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, Q3 2022
Institutional positions in Olo Inc. as of Sep 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
- 171
- +7 vs. Q2 2022
- Shares held
- 128.8M
- −1.66M (−1.3%) vs. Q2 2022
- Total value
- $1.02B
- −$270.1M (−21.0%) vs. Q2 2022
- New holders
- 33
- 52 more added
- Sold out
- 26
- 53 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 62 | $0 | 0.00% | +21+51.2% | Added |
| Marquette Asset Management, LLC | 30 | $0 | 0.00% | +30 | New |
| Allworth Financial LP | 21 | $0 | 0.00% | +21 | New |
| Bogart Wealth, LLC | 25 | $0 | 0.00% | +25 | New |
| Covestor Ltd | 9 | $0 | 0.00% | +9 | New |
| American Portfolios Advisors | 64 | $506 | 0.00% | −82−56.2% | Reduced |
| Howe & Rusling Inc | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 174 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 135 | $1.00K | 0.00% | +135 | New |
| Parallel Advisors, LLC | 158 | $1.00K | 0.00% | +158 | New |
| Lindbrook Capital, LLC | 176 | $1.00K | 0.00% | +176 | New |
| Wipfli Financial Advisors LLC, | 157 | $1.00K | 0.00% | +157 | New |
| Bell Investment Advisors, Inc | 65 | $1.00K | 0.00% | +65 | New |
| Signaturefd, LLC | 202 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 216 | $2.00K | 0.00% | +216 | New |
| The PNC Financial Services Group, Inc. | 395 | $3.00K | 0.00% | +245+163.3% | Added |
| Wolff Wiese Magana LLC | 461 | $4.00K | 0.00% | −15,481−97.1% | Reduced |
| Leonteq Securities AG | 578 | $4.57K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 588 | $5.00K | 0.00% | −100−14.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 650 | $5.00K | 0.00% | +413+174.3% | Added |
| Dark Forest Capital Management LP | 673 | $5.00K | 0.00% | +673 | New |
| Rockefeller Capital Management L.P. | 780 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 854 | $7.00K | 0.00% | +480+128.3% | Added |
| Geneos Wealth Management Inc. | 1,800 | $14.0K | 0.00% | −720−28.6% | Reduced |
| FMR LLC | 1,759 | $14.0K | 0.00% | +1,202+215.8% | Added |
| PEAK6 Investments LLC | 2,919 | $23.0K | 0.00% | +2,919 | New |
| Barclays PLC | 3,813 | $30.0K | 0.00% | −11,952−75.8% | Reduced |
| State of Wyoming | 3,751 | $30.0K | 0.01% | +890+31.1% | Added |
| Simplex Trading, LLC | 3,986 | $31.0K | 0.00% | +3,986 | New |
| Nisa Investment Advisors, LLC | 3,658 | $32.0K | 0.00% | −2,422−39.8% | Reduced |
| Amundi | 5,414 | $44.0K | 0.00% | +5,414 | New |
| Metropolitan Life Insurance Co | 5,631 | $44.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,667 | $45.0K | 0.00% | −713−11.2% | Reduced |
| Royal Bank of Canada | 5,886 | $47.0K | 0.00% | −42,044−87.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $49.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,382 | $50.0K | 0.00% | −2,016−24.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,745 | $53.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6,594 | $53.0K | 0.03% | +750+12.8% | Added |
| US Bancorp | 6,735 | $54.0K | 0.00% | −608−8.3% | Reduced |
| Cutler Group LP | 6,982 | $55.0K | 0.01% | +6,204+797.4% | Added |
| Point72 Hong Kong Ltd | 8,107 | $64.0K | 0.00% | +8,107 | New |
| Tortoise Investment Management, LLC | 8,355 | $66.0K | 0.01% | +8,355 | New |
| Citigroup Inc | 8,964 | $71.0K | 0.00% | −4,027−31.0% | Reduced |
| Bollard Group LLC | 9,510 | $75.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,973 | $79.0K | 0.00% | −137,122−93.2% | Reduced |
| HighTower Advisors, LLC | 10,135 | $80.0K | 0.00% | −2,449−19.5% | Reduced |
| Quantamental Technologies LLC | 10,090 | $80.0K | 0.03% | +10,090 | New |
| BloombergSen Inc. | 10,200 | $81.0K | 0.01% | −7,300−41.7% | Reduced |
| Quantbot Technologies LP | 10,348 | $81.0K | 0.01% | +10,348 | New |
| M&T Bank Corp | 10,401 | $82.0K | 0.00% | −464−4.3% | Reduced |
| Kore Private Wealth LLC | 10,416 | $82.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,558 | $83.0K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 11,098 | $88.0K | 0.01% | −4,334−28.1% | Reduced |
| Game Plan Financial Advisors, LLC | 11,100 | $88.0K | 0.07% | −1,700−13.3% | Reduced |
| Group One Trading, L.P. | 11,166 | $88.0K | 0.00% | +10,109+956.4% | Added |
| Victory Capital Management Inc | 11,150 | $88.0K | 0.00% | +11,150 | New |
| Advisor Group Holdings, Inc. | 11,234 | $89.0K | 0.00% | +1,367+13.9% | Added |
| Amalgamated Bank | 11,390 | $90.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,781 | $93.0K | 0.00% | +635+5.7% | Added |
| Empowered Funds, LLC | 13,623 | $108.0K | 0.01% | +1,723+14.5% | Added |
| State Board of Administration of Florida Retirement System | 14,320 | $113.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,129 | $120.0K | 0.00% | −400−2.6% | Reduced |
| State of Wisconsin Investment Board | 15,299 | $121.0K | 0.00% | −2,031−11.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,060 | $127.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 16,399 | $130.0K | 0.00% | +798+5.1% | Added |
| Wolverine Trading, LLC | 16,456 | $131.0K | 0.01% | +16,456 | New |
| Quadrature Capital Ltd | 16,567 | $131.0K | 0.00% | +16,567 | New |
| Ensign Peak Advisors, Inc | 16,750 | $132.0K | 0.00% | +8,230+96.6% | Added |
| LPL Financial LLC | 18,022 | $142.0K | 0.00% | −804−4.3% | Reduced |
| Azzad Asset Management Inc | 18,546 | $146.5K | 0.01% | +104+0.6% | Added |
| Aj Wealth Strategies, LLC | 19,050 | $150.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 19,578 | $155.0K | 0.01% | +19,578 | New |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $158.0K | 0.02% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 20,724 | $164.0K | 0.13% | +4,404+27.0% | Added |
| FDx Advisors, Inc. | 21,390 | $169.0K | 0.01% | −3,546−14.2% | Reduced |
| Stifel Financial Corp | 21,499 | $170.0K | 0.00% | −1,204−5.3% | Reduced |
| Franklin Resources Inc | 21,810 | $172.0K | 0.00% | −5,999−21.6% | Reduced |
| Arizona State Retirement System | 22,292 | $176.0K | 0.00% | +2,822+14.5% | Added |
| Neuberger Berman Group LLC | 22,540 | $178.0K | 0.00% | +7,230+47.2% | Added |
| YorkBridge Wealth Partners, LLC | 24,063 | $190.0K | 0.05% | +4,789+24.8% | Added |
| Triumph Capital Management | 25,070 | $198.0K | 0.11% | +25,070 | New |
| Invesco Ltd. | 29,114 | $230.0K | 0.00% | −2,648,857−98.9% | Reduced |
| Level Four Advisory Services, LLC | 29,100 | $230.0K | 0.02% | −3,000−9.3% | Reduced |
| Legal & General Group Plc | 29,528 | $233.0K | 0.00% | −5,060−14.6% | Reduced |
| Green Square Capital Advisors LLC | 30,439 | $240.0K | 0.04% | 00.0% | Unchanged |
| Telemus Capital, LLC | 31,370 | $248.0K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 31,929 | $252.0K | 0.00% | −2,536−7.4% | Reduced |
| Independent Family Office, LLC | 33,062 | $261.0K | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 33,400 | $263.0K | 0.00% | −7,600−18.5% | Reduced |
| Versor Investments LP | 34,929 | $276.0K | 0.02% | +11,529+49.3% | Added |
| Voya Investment Management LLC | 35,381 | $279.5K | 0.00% | +1,790+5.3% | Added |
| Manufacturers Life Insurance Company, The | 36,256 | $286.4K | 0.00% | −520−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 37,050 | $293.0K | 0.01% | −3,192−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $295.0K | 0.00% | +11,560+44.9% | Added |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $297.0K | 0.00% | +37,588 | New |
| Deutsche Bank AG | 39,209 | $310.0K | 0.00% | −103,310−72.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 40,142 | $317.0K | 0.05% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 41,334 | $327.0K | 0.11% | 00.0% | Unchanged |
| NinePointTwo Capital | 42,086 | $332.0K | 0.13% | 00.0% | Unchanged |
| Jane Street Group, LLC | 42,482 | $335.0K | 0.00% | +42,482 | New |