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, Q1 2023
Institutional positions in Olo Inc. as of Mar 31, 2023. 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
- 182
- +7 vs. Q4 2022
- Shares held
- 127.5M
- −884.3K (−0.7%) vs. Q4 2022
- Total value
- $1.04B
- +$240.6M (+30.1%) vs. Q4 2022
- New holders
- 24
- 62 more added
- Sold out
- 17
- 48 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 6 | $49 | 0.00% | +5+500.0% | Added |
| Northwestern Mutual Wealth Management Co | 10 | $82 | 0.00% | +10 | New |
| Glassman Wealth Services | 31 | $253 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 62 | $506 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 71 | $580 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 86 | $702 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 111 | $906 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 115 | $938 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 137 | $1.12K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 182 | $1.49K | 0.00% | +182 | New |
| Fifth Third Bancorp | 256 | $2.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 450 | $3.67K | 0.00% | +450 | New |
| Leonteq Securities AG | 534 | $4.36K | 0.00% | −44−7.6% | Reduced |
| Lindbrook Capital, LLC | 807 | $6.58K | 0.00% | −42−4.9% | Reduced |
| First Horizon Advisors, Inc. | 1,380 | $11.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $14.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,293 | $18.7K | 0.00% | +1,011+78.9% | Added |
| Tower Research Capital LLC (TRC) | 2,364 | $19.0K | 0.00% | −3,261−58.0% | Reduced |
| Spire Wealth Management | 3,546 | $28.9K | 0.00% | +100+2.9% | Added |
| Nisa Investment Advisors, LLC | 3,580 | $29.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,500 | $29.0K | 0.00% | +3,400+3,400.0% | Added |
| Lazard Asset Management LLC | 4,165 | $33.0K | 0.00% | −546−11.6% | Reduced |
| Amundi | 5,414 | $41.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,137 | $41.9K | 0.00% | −494−8.8% | Reduced |
| Shell Asset Management Co | 5,432 | $44.0K | 0.00% | −18−0.3% | Reduced |
| Dark Forest Capital Management LP | 5,508 | $44.9K | 0.01% | +4,567+485.3% | Added |
| State of Wyoming | 5,938 | $48.5K | 0.02% | +621+11.7% | Added |
| Ameritas Investment Partners, Inc. | 6,745 | $55.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,134 | $58.2K | 0.00% | −745−9.5% | Reduced |
| Tortoise Investment Management, LLC | 8,355 | $68.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,412 | $76.0K | 0.00% | −8,690−48.0% | Reduced |
| Amalgamated Bank | 9,305 | $76.0K | 0.00% | −2,085−18.3% | Reduced |
| Bollard Group LLC | 9,510 | $78.0K | 0.00% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 10,142 | $82.8K | 0.00% | −142−1.4% | Reduced |
| Brinker Capital Investments, LLC | 10,142 | $82.8K | 0.00% | +10,142 | New |
| Corton Capital Inc. | 10,182 | $83.1K | 0.06% | +10,182 | New |
| Principal Financial Group Inc | 10,252 | $83.7K | 0.00% | +10,252 | New |
| Janney Montgomery Scott LLC | 10,282 | $84.0K | 0.00% | +281+2.8% | Added |
| Pointe Capital Management LLC | 10,558 | $86.2K | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 10,964 | $86.3K | 0.00% | +10,964 | New |
| ProShare Advisors LLC | 10,584 | $86.4K | 0.00% | −987−8.5% | Reduced |
| Teacher Retirement System of Texas | 10,605 | $87.0K | 0.00% | +197+1.9% | Added |
| Victory Capital Management Inc | 10,817 | $88.3K | 0.00% | −328−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,930 | $89.2K | 0.00% | −6,489−37.3% | Reduced |
| Advisory Services Network, LLC | 11,443 | $93.4K | 0.00% | −125−1.1% | Reduced |
| Quantbot Technologies LP | 11,642 | $95.0K | 0.01% | +11,642 | New |
| Punch & Associates Investment Management, Inc. | 11,951 | $97.5K | 0.01% | +11,951 | New |
| Thrivent Financial for Lutherans | 12,484 | $98.0K | 0.00% | −50.0% | Reduced |
| State of Wisconsin Investment Board | 12,011 | $98.0K | 0.00% | +532+4.6% | Added |
| Diversified Trust Co | 12,022 | $98.1K | 0.00% | +12,022 | New |
| Pictet Asset Management SA | 12,099 | $98.7K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 14,320 | $116.9K | 0.09% | +14,320 | New |
| Group One Trading, L.P. | 15,052 | $122.8K | 0.01% | −6,741−30.9% | Reduced |
| Advisor Group Holdings, Inc. | 15,291 | $124.8K | 0.00% | +882+6.1% | Added |
| Envestnet Asset Management Inc | 15,335 | $125.1K | 0.00% | −4,733−23.6% | Reduced |
| State Board of Administration of Florida Retirement System | 15,780 | $128.8K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,000 | $130.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16,060 | $131.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 21,979 | $137.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,819 | $137.2K | 0.00% | +6,244+59.0% | Added |
| Squarepoint Ops LLC | 17,456 | $142.4K | 0.00% | −122,933−87.6% | Reduced |
| LPL Financial LLC | 19,045 | $155.4K | 0.00% | −60.0% | Reduced |
| Aj Wealth Strategies, LLC | 19,050 | $155.4K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 19,200 | $157.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19,271 | $157.3K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,123 | $164.2K | 0.00% | +131+0.7% | Added |
| Jump Financial, LLC | 20,700 | $168.9K | 0.01% | +20,700 | New |
| Woodline Partners LP | 21,462 | $175.1K | 0.00% | −16,633−43.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,187 | $181.0K | 0.00% | +6,968+45.8% | Added |
| Cornerstone Investment Partners, LLC | 22,659 | $184.9K | 0.01% | −3,408−13.1% | Reduced |
| Alliance Wealth Advisors, LLC | 23,403 | $191.0K | 0.08% | +1,299+5.9% | Added |
| Telemus Capital, LLC | 23,844 | $194.6K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 23,981 | $195.7K | 0.01% | +539+2.3% | Added |
| Nebula Research & Development LLC | 24,370 | $198.9K | 0.35% | +24,370 | New |
| Spouting Rock Asset Management, LLC | 26,215 | $213.9K | 0.08% | +9,233+54.4% | Added |
| Cubist Systematic Strategies, LLC | 26,685 | $217.8K | 0.00% | +16,590+164.3% | Added |
| Petrus Trust Company, LTA | 26,844 | $219.0K | 0.03% | +26,844 | New |
| Bayesian Capital Management, LP | 27,005 | $220.4K | 0.03% | −25,100−48.2% | Reduced |
| Occudo Quantitative Strategies LP | 27,261 | $222.4K | 0.02% | +27,261 | New |
| Arizona State Retirement System | 27,628 | $225.4K | 0.00% | +1,649+6.3% | Added |
| Green Square Capital Advisors LLC | 30,439 | $248.4K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 30,818 | $251.5K | 0.03% | −12,312−28.5% | Reduced |
| SG Americas Securities, LLC | 31,188 | $254.0K | 0.00% | −16,921−35.2% | Reduced |
| Independent Family Office, LLC | 33,062 | $269.8K | 0.16% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 33,201 | $270.9K | 0.00% | +2,048+6.6% | Added |
| Oppenheimer Asset Management Inc. | 33,594 | $274.1K | 0.00% | +2,213+7.1% | Added |
| Arrowstreet Capital, Limited Partnership | 33,846 | $276.0K | 0.00% | +1,260+3.9% | Added |
| DC Investments Management, LLC | 34,462 | $281.2K | 0.33% | +34,462 | New |
| Voya Investment Management LLC | 35,381 | $288.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 35,585 | $290.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,655 | $291.0K | 0.00% | +1,554+4.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $304.2K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $306.7K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 37,897 | $309.2K | 0.03% | −2,639−6.5% | Reduced |
| Mercer Global Advisors Inc | 40,535 | $331.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 41,051 | $335.0K | 0.03% | −4,915−10.7% | Reduced |
| American International Group, Inc. | 43,404 | $354.2K | 0.00% | +864+2.0% | Added |
| UBS Group AG | 44,280 | $361.3K | 0.00% | −48,951−52.5% | Reduced |