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, Q2 2023
Institutional positions in Olo Inc. as of Jun 30, 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
- 186
- +4 vs. Q1 2023
- Shares held
- 135.5M
- +8.02M (+6.3%) vs. Q1 2023
- Total value
- $875.6M
- −$164.6M (−15.8%) vs. Q1 2023
- New holders
- 24
- 80 more added
- Sold out
- 20
- 47 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 31 | $200 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 86 | $556 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $640 | 0.00% | −38−27.7% | Reduced |
| Harbour Investments, Inc. | 115 | $743 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 125 | $808 | 0.00% | +125 | New |
| Venturi Wealth Management, LLC | 182 | $1.18K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 256 | $1.65K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 331 | $2.14K | 0.00% | +220+198.2% | Added |
| Wolff Wiese Magana LLC | 349 | $2.25K | 0.00% | +349 | New |
| Lindbrook Capital, LLC | 569 | $3.68K | 0.00% | −238−29.5% | Reduced |
| Quadrant Capital Group LLC | 1,354 | $8.75K | 0.00% | +1,283+1,807.0% | Added |
| First Horizon Advisors, Inc. | 1,380 | $8.91K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,464 | $9.46K | 0.00% | −2,116−59.1% | Reduced |
| Geneos Wealth Management Inc. | 1,600 | $10.3K | 0.00% | −200−11.1% | Reduced |
| FMR LLC | 2,136 | $13.8K | 0.00% | −157−6.8% | Reduced |
| Spire Wealth Management | 3,546 | $22.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,165 | $26.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,398 | $35.0K | 0.00% | −34−0.6% | Reduced |
| Amundi | 5,414 | $35.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,744 | $37.1K | 0.00% | +607+11.8% | Added |
| Tortoise Investment Management, LLC | 8,355 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,544 | $55.2K | 0.00% | +1,799+26.7% | Added |
| Bollard Group LLC | 9,510 | $61.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,098 | $65.2K | 0.00% | −44−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 10,098 | $65.2K | 0.00% | −44−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,279 | $66.4K | 0.00% | +7,915+334.8% | Added |
| Pointe Capital Management LLC | 10,558 | $68.2K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,571 | $68.3K | 0.00% | −246−2.3% | Reduced |
| Principal Financial Group Inc | 11,691 | $75.5K | 0.00% | +1,439+14.0% | Added |
| Virtu Financial LLC | 11,984 | $77.0K | 0.01% | +11,984 | New |
| Diversified Trust Co | 12,022 | $77.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 12,099 | $78.2K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 12,472 | $80.6K | 0.13% | +12,472 | New |
| Thrivent Financial for Lutherans | 12,400 | $81.0K | 0.00% | −84−0.7% | Reduced |
| Amalgamated Bank | 12,819 | $83.0K | 0.00% | +3,514+37.8% | Added |
| ProShare Advisors LLC | 13,456 | $86.9K | 0.00% | +2,872+27.1% | Added |
| Simplex Trading, LLC | 14,026 | $90.0K | 0.00% | +14,026 | New |
| Vintage Ventures Advisors Ltd. | 15,115 | $97.6K | 0.72% | +15,115 | New |
| Walleye Capital LLC | 15,216 | $98.3K | 0.00% | +15,216 | New |
| Advisor Group Holdings, Inc. | 15,415 | $99.6K | 0.00% | +124+0.8% | Added |
| Level Four Advisory Services, LLC | 16,000 | $103.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16,060 | $103.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,639 | $107.5K | 0.00% | −180−1.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 17,906 | $115.7K | 0.01% | +17,906 | New |
| Bayesian Capital Management, LP | 17,928 | $115.8K | 0.01% | −9,077−33.6% | Reduced |
| Wallace Advisory Group, LLC | 14,320 | $116.9K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,039 | $117.0K | 0.01% | +18,039 | New |
| Verition Fund Management LLC | 18,430 | $119.1K | 0.00% | +18,430 | New |
| BP PLC | 18,535 | $120.0K | 0.89% | +18,535 | New |
| LPL Financial LLC | 18,806 | $121.5K | 0.00% | −239−1.3% | Reduced |
| Aj Wealth Strategies, LLC | 19,050 | $123.1K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19,137 | $123.6K | 0.02% | −134−0.7% | Reduced |
| Handelsbanken Fonder AB | 19,200 | $124.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,075 | $129.7K | 0.00% | −48−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,428 | $132.0K | 0.00% | +9,498+86.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,187 | $143.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 22,659 | $146.4K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 22,673 | $146.5K | 0.05% | −730−3.1% | Reduced |
| Aquatic Capital Management LLC | 23,500 | $152.0K | 0.01% | +20,000+571.4% | Added |
| Vestmark Advisory Solutions, Inc. | 23,703 | $153.1K | 0.01% | −278−1.2% | Reduced |
| Telemus Capital, LLC | 23,844 | $154.0K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 23,899 | $154.4K | 0.02% | −6,919−22.5% | Reduced |
| Corton Capital Inc. | 24,181 | $156.2K | 0.07% | +13,999+137.5% | Added |
| Arizona State Retirement System | 27,700 | $178.9K | 0.00% | +72+0.3% | Added |
| Point72 Middle East FZE | 28,758 | $185.8K | 0.01% | +28,758 | New |
| Spouting Rock Asset Management, LLC | 28,922 | $186.8K | 0.07% | +2,707+10.3% | Added |
| State Board of Administration of Florida Retirement System | 29,370 | $189.7K | 0.00% | +13,590+86.1% | Added |
| Green Square Capital Advisors LLC | 30,439 | $196.6K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 31,038 | $200.5K | 0.00% | −2,556−7.6% | Reduced |
| First Republic Investment Management, Inc. | 31,103 | $200.9K | 0.00% | −2,098−6.3% | Reduced |
| Royal Bank of Canada | 34,329 | $221.0K | 0.00% | +24,917+264.7% | Added |
| DC Investments Management, LLC | 34,462 | $222.6K | 0.26% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 34,988 | $226.0K | 0.02% | −2,909−7.7% | Reduced |
| Equitable Trust Co | 35,980 | $232.4K | 0.02% | −5,071−12.4% | Reduced |
| Envestnet Asset Management Inc | 36,985 | $238.9K | 0.00% | +21,650+141.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $240.9K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $242.8K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 37,814 | $244.1K | 0.00% | −1,734,432−97.9% | Reduced |
| Premier Fund Managers Ltd | 37,631 | $246.0K | 0.01% | −66,724−63.9% | Reduced |
| Engineers Gate Manager LP | 38,132 | $246.3K | 0.01% | +38,132 | New |
| Barclays PLC | 38,365 | $247.8K | 0.00% | −7,475−16.3% | Reduced |
| State of Wyoming | 38,481 | $248.6K | 0.07% | +32,543+548.0% | Added |
| Portside Wealth Group, LLC | 39,969 | $258.2K | 0.05% | +39,969 | New |
| Mercer Global Advisors Inc | 40,535 | $262.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 40,652 | $262.6K | 0.00% | +40,652 | New |
| Voya Investment Management LLC | 40,681 | $262.8K | 0.00% | +5,300+15.0% | Added |
| Manufacturers Life Insurance Company, The | 41,119 | $265.6K | 0.00% | +5,534+15.6% | Added |
| Independent Family Office, LLC | 42,895 | $277.1K | 0.17% | +9,833+29.7% | Added |
| Punch & Associates Investment Management, Inc. | 44,030 | $284.4K | 0.02% | +32,079+268.4% | Added |
| American Century Companies Inc | 47,128 | $304.4K | 0.00% | +36,164+329.8% | Added |
| Deutsche Bank AG | 48,419 | $312.8K | 0.00% | −11,638−19.4% | Reduced |
| Woodline Partners LP | 49,715 | $321.2K | 0.00% | +28,253+131.6% | Added |
| American International Group, Inc. | 49,801 | $321.7K | 0.00% | +6,397+14.7% | Added |
| US Bancorp | 54,221 | $350.3K | 0.00% | −2,502−4.4% | Reduced |
| Quantbot Technologies LP | 54,641 | $353.0K | 0.02% | +42,999+369.3% | Added |
| MetLife Investment Management | 55,428 | $358.1K | 0.00% | +6,908+14.2% | Added |
| M&T Bank Corp | 57,769 | $373.4K | 0.00% | −5,038−8.0% | Reduced |
| Prudential Financial Inc | 58,100 | $375.3K | 0.00% | +58,100 | New |
| Private Advisor Group, LLC | 57,176 | $409.2K | 0.00% | 00.0% | Unchanged |