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, Q4 2024
Institutional positions in Olo Inc. as of Dec 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
- 208
- +24 vs. Q3 2024
- Shares held
- 128.1M
- +6.65M (+5.5%) vs. Q3 2024
- Total value
- $983.7M
- +$381.3M (+63.3%) vs. Q3 2024
- New holders
- 47
- 69 more added
- Sold out
- 23
- 64 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $8 | 0.00% | +1 | New |
| Rothschild Investment LLC | 25 | $192 | 0.00% | −25−50.0% | Reduced |
| IFP Advisors, Inc | 29 | $223 | 0.00% | +29 | New |
| National Bank of Canada | 115 | $883 | 0.00% | +115 | New |
| EverSource Wealth Advisors, LLC | 152 | $1.17K | 0.00% | +152 | New |
| The PNC Financial Services Group, Inc. | 157 | $1.21K | 0.00% | +96+157.4% | Added |
| CI Private Wealth, LLC | 10,349 | $1.30K | 0.00% | −11,044−51.6% | Reduced |
| GAMMA Investing LLC | 178 | $1.37K | 0.00% | −124−41.1% | Reduced |
| Toth Financial Advisory Corp | 200 | $1.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 209 | $1.55K | 0.00% | +209 | New |
| Continuum Advisory, LLC | 381 | $2.93K | 0.00% | +381 | New |
| Tucker Asset Management LLC | 416 | $3.19K | 0.00% | −127−23.4% | Reduced |
| Versant Capital Management, Inc | 459 | $3.52K | 0.00% | −41−8.2% | Reduced |
| Danske Bank A/S | 600 | $4.61K | 0.00% | −4,700−88.7% | Reduced |
| Covestor Ltd | 610 | $5.00K | 0.00% | +406+199.0% | Added |
| Lindbrook Capital, LLC | 662 | $5.08K | 0.00% | −143−17.8% | Reduced |
| R Squared Ltd | 820 | $6.30K | 0.01% | +820 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 906 | $6.96K | 0.00% | +906 | New |
| Quadrant Capital Group LLC | 988 | $7.59K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,073 | $8.24K | 0.00% | +1,073 | New |
| Hillsdale Investment Management Inc. | 1,200 | $9.22K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $11.5K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,700 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,775 | $13.6K | 0.00% | +1,551+692.4% | Added |
| Nisa Investment Advisors, LLC | 2,410 | $18.5K | 0.00% | +33+1.4% | Added |
| Ancora Advisors, LLC | 2,500 | $19.2K | 0.00% | +2,500 | New |
| Advisor Group Holdings, Inc. | 2,845 | $21.8K | 0.00% | −564−16.5% | Reduced |
| Delta Asset Management LLC | 3,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,309 | $25.5K | 0.00% | 00.0% | Unchanged |
| Tandem Financial, LLC | 3,441 | $26.4K | 0.03% | +3,441 | New |
| Global Retirement Partners, LLC | 3,499 | $26.9K | 0.00% | +3,499 | New |
| Amalgamated Bank | 3,632 | $28.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,600 | $35.3K | 0.00% | +4,600 | New |
| Tortoise Investment Management, LLC | 8,355 | $64.2K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 9,100 | $69.9K | 0.00% | −29,000−76.1% | Reduced |
| Bollard Group LLC | 9,510 | $73.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 9,709 | $74.6K | 0.00% | −5,240−35.1% | Reduced |
| CWM, LLC | 9,936 | $76.0K | 0.00% | +2,224+28.8% | Added |
| Pointe Capital Management LLC | 10,000 | $76.8K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,204 | $78.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,375 | $79.7K | 0.00% | +10,375 | New |
| State of Wisconsin Investment Board | 10,408 | $79.9K | 0.00% | +170+1.7% | Added |
| Franklin Resources Inc | 10,562 | $81.1K | 0.00% | +10,562 | New |
| Quadrature Capital Ltd | 10,784 | $82.9K | 0.00% | −46,801−81.3% | Reduced |
| Pictet Asset Management Holding SA | 12,099 | $92.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,138 | $93.0K | 0.00% | +1,114+10.1% | Added |
| US Bancorp | 12,350 | $94.8K | 0.00% | −6,139−33.2% | Reduced |
| Allianz Asset Management GmbH | 12,800 | $98.3K | 0.00% | +12,800 | New |
| Victory Capital Management Inc | 13,114 | $100.7K | 0.00% | −187−1.4% | Reduced |
| SPC Financial, Inc. | 13,120 | $100.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,511 | $103.0K | 0.00% | +13,083+3,056.8% | Added |
| TFJ Management, LLC | 13,937 | $107.0K | 0.10% | +13,937 | New |
| Amundi | 14,740 | $112.2K | 0.00% | +7,101+93.0% | Added |
| Whittier Trust Co of Nevada Inc | 16,060 | $123.3K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 17,063 | $131.0K | 0.06% | +17,063 | New |
| KLP Kapitalforvaltning AS | 17,700 | $135.9K | 0.00% | +17,700 | New |
| Prelude Capital Management, LLC | 19,651 | $150.9K | 0.01% | −7,649−28.0% | Reduced |
| ARGI Investment Services, LLC | 21,616 | $166.0K | 0.01% | +21,616 | New |
| Police & Firemen's Retirement System of New Jersey | 21,663 | $166.4K | 0.00% | +21,663 | New |
| Point72 (DIFC) Ltd | 21,787 | $167.3K | 0.02% | −8,228−27.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,149 | $170.0K | 0.03% | −32,163−59.2% | Reduced |
| Russell Investments Group, Ltd. | 22,396 | $172.0K | 0.00% | −79,720−78.1% | Reduced |
| Shell Asset Management Co | 23,857 | $183.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,239 | $186.2K | 0.00% | −127,251−84.0% | Reduced |
| Cerity Partners LLC | 25,684 | $196.2K | 0.00% | +953+3.9% | Added |
| Sherbrooke Park Advisers LLC | 25,681 | $197.2K | 0.06% | −49,193−65.7% | Reduced |
| WMS Partners, LLC | 27,774 | $213.3K | 0.01% | +8,614+45.0% | Added |
| Creative Planning | 27,977 | $214.9K | 0.00% | −2,394−7.9% | Reduced |
| Private Advisor Group, LLC | 28,688 | $220.3K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 28,878 | $221.8K | 0.03% | +11,485+66.0% | Added |
| ProShare Advisors LLC | 29,504 | $226.6K | 0.00% | +9,709+49.0% | Added |
| Diversified Trust Co | 29,550 | $226.9K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 29,640 | $227.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 30,358 | $233.1K | 0.00% | +1,464+5.1% | Added |
| Savant Capital, LLC | 33,432 | $256.8K | 0.00% | +429+1.3% | Added |
| Brevan Howard Capital Management LP | 33,444 | $256.9K | 0.01% | +10,442+45.4% | Added |
| Thrivent Financial for Lutherans | 33,579 | $258.0K | 0.00% | +33,579 | New |
| Voya Investment Management LLC | 34,067 | $261.6K | 0.00% | −3,790−10.0% | Reduced |
| DC Investments Management, LLC | 34,462 | $264.7K | 0.17% | 00.0% | Unchanged |
| Marshall Wace, LLP | 35,418 | $272.0K | 0.00% | −201,449−85.0% | Reduced |
| Tower Research Capital LLC (TRC) | 36,000 | $276.5K | 0.01% | +28,862+404.3% | Added |
| Centiva Capital, LP | 36,146 | $277.6K | 0.01% | +36,146 | New |
| EP Wealth Advisors, LLC | 36,342 | $279.1K | 0.00% | +4,260+13.3% | Added |
| Allspring Global Investments Holdings, LLC | 36,608 | $281.1K | 0.00% | +85+0.2% | Added |
| Janus Henderson Group PLC | 37,238 | $286.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,701 | $290.0K | 0.00% | +37,701 | New |
| Manufacturers Life Insurance Company, The | 38,484 | $295.6K | 0.00% | −2,304−5.6% | Reduced |
| Connors Investor Services Inc | 38,495 | $295.6K | 0.03% | +4,495+13.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,424 | $302.8K | 0.00% | +13,246+50.6% | Added |
| State of Wyoming | 39,674 | $304.7K | 0.04% | −34,223−46.3% | Reduced |
| CenterBook Partners LP | 40,260 | $309.2K | 0.02% | −1,370,171−97.1% | Reduced |
| Price T Rowe Associates Inc | 41,634 | $320.0K | 0.00% | −10,631−20.3% | Reduced |
| Options Solutions, LLC | 42,048 | $322.9K | 0.14% | +42,048 | New |
| Bayesian Capital Management, LP | 42,526 | $326.6K | 0.04% | +29,700+231.6% | Added |
| HSBC Holdings PLC | 43,127 | $330.8K | 0.00% | −8,622−16.7% | Reduced |
| Evergreen Capital Management LLC | 44,250 | $339.8K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 44,526 | $342.0K | 0.06% | +17,855+66.9% | Added |
| Occudo Quantitative Strategies LP | 44,716 | $343.4K | 0.06% | −16,706−27.2% | Reduced |
| SG Americas Securities, LLC | 49,771 | $382.0K | 0.00% | +7,979+19.1% | Added |
| Gsa Capital Partners LLP | 51,469 | $395.0K | 0.03% | −242,161−82.5% | Reduced |