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, Q1 2025
Institutional positions in Olo Inc. as of Mar 31, 2025. 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
- 204
- −1 vs. Q4 2024
- Shares held
- 131.9M
- +6.22M (+4.9%) vs. Q4 2024
- Total value
- $796.8M
- −$168.5M (−17.5%) vs. Q4 2024
- New holders
- 36
- 71 more added
- Sold out
- 37
- 60 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 73 | $0 | 0.00% | +73 | New |
| FNY Investment Advisers, LLC | 80 | $0 | 0.00% | +80 | New |
| Caitong International Asset Management Co., Ltd | 35 | $211 | 0.00% | +35 | New |
| Stephens Consulting, LLC | 60 | $363 | 0.00% | +60 | New |
| True Wealth Design, LLC | 71 | $429 | 0.00% | +71 | New |
| Parallel Advisors, LLC | 86 | $519 | 0.00% | +86 | New |
| Coldstream Capital Management Inc | 87 | $526 | 0.00% | +87 | New |
| Ronald Blue Trust, Inc. | 105 | $634 | 0.00% | +105 | New |
| The PNC Financial Services Group, Inc. | 123 | $743 | 0.00% | −34−21.7% | Reduced |
| Rothschild Investment LLC | 160 | $966 | 0.00% | +135+540.0% | Added |
| EverSource Wealth Advisors, LLC | 183 | $1.10K | 0.00% | +31+20.4% | Added |
| Toth Financial Advisory Corp | 200 | $1.21K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 207 | $1.25K | 0.00% | +207 | New |
| Allworth Financial LP | 209 | $1.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 218 | $1.34K | 0.00% | +218 | New |
| Huntington National Bank | 230 | $1.39K | 0.00% | +229+22,900.0% | Added |
| IFP Advisors, Inc | 249 | $1.50K | 0.00% | +220+758.6% | Added |
| Covestor Ltd | 342 | $2.00K | 0.00% | −268−43.9% | Reduced |
| Continuum Advisory, LLC | 381 | $2.30K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 427 | $2.58K | 0.00% | −11,923−96.5% | Reduced |
| MCF Advisors LLC | 438 | $2.65K | 0.00% | +438 | New |
| GAMMA Investing LLC | 588 | $3.55K | 0.00% | +410+230.3% | Added |
| Danske Bank A/S | 600 | $3.62K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 685 | $4.14K | 0.00% | +23+3.5% | Added |
| Versant Capital Management, Inc | 825 | $4.98K | 0.00% | +366+79.7% | Added |
| Quadrant Capital Group LLC | 988 | $5.97K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 993 | $6.00K | 0.00% | −782−44.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,100 | $6.64K | 0.00% | −100−8.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,263 | $7.63K | 0.00% | +190+17.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.06K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,700 | $10.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,526 | $15.3K | 0.00% | +116+4.8% | Added |
| Delta Asset Management LLC | 3,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,519 | $21.0K | 0.00% | −9,992−74.0% | Reduced |
| Amalgamated Bank | 3,632 | $22.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,652 | $28.1K | 0.00% | +52+1.1% | Added |
| Macquarie Group Ltd | 4,800 | $29.0K | 0.00% | +4,800 | New |
| Tower Research Capital LLC (TRC) | 7,074 | $42.7K | 0.00% | −28,926−80.4% | Reduced |
| Tortoise Investment Management, LLC | 8,355 | $50.5K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 9,510 | $57.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,000 | $60.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,204 | $61.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,316 | $62.0K | 0.00% | +380+3.8% | Added |
| SMI Advisory Services, LLC | 10,561 | $62.2K | 0.01% | +10,561 | New |
| Calamos Advisors LLC | 10,490 | $63.4K | 0.00% | +10,490 | New |
| Advisor Group Holdings, Inc. | 10,645 | $64.3K | 0.00% | +7,800+274.2% | Added |
| Corton Capital Inc. | 10,941 | $66.1K | 0.22% | +10,941 | New |
| State of Wisconsin Investment Board | 11,014 | $66.5K | 0.00% | +606+5.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,100 | $67.0K | 0.00% | +11,100 | New |
| Envestnet Asset Management Inc | 11,382 | $68.7K | 0.00% | +1,007+9.7% | Added |
| Pictet Asset Management Holding SA | 12,099 | $73.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,475 | $75.0K | 0.00% | +337+2.8% | Added |
| Allianz Asset Management GmbH | 12,800 | $77.3K | 0.00% | 00.0% | Unchanged |
| SPC Financial, Inc. | 13,120 | $79.2K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,349 | $80.6K | 0.00% | +235+1.8% | Added |
| Amundi | 13,960 | $81.9K | 0.00% | −780−5.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,434 | $93.2K | 0.00% | +15,434 | New |
| Whittier Trust Co of Nevada Inc | 16,060 | $97.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 17,538 | $105.9K | 0.01% | −2,113−10.8% | Reduced |
| KLP Kapitalforvaltning AS | 17,700 | $106.9K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,740 | $113.2K | 0.00% | +18,740 | New |
| Quadrature Capital Ltd | 19,312 | $116.5K | 0.00% | +8,528+79.1% | Added |
| Polymer Capital Management (US) LLC | 20,080 | $121.3K | 0.04% | +20,080 | New |
| Sherbrooke Park Advisers LLC | 20,315 | $122.7K | 0.06% | −5,366−20.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,663 | $130.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 22,999 | $138.9K | 0.00% | −6,505−22.0% | Reduced |
| CIBC World Markets Corp | 23,576 | $142.4K | 0.00% | +23,576 | New |
| HSBC Holdings PLC | 24,274 | $145.5K | 0.00% | −18,853−43.7% | Reduced |
| SCS Capital Management LLC | 24,233 | $146.4K | 0.00% | +24,233 | New |
| Dynamic Technology Lab Private Ltd | 25,071 | $151.0K | 0.02% | +2,922+13.2% | Added |
| Cornerstone Investment Partners, LLC | 26,075 | $157.5K | 0.01% | +26,075 | New |
| Cerity Partners LLC | 26,286 | $158.8K | 0.00% | +602+2.3% | Added |
| HB Wealth Management, LLC | 27,941 | $168.8K | 0.00% | +27,941 | New |
| Private Advisor Group, LLC | 28,688 | $173.3K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 28,878 | $174.4K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 29,640 | $179.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 29,757 | $179.7K | 0.03% | −93,134−75.8% | Reduced |
| Arizona State Retirement System | 30,432 | $183.8K | 0.00% | +74+0.2% | Added |
| Creative Planning | 32,852 | $198.4K | 0.00% | +4,875+17.4% | Added |
| Diversified Trust Co | 33,343 | $201.4K | 0.00% | +3,793+12.8% | Added |
| Thrivent Financial for Lutherans | 33,579 | $203.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 36,956 | $223.0K | 0.00% | −12,815−25.7% | Reduced |
| Manufacturers Life Insurance Company, The | 37,612 | $227.2K | 0.00% | −872−2.3% | Reduced |
| Janus Henderson Group PLC | 37,238 | $229.6K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 38,495 | $232.5K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,424 | $238.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 41,005 | $247.7K | 0.00% | −62,620−60.4% | Reduced |
| State of Wyoming | 42,286 | $255.4K | 0.03% | +2,612+6.6% | Added |
| Engineers Gate Manager LP | 42,780 | $258.4K | 0.00% | −51,239−54.5% | Reduced |
| Asset Management One Co.,Ltd. | 43,919 | $265.3K | 0.00% | +43,919 | New |
| Evergreen Capital Management LLC | 44,250 | $267.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 45,142 | $272.7K | 0.02% | −20,142−30.9% | Reduced |
| SEI Investments Co | 45,364 | $274.0K | 0.00% | −180,714−79.9% | Reduced |
| Price T Rowe Associates Inc | 45,847 | $277.0K | 0.00% | +4,213+10.1% | Added |
| Jane Street Group, LLC | 46,365 | $280.0K | 0.00% | +22,126+91.3% | Added |
| EP Wealth Advisors, LLC | 46,426 | $280.4K | 0.00% | +10,084+27.7% | Added |
| Centiva Capital, LP | 48,635 | $293.8K | 0.02% | +12,489+34.6% | Added |
| Pathstone Holdings, LLC | 49,765 | $300.6K | 0.00% | −17,577−26.1% | Reduced |
| Corebridge Financial, Inc. | 52,053 | $314.4K | 0.00% | −30−0.1% | Reduced |
| Voya Investment Management LLC | 56,683 | $342.4K | 0.00% | +22,616+66.4% | Added |