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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 182 institutions
Q1 2021: 88 institutionsQ2 2021: 102 institutionsQ3 2021: 132 institutionsQ4 2021: 150 institutionsQ1 2022: 158 institutionsQ2 2022: 164 institutionsQ3 2022: 171 institutionsQ4 2022: 177 institutionsQ1 2023: 182 institutionsQ2 2023: 186 institutionsQ3 2023: 196 institutionsQ4 2023: 185 institutionsQ1 2024: 183 institutionsQ2 2024: 193 institutionsQ3 2024: 185 institutionsQ4 2024: 208 institutionsQ1 2025: 204 institutionsQ2 2025: 209 institutionsQ3 2025: 4 institutionsQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2023: $1.04B
Q1 2021: $1.84BQ2 2021: $2.60BQ3 2021: $2.46BQ4 2021: $2.07BQ1 2022: $1.49BQ2 2022: $1.29BQ3 2022: $1.02BQ4 2022: $800.9MQ1 2023: $1.04BQ2 2023: $875.6MQ3 2023: $799.3MQ4 2023: $711.2MQ1 2024: $676.0MQ2 2024: $534.7MQ3 2024: $603.3MQ4 2024: $983.7MQ1 2025: $796.8MQ2 2025: $1.20BQ3 2025: $517.7KQ4 2025: $10Q1 2026: $10Q2 2026: $10
Institutions holding OLO and their total value by quarter
QuarterHoldersValue
Q2 20261$10
Q1 20261$10
Q4 20251$10
Q3 20254$517.7K
Q2 2025209$1.20B
Q1 2025204$796.8M
Q4 2024208$983.7M
Q3 2024185$603.3M
Q2 2024193$534.7M
Q1 2024183$676.0M
Q4 2023185$711.2M
Q3 2023196$799.3M
Q2 2023186$875.6M
Q1 2023182$1.04B
Q4 2022177$800.9M
Q3 2022171$1.02B
Q2 2022164$1.29B
Q1 2022158$1.49B
Q4 2021150$2.07B
Q3 2021132$2.46B
Q2 2021102$2.60B
Q1 202188$1.84B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q4 2022.

Institutions holding OLO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Arizona State Retirement System27,628$225.4K0.00%+1,649+6.3%Added
Occudo Quantitative Strategies LP27,261$222.4K0.02%+27,261New
Bayesian Capital Management, LP27,005$220.4K0.03%−25,100−48.2%Reduced
Petrus Trust Company, LTA26,844$219.0K0.03%+26,844New
Cubist Systematic Strategies, LLC26,685$217.8K0.00%+16,590+164.3%Added
Spouting Rock Asset Management, LLC26,215$213.9K0.08%+9,233+54.4%Added
Nebula Research & Development LLC24,370$198.9K0.35%+24,370New
Vestmark Advisory Solutions, Inc.23,981$195.7K0.01%+539+2.3%Added
Telemus Capital, LLC23,844$194.6K0.02%00.0%Unchanged
Alliance Wealth Advisors, LLC23,403$191.0K0.08%+1,299+5.9%Added
Cornerstone Investment Partners, LLC22,659$184.9K0.01%−3,408−13.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)22,187$181.0K0.00%+6,968+45.8%Added
Woodline Partners LP21,462$175.1K0.00%−16,633−43.7%Reduced
Jump Financial, LLC20,700$168.9K0.01%+20,700New
Franklin Resources Inc20,123$164.2K0.00%+131+0.7%Added
SYSTM Wealth Solutions LLC19,271$157.3K0.02%00.0%Unchanged
Handelsbanken Fonder AB19,200$157.0K0.00%00.0%Unchanged
Aj Wealth Strategies, LLC19,050$155.4K0.01%00.0%Unchanged
LPL Financial LLC19,045$155.4K0.00%−60.0%Reduced
Squarepoint Ops LLC17,456$142.4K0.00%−122,933−87.6%Reduced
CI Private Wealth, LLC16,819$137.2K0.00%+6,244+59.0%Added
FDx Advisors, Inc.21,979$137.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc16,060$131.0K0.00%00.0%Unchanged
Level Four Advisory Services, LLC16,000$130.6K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System15,780$128.8K0.00%00.0%Unchanged
Envestnet Asset Management Inc15,335$125.1K0.00%−4,733−23.6%Reduced
Advisor Group Holdings, Inc.15,291$124.8K0.00%+882+6.1%Added
Group One Trading, L.P.15,052$122.8K0.01%−6,741−30.9%Reduced
Wallace Advisory Group, LLC14,320$116.9K0.09%+14,320New
Pictet Asset Management SA12,099$98.7K0.00%00.0%Unchanged
Diversified Trust Co12,022$98.1K0.00%+12,022New
State of Wisconsin Investment Board12,011$98.0K0.00%+532+4.6%Added
Thrivent Financial for Lutherans12,484$98.0K0.00%−50.0%Reduced
Punch & Associates Investment Management, Inc.11,951$97.5K0.01%+11,951New
Quantbot Technologies LP11,642$95.0K0.01%+11,642New
Advisory Services Network, LLC11,443$93.4K0.00%−125−1.1%Reduced
Schonfeld Strategic Advisors LLC10,930$89.2K0.00%−6,489−37.3%Reduced
Victory Capital Management Inc10,817$88.3K0.00%−328−2.9%Reduced
Teacher Retirement System of Texas10,605$87.0K0.00%+197+1.9%Added
ProShare Advisors LLC10,584$86.4K0.00%−987−8.5%Reduced
American Century Companies Inc10,964$86.3K0.00%+10,964New
Pointe Capital Management LLC10,558$86.2K0.06%00.0%Unchanged
Janney Montgomery Scott LLC10,282$84.0K0.00%+281+2.8%Added
Principal Financial Group Inc10,252$83.7K0.00%+10,252New
Corton Capital Inc.10,182$83.1K0.06%+10,182New
Orion Portfolio Solutions, LLC10,142$82.8K0.00%−142−1.4%Reduced
Brinker Capital Investments, LLC10,142$82.8K0.00%+10,142New
Bollard Group LLC9,510$78.0K0.00%00.0%Unchanged
Royal Bank of Canada9,412$76.0K0.00%−8,690−48.0%Reduced
Amalgamated Bank9,305$76.0K0.00%−2,085−18.3%Reduced
Tortoise Investment Management, LLC8,355$68.2K0.01%00.0%Unchanged
Citigroup Inc7,134$58.2K0.00%−745−9.5%Reduced
Ameritas Investment Partners, Inc.6,745$55.0K0.00%00.0%Unchanged
State of Wyoming5,938$48.5K0.02%+621+11.7%Added
Dark Forest Capital Management LP5,508$44.9K0.01%+4,567+485.3%Added
Shell Asset Management Co5,432$44.0K0.00%−18−0.3%Reduced
Metropolitan Life Insurance Co5,137$41.9K0.00%−494−8.8%Reduced
Amundi5,414$41.7K0.00%00.0%Unchanged
Lazard Asset Management LLC4,165$33.0K0.00%−546−11.6%Reduced
Nisa Investment Advisors, LLC3,580$29.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC3,500$29.0K0.00%+3,400+3,400.0%Added
Spire Wealth Management3,546$28.9K0.00%+100+2.9%Added
Tower Research Capital LLC (TRC)2,364$19.0K0.00%−3,261−58.0%Reduced
FMR LLC2,293$18.7K0.00%+1,011+78.9%Added
Geneos Wealth Management Inc.1,800$14.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,380$11.3K0.00%00.0%Unchanged
Lindbrook Capital, LLC807$6.58K0.00%−42−4.9%Reduced
Leonteq Securities AG534$4.36K0.00%−44−7.6%Reduced
Ameritas Advisory Services, LLC450$3.67K0.00%+450New
Steward Partners Investment Advisory, LLC350$2.86K0.00%00.0%Unchanged
Fifth Third Bancorp256$2.09K0.00%00.0%Unchanged
Venturi Wealth Management, LLC182$1.49K0.00%+182New
Parallel Advisors, LLC137$1.12K0.00%00.0%Unchanged
Harbour Investments, Inc.115$9380.00%00.0%Unchanged
The PNC Financial Services Group, Inc.111$9060.00%00.0%Unchanged
EverSource Wealth Advisors, LLC86$7020.00%00.0%Unchanged
Quadrant Capital Group LLC71$5800.00%00.0%Unchanged
Tradewinds Capital Management, LLC62$5060.00%00.0%Unchanged
Glassman Wealth Services31$2530.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$820.00%+10New
Ellevest, Inc.6$490.00%+5+500.0%Added
Covestor Ltd15$00.00%00.0%Unchanged
Graham Capital Management, L.P.0$00.00%−254,661−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−124,432−100.0%Sold out
Trexquant Investment LP0$00.00%−86,872−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−50,100−100.0%Sold out
Welch Capital Partners LLC0$00.00%−41,334−100.0%Sold out
XTX Topco Ltd0$00.00%−39,190−100.0%Sold out
Engineers Gate Manager LP0$00.00%−20,644−100.0%Sold out
Alpine Global Management, LLC0$00.00%−19,286−100.0%Sold out
Point72 Middle East FZE0$00.00%−18,881−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−13,149−100.0%Sold out
STRS Ohio0$00.00%−13,200−100.0%Sold out
BloombergSen Inc.0$00.00%−10,200−100.0%Sold out
Clear Street Markets LLC0$00.00%−6,399−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,762−100.0%Sold out
GWM Advisors LLC0$00.00%−770−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−780−100.0%Sold out
Signaturefd, LLC0$00.00%−22−100.0%Sold out
North Run Capital, LP––––Not filed