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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 23,222 | $308.0K | 0.00% | −4,154−15.2% | Reduced |
| FDx Advisors, Inc. | 22,200 | $294.0K | 0.01% | +10,264+86.0% | Added |
| Charles Schwab Investment Management Inc | 21,971 | $292.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 21,992 | $291.0K | 0.00% | +11,330+106.3% | Added |
| Paloma Partners Management Co | 21,673 | $287.0K | 0.02% | +798+3.8% | Added |
| 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 |
| BloombergSen Inc. | 19,500 | $258.0K | 0.02% | +19,500 | New |
| Aj Wealth Strategies, LLC | 19,050 | $252.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,759 | $249.0K | 0.00% | −8,306−30.7% | Reduced |
| Indie Asset Partners, LLC | 18,625 | $247.0K | 0.19% | +800+4.5% | Added |
| Azzad Asset Management Inc | 18,618 | $246.7K | 0.04% | +818+4.6% | Added |
| YorkBridge Wealth Partners, LLC | 16,812 | $223.0K | 0.05% | +16,812 | New |
| Neuberger Berman Group LLC | 16,766 | $222.0K | 0.00% | +2,862+20.6% | Added |
| Level Four Advisory Services, LLC | 16,150 | $214.0K | 0.02% | −6,950−30.1% | Reduced |
| 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 |
| Evercore Wealth Management, LLC | 14,404 | $191.0K | 0.00% | +14,404 | New |
| LPL Financial LLC | 13,975 | $185.0K | 0.00% | −3,415−19.6% | Reduced |
| 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 |
| Advisor Group Holdings, Inc. | 13,657 | $182.0K | 0.00% | +4,144+43.6% | Added |
| Citigroup Inc | 12,328 | $163.0K | 0.00% | +6,969+130.0% | Added |
| Game Plan Financial Advisors, LLC | 12,100 | $160.0K | 0.10% | +12,100 | New |
| Legal & General Group Plc | 11,354 | $151.0K | 0.00% | +5,350+89.1% | Added |
| Steward Partners Investment Advisory, LLC | 11,183 | $148.0K | 0.00% | −6,453−36.6% | Reduced |
| Teacher Retirement System of Texas | 10,639 | $141.0K | 0.00% | +10,639 | 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 |
| Barclays PLC | 9,964 | $132.0K | 0.00% | +9,964 | New |
| Bollard Group LLC | 9,510 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,520 | $113.0K | 0.00% | +8,520 | New |
| US Bancorp | 7,376 | $98.0K | 0.00% | −87−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,897 | $91.0K | 0.00% | −3,679−34.8% | Reduced |
| Shell Asset Management Co | 6,294 | $83.0K | 0.00% | −951−13.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $82.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,142 | $54.0K | 0.01% | +3,618+690.5% | Added |
| Simplex Trading, LLC | 3,119 | $41.0K | 0.00% | −8,164−72.4% | Reduced |
| Geneos Wealth Management Inc. | 2,520 | $33.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 1,310 | $17.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 788 | $10.0K | 0.00% | +200+34.0% | Added |
| CIBC Private Wealth Group, LLC | 660 | $9.00K | 0.00% | +660 | New |
| Leonteq Securities AG | 651 | $8.63K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 418 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 327 | $4.00K | 0.00% | +218+200.0% | Added |
| FMR LLC | 210 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 202 | $3.00K | 0.00% | +202 | New |
| American Portfolios Advisors | 146 | $1.94K | 0.00% | 00.0% | Unchanged |
| 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 |
| West Paces Advisors Inc. | 30 | $398 | 0.00% | +30 | New |
| 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 |
| Glynn Capital Management LLC | 0 | $0 | 0.00% | −1,102,265−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −489,228−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −204,689−100.0% | Sold out |
| Addition One General Partner, L.P. | 0 | $0 | 0.00% | −153,000−100.0% | Sold out |
| StepStone Group LP | 0 | $0 | 0.00% | −101,688−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −55,717−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −54,600−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −53,758−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −50,672−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −50,219−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −37,324−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −37,333−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −33,222−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −35,550−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −24,106−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,901−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,814−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −10,461−100.0% | Sold out |
| Cross Creek Advisors, LLC | 0 | $0 | 0.00% | −6,712−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Nellore Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |