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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 19,440 | $405.0K | 0.17% | −110,699−85.1% | Reduced |
| Aj Wealth Strategies, LLC | 19,050 | $396.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 18,562 | $386.0K | 0.00% | −12,098−39.5% | Reduced |
| Indie Asset Partners, LLC | 17,825 | $371.0K | 0.27% | +17,825 | New |
| Azzad Asset Management Inc | 17,800 | $370.4K | 0.05% | +157+0.9% | Added |
| UBS Asset Management Americas Inc | 17,700 | $368.3K | 0.00% | +17,700 | New |
| Steward Partners Investment Advisory, LLC | 17,636 | $367.0K | 0.01% | +17,636 | New |
| LPL Financial LLC | 17,390 | $362.0K | 0.00% | +17,390 | New |
| Credit Suisse AG | 16,696 | $347.0K | 0.00% | +16,696 | New |
| Virtu Financial LLC | 15,901 | $331.0K | 0.03% | +6,353+66.5% | Added |
| Green Square Capital Advisors LLC | 15,247 | $317.0K | 0.06% | +15,247 | New |
| HighTower Advisors, LLC | 14,278 | $296.0K | 0.00% | +3,658+34.4% | Added |
| Neuberger Berman Group LLC | 13,904 | $289.0K | 0.00% | −48,191−77.6% | Reduced |
| Verition Fund Management LLC | 13,814 | $287.0K | 0.00% | +13,814 | New |
| FDx Advisors, Inc. | 11,936 | $248.0K | 0.01% | +4,258+55.5% | Added |
| Simplex Trading, LLC | 11,283 | $234.0K | 0.01% | −131,947−92.1% | Reduced |
| Natixis Advisors, L.P. | 10,662 | $222.0K | 0.00% | +10,662 | New |
| Tower Research Capital LLC (TRC) | 10,576 | $220.0K | 0.00% | +1,346+14.6% | Added |
| Spouting Rock Asset Management, LLC | 10,461 | $218.0K | 0.17% | +10,461 | New |
| Kore Private Wealth LLC | 10,416 | $217.0K | 0.03% | +416+4.2% | Added |
| Whittier Trust Co | 10,000 | $208.0K | 0.00% | 00.0% | Unchanged |
| Cross Creek Advisors, LLC | 6,712 | $202.0K | 0.17% | +6,712 | New |
| 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 |
| US Bancorp | 7,463 | $156.0K | 0.00% | −2,233−23.0% | Reduced |
| Shell Asset Management Co | 7,245 | $151.0K | 0.00% | +7,245 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $129.0K | 0.00% | +6,185 | New |
| Legal & General Group Plc | 6,004 | $125.0K | 0.00% | +6,004 | New |
| Citigroup Inc | 5,359 | $112.0K | 0.00% | +1,818+51.3% | Added |
| Dark Forest Capital Management LP | 4,171 | $87.0K | 0.03% | +4,171 | New |
| Captrust Financial Advisors | 4,010 | $83.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,520 | $52.0K | 0.00% | +2,520 | New |
| Marshall Wace, LLP | 2,447 | $51.0K | 0.00% | −85,157−97.2% | Reduced |
| HWG Holdings LP | 1,310 | $27.0K | 0.01% | +1,310 | New |
| Nellore Capital Management LLC | 1,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 651 | $13.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 588 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 524 | $10.0K | 0.00% | +224+74.7% | Added |
| Trustcore Financial Services, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 146 | $3.04K | 0.00% | +82+128.1% | Added |
| First Horizon Advisors, Inc. | 174 | $3.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 150 | $3.00K | 0.00% | +150 | 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 |
| 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 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,354,412−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −773,061−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −744,356−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −194,963−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −169,407−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −91,138−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −65,500−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −52,457−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −41,946−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −32,832−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,550−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −24,545−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,249−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −17,907−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −17,560−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,853−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −15,120−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −8,704−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −7,140−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,944−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Guardian Life Insurance Company of America | – | – | – | – | Not filed |