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, Q1 2022
Institutional positions in Olo Inc. as of Mar 31, 2022. 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
- 158
- +9 vs. Q4 2021
- Shares held
- 112.5M
- +13.0M (+13.1%) vs. Q4 2021
- Total value
- $1.49B
- −$580.1M (−28.0%) vs. Q4 2021
- New holders
- 37
- 71 more added
- Sold out
- 28
- 30 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 30 | $0 | 0.00% | −86−74.1% | Reduced |
| North Star Investment Management Corp. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 16 | $0 | 0.00% | +16 | New |
| West Paces Advisors Inc. | 30 | $398 | 0.00% | +30 | New |
| Dark Forest Capital Management LP | 63 | $1.00K | 0.00% | −4,108−98.5% | Reduced |
| Howe & Rusling Inc | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 49 | $1.00K | 0.00% | +49 | New |
| Rockefeller Capital Management L.P. | 113 | $1.00K | 0.00% | +113 | New |
| TCWP LLC | 113 | $1.00K | 0.00% | +113 | New |
| American Portfolios Advisors | 146 | $1.94K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 210 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 202 | $3.00K | 0.00% | +202 | New |
| FourThought Financial, LLC | 327 | $4.00K | 0.00% | +218+200.0% | Added |
| Trustcore Financial Services, LLC | 418 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 651 | $8.63K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 660 | $9.00K | 0.00% | +660 | New |
| Spire Wealth Management | 788 | $10.0K | 0.00% | +200+34.0% | Added |
| HWG Holdings LP | 1,310 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,520 | $33.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,119 | $41.0K | 0.00% | −8,164−72.4% | Reduced |
| Cutler Group LP | 4,142 | $54.0K | 0.01% | +3,618+690.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $82.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,294 | $83.0K | 0.00% | −951−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,897 | $91.0K | 0.00% | −3,679−34.8% | Reduced |
| US Bancorp | 7,376 | $98.0K | 0.00% | −87−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 8,520 | $113.0K | 0.00% | +8,520 | New |
| Bollard Group LLC | 9,510 | $126.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9,964 | $132.0K | 0.00% | +9,964 | New |
| Kore Private Wealth LLC | 10,416 | $138.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,417 | $138.0K | 0.00% | +6,407+159.8% | Added |
| Teacher Retirement System of Texas | 10,639 | $141.0K | 0.00% | +10,639 | New |
| Steward Partners Investment Advisory, LLC | 11,183 | $148.0K | 0.00% | −6,453−36.6% | Reduced |
| Legal & General Group Plc | 11,354 | $151.0K | 0.00% | +5,350+89.1% | Added |
| Game Plan Financial Advisors, LLC | 12,100 | $160.0K | 0.10% | +12,100 | New |
| Citigroup Inc | 12,328 | $163.0K | 0.00% | +6,969+130.0% | Added |
| Advisor Group Holdings, Inc. | 13,657 | $182.0K | 0.00% | +4,144+43.6% | Added |
| Boothbay Fund Management, LLC | 13,906 | $184.0K | 0.01% | +13,906 | New |
| Arizona State Retirement System | 13,886 | $184.0K | 0.00% | +13,886 | New |
| LPL Financial LLC | 13,975 | $185.0K | 0.00% | −3,415−19.6% | Reduced |
| Evercore Wealth Management, LLC | 14,404 | $191.0K | 0.00% | +14,404 | New |
| HighTower Advisors, LLC | 16,036 | $213.0K | 0.00% | +1,758+12.3% | Added |
| Whittier Trust Co | 16,060 | $213.0K | 0.00% | +6,060+60.6% | Added |
| Level Four Advisory Services, LLC | 16,150 | $214.0K | 0.02% | −6,950−30.1% | Reduced |
| Neuberger Berman Group LLC | 16,766 | $222.0K | 0.00% | +2,862+20.6% | Added |
| YorkBridge Wealth Partners, LLC | 16,812 | $223.0K | 0.05% | +16,812 | New |
| Azzad Asset Management Inc | 18,618 | $246.7K | 0.04% | +818+4.6% | Added |
| Indie Asset Partners, LLC | 18,625 | $247.0K | 0.19% | +800+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,759 | $249.0K | 0.00% | −8,306−30.7% | Reduced |
| Aj Wealth Strategies, LLC | 19,050 | $252.0K | 0.01% | 00.0% | Unchanged |
| BloombergSen Inc. | 19,500 | $258.0K | 0.02% | +19,500 | New |
| Equitable Trust Co | 19,989 | $265.0K | 0.02% | +19,989 | New |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $265.0K | 0.02% | +20,000 | New |
| Paloma Partners Management Co | 21,673 | $287.0K | 0.02% | +798+3.8% | Added |
| Natixis Advisors, L.P. | 21,992 | $291.0K | 0.00% | +11,330+106.3% | Added |
| Charles Schwab Investment Management Inc | 21,971 | $292.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 22,200 | $294.0K | 0.01% | +10,264+86.0% | Added |
| Stifel Financial Corp | 23,222 | $308.0K | 0.00% | −4,154−15.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,787 | $315.0K | 0.04% | −29,850−55.7% | Reduced |
| Group One Trading, L.P. | 27,579 | $365.0K | 0.01% | −10,626−27.8% | Reduced |
| Jeneq Management, LP | 28,900 | $383.0K | 0.10% | +28,900 | New |
| Franklin Resources Inc | 30,575 | $405.0K | 0.00% | +3,798+14.2% | Added |
| TownSquare Capital, LLC | 31,119 | $412.0K | 0.01% | +2,821+10.0% | Added |
| Independent Family Office, LLC | 33,062 | $438.0K | 0.14% | +9,491+40.3% | Added |
| Wolff Wiese Magana LLC | 33,357 | $442.0K | 0.30% | +4,569+15.9% | Added |
| Graham Capital Management, L.P. | 33,439 | $443.0K | 0.02% | +33,439 | New |
| Versor Investments LP | 33,798 | $448.0K | 0.02% | +33,798 | New |
| Oppenheimer Asset Management Inc. | 34,045 | $451.0K | 0.01% | +8,332+32.4% | Added |
| Cannon Global Investment Management, LLC | 34,800 | $461.0K | 0.33% | +34,800 | New |
| Green Square Capital Advisors LLC | 35,439 | $470.0K | 0.07% | +20,192+132.4% | Added |
| Walleye Capital LLC | 37,766 | $500.0K | 0.01% | +37,766 | New |
| First Republic Investment Management, Inc. | 38,080 | $505.0K | 0.00% | −34,674−47.7% | Reduced |
| Credit Suisse AG | 38,163 | $505.0K | 0.00% | +21,467+128.6% | Added |
| Nuveen Asset Management, LLC | 39,139 | $511.0K | 0.00% | +39,139 | New |
| ClariVest Asset Management LLC | 38,994 | $516.0K | 0.02% | −21−0.1% | Reduced |
| Engineers Gate Manager LP | 42,473 | $563.0K | 0.02% | +42,473 | New |
| California State Teachers Retirement System | 43,673 | $579.0K | 0.00% | +22,664+107.9% | Added |
| Envestnet Asset Management Inc | 43,946 | $582.0K | 0.00% | +7,888+21.9% | Added |
| Raymond James & Associates | 45,330 | $601.0K | 0.00% | +500+1.1% | Added |
| SEI Investments Co | 52,869 | $701.0K | 0.00% | +10,819+25.7% | Added |
| Aigen Investment Management, LP | 54,537 | $723.0K | 0.12% | +20,729+61.3% | Added |
| Penn Mutual Asset Management, LLC | 55,238 | $732.0K | 0.85% | +55,238 | New |
| UBS Asset Management Americas Inc | 56,311 | $746.1K | 0.00% | +38,611+218.1% | Added |
| SG Americas Securities, LLC | 59,346 | $786.0K | 0.01% | −289,266−83.0% | Reduced |
| Eaton Vance Management | 64,210 | $851.0K | 0.00% | −1,369,644−95.5% | Reduced |
| M&T Bank Corp | 66,449 | $880.0K | 0.00% | +1,999+3.1% | Added |
| LMR Partners LLP | 69,078 | $915.0K | 0.01% | +23,757+52.4% | Added |
| Parametric Portfolio Associates LLC | 71,393 | $946.0K | 0.00% | +32,898+85.5% | Added |
| Premier Fund Managers Ltd | 73,080 | $966.0K | 0.03% | +73,080 | New |
| Daiwa Securities Group Inc. | 76,448 | $1.01M | 0.01% | +15,000+24.4% | Added |
| Norges Bank | 77,300 | $1.02M | 0.00% | +48,480+168.2% | Added |
| Jump Financial, LLC | 80,537 | $1.07M | 0.05% | +11,118+16.0% | Added |
| Creative Planning | 85,029 | $1.13M | 0.00% | +85,029 | New |
| Balyasny Asset Management LLC | 86,477 | $1.15M | 0.01% | +54,745+172.5% | Added |
| Qube Research & Technologies Ltd | 87,351 | $1.16M | 0.01% | +87,351 | New |
| Mission Creek Capital Partners, Inc. | 92,865 | $1.23M | 0.33% | −11,067−10.6% | Reduced |
| Blair William & Co | 94,288 | $1.25M | 0.00% | −1,989−2.1% | Reduced |
| UBS Group AG | 97,458 | $1.29M | 0.00% | +25,077+34.6% | Added |
| Royal Bank of Canada | 102,117 | $1.35M | 0.00% | −75,267−42.4% | Reduced |
| Jane Street Group, LLC | 102,732 | $1.36M | 0.00% | +15,220+17.4% | Added |