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 |
|---|---|---|---|---|---|
| Cornerstone Investment Partners, LLC | 26,067 | $162.9K | 0.01% | +26,067 | New |
| Arizona State Retirement System | 25,979 | $162.4K | 0.00% | +3,687+16.5% | Added |
| Telemus Capital, LLC | 23,844 | $160.9K | 0.01% | −7,526−24.0% | Reduced |
| Barclays PLC | 24,148 | $150.9K | 0.00% | +20,335+533.3% | Added |
| Vestmark Advisory Solutions, Inc. | 23,442 | $146.5K | 0.01% | +23,442 | New |
| Alliance Wealth Advisors, LLC | 22,104 | $138.2K | 0.06% | +22,104 | New |
| FDx Advisors, Inc. | 21,979 | $137.0K | 0.01% | +589+2.8% | Added |
| Group One Trading, L.P. | 21,793 | $136.2K | 0.00% | +10,627+95.2% | Added |
| YorkBridge Wealth Partners, LLC | 21,088 | $131.8K | 0.03% | −2,975−12.4% | Reduced |
| Engineers Gate Manager LP | 20,644 | $129.0K | 0.01% | +20,644 | New |
| Envestnet Asset Management Inc | 20,068 | $125.4K | 0.00% | −24,334−54.8% | Reduced |
| Franklin Resources Inc | 19,992 | $125.0K | 0.00% | −1,818−8.3% | Reduced |
| Alpine Global Management, LLC | 19,286 | $121.0K | 0.04% | +19,286 | New |
| SYSTM Wealth Solutions LLC | 19,271 | $120.4K | 0.01% | +19,271 | New |
| Handelsbanken Fonder AB | 19,200 | $120.0K | 0.00% | +19,200 | New |
| LPL Financial LLC | 19,051 | $119.1K | 0.00% | +1,029+5.7% | Added |
| Aj Wealth Strategies, LLC | 19,050 | $119.0K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 18,881 | $118.0K | 0.01% | +18,881 | New |
| Royal Bank of Canada | 18,102 | $114.0K | 0.00% | +12,216+207.5% | Added |
| Schonfeld Strategic Advisors LLC | 17,419 | $108.9K | 0.00% | +17,419 | New |
| Spouting Rock Asset Management, LLC | 16,982 | $106.1K | 0.08% | −3,742−18.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,060 | $100.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,000 | $100.0K | 0.01% | −13,100−45.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,780 | $98.6K | 0.00% | +1,460+10.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,219 | $95.1K | 0.00% | +9,034+146.1% | Added |
| Advisor Group Holdings, Inc. | 14,409 | $89.4K | 0.00% | +3,175+28.3% | Added |
| Precision Wealth Strategies, LLC | 13,149 | $82.2K | 0.09% | +13,149 | New |
| STRS Ohio | 13,200 | $82.0K | 0.00% | −20,200−60.5% | Reduced |
| Thrivent Financial for Lutherans | 12,489 | $77.0K | 0.00% | +12,489 | New |
| Pictet Asset Management SA | 12,099 | $76.0K | 0.00% | +12,099 | New |
| ProShare Advisors LLC | 11,571 | $72.3K | 0.00% | +11,571 | New |
| Advisory Services Network, LLC | 11,568 | $72.3K | 0.00% | +11,568 | New |
| State of Wisconsin Investment Board | 11,479 | $71.7K | 0.00% | −3,820−25.0% | Reduced |
| Amalgamated Bank | 11,390 | $71.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,145 | $69.7K | 0.00% | −50.0% | Reduced |
| CI Private Wealth, LLC | 10,575 | $66.1K | 0.00% | +10,575 | New |
| Pointe Capital Management LLC | 10,558 | $66.0K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,408 | $65.0K | 0.00% | −1,373−11.7% | Reduced |
| Orion Portfolio Solutions, LLC | 10,284 | $64.3K | 0.00% | +10,284 | New |
| BloombergSen Inc. | 10,200 | $63.8K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,095 | $63.1K | 0.00% | −189,097−94.9% | Reduced |
| Janney Montgomery Scott LLC | 10,001 | $63.0K | 0.00% | +10,001 | New |
| Bollard Group LLC | 9,510 | $59.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,745 | $52.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8,355 | $52.2K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 7,879 | $49.2K | 0.00% | −1,085−12.1% | Reduced |
| Clear Street Markets LLC | 6,399 | $40.0K | 0.01% | +6,399 | New |
| Amundi | 5,414 | $36.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,631 | $35.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,625 | $35.0K | 0.00% | −757−11.9% | Reduced |
| Shell Asset Management Co | 5,450 | $34.0K | 0.00% | −217−3.8% | Reduced |
| State of Wyoming | 5,317 | $33.2K | 0.01% | +1,566+41.7% | Added |
| Lazard Asset Management LLC | 4,711 | $29.0K | 0.00% | +4,711 | New |
| Simplex Trading, LLC | 3,762 | $23.0K | 0.00% | −224−5.6% | Reduced |
| 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 |
| Geneos Wealth Management Inc. | 1,800 | $11.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,380 | $8.63K | 0.00% | +1,206+693.1% | Added |
| FMR LLC | 1,282 | $8.01K | 0.00% | −477−27.1% | Reduced |
| Dark Forest Capital Management LP | 941 | $5.88K | 0.00% | +268+39.8% | Added |
| Lindbrook Capital, LLC | 849 | $5.31K | 0.00% | +673+382.4% | Added |
| GWM Advisors LLC | 770 | $4.81K | 0.00% | +770 | New |
| Rockefeller Capital Management L.P. | 780 | $4.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 578 | $3.61K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $2.19K | 0.00% | −300−46.2% | Reduced |
| Fifth Third Bancorp | 256 | $1.60K | 0.00% | +256 | New |
| Aquatic Capital Management LLC | 100 | $1.00K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 137 | $856 | 0.00% | −21−13.3% | Reduced |
| Harbour Investments, Inc. | 115 | $719 | 0.00% | +115 | New |
| The PNC Financial Services Group, Inc. | 111 | $694 | 0.00% | −284−71.9% | Reduced |
| EverSource Wealth Advisors, LLC | 86 | $538 | 0.00% | +86 | New |
| Quadrant Capital Group LLC | 71 | $444 | 0.00% | +71 | New |
| Tradewinds Capital Management, LLC | 62 | $388 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 31 | $194 | 0.00% | +31 | New |
| Signaturefd, LLC | 22 | $138 | 0.00% | −180−89.1% | Reduced |
| Ellevest, Inc. | 1 | $6 | 0.00% | +1 | New |
| Covestor Ltd | 15 | $0 | 0.00% | +6+66.7% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −5,104,581−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −1,788,752−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −1,386,300−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −319,374−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −176,408−100.0% | Sold out |
| Owls Nest Partners IA, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −145,920−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −55,279−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −48,270−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −42,086−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −25,070−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,456−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,567−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −13,623−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,348−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,107−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −6,594−100.0% | Sold out |