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, Q3 2024
Institutional positions in Olo Inc. as of Sep 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
- 185
- −4 vs. Q2 2024
- Shares held
- 121.7M
- +12.9M (+11.8%) vs. Q2 2024
- Total value
- $603.3M
- +$122.5M (+25.5%) vs. Q2 2024
- New holders
- 32
- 76 more added
- Sold out
- 36
- 40 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 50 | $248 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 61 | $303 | 0.00% | +61 | New |
| Ronald Blue Trust, Inc. | 107 | $473 | 0.00% | +107 | New |
| Toth Financial Advisory Corp | 200 | $992 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 204 | $1.00K | 0.00% | +54+36.0% | Added |
| Smartleaf Asset Management LLC | 218 | $1.07K | 0.00% | +184+541.2% | Added |
| Sterling Capital Management LLC | 224 | $1.11K | 0.00% | +224 | New |
| Aster Capital Management (DIFC) Ltd | 247 | $1.23K | 0.00% | +247 | New |
| True Wealth Design, LLC | 253 | $1.25K | 0.00% | +253 | New |
| GAMMA Investing LLC | 302 | $1.50K | 0.00% | +302 | New |
| Macroview Investment Management LLC | 393 | $1.95K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 428 | $2.00K | 0.00% | −1,113−72.2% | Reduced |
| Versant Capital Management, Inc | 500 | $2.48K | 0.00% | −82−14.1% | Reduced |
| Tucker Asset Management LLC | 543 | $2.69K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 557 | $2.76K | 0.00% | +557 | New |
| Lindbrook Capital, LLC | 805 | $3.99K | 0.00% | +31+4.0% | Added |
| Quadrant Capital Group LLC | 988 | $4.90K | 0.00% | +509+106.3% | Added |
| Hillsdale Investment Management Inc. | 1,200 | $5.95K | 0.00% | +1,200 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $7.44K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,700 | $8.43K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,377 | $11.8K | 0.00% | −50−2.1% | Reduced |
| Delta Asset Management LLC | 3,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,053 | $15.1K | 0.00% | +600+24.5% | Added |
| Coppell Advisory Solutions LLC | 3,309 | $16.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,409 | $16.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,632 | $18.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,300 | $26.3K | 0.00% | −100−1.9% | Reduced |
| Public Employees Retirement System of Ohio | 5,500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,138 | $35.4K | 0.00% | −13,243−65.0% | Reduced |
| Amundi | 7,639 | $35.9K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 7,300 | $36.2K | 0.02% | +1,600+28.1% | Added |
| CWM, LLC | 7,712 | $38.0K | 0.00% | +4,787+163.7% | Added |
| Federated Hermes, Inc. | 7,910 | $39.2K | 0.00% | +1,467+22.8% | Added |
| Tortoise Investment Management, LLC | 8,355 | $41.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $47.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,000 | $49.6K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,204 | $50.6K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,238 | $50.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,024 | $55.0K | 0.00% | +740+7.2% | Added |
| Wallace Advisory Group, LLC | 12,867 | $56.9K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,863 | $58.8K | 0.00% | −150,190−92.7% | Reduced |
| Pictet Asset Management Holding SA | 12,099 | $60.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 12,826 | $63.6K | 0.01% | +12,826 | New |
| SPC Financial, Inc. | 13,120 | $65.1K | 0.01% | +13,120 | New |
| Victory Capital Management Inc | 13,301 | $66.0K | 0.00% | +100+0.8% | Added |
| Point72 Asset Management, L.P. | 14,949 | $74.1K | 0.00% | +14,949 | New |
| Whittier Trust Co of Nevada Inc | 16,060 | $79.7K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 17,393 | $85.1K | 0.01% | +17,393 | New |
| Benjamin Edwards Inc | 18,447 | $91.5K | 0.00% | +18,447 | New |
| US Bancorp | 18,489 | $91.7K | 0.00% | −30,751−62.5% | Reduced |
| Dark Forest Capital Management LP | 18,680 | $92.7K | 0.01% | +18,680 | New |
| WMS Partners, LLC | 19,160 | $95.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,795 | $98.2K | 0.00% | +5,937+42.8% | Added |
| Intech Investment Management LLC | 20,216 | $100.3K | 0.00% | +20,216 | New |
| Teza Capital Management LLC | 20,307 | $100.7K | 0.01% | +20,307 | New |
| CI Private Wealth, LLC | 21,393 | $106.1K | 0.00% | +11,044+106.7% | Added |
| FMR LLC | 22,021 | $109.2K | 0.00% | +20,892+1,850.5% | Added |
| Brevan Howard Capital Management LP | 23,002 | $114.1K | 0.01% | +23,002 | New |
| Shell Asset Management Co | 23,857 | $118.0K | 0.01% | +23,857 | New |
| Cerity Partners LLC | 24,731 | $122.7K | 0.00% | +456+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $129.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 26,671 | $132.3K | 0.03% | +26,671 | New |
| Prelude Capital Management, LLC | 27,300 | $135.4K | 0.01% | +27,300 | New |
| MQS Management LLC | 28,363 | $140.7K | 0.08% | +3,898+15.9% | Added |
| Private Advisor Group, LLC | 28,688 | $142.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 28,894 | $143.3K | 0.00% | +435+1.5% | Added |
| Diversified Trust Co | 29,550 | $146.6K | 0.00% | +65+0.2% | Added |
| State Board of Administration of Florida Retirement System | 29,640 | $147.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 30,015 | $148.9K | 0.01% | +15,627+108.6% | Added |
| Creative Planning | 30,371 | $150.6K | 0.00% | +3,974+15.1% | Added |
| Quantbot Technologies LP | 31,651 | $157.0K | 0.01% | −14,248−31.0% | Reduced |
| EP Wealth Advisors, LLC | 32,082 | $159.1K | 0.00% | +32,082 | New |
| Savant Capital, LLC | 33,003 | $163.7K | 0.00% | −105−0.3% | Reduced |
| Connors Investor Services Inc | 34,000 | $168.6K | 0.02% | +34,000 | New |
| DC Investments Management, LLC | 34,462 | $170.9K | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 36,523 | $181.2K | 0.00% | −2,708−6.9% | Reduced |
| Janus Henderson Group PLC | 37,238 | $184.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 37,857 | $187.8K | 0.00% | +405+1.1% | Added |
| Canada Pension Plan Investment Board | 38,100 | $189.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 40,788 | $202.3K | 0.00% | −1,235−2.9% | Reduced |
| SG Americas Securities, LLC | 41,792 | $207.0K | 0.00% | −14,460−25.7% | Reduced |
| Evergreen Capital Management LLC | 44,250 | $219.5K | 0.01% | +21,100+91.1% | Added |
| Petrus Trust Company, LTA | 46,400 | $230.1K | 0.02% | +19,274+71.1% | Added |
| Counterpoint Mutual Funds LLC | 46,698 | $231.6K | 0.04% | +6,575+16.4% | Added |
| Wells Fargo & Company | 48,228 | $239.2K | 0.00% | −741,153−93.9% | Reduced |
| Fox Run Management, L.L.C. | 50,790 | $251.9K | 0.06% | +50,790 | New |
| LPL Financial LLC | 50,912 | $252.5K | 0.00% | +9,393+22.6% | Added |
| HSBC Holdings PLC | 51,749 | $256.7K | 0.00% | +24,658+91.0% | Added |
| Price T Rowe Associates Inc | 52,265 | $260.0K | 0.00% | +460+0.9% | Added |
| Verition Fund Management LLC | 54,230 | $269.0K | 0.00% | −70,411−56.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 54,312 | $269.0K | 0.03% | +7,688+16.5% | Added |
| Corebridge Financial, Inc. | 56,015 | $277.8K | 0.00% | −346−0.6% | Reduced |
| Quadrature Capital Ltd | 57,585 | $285.9K | 0.01% | −75,712−56.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 57,742 | $286.4K | 0.00% | +5,678+10.9% | Added |
| MetLife Investment Management | 59,490 | $295.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 61,422 | $304.7K | 0.06% | −27,811−31.2% | Reduced |
| Pathstone Holdings, LLC | 67,906 | $336.8K | 0.00% | −206−0.3% | Reduced |
| State of Wyoming | 73,897 | $366.5K | 0.05% | −35,861−32.7% | Reduced |
| Sherbrooke Park Advisers LLC | 74,874 | $371.4K | 0.09% | +21,990+41.6% | Added |
| Citigroup Inc | 79,077 | $392.2K | 0.00% | +55,913+241.4% | Added |