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, Q4 2022
Institutional positions in Olo Inc. as of Dec 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
- 177
- +11 vs. Q3 2022
- Shares held
- 128.6M
- −128.0K (−0.1%) vs. Q3 2022
- Total value
- $800.9M
- −$215.9M (−21.2%) vs. Q3 2022
- New holders
- 43
- 57 more added
- Sold out
- 32
- 50 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +6+66.7% | Added |
| Ellevest, Inc. | 1 | $6 | 0.00% | +1 | New |
| Signaturefd, LLC | 22 | $138 | 0.00% | −180−89.1% | Reduced |
| Glassman Wealth Services | 31 | $194 | 0.00% | +31 | New |
| Tradewinds Capital Management, LLC | 62 | $388 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 71 | $444 | 0.00% | +71 | New |
| EverSource Wealth Advisors, LLC | 86 | $538 | 0.00% | +86 | New |
| The PNC Financial Services Group, Inc. | 111 | $694 | 0.00% | −284−71.9% | Reduced |
| Harbour Investments, Inc. | 115 | $719 | 0.00% | +115 | New |
| Parallel Advisors, LLC | 137 | $856 | 0.00% | −21−13.3% | Reduced |
| Aquatic Capital Management LLC | 100 | $1.00K | 0.00% | +100 | New |
| Fifth Third Bancorp | 256 | $1.60K | 0.00% | +256 | New |
| Steward Partners Investment Advisory, LLC | 350 | $2.19K | 0.00% | −300−46.2% | Reduced |
| Leonteq Securities AG | 578 | $3.61K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 780 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 770 | $4.81K | 0.00% | +770 | New |
| Lindbrook Capital, LLC | 849 | $5.31K | 0.00% | +673+382.4% | Added |
| Dark Forest Capital Management LP | 941 | $5.88K | 0.00% | +268+39.8% | Added |
| FMR LLC | 1,282 | $8.01K | 0.00% | −477−27.1% | Reduced |
| First Horizon Advisors, Inc. | 1,380 | $8.63K | 0.00% | +1,206+693.1% | Added |
| Geneos Wealth Management Inc. | 1,800 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,580 | $22.0K | 0.00% | −78−2.1% | Reduced |
| Spire Wealth Management | 3,446 | $22.0K | 0.00% | +2,858+486.1% | Added |
| Simplex Trading, LLC | 3,762 | $23.0K | 0.00% | −224−5.6% | Reduced |
| Lazard Asset Management LLC | 4,711 | $29.0K | 0.00% | +4,711 | New |
| State of Wyoming | 5,317 | $33.2K | 0.01% | +1,566+41.7% | Added |
| Shell Asset Management Co | 5,450 | $34.0K | 0.00% | −217−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,625 | $35.0K | 0.00% | −757−11.9% | Reduced |
| Metropolitan Life Insurance Co | 5,631 | $35.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,414 | $36.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6,399 | $40.0K | 0.01% | +6,399 | New |
| Citigroup Inc | 7,879 | $49.2K | 0.00% | −1,085−12.1% | Reduced |
| Tortoise Investment Management, LLC | 8,355 | $52.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,745 | $52.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $59.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,001 | $63.0K | 0.00% | +10,001 | New |
| Cubist Systematic Strategies, LLC | 10,095 | $63.1K | 0.00% | −189,097−94.9% | Reduced |
| BloombergSen Inc. | 10,200 | $63.8K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 10,284 | $64.3K | 0.00% | +10,284 | New |
| Teacher Retirement System of Texas | 10,408 | $65.0K | 0.00% | −1,373−11.7% | Reduced |
| Pointe Capital Management LLC | 10,558 | $66.0K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,575 | $66.1K | 0.00% | +10,575 | New |
| Victory Capital Management Inc | 11,145 | $69.7K | 0.00% | −50.0% | Reduced |
| Amalgamated Bank | 11,390 | $71.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,479 | $71.7K | 0.00% | −3,820−25.0% | Reduced |
| Advisory Services Network, LLC | 11,568 | $72.3K | 0.00% | +11,568 | New |
| ProShare Advisors LLC | 11,571 | $72.3K | 0.00% | +11,571 | New |
| Pictet Asset Management SA | 12,099 | $76.0K | 0.00% | +12,099 | New |
| Thrivent Financial for Lutherans | 12,489 | $77.0K | 0.00% | +12,489 | New |
| STRS Ohio | 13,200 | $82.0K | 0.00% | −20,200−60.5% | Reduced |
| Precision Wealth Strategies, LLC | 13,149 | $82.2K | 0.09% | +13,149 | New |
| Advisor Group Holdings, Inc. | 14,409 | $89.4K | 0.00% | +3,175+28.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,219 | $95.1K | 0.00% | +9,034+146.1% | Added |
| State Board of Administration of Florida Retirement System | 15,780 | $98.6K | 0.00% | +1,460+10.2% | Added |
| Level Four Advisory Services, LLC | 16,000 | $100.0K | 0.01% | −13,100−45.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,060 | $100.4K | 0.00% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 16,982 | $106.1K | 0.08% | −3,742−18.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,419 | $108.9K | 0.00% | +17,419 | New |
| Royal Bank of Canada | 18,102 | $114.0K | 0.00% | +12,216+207.5% | Added |
| Point72 Middle East FZE | 18,881 | $118.0K | 0.01% | +18,881 | New |
| Aj Wealth Strategies, LLC | 19,050 | $119.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 19,051 | $119.1K | 0.00% | +1,029+5.7% | Added |
| Handelsbanken Fonder AB | 19,200 | $120.0K | 0.00% | +19,200 | New |
| SYSTM Wealth Solutions LLC | 19,271 | $120.4K | 0.01% | +19,271 | New |
| Alpine Global Management, LLC | 19,286 | $121.0K | 0.04% | +19,286 | New |
| Franklin Resources Inc | 19,992 | $125.0K | 0.00% | −1,818−8.3% | Reduced |
| Envestnet Asset Management Inc | 20,068 | $125.4K | 0.00% | −24,334−54.8% | Reduced |
| Engineers Gate Manager LP | 20,644 | $129.0K | 0.01% | +20,644 | New |
| YorkBridge Wealth Partners, LLC | 21,088 | $131.8K | 0.03% | −2,975−12.4% | Reduced |
| Group One Trading, L.P. | 21,793 | $136.2K | 0.00% | +10,627+95.2% | Added |
| FDx Advisors, Inc. | 21,979 | $137.0K | 0.01% | +589+2.8% | Added |
| Alliance Wealth Advisors, LLC | 22,104 | $138.2K | 0.06% | +22,104 | New |
| Vestmark Advisory Solutions, Inc. | 23,442 | $146.5K | 0.01% | +23,442 | New |
| Barclays PLC | 24,148 | $150.9K | 0.00% | +20,335+533.3% | Added |
| Telemus Capital, LLC | 23,844 | $160.9K | 0.01% | −7,526−24.0% | Reduced |
| Arizona State Retirement System | 25,979 | $162.4K | 0.00% | +3,687+16.5% | Added |
| Cornerstone Investment Partners, LLC | 26,067 | $162.9K | 0.01% | +26,067 | New |
| Private Advisor Group, LLC | 57,176 | $178.2K | 0.01% | −50−0.1% | Reduced |
| Invesco Ltd. | 29,326 | $183.3K | 0.00% | +212+0.7% | Added |
| Green Square Capital Advisors LLC | 30,439 | $190.2K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 30,518 | $190.7K | 0.00% | −107,444−77.9% | Reduced |
| First Republic Investment Management, Inc. | 31,153 | $194.7K | 0.00% | −776−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 31,381 | $196.1K | 0.00% | −5,669−15.3% | Reduced |
| Legal & General Group Plc | 32,402 | $202.5K | 0.00% | +2,874+9.7% | Added |
| Susquehanna International Group, LLP | 32,606 | $203.8K | 0.00% | −18,602−36.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 32,586 | $204.0K | 0.00% | +32,586 | New |
| Independent Family Office, LLC | 33,062 | $206.6K | 0.12% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 34,101 | $213.0K | 0.00% | −123,452−78.4% | Reduced |
| Voya Investment Management LLC | 35,381 | $221.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 35,585 | $222.4K | 0.00% | −671−1.9% | Reduced |
| Wesbanco Bank Inc | 36,423 | $228.0K | 0.01% | +36,423 | New |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $233.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $234.9K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 38,095 | $238.1K | 0.00% | +38,095 | New |
| XTX Topco Ltd | 39,190 | $244.9K | 0.05% | +39,190 | New |
| Deutsche Bank AG | 39,809 | $248.8K | 0.00% | +600+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 40,142 | $250.9K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 40,535 | $253.0K | 0.00% | −8,262−16.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 40,536 | $253.3K | 0.03% | +40,536 | New |
| Versor Investments LP | 41,100 | $256.9K | 0.02% | +6,171+17.7% | Added |