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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 48,228 | $239.2K | 0.00% | −741,153−93.9% | Reduced |
| Counterpoint Mutual Funds LLC | 46,698 | $231.6K | 0.04% | +6,575+16.4% | Added |
| Petrus Trust Company, LTA | 46,400 | $230.1K | 0.02% | +19,274+71.1% | Added |
| Evergreen Capital Management LLC | 44,250 | $219.5K | 0.01% | +21,100+91.1% | Added |
| SG Americas Securities, LLC | 41,792 | $207.0K | 0.00% | −14,460−25.7% | Reduced |
| Manufacturers Life Insurance Company, The | 40,788 | $202.3K | 0.00% | −1,235−2.9% | Reduced |
| Canada Pension Plan Investment Board | 38,100 | $189.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 37,857 | $187.8K | 0.00% | +405+1.1% | Added |
| Janus Henderson Group PLC | 37,238 | $184.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 36,523 | $181.2K | 0.00% | −2,708−6.9% | Reduced |
| DC Investments Management, LLC | 34,462 | $170.9K | 0.12% | 00.0% | Unchanged |
| Connors Investor Services Inc | 34,000 | $168.6K | 0.02% | +34,000 | New |
| Savant Capital, LLC | 33,003 | $163.7K | 0.00% | −105−0.3% | Reduced |
| EP Wealth Advisors, LLC | 32,082 | $159.1K | 0.00% | +32,082 | New |
| Quantbot Technologies LP | 31,651 | $157.0K | 0.01% | −14,248−31.0% | Reduced |
| Creative Planning | 30,371 | $150.6K | 0.00% | +3,974+15.1% | Added |
| Point72 (DIFC) Ltd | 30,015 | $148.9K | 0.01% | +15,627+108.6% | Added |
| State Board of Administration of Florida Retirement System | 29,640 | $147.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 29,550 | $146.6K | 0.00% | +65+0.2% | Added |
| Arizona State Retirement System | 28,894 | $143.3K | 0.00% | +435+1.5% | Added |
| Private Advisor Group, LLC | 28,688 | $142.3K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 28,363 | $140.7K | 0.08% | +3,898+15.9% | Added |
| Prelude Capital Management, LLC | 27,300 | $135.4K | 0.01% | +27,300 | New |
| Aigen Investment Management, LP | 26,671 | $132.3K | 0.03% | +26,671 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $129.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 24,731 | $122.7K | 0.00% | +456+1.9% | Added |
| Shell Asset Management Co | 23,857 | $118.0K | 0.01% | +23,857 | New |
| Brevan Howard Capital Management LP | 23,002 | $114.1K | 0.01% | +23,002 | New |
| FMR LLC | 22,021 | $109.2K | 0.00% | +20,892+1,850.5% | Added |
| CI Private Wealth, LLC | 21,393 | $106.1K | 0.00% | +11,044+106.7% | Added |
| Teza Capital Management LLC | 20,307 | $100.7K | 0.01% | +20,307 | New |
| Intech Investment Management LLC | 20,216 | $100.3K | 0.00% | +20,216 | New |
| ProShare Advisors LLC | 19,795 | $98.2K | 0.00% | +5,937+42.8% | Added |
| WMS Partners, LLC | 19,160 | $95.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 18,680 | $92.7K | 0.01% | +18,680 | New |
| US Bancorp | 18,489 | $91.7K | 0.00% | −30,751−62.5% | Reduced |
| Benjamin Edwards Inc | 18,447 | $91.5K | 0.00% | +18,447 | New |
| Green Square Capital Advisors LLC | 17,393 | $85.1K | 0.01% | +17,393 | New |
| Whittier Trust Co of Nevada Inc | 16,060 | $79.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 14,949 | $74.1K | 0.00% | +14,949 | New |
| Victory Capital Management Inc | 13,301 | $66.0K | 0.00% | +100+0.8% | Added |
| SPC Financial, Inc. | 13,120 | $65.1K | 0.01% | +13,120 | New |
| Bayesian Capital Management, LP | 12,826 | $63.6K | 0.01% | +12,826 | New |
| Pictet Asset Management Holding SA | 12,099 | $60.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,863 | $58.8K | 0.00% | −150,190−92.7% | Reduced |
| Wallace Advisory Group, LLC | 12,867 | $56.9K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,024 | $55.0K | 0.00% | +740+7.2% | Added |
| State of Wisconsin Investment Board | 10,238 | $50.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,204 | $50.6K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,000 | $49.6K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8,355 | $41.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,910 | $39.2K | 0.00% | +1,467+22.8% | Added |
| CWM, LLC | 7,712 | $38.0K | 0.00% | +4,787+163.7% | Added |
| nVerses Capital, LLC | 7,300 | $36.2K | 0.02% | +1,600+28.1% | Added |
| Amundi | 7,639 | $35.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,138 | $35.4K | 0.00% | −13,243−65.0% | Reduced |
| Public Employees Retirement System of Ohio | 5,500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,300 | $26.3K | 0.00% | −100−1.9% | Reduced |
| Amalgamated Bank | 3,632 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,409 | $16.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,309 | $16.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,053 | $15.1K | 0.00% | +600+24.5% | Added |
| Delta Asset Management LLC | 3,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,377 | $11.8K | 0.00% | −50−2.1% | Reduced |
| Game Plan Financial Advisors, LLC | 1,700 | $8.43K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $7.44K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,200 | $5.95K | 0.00% | +1,200 | New |
| Quadrant Capital Group LLC | 988 | $4.90K | 0.00% | +509+106.3% | Added |
| Lindbrook Capital, LLC | 805 | $3.99K | 0.00% | +31+4.0% | Added |
| Capital Performance Advisors LLP | 557 | $2.76K | 0.00% | +557 | New |
| Tucker Asset Management LLC | 543 | $2.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 500 | $2.48K | 0.00% | −82−14.1% | Reduced |
| Simplex Trading, LLC | 428 | $2.00K | 0.00% | −1,113−72.2% | Reduced |
| Macroview Investment Management LLC | 393 | $1.95K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 302 | $1.50K | 0.00% | +302 | New |
| True Wealth Design, LLC | 253 | $1.25K | 0.00% | +253 | New |
| Aster Capital Management (DIFC) Ltd | 247 | $1.23K | 0.00% | +247 | New |
| Sterling Capital Management LLC | 224 | $1.11K | 0.00% | +224 | New |
| Smartleaf Asset Management LLC | 218 | $1.07K | 0.00% | +184+541.2% | Added |
| Covestor Ltd | 204 | $1.00K | 0.00% | +54+36.0% | Added |
| Toth Financial Advisory Corp | 200 | $992 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $473 | 0.00% | +107 | New |
| The PNC Financial Services Group, Inc. | 61 | $303 | 0.00% | +61 | New |
| Rothschild Investment LLC | 50 | $248 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −2,807,204−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −298,784−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −258,140−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −186,266−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −139,073−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −108,922−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −99,687−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −78,888−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −77,684−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −67,965−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −56,460−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −47,465−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −41,882−100.0% | Sold out |