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, Q1 2024
Institutional positions in Olo Inc. as of Mar 31, 2024. 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
- 183
- 0 vs. Q4 2023
- Shares held
- 123.1M
- −1.20M (−1.0%) vs. Q4 2023
- Total value
- $676.0M
- −$35.1M (−4.9%) vs. Q4 2023
- New holders
- 26
- 55 more added
- Sold out
- 26
- 70 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 76 | $0 | 0.00% | +39+105.4% | Added |
| Federated Hermes, Inc. | 1 | $5 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 10 | $47 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $104 | 0.00% | +19 | New |
| The PNC Financial Services Group, Inc. | 29 | $159 | 0.00% | −220−88.4% | Reduced |
| Harbour Investments, Inc. | 41 | $225 | 0.00% | −74−64.3% | Reduced |
| Signaturefd, LLC | 100 | $549 | 0.00% | −400−80.0% | Reduced |
| Spire Wealth Management | 100 | $549 | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 200 | $1.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 349 | $1.92K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 454 | $2.00K | 0.00% | −3,312−87.9% | Reduced |
| Quadrant Capital Group LLC | 390 | $2.14K | 0.00% | +321+465.2% | Added |
| Macroview Investment Management LLC | 393 | $2.16K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $2.75K | 0.00% | −1,800−78.3% | Reduced |
| Lazard Asset Management LLC | 673 | $3.00K | 0.00% | −4,207−86.2% | Reduced |
| CWM, LLC | 467 | $3.00K | 0.00% | +467 | New |
| Geneos Wealth Management Inc. | 700 | $3.84K | 0.00% | −600−46.2% | Reduced |
| Lindbrook Capital, LLC | 843 | $4.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,380 | $7.58K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,401 | $7.69K | 0.00% | −18,572−93.0% | Reduced |
| Russell Investments Group, Ltd. | 1,421 | $7.80K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,614 | $8.86K | 0.00% | +159+10.9% | Added |
| Game Plan Financial Advisors, LLC | 2,000 | $11.0K | 0.01% | −100−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,402 | $13.2K | 0.00% | −5,459−69.4% | Reduced |
| FMR LLC | 2,588 | $14.2K | 0.00% | +1,805+230.5% | Added |
| Royal Bank of Canada | 2,706 | $15.0K | 0.00% | −29,309−91.5% | Reduced |
| Amalgamated Bank | 3,121 | $17.0K | 0.00% | −8,769−73.8% | Reduced |
| Shell Asset Management Co | 3,916 | $17.0K | 0.00% | −225−5.4% | Reduced |
| Amundi | 5,414 | $25.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,307 | $29.0K | 0.00% | +5,307 | New |
| Metropolitan Life Insurance Co | 5,837 | $32.0K | 0.00% | +93+1.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,141 | $44.7K | 0.01% | +8,141 | New |
| Tortoise Investment Management, LLC | 8,355 | $45.9K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 9,424 | $51.7K | 0.00% | +9,424 | New |
| Bollard Group LLC | 9,510 | $52.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,000 | $54.9K | 0.03% | −558−5.3% | Reduced |
| Brevan Howard Capital Management LP | 10,146 | $55.7K | 0.01% | −12,829−55.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,204 | $56.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 10,332 | $56.7K | 0.00% | +10,332 | New |
| CI Private Wealth, LLC | 10,349 | $56.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,543 | $63.4K | 0.00% | +11,543 | New |
| Pictet Asset Management Holding SA | 12,099 | $66.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 12,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,913 | $70.9K | 0.00% | +748+6.1% | Added |
| Victory Capital Management Inc | 13,403 | $73.6K | 0.00% | −653−4.6% | Reduced |
| HighTower Advisors, LLC | 13,685 | $75.0K | 0.00% | +13,685 | New |
| Corton Capital Inc. | 14,195 | $77.9K | 0.03% | −14,080−49.8% | Reduced |
| Precision Wealth Strategies, LLC | 15,893 | $87.3K | 0.08% | +2,032+14.7% | Added |
| Whittier Trust Co of Nevada Inc | 16,060 | $88.2K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 16,599 | $91.1K | 0.05% | −6,158−27.1% | Reduced |
| Citigroup Inc | 18,065 | $99.2K | 0.00% | +3,366+22.9% | Added |
| ProShare Advisors LLC | 18,590 | $102.1K | 0.00% | +1,463+8.5% | Added |
| Handelsbanken Fonder AB | 19,200 | $105.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19,389 | $106.4K | 0.01% | +19,389 | New |
| Cerity Partners LLC | 20,104 | $110.4K | 0.00% | +1,054+5.5% | Added |
| Centiva Capital, LP | 21,475 | $117.9K | 0.01% | −29,500−57.9% | Reduced |
| Alliance Wealth Advisors, LLC | 22,776 | $125.0K | 0.04% | −74−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 15,780 | $128.8K | 0.00% | −13,860−46.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,844 | $130.9K | 0.00% | +23,844 | New |
| Dark Forest Capital Management LP | 23,968 | $131.6K | 0.02% | +23,968 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $143.7K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 26,700 | $146.6K | 0.35% | +26,700 | New |
| Quantbot Technologies LP | 27,011 | $148.3K | 0.01% | −36,104−57.2% | Reduced |
| Petrus Trust Company, LTA | 27,126 | $148.9K | 0.01% | −23,843−46.8% | Reduced |
| AQR Capital Management LLC | 27,948 | $153.4K | 0.00% | −14,277−33.8% | Reduced |
| Cipher Capital LP | 28,103 | $154.3K | 0.07% | +13,557+93.2% | Added |
| Diversified Trust Co | 28,207 | $154.9K | 0.00% | +2,285+8.8% | Added |
| Arizona State Retirement System | 28,533 | $156.6K | 0.00% | −247−0.9% | Reduced |
| Private Advisor Group, LLC | 28,898 | $158.7K | 0.00% | −31,308−52.0% | Reduced |
| Fox Run Management, L.L.C. | 29,740 | $163.3K | 0.04% | −1,335−4.3% | Reduced |
| Green Square Capital Advisors LLC | 30,439 | $167.1K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 31,785 | $174.5K | 0.03% | +119+0.4% | Added |
| Woodline Partners LP | 32,190 | $176.7K | 0.00% | +3,297+11.4% | Added |
| Bayesian Capital Management, LP | 34,200 | $187.8K | 0.02% | +34,200 | New |
| DC Investments Management, LLC | 34,462 | $189.2K | 0.16% | 00.0% | Unchanged |
| Voya Investment Management LLC | 34,942 | $191.8K | 0.00% | −6,987−16.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $206.4K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 37,778 | $207.2K | 0.00% | +31+0.1% | Added |
| Manufacturers Life Insurance Company, The | 39,590 | $217.3K | 0.00% | −1,721−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,636 | $217.6K | 0.00% | +3,340+9.2% | Added |
| Norden Group LLC | 39,802 | $218.5K | 0.04% | +9,216+30.1% | Added |
| Clearline Capital LP | 39,863 | $218.8K | 0.02% | +39,863 | New |
| Jane Street Group, LLC | 41,385 | $227.2K | 0.00% | −138,911−77.0% | Reduced |
| LPL Financial LLC | 42,548 | $233.6K | 0.00% | +1,384+3.4% | Added |
| Independent Family Office, LLC | 42,895 | $235.5K | 0.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 43,515 | $238.9K | 0.04% | +2,501+6.1% | Added |
| Gsa Capital Partners LLP | 44,606 | $245.0K | 0.02% | −121,337−73.1% | Reduced |
| Verition Fund Management LLC | 44,700 | $245.4K | 0.00% | −14,930−25.0% | Reduced |
| HRT Financial LP | 47,001 | $258.0K | 0.00% | −51,328−52.2% | Reduced |
| MetLife Investment Management | 47,885 | $262.9K | 0.00% | −7,543−13.6% | Reduced |
| Price T Rowe Associates Inc | 48,240 | $265.0K | 0.00% | +4,382+10.0% | Added |
| Versor Investments LP | 48,300 | $265.2K | 0.05% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $275.9K | 0.00% | −8,345−18.3% | Reduced |
| American International Group, Inc. | 50,990 | $279.9K | 0.00% | −438−0.9% | Reduced |
| M&T Bank Corp | 56,735 | $311.3K | 0.00% | +16,887+42.4% | Added |
| Sherbrooke Park Advisers LLC | 59,902 | $328.9K | 0.06% | +59,902 | New |
| US Bancorp | 60,330 | $331.2K | 0.00% | −2,028−3.3% | Reduced |
| Susquehanna International Group, LLP | 65,098 | $357.4K | 0.00% | −14,465−18.2% | Reduced |
| Balyasny Asset Management LLC | 65,403 | $359.1K | 0.00% | −20,572−23.9% | Reduced |
| Beacon Pointe Advisors, LLC | 69,531 | $381.7K | 0.00% | +69,531 | New |