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 |
|---|---|---|---|---|---|
| Independent Family Office, LLC | 42,895 | $259.9K | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 42,809 | $259.4K | 0.00% | +24,003+127.6% | Added |
| Price T Rowe Associates Inc | 42,250 | $257.0K | 0.00% | −106,371−71.6% | Reduced |
| Boothbay Fund Management, LLC | 42,208 | $255.8K | 0.01% | +42,208 | New |
| Voya Investment Management LLC | 41,840 | $253.6K | 0.00% | +1,159+2.8% | Added |
| Manufacturers Life Insurance Company, The | 41,311 | $250.3K | 0.00% | +192+0.5% | Added |
| Mercer Global Advisors Inc | 40,635 | $246.0K | 0.00% | +100+0.2% | Added |
| BP PLC | 17,605 | $243.0K | 1.78% | −930−5.0% | Reduced |
| Counterpoint Mutual Funds LLC | 39,759 | $240.9K | 0.20% | +39,759 | New |
| Susquehanna Fundamental Investments, LLC | 39,048 | $236.6K | 0.02% | −61,869−61.3% | Reduced |
| Portside Wealth Group, LLC | 37,547 | $229.0K | 0.04% | −2,422−6.1% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $227.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Numerai GP LLC | 36,580 | $221.7K | 0.07% | −48,846−57.2% | Reduced |
| Corton Capital Inc. | 36,450 | $220.9K | 0.11% | +12,269+50.7% | Added |
| Barclays PLC | 36,257 | $219.7K | 0.00% | −2,108−5.5% | Reduced |
| Quadrature Capital Ltd | 36,182 | $219.6K | 0.00% | +36,182 | New |
| DC Investments Management, LLC | 34,462 | $208.8K | 0.26% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 33,175 | $201.0K | 0.06% | +4,253+14.7% | Added |
| Bayesian Capital Management, LP | 32,428 | $196.5K | 0.02% | +14,500+80.9% | Added |
| Aquatic Capital Management LLC | 30,500 | $185.0K | 0.01% | +7,000+29.8% | Added |
| Green Square Capital Advisors LLC | 30,439 | $184.5K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 30,412 | $184.3K | 0.00% | +11,982+65.0% | Added |
| State Board of Administration of Florida Retirement System | 29,640 | $179.6K | 0.00% | +270+0.9% | Added |
| Private Advisor Group, LLC | 28,688 | $173.8K | 0.00% | −28,488−49.8% | Reduced |
| Arizona State Retirement System | 28,253 | $171.2K | 0.00% | +553+2.0% | Added |
| Baker Tilly Wealth Management, LLC | 28,086 | $170.2K | 0.03% | −6,902−19.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 27,800 | $168.5K | 0.01% | −16,230−36.9% | Reduced |
| SG Americas Securities, LLC | 27,161 | $165.0K | 0.00% | +27,161 | New |
| Diversified Trust Co | 25,922 | $157.1K | 0.01% | +13,900+115.6% | Added |
| First Republic Investment Management, Inc. | 25,902 | $157.0K | 0.00% | −5,201−16.7% | Reduced |
| Balyasny Asset Management LLC | 25,348 | $153.6K | 0.00% | +25,348 | New |
| State of Wyoming | 24,692 | $149.6K | 0.03% | −13,789−35.8% | Reduced |
| Jump Financial, LLC | 24,123 | $146.2K | 0.01% | +24,123 | New |
| Telemus Capital, LLC | 23,844 | $144.5K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 22,385 | $135.7K | 0.05% | −288−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,187 | $134.5K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 21,981 | $133.2K | 0.00% | +6,765+44.5% | Added |
| Dark Forest Capital Management LP | 21,865 | $132.5K | 0.01% | −43,715−66.7% | Reduced |
| Fox Run Management, L.L.C. | 21,581 | $130.8K | 0.04% | +21,581 | New |
| Cornerstone Investment Partners, LLC | 21,127 | $128.0K | 0.01% | −1,532−6.8% | Reduced |
| Handelsbanken Fonder AB | 19,200 | $116.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19,137 | $116.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,050 | $115.4K | 0.00% | +19,050 | New |
| Royal Bank of Canada | 18,160 | $110.0K | 0.00% | −16,169−47.1% | Reduced |
| CI Private Wealth, LLC | 16,639 | $100.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16,060 | $97.3K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 14,103 | $91.1K | 0.07% | −217−1.5% | Reduced |
| Black Swift Group, LLC | 15,000 | $90.9K | 0.03% | +15,000 | New |
| MQS Management LLC | 14,139 | $85.7K | 0.05% | +14,139 | New |
| Precision Wealth Strategies, LLC | 13,603 | $82.4K | 0.09% | +13,603 | New |
| Sherbrooke Park Advisers LLC | 13,484 | $81.7K | 0.03% | +13,484 | New |
| ProShare Advisors LLC | 13,440 | $81.4K | 0.00% | −16−0.1% | Reduced |
| Amalgamated Bank | 12,819 | $78.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,239 | $74.2K | 0.00% | +548+4.7% | Added |
| Pictet Asset Management Holding SA | 12,099 | $73.3K | 0.00% | +12,099 | New |
| Level Four Advisory Services, LLC | 12,000 | $72.7K | 0.00% | −4,000−25.0% | Reduced |
| Brevan Howard Capital Management LP | 11,446 | $69.4K | 0.02% | +11,446 | New |
| Victory Capital Management Inc | 10,837 | $65.7K | 0.00% | +266+2.5% | Added |
| Pointe Capital Management LLC | 10,558 | $64.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,204 | $61.8K | 0.00% | +1,660+19.4% | Added |
| Graham Capital Management, L.P. | 10,029 | $60.8K | 0.00% | +10,029 | New |
| Point72 Asset Management, L.P. | 9,600 | $58.2K | 0.00% | +9,600 | New |
| Bollard Group LLC | 9,510 | $58.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,391 | $56.9K | 0.00% | −6,024−39.1% | Reduced |
| Point72 Middle East FZE | 8,986 | $54.5K | 0.00% | −19,772−68.8% | Reduced |
| Simplex Trading, LLC | 8,911 | $54.0K | 0.00% | −5,115−36.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,550 | $51.8K | 0.00% | +8,550 | New |
| Tortoise Investment Management, LLC | 8,355 | $50.6K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,744 | $34.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,385 | $33.0K | 0.00% | −13−0.2% | Reduced |
| BluePath Capital Management, LLC | 5,323 | $32.3K | 0.03% | +5,323 | New |
| Citigroup Inc | 5,011 | $30.4K | 0.00% | −60,504−92.4% | Reduced |
| Amundi | 5,414 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,165 | $25.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,836 | $23.2K | 0.00% | +3,836 | New |
| Nisa Investment Advisors, LLC | 3,470 | $21.0K | 0.00% | +2,006+137.0% | Added |
| Tower Research Capital LLC (TRC) | 2,177 | $13.2K | 0.00% | −8,102−78.8% | Reduced |
| Macroview Investment Management LLC | 1,688 | $10.2K | 0.01% | +1,688 | New |
| Geneos Wealth Management Inc. | 1,600 | $9.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,380 | $8.36K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,200 | $7.27K | 0.00% | −936−43.8% | Reduced |
| Iron Horse Wealth Management, LLC | 523 | $3.17K | 0.00% | +523 | New |
| Versant Capital Management, Inc | 391 | $2.37K | 0.00% | +391 | New |
| Wolff Wiese Magana LLC | 349 | $2.12K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 220 | $1.33K | 0.00% | −111−33.5% | Reduced |
| Toth Financial Advisory Corp | 200 | $1.21K | 0.00% | +200 | New |
| Venturi Wealth Management, LLC | 182 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 149 | $903 | 0.00% | −1,205−89.0% | Reduced |
| Annapolis Financial Services, LLC | 135 | $819 | 0.00% | +135 | New |
| Harbour Investments, Inc. | 115 | $697 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $606 | 0.00% | −3,446−97.2% | Reduced |
| Gradient Investments LLC | 98 | $594 | 0.00% | +98 | New |
| Glassman Wealth Services | 31 | $188 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −2−13.3% | Reduced |
| Battery Management Corp. | 0 | $0 | 0.00% | −3,654,250−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −3,174,950−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −694,005−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −88,445−100.0% | Sold out |