduced |
| Aj Wealth Strategies, LLC | 19,050 | $396.0K | 0.02% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 19,440 | $405.0K | 0.17% | −110,699−85.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,023 | $416.0K | 0.00% | −228,315−91.9% | Reduced |
| Paloma Partners Management Co | 20,875 | $434.0K | 0.01% | +11,208+115.9% | Added |
| California State Teachers Retirement System | 21,009 | $437.0K | 0.00% | +21,009 | New |
| Charles Schwab Investment Management Inc | 21,971 | $458.0K | 0.00% | +11,302+105.9% | Added |
| Level Four Advisory Services, LLC | 23,100 | $481.0K | 0.04% | +23,100 | New |
| Independent Family Office, LLC | 23,571 | $491.0K | 0.19% | +16,495+233.1% | Added |
| Wolverine Trading, LLC | 24,106 | $514.0K | 0.01% | +24,106 | New |
| Oppenheimer Asset Management Inc. | 25,713 | $535.0K | 0.01% | +4,635+22.0% | Added |
| Franklin Resources Inc | 26,777 | $557.0K | 0.00% | −152,214−85.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,065 | $563.0K | 0.00% | +27,065 | New |
| Stifel Financial Corp | 27,376 | $570.0K | 0.00% | −892−3.2% | Reduced |
| Bank of New York Mellon Corp | 27,780 | $578.0K | 0.00% | +17,350+166.3% | Added |
| TownSquare Capital, LLC | 28,298 | $589.0K | 0.01% | −10,708−27.5% | Reduced |
| Wolff Wiese Magana LLC | 28,788 | $599.0K | 0.39% | +12,740+79.4% | Added |
| Norges Bank | 28,820 | $600.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 31,732 | $660.0K | 0.00% | +31,732 | New |
| Mountain Capital Investment Advisors, Inc | 35,550 | $682.0K | 0.31% | +10,659+42.8% | Added |
| Cerity Partners LLC | 33,222 | $691.0K | 0.01% | +33,222 | New |
| 1623 Capital LLC | 36,000 | $749.0K | 0.29% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 36,058 | $750.0K | 0.00% | +12,817+55.1% | Added |
| Hamilton Lane Advisors LLC | 37,324 | $777.0K | 0.10% | −1,249−3.2% | Reduced |
| Blueshift Asset Management, LLC | 37,333 | $777.0K | 0.07% | +3,137+9.2% | Added |
| Aigen Investment Management, LP | 33,808 | $791.0K | 0.05% | +33,808 | New |
| Group One Trading, L.P. | 38,205 | $795.0K | 0.01% | +38,205 | New |
| Two Sigma Advisers, LP | 38,200 | $795.0K | 0.00% | +38,200 | New |
| Parametric Portfolio Associates LLC | 38,495 | $801.0K | 0.00% | +38,495 | New |
| ClariVest Asset Management LLC | 39,015 | $811.0K | 0.02% | −2,371−5.7% | Reduced |
| SEI Investments Co | 42,050 | $875.0K | 0.00% | −19,928−32.2% | Reduced |
| Raymond James & Associates | 44,830 | $933.0K | 0.00% | +44,830 | New |
| LMR Partners LLP | 45,321 | $943.0K | 0.01% | +45,321 | New |
| Glenmede Trust Co NA | 50,219 | $1.04M | 0.00% | +9,199+22.4% | Added |
| Susquehanna International Group, LLP | 50,672 | $1.05M | 0.00% | +22,507+79.9% | Added |
| Dynamic Technology Lab Private Ltd | 53,637 | $1.12M | 0.12% | +31,807+145.7% | Added |
| Adams Street Partners LLC | 53,758 | $1.12M | 0.17% | −7,014−11.5% | Reduced |
| Point72 Asset Management, L.P. | 54,600 | $1.14M | 0.01% | +757+1.4% | Added |
| Swiss National Bank | 54,800 | $1.14M | 0.00% | +54,800 | New |
| Quantbot Technologies LP | 55,717 | $1.16M | 0.09% | +16,954+43.7% | Added |
| Daiwa Securities Group Inc. | 61,448 | $1.28M | 0.01% | −53,050−46.3% | Reduced |
| Ghisallo Capital Management LLC | 62,500 | $1.30M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 64,450 | $1.34M | 0.01% | −1,799−2.7% | Reduced |
| Jump Financial, LLC | 69,419 | $1.44M | 0.09% | +53,514+336.5% | Added |
| Liontrust Investment Partners LLP | 72,000 | $1.50M | 0.02% | +72,000 | New |
| UBS Group AG | 72,381 | $1.51M | 0.00% | +71,878+14,289.9% | Added |
| First Republic Investment Management, Inc. | 72,754 | $1.51M | 0.00% | +72,754 | New |
| Jane Street Group, LLC | 87,512 | $1.82M | 0.00% | +47,076+116.4% | Added |
| Blair William & Co | 96,277 | $2.00M | 0.01% | −702−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 97,685 | $2.03M | 0.00% | +97,685 | New |
| StepStone Group LP | 101,688 | $2.12M | 0.12% | +88,183+653.0% | Added |
| Mission Creek Capital Partners, Inc. | 103,932 | $2.16M | 0.43% | −12,210−10.5% | Reduced |
| Rheos Capital Works Inc. | 110,000 | $2.29M | 0.10% | +110,000 | New |