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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 22,703 | $224.0K | 0.00% | −519−2.2% | Reduced |
| Natixis Advisors, L.P. | 22,552 | $223.0K | 0.00% | +560+2.5% | Added |
| Voloridge Investment Management, LLC | 21,866 | $216.0K | 0.00% | −156,097−87.7% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $197.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,470 | $192.0K | 0.00% | +5,584+40.2% | Added |
| YorkBridge Wealth Partners, LLC | 19,274 | $190.0K | 0.05% | +2,462+14.6% | Added |
| Aj Wealth Strategies, LLC | 19,050 | $188.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 18,826 | $186.0K | 0.00% | +4,851+34.7% | Added |
| Azzad Asset Management Inc | 18,442 | $182.0K | 0.02% | −176−0.9% | Reduced |
| BloombergSen Inc. | 17,500 | $173.0K | 0.01% | −2,000−10.3% | Reduced |
| State of Wisconsin Investment Board | 17,330 | $171.0K | 0.00% | +17,330 | 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 |
| Whittier Trust Co of Nevada Inc | 16,060 | $159.0K | 0.01% | +16,060 | New |
| Wolff Wiese Magana LLC | 15,942 | $158.0K | 0.12% | −17,415−52.2% | Reduced |
| Barclays PLC | 15,765 | $156.0K | 0.00% | +5,801+58.2% | Added |
| TownSquare Capital, LLC | 15,601 | $154.0K | 0.00% | −15,518−49.9% | Reduced |
| Creative Planning | 15,529 | $153.0K | 0.00% | −69,500−81.7% | Reduced |
| Aigen Investment Management, LP | 15,432 | $152.0K | 0.03% | −39,105−71.7% | Reduced |
| Neuberger Berman Group LLC | 15,310 | $151.0K | 0.00% | −1,456−8.7% | Reduced |
| State Board of Administration of Florida Retirement System | 14,320 | $141.0K | 0.00% | +14,320 | New |
| Citigroup Inc | 12,991 | $128.0K | 0.00% | +663+5.4% | Added |
| Game Plan Financial Advisors, LLC | 12,800 | $126.0K | 0.10% | +700+5.8% | Added |
| HighTower Advisors, LLC | 12,584 | $124.0K | 0.00% | −3,452−21.5% | Reduced |
| Empowered Funds, LLC | 11,900 | $117.0K | 0.02% | +11,900 | New |
| Landscape Capital Management, L.L.C. | 11,697 | $115.0K | 0.02% | +11,697 | New |
| Indie Asset Partners, LLC | 11,550 | $114.0K | 0.10% | −7,075−38.0% | Reduced |
| Amalgamated Bank | 11,390 | $112.0K | 0.00% | +11,390 | New |
| Teacher Retirement System of Texas | 11,146 | $110.0K | 0.00% | +507+4.8% | Added |
| M&T Bank Corp | 10,865 | $108.0K | 0.00% | −55,584−83.6% | Reduced |
| Pointe Capital Management LLC | 10,558 | $104.0K | 0.08% | +10,558 | New |
| Kore Private Wealth LLC | 10,416 | $103.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,102 | $100.0K | 0.00% | +10,102 | New |
| Advisor Group Holdings, Inc. | 9,867 | $97.0K | 0.00% | −3,790−27.8% | Reduced |
| Bollard Group LLC | 9,510 | $94.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,520 | $84.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,398 | $83.0K | 0.00% | +1,501+21.8% | Added |
| US Bancorp | 7,343 | $73.0K | 0.00% | −33−0.4% | Reduced |
| Captrust Financial Advisors | 6,917 | $68.0K | 0.00% | −3,500−33.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,745 | $66.0K | 0.00% | +6,745 | New |
| Shell Asset Management Co | 6,380 | $63.0K | 0.00% | +86+1.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $61.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,080 | $60.0K | 0.00% | +6,080 | New |
| Castle Wealth Management LLC | 5,844 | $58.0K | 0.03% | +5,844 | New |
| Metropolitan Life Insurance Co | 5,631 | $55.6K | 0.00% | +5,631 | New |
| State of Wyoming | 2,861 | $28.0K | 0.02% | +2,831+9,436.7% | Added |
| Geneos Wealth Management Inc. | 2,520 | $26.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,057 | $10.0K | 0.00% | −26,522−96.2% | 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 |
| Leonteq Securities AG | 578 | $5.71K | 0.00% | −73−11.2% | Reduced |
| FMR LLC | 557 | $5.00K | 0.00% | +347+165.2% | Added |
| FourThought Financial, LLC | 374 | $4.00K | 0.00% | +47+14.4% | Added |
| Total Clarity Wealth Management, Inc. | 405 | $4.00K | 0.00% | +405 | New |
| TCI Wealth Advisors, Inc. | 330 | $3.00K | 0.00% | +330 | New |
| 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 |
| American Portfolios Advisors | 146 | $1.44K | 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 |
| West Paces Advisors Inc. | 30 | $296 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 41 | $0 | 0.00% | +41 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −860,401−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −255,703−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −235,165−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −207,690−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −102,732−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −92,865−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −86,477−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −80,537−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −69,078−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −55,238−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −45,330−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −38,994−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −33,439−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,787−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,673−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −18,759−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −16,060−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,906−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |