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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 41,929 | $239.8K | 0.00% | +89+0.2% | Added |
| Manufacturers Life Insurance Company, The | 41,311 | $236.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 41,164 | $235.5K | 0.00% | −1,645−3.8% | Reduced |
| Portside Wealth Group, LLC | 41,014 | $234.6K | 0.04% | +3,467+9.2% | Added |
| SG Americas Securities, LLC | 40,316 | $231.0K | 0.00% | +13,155+48.4% | Added |
| M&T Bank Corp | 39,848 | $227.9K | 0.00% | −18,248−31.4% | Reduced |
| Janus Henderson Group PLC | 37,747 | $215.7K | 0.00% | −1,075,677−96.6% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $215.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 36,828 | $210.7K | 0.00% | – | – |
| Counterpoint Mutual Funds LLC | 36,795 | $210.5K | 0.08% | −2,964−7.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 36,296 | $207.6K | 0.00% | −2,696,260−98.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 34,466 | $197.1K | 0.03% | +34,466 | New |
| DC Investments Management, LLC | 34,462 | $197.1K | 0.20% | 00.0% | Unchanged |
| Royal Bank of Canada | 32,015 | $183.0K | 0.00% | +13,855+76.3% | Added |
| Baker Tilly Wealth Management, LLC | 31,666 | $181.1K | 0.03% | +3,580+12.7% | Added |
| Fox Run Management, L.L.C. | 31,075 | $177.7K | 0.05% | +9,494+44.0% | Added |
| Norden Group LLC | 30,586 | $175.0K | 0.03% | −6,581−17.7% | Reduced |
| Green Square Capital Advisors LLC | 30,439 | $174.1K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 30,501 | $174.0K | 0.01% | +30,501 | New |
| State Board of Administration of Florida Retirement System | 29,640 | $169.5K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 28,893 | $165.3K | 0.00% | −68,255−70.3% | Reduced |
| Arizona State Retirement System | 28,780 | $164.6K | 0.00% | +527+1.9% | Added |
| Corton Capital Inc. | 28,275 | $161.7K | 0.05% | −8,175−22.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $149.7K | 0.00% | +3,991+18.0% | Added |
| Diversified Trust Co | 25,922 | $148.3K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 23,844 | $136.4K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 22,975 | $131.4K | 0.01% | +11,529+100.7% | Added |
| Alliance Wealth Advisors, LLC | 22,850 | $130.7K | 0.04% | +465+2.1% | Added |
| MQS Management LLC | 22,757 | $130.2K | 0.07% | +8,618+61.0% | Added |
| Schonfeld Strategic Advisors LLC | 21,175 | $121.1K | 0.00% | +21,175 | New |
| Tower Research Capital LLC (TRC) | 19,973 | $114.2K | 0.00% | +17,796+817.5% | Added |
| Handelsbanken Fonder AB | 19,200 | $110.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,050 | $109.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 17,983 | $103.0K | 0.00% | −90,248−83.4% | Reduced |
| Two Sigma Securities, LLC | 17,787 | $101.7K | 0.00% | +17,787 | New |
| ProShare Advisors LLC | 17,127 | $98.0K | 0.00% | +3,687+27.4% | Added |
| Walleye Capital LLC | 17,002 | $97.3K | 0.00% | −4,979−22.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,060 | $91.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 14,699 | $84.1K | 0.00% | +9,688+193.3% | Added |
| Cipher Capital LP | 14,546 | $83.2K | 0.03% | +14,546 | New |
| Wallace Advisory Group, LLC | 13,557 | $82.2K | 0.06% | −546−3.9% | Reduced |
| Victory Capital Management Inc | 14,056 | $80.4K | 0.00% | +3,219+29.7% | Added |
| Precision Wealth Strategies, LLC | 13,861 | $79.3K | 0.08% | +258+1.9% | Added |
| Oracle Alpha Inc. | 12,374 | $70.8K | 0.09% | +12,374 | New |
| Principal Financial Group Inc | 12,165 | $69.6K | 0.00% | −74−0.6% | Reduced |
| Pictet Asset Management Holding SA | 12,099 | $69.2K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 12,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 11,890 | $68.0K | 0.00% | −929−7.2% | Reduced |
| Pointe Capital Management LLC | 10,558 | $60.4K | 0.04% | 00.0% | Unchanged |
| Point72 Middle East FZE | 10,552 | $60.4K | 0.00% | +1,566+17.4% | Added |
| CI Private Wealth, LLC | 10,349 | $59.2K | 0.00% | −6,290−37.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,204 | $58.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $54.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8,355 | $47.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,895 | $45.2K | 0.00% | +7,895 | New |
| Advisor Group Holdings, Inc. | 7,861 | $45.0K | 0.00% | −1,530−16.3% | Reduced |
| Metropolitan Life Insurance Co | 5,744 | $32.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,414 | $28.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,880 | $27.0K | 0.00% | +715+17.2% | Added |
| Shell Asset Management Co | 4,141 | $24.0K | 0.00% | −1,244−23.1% | Reduced |
| Simplex Trading, LLC | 3,766 | $21.0K | 0.00% | −5,145−57.7% | Reduced |
| Coppell Advisory Solutions LLC | 3,309 | $17.3K | 0.00% | +3,309 | New |
| Aquatic Capital Management LLC | 2,900 | $17.0K | 0.00% | −27,600−90.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,300 | $13.2K | 0.00% | −6,250−73.1% | Reduced |
| Game Plan Financial Advisors, LLC | 2,100 | $12.0K | 0.01% | +2,100 | New |
| Nisa Investment Advisors, LLC | 1,455 | $8.32K | 0.00% | −2,015−58.1% | Reduced |
| Russell Investments Group, Ltd. | 1,421 | $8.13K | 0.00% | −179,011−99.2% | Reduced |
| Point72 Asset Management, L.P. | 1,400 | $8.01K | 0.00% | −8,200−85.4% | Reduced |
| First Horizon Advisors, Inc. | 1,380 | $7.89K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,300 | $7.44K | 0.00% | −300−18.8% | Reduced |
| Lindbrook Capital, LLC | 843 | $4.82K | 0.00% | +843 | New |
| FMR LLC | 783 | $4.48K | 0.00% | −417−34.8% | Reduced |
| Private Wealth Management Group, LLC | 769 | $4.40K | 0.00% | +769 | New |
| Signaturefd, LLC | 500 | $2.86K | 0.00% | +500 | New |
| Macroview Investment Management LLC | 393 | $2.25K | 0.00% | −1,295−76.7% | Reduced |
| Wolff Wiese Magana LLC | 349 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 349 | $2.00K | 0.00% | −42−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 249 | $1.42K | 0.00% | +29+13.2% | Added |
| Toth Financial Advisory Corp | 200 | $1.14K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 182 | $1.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 115 | $658 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 98 | $561 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 69 | $395 | 0.00% | −80−53.7% | Reduced |
| Covestor Ltd | 37 | $0 | 0.00% | +24+184.6% | Added |
| Ronald Blue Trust, Inc. | 48 | $0 | 0.00% | +48 | New |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −2,010,922−100.0% | Sold out |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −1,654,863−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −662,108−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −577,304−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −414,511−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −204,712−100.0% | Sold out |
| Wisconsin Capital Management LLC | 0 | $0 | 0.00% | −189,500−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −139,481−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −106,989−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −87,106−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −77,402−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −77,124−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −69,280−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −68,975−100.0% | Sold out |