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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 46,624 | $206.0K | 0.02% | +46,624 | New |
| Quantbot Technologies LP | 45,899 | $202.9K | 0.01% | +18,888+69.9% | Added |
| Sugar Maple Asset Management, LLC | 45,000 | $198.9K | 0.19% | +45,000 | New |
| Manufacturers Life Insurance Company, The | 42,023 | $185.7K | 0.00% | +2,433+6.1% | Added |
| Portside Wealth Group, LLC | 41,882 | $185.1K | 0.04% | −1,633−3.8% | Reduced |
| LPL Financial LLC | 41,519 | $183.5K | 0.00% | −1,029−2.4% | Reduced |
| Counterpoint Mutual Funds LLC | 40,123 | $177.3K | 0.04% | +40,123 | New |
| HST Ventures, LLC | 39,892 | $176.3K | 0.08% | +39,892 | New |
| Atria Investments LLC | 39,707 | $175.5K | 0.00% | +39,707 | New |
| Tudor Investment Corp Et Al | 39,630 | $175.2K | 0.00% | +39,630 | New |
| Allspring Global Investments Holdings, LLC | 39,231 | $173.4K | 0.00% | −405−1.0% | Reduced |
| Barclays PLC | 38,121 | $168.5K | 0.00% | −62,730−62.2% | Reduced |
| Canada Pension Plan Investment Board | 38,100 | $168.4K | 0.00% | +38,100 | New |
| Voya Investment Management LLC | 37,452 | $165.5K | 0.00% | +2,510+7.2% | Added |
| Janus Henderson Group PLC | 37,238 | $164.8K | 0.00% | −540−1.4% | Reduced |
| Balyasny Asset Management LLC | 35,930 | $158.8K | 0.00% | −29,473−45.1% | Reduced |
| Daiwa Securities Group Inc. | 35,833 | $158.0K | 0.00% | −138,210−79.4% | Reduced |
| DC Investments Management, LLC | 34,462 | $152.3K | 0.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 33,108 | $146.3K | 0.00% | +33,108 | New |
| Norges Bank | 32,400 | $143.2K | 0.00% | −84,600−72.3% | Reduced |
| Versor Investments LP | 31,100 | $137.5K | 0.03% | −17,200−35.6% | Reduced |
| Engineers Gate Manager LP | 30,090 | $133.0K | 0.00% | +30,090 | New |
| State Board of Administration of Florida Retirement System | 29,640 | $131.0K | 0.00% | +13,860+87.8% | Added |
| Diversified Trust Co | 29,485 | $130.3K | 0.00% | +1,278+4.5% | Added |
| XTX Topco Ltd | 29,136 | $128.8K | 0.01% | +29,136 | New |
| Private Advisor Group, LLC | 28,688 | $126.8K | 0.00% | −210−0.7% | Reduced |
| Arizona State Retirement System | 28,459 | $125.8K | 0.00% | −74−0.3% | Reduced |
| HRT Financial LP | 28,135 | $124.0K | 0.00% | −18,866−40.1% | Reduced |
| Norden Group LLC | 27,482 | $121.5K | 0.02% | −12,320−31.0% | Reduced |
| Petrus Trust Company, LTA | 27,126 | $119.9K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 27,091 | $117.0K | 0.00% | +15,548+134.7% | Added |
| Creative Planning | 26,397 | $116.7K | 0.00% | +26,397 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $115.7K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 24,465 | $108.1K | 0.07% | +7,866+47.4% | Added |
| Cerity Partners LLC | 24,275 | $107.3K | 0.00% | +4,171+20.7% | Added |
| Citigroup Inc | 23,164 | $102.4K | 0.00% | +5,099+28.2% | Added |
| Evergreen Capital Management LLC | 23,150 | $102.3K | 0.00% | +23,150 | New |
| Marshall Wace, LLP | 22,400 | $99.0K | 0.00% | +22,400 | New |
| Alliance Wealth Advisors, LLC | 22,258 | $98.4K | 0.03% | −518−2.3% | Reduced |
| Precision Wealth Strategies, LLC | 21,938 | $97.0K | 0.10% | +6,045+38.0% | Added |
| Tower Research Capital LLC (TRC) | 20,381 | $90.1K | 0.00% | +18,980+1,354.7% | Added |
| WMS Partners, LLC | 19,160 | $84.7K | 0.01% | +19,160 | New |
| Schonfeld Strategic Advisors LLC | 18,783 | $83.0K | 0.00% | +18,783 | New |
| Benjamin F. Edwards & Company, Inc. | 17,532 | $77.0K | 0.00% | +12,225+230.4% | Added |
| Whittier Trust Co of Nevada Inc | 16,060 | $71.0K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 15,700 | $69.4K | 0.00% | +15,700 | New |
| HighTower Advisors, LLC | 15,303 | $67.0K | 0.00% | +1,618+11.8% | Added |
| Point72 (DIFC) Ltd | 14,388 | $63.6K | 0.01% | +4,964+52.7% | Added |
| Diametric Capital, LP | 14,136 | $62.5K | 0.03% | +14,136 | New |
| ProShare Advisors LLC | 13,858 | $61.3K | 0.00% | −4,732−25.5% | Reduced |
| Victory Capital Management Inc | 13,201 | $58.3K | 0.00% | −202−1.5% | Reduced |
| Wallace Advisory Group, LLC | 12,867 | $56.9K | 0.04% | +12,867 | New |
| Principal Financial Group Inc | 12,163 | $53.8K | 0.00% | −750−5.8% | Reduced |
| Pictet Asset Management Holding SA | 12,099 | $53.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,284 | $46.0K | 0.00% | +7,578+280.0% | Added |
| CI Private Wealth, LLC | 10,349 | $45.7K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,238 | $45.3K | 0.00% | +10,238 | New |
| Ameritas Investment Partners, Inc. | 10,204 | $45.1K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,000 | $44.2K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8,355 | $36.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,639 | $32.7K | 0.00% | +2,225+41.1% | Added |
| Federated Hermes, Inc. | 6,443 | $28.5K | 0.00% | +6,442+644,200.0% | Added |
| nVerses Capital, LLC | 5,700 | $25.2K | 0.02% | −21,000−78.7% | Reduced |
| Public Employees Retirement System of Ohio | 5,500 | $24.3K | 0.00% | +5,500 | New |
| Danske Bank A/S | 5,400 | $23.9K | 0.00% | +5,400 | New |
| Amalgamated Bank | 3,632 | $16.0K | 0.00% | +511+16.4% | Added |
| Advisor Group Holdings, Inc. | 3,409 | $15.1K | 0.00% | +1,007+41.9% | Added |
| Coppell Advisory Solutions LLC | 3,309 | $14.6K | 0.00% | +3,309 | New |
| Delta Asset Management LLC | 3,000 | $13.3K | 0.00% | +3,000 | New |
| CWM, LLC | 2,925 | $13.0K | 0.00% | +2,458+526.3% | Added |
| Group One Trading, L.P. | 2,453 | $10.8K | 0.00% | +2,453 | New |
| Nisa Investment Advisors, LLC | 2,427 | $10.7K | 0.00% | +813+50.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,254 | $9.96K | 0.00% | −5,887−72.3% | Reduced |
| Game Plan Financial Advisors, LLC | 1,700 | $7.51K | 0.00% | −300−15.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $6.63K | 0.00% | +1,000+200.0% | Added |
| First Horizon Advisors, Inc. | 1,380 | $6.10K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,541 | $6.00K | 0.00% | +1,087+239.4% | Added |
| FMR LLC | 1,129 | $4.99K | 0.00% | −1,459−56.4% | Reduced |
| Opal Wealth Advisors, LLC | 1,087 | $4.80K | 0.00% | +1,087 | New |
| Crewe Advisors LLC | 1,065 | $4.71K | 0.00% | +1,065 | New |
| Lindbrook Capital, LLC | 774 | $3.42K | 0.00% | −69−8.2% | Reduced |
| Versant Capital Management, Inc | 582 | $2.57K | 0.00% | +582 | New |
| Tucker Asset Management LLC | 543 | $2.40K | 0.00% | +543 | New |
| Quadrant Capital Group LLC | 479 | $2.12K | 0.00% | +89+22.8% | Added |
| Macroview Investment Management LLC | 393 | $1.74K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 349 | $1.54K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 150 | $1.00K | 0.00% | +74+97.4% | Added |
| Toth Financial Advisory Corp | 200 | $884 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 100 | $442 | 0.00% | +100 | New |
| Parallel Advisors, LLC | 64 | $283 | 0.00% | +64 | New |
| Rothschild Investment LLC | 50 | $221 | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 34 | $148 | 0.00% | +34 | New |
| Nine Ten Capital Management LLC | 0 | $0 | 0.00% | −1,861,663−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −876,961−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −76,816−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −72,735−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −72,500−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −69,531−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −50,990−100.0% | Sold out |