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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, 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.

Institutional holdersQ2 2023: 186 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 heldQ2 2023: $875.6M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q1 2023.

Institutions holding OLO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Man Group plc40,652$262.6K0.00%+40,652New
Mercer Global Advisors Inc40,535$262.0K0.00%00.0%Unchanged
Portside Wealth Group, LLC39,969$258.2K0.05%+39,969New
State of Wyoming38,481$248.6K0.07%+32,543+548.0%Added
Barclays PLC38,365$247.8K0.00%−7,475−16.3%Reduced
Engineers Gate Manager LP38,132$246.3K0.01%+38,132New
Premier Fund Managers Ltd37,631$246.0K0.01%−66,724−63.9%Reduced
Janus Henderson Group PLC37,814$244.1K0.00%−1,734,432−97.9%Reduced
Charles Schwab Investment Advisory, Inc.37,588$242.8K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.37,285$240.9K0.00%00.0%Unchanged
Envestnet Asset Management Inc36,985$238.9K0.00%+21,650+141.2%Added
Equitable Trust Co35,980$232.4K0.02%−5,071−12.4%Reduced
Baker Tilly Wealth Management, LLC34,988$226.0K0.02%−2,909−7.7%Reduced
DC Investments Management, LLC34,462$222.6K0.26%00.0%Unchanged
Royal Bank of Canada34,329$221.0K0.00%+24,917+264.7%Added
First Republic Investment Management, Inc.31,103$200.9K0.00%−2,098−6.3%Reduced
Oppenheimer Asset Management Inc.31,038$200.5K0.00%−2,556−7.6%Reduced
Green Square Capital Advisors LLC30,439$196.6K0.02%00.0%Unchanged
State Board of Administration of Florida Retirement System29,370$189.7K0.00%+13,590+86.1%Added
Spouting Rock Asset Management, LLC28,922$186.8K0.07%+2,707+10.3%Added
Point72 Middle East FZE28,758$185.8K0.01%+28,758New
Arizona State Retirement System27,700$178.9K0.00%+72+0.3%Added
Corton Capital Inc.24,181$156.2K0.07%+13,999+137.5%Added
Aigen Investment Management, LP23,899$154.4K0.02%−6,919−22.5%Reduced
Telemus Capital, LLC23,844$154.0K0.01%00.0%Unchanged
Vestmark Advisory Solutions, Inc.23,703$153.1K0.01%−278−1.2%Reduced
Aquatic Capital Management LLC23,500$152.0K0.01%+20,000+571.4%Added
Alliance Wealth Advisors, LLC22,673$146.5K0.05%−730−3.1%Reduced
Cornerstone Investment Partners, LLC22,659$146.4K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)22,187$143.3K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC20,428$132.0K0.00%+9,498+86.9%Added
Franklin Resources Inc20,075$129.7K0.00%−48−0.2%Reduced
Handelsbanken Fonder AB19,200$124.0K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC19,137$123.6K0.02%−134−0.7%Reduced
Aj Wealth Strategies, LLC19,050$123.1K0.01%00.0%Unchanged
LPL Financial LLC18,806$121.5K0.00%−239−1.3%Reduced
BP PLC18,535$120.0K0.89%+18,535New
Verition Fund Management LLC18,430$119.1K0.00%+18,430New
Gsa Capital Partners LLP18,039$117.0K0.01%+18,039New
Wallace Advisory Group, LLC14,320$116.9K0.09%00.0%Unchanged
Bayesian Capital Management, LP17,928$115.8K0.01%−9,077−33.6%Reduced
Lombard Odier Asset Management (USA) Corp17,906$115.7K0.01%+17,906New
CI Private Wealth, LLC16,639$107.5K0.00%−180−1.1%Reduced
Whittier Trust Co of Nevada Inc16,060$103.7K0.00%00.0%Unchanged
Level Four Advisory Services, LLC16,000$103.4K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.15,415$99.6K0.00%+124+0.8%Added
Walleye Capital LLC15,216$98.3K0.00%+15,216New
Vintage Ventures Advisors Ltd.15,115$97.6K0.72%+15,115New
Simplex Trading, LLC14,026$90.0K0.00%+14,026New
ProShare Advisors LLC13,456$86.9K0.00%+2,872+27.1%Added
Amalgamated Bank12,819$83.0K0.00%+3,514+37.8%Added
Thrivent Financial for Lutherans12,400$81.0K0.00%−84−0.7%Reduced
Delphia (USA) Inc.12,472$80.6K0.13%+12,472New
Pictet Asset Management SA12,099$78.2K0.00%00.0%Unchanged
Diversified Trust Co12,022$77.7K0.00%00.0%Unchanged
Virtu Financial LLC11,984$77.0K0.01%+11,984New
Principal Financial Group Inc11,691$75.5K0.00%+1,439+14.0%Added
Victory Capital Management Inc10,571$68.3K0.00%−246−2.3%Reduced
Pointe Capital Management LLC10,558$68.2K0.05%00.0%Unchanged
Tower Research Capital LLC (TRC)10,279$66.4K0.00%+7,915+334.8%Added
Brinker Capital Investments, LLC10,098$65.2K0.00%−44−0.4%Reduced
Orion Portfolio Solutions, LLC10,098$65.2K0.00%−44−0.4%Reduced
Bollard Group LLC9,510$61.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.8,544$55.2K0.00%+1,799+26.7%Added
Tortoise Investment Management, LLC8,355$54.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co5,744$37.1K0.00%+607+11.8%Added
Amundi5,414$35.1K0.00%00.0%Unchanged
Shell Asset Management Co5,398$35.0K0.00%−34−0.6%Reduced
Lazard Asset Management LLC4,165$26.0K0.00%00.0%Unchanged
Spire Wealth Management3,546$22.9K0.00%00.0%Unchanged
FMR LLC2,136$13.8K0.00%−157−6.8%Reduced
Geneos Wealth Management Inc.1,600$10.3K0.00%−200−11.1%Reduced
Nisa Investment Advisors, LLC1,464$9.46K0.00%−2,116−59.1%Reduced
First Horizon Advisors, Inc.1,380$8.91K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,354$8.75K0.00%+1,283+1,807.0%Added
Lindbrook Capital, LLC569$3.68K0.00%−238−29.5%Reduced
Wolff Wiese Magana LLC349$2.25K0.00%+349New
The PNC Financial Services Group, Inc.331$2.14K0.00%+220+198.2%Added
Fifth Third Bancorp256$1.65K0.00%00.0%Unchanged
Venturi Wealth Management, LLC182$1.18K0.00%00.0%Unchanged
Signaturefd, LLC125$8080.00%+125New
Harbour Investments, Inc.115$7430.00%00.0%Unchanged
Parallel Advisors, LLC99$6400.00%−38−27.7%Reduced
EverSource Wealth Advisors, LLC86$5560.00%00.0%Unchanged
Glassman Wealth Services31$2000.00%00.0%Unchanged
Covestor Ltd15$00.00%00.0%Unchanged
Rheos Capital Works Inc.0$00.00%−222,200−100.0%Sold out
Captrust Financial Advisors0$00.00%−150,138−100.0%Sold out
Azzad Asset Management Inc0$00.00%−137,763−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−122,072−100.0%Sold out
SG Americas Securities, LLC0$00.00%−31,188−100.0%Sold out
Nebula Research & Development LLC0$00.00%−24,370−100.0%Sold out
Jump Financial, LLC0$00.00%−20,700−100.0%Sold out
Squarepoint Ops LLC0$00.00%−17,456−100.0%Sold out
FDx Advisors, Inc.0$00.00%−21,979−100.0%Sold out
Group One Trading, L.P.0$00.00%−15,052−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−12,011−100.0%Sold out
Advisory Services Network, LLC0$00.00%−11,443−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−10,605−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−10,282−100.0%Sold out