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, Q2 2022
Institutional positions in Olo Inc. as of Jun 30, 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
- 164
- +10 vs. Q1 2022
- Shares held
- 130.4M
- +18.1M (+16.1%) vs. Q1 2022
- Total value
- $1.29B
- −$200.9M (−13.5%) vs. Q1 2022
- New holders
- 37
- 60 more added
- Sold out
- 27
- 47 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 41 | $0 | 0.00% | +41 | New |
| West Paces Advisors Inc. | 30 | $296 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 150 | $1.00K | 0.00% | +101+206.1% | Added |
| Howe & Rusling Inc | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 174 | $1.00K | 0.00% | +174 | New |
| American Portfolios Advisors | 146 | $1.44K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 237 | $2.00K | 0.00% | −10,946−97.9% | Reduced |
| Signaturefd, LLC | 202 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 330 | $3.00K | 0.00% | +330 | New |
| FourThought Financial, LLC | 374 | $4.00K | 0.00% | +47+14.4% | Added |
| Total Clarity Wealth Management, Inc. | 405 | $4.00K | 0.00% | +405 | New |
| FMR LLC | 557 | $5.00K | 0.00% | +347+165.2% | Added |
| Leonteq Securities AG | 578 | $5.71K | 0.00% | −73−11.2% | Reduced |
| Cutler Group LP | 778 | $7.00K | 0.00% | −3,364−81.2% | Reduced |
| Spire Wealth Management | 688 | $7.00K | 0.00% | −100−12.7% | Reduced |
| Rockefeller Capital Management L.P. | 780 | $7.00K | 0.00% | +667+590.3% | Added |
| Group One Trading, L.P. | 1,057 | $10.0K | 0.00% | −26,522−96.2% | Reduced |
| Geneos Wealth Management Inc. | 2,520 | $26.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,861 | $28.0K | 0.02% | +2,831+9,436.7% | Added |
| Metropolitan Life Insurance Co | 5,631 | $55.6K | 0.00% | +5,631 | New |
| Castle Wealth Management LLC | 5,844 | $58.0K | 0.03% | +5,844 | New |
| Nisa Investment Advisors, LLC | 6,080 | $60.0K | 0.00% | +6,080 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $61.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,380 | $63.0K | 0.00% | +86+1.4% | Added |
| Ameritas Investment Partners, Inc. | 6,745 | $66.0K | 0.00% | +6,745 | New |
| Captrust Financial Advisors | 6,917 | $68.0K | 0.00% | −3,500−33.6% | Reduced |
| US Bancorp | 7,343 | $73.0K | 0.00% | −33−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,398 | $83.0K | 0.00% | +1,501+21.8% | Added |
| Ensign Peak Advisors, Inc | 8,520 | $84.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $94.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,867 | $97.0K | 0.00% | −3,790−27.8% | Reduced |
| ProShare Advisors LLC | 10,102 | $100.0K | 0.00% | +10,102 | New |
| Kore Private Wealth LLC | 10,416 | $103.0K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,558 | $104.0K | 0.08% | +10,558 | New |
| M&T Bank Corp | 10,865 | $108.0K | 0.00% | −55,584−83.6% | Reduced |
| Teacher Retirement System of Texas | 11,146 | $110.0K | 0.00% | +507+4.8% | Added |
| Amalgamated Bank | 11,390 | $112.0K | 0.00% | +11,390 | New |
| Indie Asset Partners, LLC | 11,550 | $114.0K | 0.10% | −7,075−38.0% | Reduced |
| Landscape Capital Management, L.L.C. | 11,697 | $115.0K | 0.02% | +11,697 | New |
| Empowered Funds, LLC | 11,900 | $117.0K | 0.02% | +11,900 | New |
| HighTower Advisors, LLC | 12,584 | $124.0K | 0.00% | −3,452−21.5% | Reduced |
| Game Plan Financial Advisors, LLC | 12,800 | $126.0K | 0.10% | +700+5.8% | Added |
| Citigroup Inc | 12,991 | $128.0K | 0.00% | +663+5.4% | Added |
| State Board of Administration of Florida Retirement System | 14,320 | $141.0K | 0.00% | +14,320 | New |
| Neuberger Berman Group LLC | 15,310 | $151.0K | 0.00% | −1,456−8.7% | Reduced |
| Aigen Investment Management, LP | 15,432 | $152.0K | 0.03% | −39,105−71.7% | Reduced |
| Creative Planning | 15,529 | $153.0K | 0.00% | −69,500−81.7% | Reduced |
| TownSquare Capital, LLC | 15,601 | $154.0K | 0.00% | −15,518−49.9% | Reduced |
| Barclays PLC | 15,765 | $156.0K | 0.00% | +5,801+58.2% | Added |
| Wolff Wiese Magana LLC | 15,942 | $158.0K | 0.12% | −17,415−52.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,060 | $159.0K | 0.01% | +16,060 | New |
| Evercore Wealth Management, LLC | 16,302 | $161.0K | 0.00% | +1,898+13.2% | Added |
| Spouting Rock Asset Management, LLC | 16,320 | $161.0K | 0.10% | +16,320 | New |
| State of Wisconsin Investment Board | 17,330 | $171.0K | 0.00% | +17,330 | New |
| BloombergSen Inc. | 17,500 | $173.0K | 0.01% | −2,000−10.3% | Reduced |
| Azzad Asset Management Inc | 18,442 | $182.0K | 0.02% | −176−0.9% | Reduced |
| LPL Financial LLC | 18,826 | $186.0K | 0.00% | +4,851+34.7% | Added |
| Aj Wealth Strategies, LLC | 19,050 | $188.0K | 0.01% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 19,274 | $190.0K | 0.05% | +2,462+14.6% | Added |
| Arizona State Retirement System | 19,470 | $192.0K | 0.00% | +5,584+40.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $197.0K | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 21,866 | $216.0K | 0.00% | −156,097−87.7% | Reduced |
| Natixis Advisors, L.P. | 22,552 | $223.0K | 0.00% | +560+2.5% | Added |
| Stifel Financial Corp | 22,703 | $224.0K | 0.00% | −519−2.2% | Reduced |
| Versor Investments LP | 23,400 | $231.0K | 0.01% | −10,398−30.8% | Reduced |
| FDx Advisors, Inc. | 24,936 | $246.0K | 0.01% | +2,736+12.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,725 | $254.0K | 0.00% | +25,725 | New |
| Walleye Capital LLC | 27,280 | $269.0K | 0.01% | −10,486−27.8% | Reduced |
| Franklin Resources Inc | 27,809 | $274.0K | 0.00% | −2,766−9.0% | Reduced |
| Green Square Capital Advisors LLC | 30,439 | $300.0K | 0.05% | −5,000−14.1% | Reduced |
| Blueshift Asset Management, LLC | 30,848 | $304.0K | 0.05% | +30,848 | New |
| Telemus Capital, LLC | 31,370 | $310.0K | 0.03% | +31,370 | New |
| Level Four Advisory Services, LLC | 32,100 | $317.0K | 0.03% | +15,950+98.8% | Added |
| Independent Family Office, LLC | 33,062 | $326.0K | 0.30% | 00.0% | Unchanged |
| Voya Investment Management LLC | 33,591 | $332.0K | 0.00% | +33,591 | New |
| First Republic Investment Management, Inc. | 34,465 | $340.0K | 0.00% | −3,615−9.5% | Reduced |
| Legal & General Group Plc | 34,588 | $341.0K | 0.00% | +23,234+204.6% | Added |
| Manufacturers Life Insurance Company, The | 36,776 | $363.0K | 0.00% | +36,776 | New |
| Engineers Gate Manager LP | 39,790 | $393.0K | 0.01% | −2,683−6.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 40,142 | $396.0K | 0.07% | +40,142 | New |
| Oppenheimer Asset Management Inc. | 40,242 | $397.0K | 0.01% | +6,197+18.2% | Added |
| STRS Ohio | 41,000 | $404.0K | 0.00% | +41,000 | New |
| Welch Capital Partners LLC | 41,334 | $408.0K | 0.13% | +41,334 | New |
| American International Group, Inc. | 42,092 | $415.0K | 0.00% | +42,092 | New |
| NinePointTwo Capital | 42,086 | $415.0K | 0.14% | +42,086 | New |
| Envestnet Asset Management Inc | 45,817 | $452.0K | 0.00% | +1,871+4.3% | Added |
| Royal Bank of Canada | 47,930 | $474.0K | 0.00% | −54,187−53.1% | Reduced |
| MetLife Investment Management | 48,520 | $478.9K | 0.00% | +48,520 | New |
| Credit Suisse AG | 51,323 | $506.0K | 0.00% | +13,160+34.5% | Added |
| Schonfeld Strategic Advisors LLC | 57,000 | $562.0K | 0.01% | −300,983−84.1% | Reduced |
| Private Advisor Group, LLC | 57,226 | $565.0K | 0.01% | +57,226 | New |
| Goldman Sachs Group Inc | 58,334 | $575.0K | 0.00% | −202,236−77.6% | Reduced |
| Mercer Global Advisors Inc | 59,928 | $592.0K | 0.00% | +59,928 | New |
| Cubist Systematic Strategies, LLC | 62,406 | $616.0K | 0.00% | −153,696−71.1% | Reduced |
| Eaton Vance Management | 64,200 | $634.0K | 0.00% | −100.0% | Reduced |
| Dimensional Fund Advisors LP | 69,859 | $690.0K | 0.00% | +69,859 | New |
| Premier Fund Managers Ltd | 73,080 | $737.0K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 74,837 | $739.0K | 0.01% | −12,514−14.3% | Reduced |
| Occudo Quantitative Strategies LP | 76,018 | $750.0K | 0.06% | −94,106−55.3% | Reduced |
| Daiwa Securities Group Inc. | 76,448 | $755.0K | 0.01% | 00.0% | Unchanged |