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, Q3 2023
Institutional positions in Olo Inc. as of Sep 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
- 196
- +12 vs. Q2 2023
- Shares held
- 131.8M
- −3.70M (−2.7%) vs. Q2 2023
- Total value
- $799.3M
- −$76.1M (−8.7%) vs. Q2 2023
- New holders
- 39
- 62 more added
- Sold out
- 27
- 61 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −2−13.3% | Reduced |
| Glassman Wealth Services | 31 | $188 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 98 | $594 | 0.00% | +98 | New |
| Spire Wealth Management | 100 | $606 | 0.00% | −3,446−97.2% | Reduced |
| Harbour Investments, Inc. | 115 | $697 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 135 | $819 | 0.00% | +135 | New |
| Quadrant Capital Group LLC | 149 | $903 | 0.00% | −1,205−89.0% | Reduced |
| Venturi Wealth Management, LLC | 182 | $1.10K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $1.21K | 0.00% | +200 | New |
| The PNC Financial Services Group, Inc. | 220 | $1.33K | 0.00% | −111−33.5% | Reduced |
| Wolff Wiese Magana LLC | 349 | $2.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 391 | $2.37K | 0.00% | +391 | New |
| Iron Horse Wealth Management, LLC | 523 | $3.17K | 0.00% | +523 | New |
| FMR LLC | 1,200 | $7.27K | 0.00% | −936−43.8% | Reduced |
| First Horizon Advisors, Inc. | 1,380 | $8.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,600 | $9.70K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,688 | $10.2K | 0.01% | +1,688 | New |
| Tower Research Capital LLC (TRC) | 2,177 | $13.2K | 0.00% | −8,102−78.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,470 | $21.0K | 0.00% | +2,006+137.0% | Added |
| Group One Trading, L.P. | 3,836 | $23.2K | 0.00% | +3,836 | New |
| Lazard Asset Management LLC | 4,165 | $25.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,414 | $30.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,011 | $30.4K | 0.00% | −60,504−92.4% | Reduced |
| BluePath Capital Management, LLC | 5,323 | $32.3K | 0.03% | +5,323 | New |
| Shell Asset Management Co | 5,385 | $33.0K | 0.00% | −13−0.2% | Reduced |
| Metropolitan Life Insurance Co | 5,744 | $34.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8,355 | $50.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,550 | $51.8K | 0.00% | +8,550 | New |
| Simplex Trading, LLC | 8,911 | $54.0K | 0.00% | −5,115−36.5% | Reduced |
| Point72 Middle East FZE | 8,986 | $54.5K | 0.00% | −19,772−68.8% | Reduced |
| Advisor Group Holdings, Inc. | 9,391 | $56.9K | 0.00% | −6,024−39.1% | Reduced |
| Bollard Group LLC | 9,510 | $58.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 9,600 | $58.2K | 0.00% | +9,600 | New |
| Graham Capital Management, L.P. | 10,029 | $60.8K | 0.00% | +10,029 | New |
| Ameritas Investment Partners, Inc. | 10,204 | $61.8K | 0.00% | +1,660+19.4% | Added |
| Pointe Capital Management LLC | 10,558 | $64.0K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,837 | $65.7K | 0.00% | +266+2.5% | Added |
| Brevan Howard Capital Management LP | 11,446 | $69.4K | 0.02% | +11,446 | New |
| Level Four Advisory Services, LLC | 12,000 | $72.7K | 0.00% | −4,000−25.0% | Reduced |
| Pictet Asset Management Holding SA | 12,099 | $73.3K | 0.00% | +12,099 | New |
| Principal Financial Group Inc | 12,239 | $74.2K | 0.00% | +548+4.7% | Added |
| Amalgamated Bank | 12,819 | $78.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,440 | $81.4K | 0.00% | −16−0.1% | Reduced |
| Sherbrooke Park Advisers LLC | 13,484 | $81.7K | 0.03% | +13,484 | New |
| Precision Wealth Strategies, LLC | 13,603 | $82.4K | 0.09% | +13,603 | New |
| MQS Management LLC | 14,139 | $85.7K | 0.05% | +14,139 | New |
| Black Swift Group, LLC | 15,000 | $90.9K | 0.03% | +15,000 | New |
| Wallace Advisory Group, LLC | 14,103 | $91.1K | 0.07% | −217−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,060 | $97.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,639 | $100.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,160 | $110.0K | 0.00% | −16,169−47.1% | Reduced |
| Cerity Partners LLC | 19,050 | $115.4K | 0.00% | +19,050 | New |
| SYSTM Wealth Solutions LLC | 19,137 | $116.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 19,200 | $116.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 21,127 | $128.0K | 0.01% | −1,532−6.8% | Reduced |
| Fox Run Management, L.L.C. | 21,581 | $130.8K | 0.04% | +21,581 | New |
| Dark Forest Capital Management LP | 21,865 | $132.5K | 0.01% | −43,715−66.7% | Reduced |
| Walleye Capital LLC | 21,981 | $133.2K | 0.00% | +6,765+44.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,187 | $134.5K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 22,385 | $135.7K | 0.05% | −288−1.3% | Reduced |
| Telemus Capital, LLC | 23,844 | $144.5K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 24,123 | $146.2K | 0.01% | +24,123 | New |
| State of Wyoming | 24,692 | $149.6K | 0.03% | −13,789−35.8% | Reduced |
| Balyasny Asset Management LLC | 25,348 | $153.6K | 0.00% | +25,348 | New |
| First Republic Investment Management, Inc. | 25,902 | $157.0K | 0.00% | −5,201−16.7% | Reduced |
| Diversified Trust Co | 25,922 | $157.1K | 0.01% | +13,900+115.6% | Added |
| SG Americas Securities, LLC | 27,161 | $165.0K | 0.00% | +27,161 | New |
| Punch & Associates Investment Management, Inc. | 27,800 | $168.5K | 0.01% | −16,230−36.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 28,086 | $170.2K | 0.03% | −6,902−19.7% | Reduced |
| Arizona State Retirement System | 28,253 | $171.2K | 0.00% | +553+2.0% | Added |
| Private Advisor Group, LLC | 28,688 | $173.8K | 0.00% | −28,488−49.8% | Reduced |
| State Board of Administration of Florida Retirement System | 29,640 | $179.6K | 0.00% | +270+0.9% | Added |
| Verition Fund Management LLC | 30,412 | $184.3K | 0.00% | +11,982+65.0% | Added |
| Green Square Capital Advisors LLC | 30,439 | $184.5K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 30,500 | $185.0K | 0.01% | +7,000+29.8% | Added |
| Bayesian Capital Management, LP | 32,428 | $196.5K | 0.02% | +14,500+80.9% | Added |
| Spouting Rock Asset Management, LLC | 33,175 | $201.0K | 0.06% | +4,253+14.7% | Added |
| DC Investments Management, LLC | 34,462 | $208.8K | 0.26% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 36,182 | $219.6K | 0.00% | +36,182 | New |
| Barclays PLC | 36,257 | $219.7K | 0.00% | −2,108−5.5% | Reduced |
| Corton Capital Inc. | 36,450 | $220.9K | 0.11% | +12,269+50.7% | Added |
| Numerai GP LLC | 36,580 | $221.7K | 0.07% | −48,846−57.2% | Reduced |
| Lloyd Advisory Services, LLC. | 37,167 | $225.2K | 0.07% | +37,167 | New |
| Norden Group LLC | 37,167 | $225.2K | 0.07% | +37,167 | New |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $227.8K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 37,547 | $229.0K | 0.04% | −2,422−6.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 39,048 | $236.6K | 0.02% | −61,869−61.3% | Reduced |
| Counterpoint Mutual Funds LLC | 39,759 | $240.9K | 0.20% | +39,759 | New |
| BP PLC | 17,605 | $243.0K | 1.78% | −930−5.0% | Reduced |
| Mercer Global Advisors Inc | 40,635 | $246.0K | 0.00% | +100+0.2% | Added |
| Manufacturers Life Insurance Company, The | 41,311 | $250.3K | 0.00% | +192+0.5% | Added |
| Voya Investment Management LLC | 41,840 | $253.6K | 0.00% | +1,159+2.8% | Added |
| Boothbay Fund Management, LLC | 42,208 | $255.8K | 0.01% | +42,208 | New |
| Price T Rowe Associates Inc | 42,250 | $257.0K | 0.00% | −106,371−71.6% | Reduced |
| LPL Financial LLC | 42,809 | $259.4K | 0.00% | +24,003+127.6% | Added |
| Independent Family Office, LLC | 42,895 | $259.9K | 0.16% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 45,630 | $276.5K | 0.00% | +8,345+22.4% | Added |
| American International Group, Inc. | 51,636 | $312.9K | 0.00% | +1,835+3.7% | Added |
| Deutsche Bank AG | 55,135 | $334.1K | 0.00% | +6,716+13.9% | Added |
| MetLife Investment Management | 55,428 | $335.9K | 0.00% | 00.0% | Unchanged |