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, Q4 2023
Institutional positions in Olo Inc. as of Dec 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
- 185
- −9 vs. Q3 2023
- Shares held
- 124.3M
- −6.86M (−5.2%) vs. Q3 2023
- Total value
- $711.2M
- −$84.6M (−10.6%) vs. Q3 2023
- New holders
- 26
- 58 more added
- Sold out
- 35
- 65 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 37 | $0 | 0.00% | +24+184.6% | Added |
| Ronald Blue Trust, Inc. | 48 | $0 | 0.00% | +48 | New |
| Quadrant Capital Group LLC | 69 | $395 | 0.00% | −80−53.7% | Reduced |
| Gradient Investments LLC | 98 | $561 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 115 | $658 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 182 | $1.04K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $1.14K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 249 | $1.42K | 0.00% | +29+13.2% | Added |
| Versant Capital Management, Inc | 349 | $2.00K | 0.00% | −42−10.7% | Reduced |
| Wolff Wiese Magana LLC | 349 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 393 | $2.25K | 0.00% | −1,295−76.7% | Reduced |
| Signaturefd, LLC | 500 | $2.86K | 0.00% | +500 | New |
| Private Wealth Management Group, LLC | 769 | $4.40K | 0.00% | +769 | New |
| FMR LLC | 783 | $4.48K | 0.00% | −417−34.8% | Reduced |
| Lindbrook Capital, LLC | 843 | $4.82K | 0.00% | +843 | New |
| Geneos Wealth Management Inc. | 1,300 | $7.44K | 0.00% | −300−18.8% | Reduced |
| First Horizon Advisors, Inc. | 1,380 | $7.89K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,400 | $8.01K | 0.00% | −8,200−85.4% | Reduced |
| Russell Investments Group, Ltd. | 1,421 | $8.13K | 0.00% | −179,011−99.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,455 | $8.32K | 0.00% | −2,015−58.1% | Reduced |
| Game Plan Financial Advisors, LLC | 2,100 | $12.0K | 0.01% | +2,100 | New |
| Steward Partners Investment Advisory, LLC | 2,300 | $13.2K | 0.00% | −6,250−73.1% | Reduced |
| Aquatic Capital Management LLC | 2,900 | $17.0K | 0.00% | −27,600−90.5% | Reduced |
| Coppell Advisory Solutions LLC | 3,309 | $17.3K | 0.00% | +3,309 | New |
| Simplex Trading, LLC | 3,766 | $21.0K | 0.00% | −5,145−57.7% | Reduced |
| Shell Asset Management Co | 4,141 | $24.0K | 0.00% | −1,244−23.1% | Reduced |
| Lazard Asset Management LLC | 4,880 | $27.0K | 0.00% | +715+17.2% | Added |
| Amundi | 5,414 | $28.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,744 | $32.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,861 | $45.0K | 0.00% | −1,530−16.3% | Reduced |
| Advisory Services Network, LLC | 7,895 | $45.2K | 0.00% | +7,895 | New |
| Tortoise Investment Management, LLC | 8,355 | $47.8K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $54.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,204 | $58.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,349 | $59.2K | 0.00% | −6,290−37.8% | Reduced |
| Point72 Middle East FZE | 10,552 | $60.4K | 0.00% | +1,566+17.4% | Added |
| Pointe Capital Management LLC | 10,558 | $60.4K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 11,890 | $68.0K | 0.00% | −929−7.2% | Reduced |
| Level Four Advisory Services, LLC | 12,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,099 | $69.2K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,165 | $69.6K | 0.00% | −74−0.6% | Reduced |
| Oracle Alpha Inc. | 12,374 | $70.8K | 0.09% | +12,374 | New |
| Precision Wealth Strategies, LLC | 13,861 | $79.3K | 0.08% | +258+1.9% | Added |
| Victory Capital Management Inc | 14,056 | $80.4K | 0.00% | +3,219+29.7% | Added |
| Wallace Advisory Group, LLC | 13,557 | $82.2K | 0.06% | −546−3.9% | Reduced |
| Cipher Capital LP | 14,546 | $83.2K | 0.03% | +14,546 | New |
| Citigroup Inc | 14,699 | $84.1K | 0.00% | +9,688+193.3% | Added |
| Whittier Trust Co of Nevada Inc | 16,060 | $91.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,002 | $97.3K | 0.00% | −4,979−22.7% | Reduced |
| ProShare Advisors LLC | 17,127 | $98.0K | 0.00% | +3,687+27.4% | Added |
| Two Sigma Securities, LLC | 17,787 | $101.7K | 0.00% | +17,787 | New |
| Arrowstreet Capital, Limited Partnership | 17,983 | $103.0K | 0.00% | −90,248−83.4% | Reduced |
| Cerity Partners LLC | 19,050 | $109.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 19,200 | $110.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,973 | $114.2K | 0.00% | +17,796+817.5% | Added |
| Schonfeld Strategic Advisors LLC | 21,175 | $121.1K | 0.00% | +21,175 | New |
| MQS Management LLC | 22,757 | $130.2K | 0.07% | +8,618+61.0% | Added |
| Alliance Wealth Advisors, LLC | 22,850 | $130.7K | 0.04% | +465+2.1% | Added |
| Brevan Howard Capital Management LP | 22,975 | $131.4K | 0.01% | +11,529+100.7% | Added |
| Telemus Capital, LLC | 23,844 | $136.4K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 25,922 | $148.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $149.7K | 0.00% | +3,991+18.0% | Added |
| Corton Capital Inc. | 28,275 | $161.7K | 0.05% | −8,175−22.4% | Reduced |
| Arizona State Retirement System | 28,780 | $164.6K | 0.00% | +527+1.9% | Added |
| Woodline Partners LP | 28,893 | $165.3K | 0.00% | −68,255−70.3% | Reduced |
| State Board of Administration of Florida Retirement System | 29,640 | $169.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 30,501 | $174.0K | 0.01% | +30,501 | New |
| Green Square Capital Advisors LLC | 30,439 | $174.1K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 30,586 | $175.0K | 0.03% | −6,581−17.7% | Reduced |
| Fox Run Management, L.L.C. | 31,075 | $177.7K | 0.05% | +9,494+44.0% | Added |
| Baker Tilly Wealth Management, LLC | 31,666 | $181.1K | 0.03% | +3,580+12.7% | Added |
| Royal Bank of Canada | 32,015 | $183.0K | 0.00% | +13,855+76.3% | Added |
| DC Investments Management, LLC | 34,462 | $197.1K | 0.20% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 34,466 | $197.1K | 0.03% | +34,466 | New |
| Allspring Global Investments Holdings, LLC | 36,296 | $207.6K | 0.00% | −2,696,260−98.7% | Reduced |
| Counterpoint Mutual Funds LLC | 36,795 | $210.5K | 0.08% | −2,964−7.5% | Reduced |
| Man Group plc | 36,828 | $210.7K | 0.00% | – | – |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $215.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 37,747 | $215.7K | 0.00% | −1,075,677−96.6% | Reduced |
| M&T Bank Corp | 39,848 | $227.9K | 0.00% | −18,248−31.4% | Reduced |
| SG Americas Securities, LLC | 40,316 | $231.0K | 0.00% | +13,155+48.4% | Added |
| Portside Wealth Group, LLC | 41,014 | $234.6K | 0.04% | +3,467+9.2% | Added |
| LPL Financial LLC | 41,164 | $235.5K | 0.00% | −1,645−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 41,311 | $236.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 41,929 | $239.8K | 0.00% | +89+0.2% | Added |
| AQR Capital Management LLC | 42,225 | $241.5K | 0.00% | +42,225 | New |
| Independent Family Office, LLC | 42,895 | $245.4K | 0.14% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 43,858 | $251.0K | 0.00% | +1,608+3.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 44,451 | $254.3K | 0.02% | +44,451 | New |
| XTX Topco Ltd | 44,929 | $257.0K | 0.06% | +44,929 | New |
| Mirae Asset Global Investments Co., Ltd. | 45,630 | $261.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 48,300 | $276.3K | 0.06% | −31,400−39.4% | Reduced |
| Nebula Research & Development LLC | 48,786 | $279.1K | 0.08% | +48,786 | New |
| State of Wyoming | 48,951 | $280.0K | 0.05% | +24,259+98.2% | Added |
| Quadrature Capital Ltd | 50,394 | $288.0K | 0.01% | +14,212+39.3% | Added |
| Petrus Trust Company, LTA | 50,969 | $291.5K | 0.03% | −17,776−25.9% | Reduced |
| Centiva Capital, LP | 50,975 | $291.6K | 0.02% | +50,975 | New |
| American International Group, Inc. | 51,428 | $294.2K | 0.00% | −208−0.4% | Reduced |
| MetLife Investment Management | 55,428 | $317.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 58,101 | $332.3K | 0.01% | −7,506−11.4% | Reduced |