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, Q2 2024
Institutional positions in Olo Inc. as of Jun 30, 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
- 193
- +13 vs. Q1 2024
- Shares held
- 121.0M
- −2.04M (−1.7%) vs. Q1 2024
- Total value
- $534.7M
- −$140.7M (−20.8%) vs. Q1 2024
- New holders
- 43
- 73 more added
- Sold out
- 30
- 54 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 34 | $148 | 0.00% | +34 | New |
| Rothschild Investment LLC | 50 | $221 | 0.00% | +50 | New |
| Parallel Advisors, LLC | 64 | $283 | 0.00% | +64 | New |
| Cypress Capital, LLC | 100 | $442 | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 200 | $884 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 150 | $1.00K | 0.00% | +74+97.4% | Added |
| Wolff Wiese Magana LLC | 349 | $1.54K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 393 | $1.74K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 479 | $2.12K | 0.00% | +89+22.8% | Added |
| Tucker Asset Management LLC | 543 | $2.40K | 0.00% | +543 | New |
| Versant Capital Management, Inc | 582 | $2.57K | 0.00% | +582 | New |
| Lindbrook Capital, LLC | 774 | $3.42K | 0.00% | −69−8.2% | Reduced |
| Crewe Advisors LLC | 1,065 | $4.71K | 0.00% | +1,065 | New |
| Opal Wealth Advisors, LLC | 1,087 | $4.80K | 0.00% | +1,087 | New |
| FMR LLC | 1,129 | $4.99K | 0.00% | −1,459−56.4% | Reduced |
| Simplex Trading, LLC | 1,541 | $6.00K | 0.00% | +1,087+239.4% | Added |
| First Horizon Advisors, Inc. | 1,380 | $6.10K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $6.63K | 0.00% | +1,000+200.0% | Added |
| Game Plan Financial Advisors, LLC | 1,700 | $7.51K | 0.00% | −300−15.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,254 | $9.96K | 0.00% | −5,887−72.3% | Reduced |
| Nisa Investment Advisors, LLC | 2,427 | $10.7K | 0.00% | +813+50.4% | Added |
| Group One Trading, L.P. | 2,453 | $10.8K | 0.00% | +2,453 | New |
| CWM, LLC | 2,925 | $13.0K | 0.00% | +2,458+526.3% | Added |
| Delta Asset Management LLC | 3,000 | $13.3K | 0.00% | +3,000 | New |
| Coppell Advisory Solutions LLC | 3,309 | $14.6K | 0.00% | +3,309 | New |
| Advisor Group Holdings, Inc. | 3,409 | $15.1K | 0.00% | +1,007+41.9% | Added |
| Amalgamated Bank | 3,632 | $16.0K | 0.00% | +511+16.4% | Added |
| Danske Bank A/S | 5,400 | $23.9K | 0.00% | +5,400 | New |
| Public Employees Retirement System of Ohio | 5,500 | $24.3K | 0.00% | +5,500 | New |
| nVerses Capital, LLC | 5,700 | $25.2K | 0.02% | −21,000−78.7% | Reduced |
| Federated Hermes, Inc. | 6,443 | $28.5K | 0.00% | +6,442+644,200.0% | Added |
| Amundi | 7,639 | $32.7K | 0.00% | +2,225+41.1% | Added |
| Tortoise Investment Management, LLC | 8,355 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $42.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,000 | $44.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,204 | $45.1K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,238 | $45.3K | 0.00% | +10,238 | New |
| CI Private Wealth, LLC | 10,349 | $45.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,284 | $46.0K | 0.00% | +7,578+280.0% | Added |
| Pictet Asset Management Holding SA | 12,099 | $53.5K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,163 | $53.8K | 0.00% | −750−5.8% | Reduced |
| Wallace Advisory Group, LLC | 12,867 | $56.9K | 0.04% | +12,867 | New |
| Victory Capital Management Inc | 13,201 | $58.3K | 0.00% | −202−1.5% | Reduced |
| ProShare Advisors LLC | 13,858 | $61.3K | 0.00% | −4,732−25.5% | Reduced |
| Diametric Capital, LP | 14,136 | $62.5K | 0.03% | +14,136 | New |
| Point72 (DIFC) Ltd | 14,388 | $63.6K | 0.01% | +4,964+52.7% | Added |
| HighTower Advisors, LLC | 15,303 | $67.0K | 0.00% | +1,618+11.8% | Added |
| Omers Administration Corp | 15,700 | $69.4K | 0.00% | +15,700 | New |
| Whittier Trust Co of Nevada Inc | 16,060 | $71.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 17,532 | $77.0K | 0.00% | +12,225+230.4% | Added |
| Schonfeld Strategic Advisors LLC | 18,783 | $83.0K | 0.00% | +18,783 | New |
| WMS Partners, LLC | 19,160 | $84.7K | 0.01% | +19,160 | New |
| Tower Research Capital LLC (TRC) | 20,381 | $90.1K | 0.00% | +18,980+1,354.7% | Added |
| Precision Wealth Strategies, LLC | 21,938 | $97.0K | 0.10% | +6,045+38.0% | Added |
| Alliance Wealth Advisors, LLC | 22,258 | $98.4K | 0.03% | −518−2.3% | Reduced |
| Marshall Wace, LLP | 22,400 | $99.0K | 0.00% | +22,400 | New |
| Evergreen Capital Management LLC | 23,150 | $102.3K | 0.00% | +23,150 | New |
| Citigroup Inc | 23,164 | $102.4K | 0.00% | +5,099+28.2% | Added |
| Cerity Partners LLC | 24,275 | $107.3K | 0.00% | +4,171+20.7% | Added |
| MQS Management LLC | 24,465 | $108.1K | 0.07% | +7,866+47.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $115.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 26,397 | $116.7K | 0.00% | +26,397 | New |
| HSBC Holdings PLC | 27,091 | $117.0K | 0.00% | +15,548+134.7% | Added |
| Petrus Trust Company, LTA | 27,126 | $119.9K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 27,482 | $121.5K | 0.02% | −12,320−31.0% | Reduced |
| HRT Financial LP | 28,135 | $124.0K | 0.00% | −18,866−40.1% | Reduced |
| Arizona State Retirement System | 28,459 | $125.8K | 0.00% | −74−0.3% | Reduced |
| Private Advisor Group, LLC | 28,688 | $126.8K | 0.00% | −210−0.7% | Reduced |
| XTX Topco Ltd | 29,136 | $128.8K | 0.01% | +29,136 | New |
| Diversified Trust Co | 29,485 | $130.3K | 0.00% | +1,278+4.5% | Added |
| State Board of Administration of Florida Retirement System | 29,640 | $131.0K | 0.00% | +13,860+87.8% | Added |
| Engineers Gate Manager LP | 30,090 | $133.0K | 0.00% | +30,090 | New |
| Versor Investments LP | 31,100 | $137.5K | 0.03% | −17,200−35.6% | Reduced |
| Norges Bank | 32,400 | $143.2K | 0.00% | −84,600−72.3% | Reduced |
| Savant Capital, LLC | 33,108 | $146.3K | 0.00% | +33,108 | New |
| DC Investments Management, LLC | 34,462 | $152.3K | 0.13% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 35,833 | $158.0K | 0.00% | −138,210−79.4% | Reduced |
| Balyasny Asset Management LLC | 35,930 | $158.8K | 0.00% | −29,473−45.1% | Reduced |
| Janus Henderson Group PLC | 37,238 | $164.8K | 0.00% | −540−1.4% | Reduced |
| Voya Investment Management LLC | 37,452 | $165.5K | 0.00% | +2,510+7.2% | Added |
| Canada Pension Plan Investment Board | 38,100 | $168.4K | 0.00% | +38,100 | New |
| Barclays PLC | 38,121 | $168.5K | 0.00% | −62,730−62.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,231 | $173.4K | 0.00% | −405−1.0% | Reduced |
| Tudor Investment Corp Et Al | 39,630 | $175.2K | 0.00% | +39,630 | New |
| Atria Investments LLC | 39,707 | $175.5K | 0.00% | +39,707 | New |
| HST Ventures, LLC | 39,892 | $176.3K | 0.08% | +39,892 | New |
| Counterpoint Mutual Funds LLC | 40,123 | $177.3K | 0.04% | +40,123 | New |
| LPL Financial LLC | 41,519 | $183.5K | 0.00% | −1,029−2.4% | Reduced |
| Portside Wealth Group, LLC | 41,882 | $185.1K | 0.04% | −1,633−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 42,023 | $185.7K | 0.00% | +2,433+6.1% | Added |
| Sugar Maple Asset Management, LLC | 45,000 | $198.9K | 0.19% | +45,000 | New |
| Quantbot Technologies LP | 45,899 | $202.9K | 0.01% | +18,888+69.9% | Added |
| Dynamic Technology Lab Private Ltd | 46,624 | $206.0K | 0.02% | +46,624 | New |
| Squarepoint Ops LLC | 47,465 | $209.8K | 0.00% | −130,932−73.4% | Reduced |
| US Bancorp | 49,240 | $217.6K | 0.00% | −11,090−18.4% | Reduced |
| Acadian Asset Management LLC | 51,609 | $227.0K | 0.00% | +51,609 | New |
| Price T Rowe Associates Inc | 51,805 | $229.0K | 0.00% | +3,565+7.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 52,064 | $230.1K | 0.00% | +52,064 | New |
| Sherbrooke Park Advisers LLC | 52,884 | $233.7K | 0.04% | −7,018−11.7% | Reduced |
| Aquatic Capital Management LLC | 54,500 | $240.9K | 0.01% | −56,200−50.8% | Reduced |