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 |
|---|---|---|---|---|---|
| Aj Wealth Strategies, LLC | 19,050 | $150.0K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 18,546 | $146.5K | 0.01% | +104+0.6% | Added |
| LPL Financial LLC | 18,022 | $142.0K | 0.00% | −804−4.3% | Reduced |
| Ensign Peak Advisors, Inc | 16,750 | $132.0K | 0.00% | +8,230+96.6% | 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 |
| TownSquare Capital, LLC | 16,399 | $130.0K | 0.00% | +798+5.1% | Added |
| Whittier Trust Co of Nevada Inc | 16,060 | $127.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,299 | $121.0K | 0.00% | −2,031−11.7% | Reduced |
| Creative Planning | 15,129 | $120.0K | 0.00% | −400−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 14,320 | $113.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,623 | $108.0K | 0.01% | +1,723+14.5% | Added |
| Teacher Retirement System of Texas | 11,781 | $93.0K | 0.00% | +635+5.7% | Added |
| Amalgamated Bank | 11,390 | $90.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,234 | $89.0K | 0.00% | +1,367+13.9% | Added |
| 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 |
| Pointe Capital Management LLC | 10,558 | $83.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| UBS Group AG | 9,973 | $79.0K | 0.00% | −137,122−93.2% | Reduced |
| Bollard Group LLC | 9,510 | $75.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,964 | $71.0K | 0.00% | −4,027−31.0% | Reduced |
| Tortoise Investment Management, LLC | 8,355 | $66.0K | 0.01% | +8,355 | New |
| Point72 Hong Kong Ltd | 8,107 | $64.0K | 0.00% | +8,107 | New |
| Cutler Group LP | 6,982 | $55.0K | 0.01% | +6,204+797.4% | Added |
| US Bancorp | 6,735 | $54.0K | 0.00% | −608−8.3% | 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 |
| Tower Research Capital LLC (TRC) | 6,382 | $50.0K | 0.00% | −2,016−24.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $49.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,886 | $47.0K | 0.00% | −42,044−87.7% | Reduced |
| Shell Asset Management Co | 5,667 | $45.0K | 0.00% | −713−11.2% | Reduced |
| Metropolitan Life Insurance Co | 5,631 | $44.5K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,414 | $44.0K | 0.00% | +5,414 | New |
| Nisa Investment Advisors, LLC | 3,658 | $32.0K | 0.00% | −2,422−39.8% | Reduced |
| Simplex Trading, LLC | 3,986 | $31.0K | 0.00% | +3,986 | 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 |
| PEAK6 Investments LLC | 2,919 | $23.0K | 0.00% | +2,919 | New |
| 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 |
| FourThought Financial, LLC | 854 | $7.00K | 0.00% | +480+128.3% | Added |
| Rockefeller Capital Management L.P. | 780 | $6.00K | 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 |
| Leonteq Securities AG | 578 | $4.57K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 461 | $4.00K | 0.00% | −15,481−97.1% | Reduced |
| The PNC Financial Services Group, Inc. | 395 | $3.00K | 0.00% | +245+163.3% | Added |
| Signaturefd, LLC | 202 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 216 | $2.00K | 0.00% | +216 | New |
| 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 |
| American Portfolios Advisors | 64 | $506 | 0.00% | −82−56.2% | Reduced |
| 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 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −4,278,940−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −826,382−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −378,296−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −209,566−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −168,910−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −137,999−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −120,318−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −100,472−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −95,104−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −76,018−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −74,837−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −73,080−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −39,790−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −30,848−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −27,280−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −22,552−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −21,866−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −16,302−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,697−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |