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 2025
Institutional positions in Olo Inc. as of Jun 30, 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
OLO is no longer listed, so this page shows Q2 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 209
- +6 vs. Q1 2025
- Shares held
- 134.6M
- +2.63M (+2.0%) vs. Q1 2025
- Total value
- $1.20B
- +$403.7M (+50.7%) vs. Q1 2025
- New holders
- 35
- 76 more added
- Sold out
- 29
- 74 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Olo Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 7 | $62 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 33 | $294 | 0.00% | −53−61.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 34 | $347 | 0.00% | +34 | New |
| True Wealth Design, LLC | 90 | $801 | 0.00% | +19+26.8% | Added |
| Smartleaf Asset Management LLC | 107 | $922 | 0.00% | −111−50.9% | Reduced |
| Ronald Blue Trust, Inc. | 105 | $935 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 109 | $970 | 0.00% | +109 | New |
| Bessemer Group Inc | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $1.42K | 0.00% | +160 | New |
| Game Plan Financial Advisors, LLC | 200 | $1.78K | 0.00% | −1,500−88.2% | Reduced |
| Toth Financial Advisory Corp | 200 | $1.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 213 | $1.90K | 0.00% | +30+16.4% | Added |
| Huntington National Bank | 225 | $2.00K | 0.00% | −5−2.2% | Reduced |
| Clearstead Advisors, LLC | 231 | $2.06K | 0.00% | +231 | New |
| Essential Partners LLC | 244 | $2.17K | 0.00% | +244 | New |
| Rothschild Investment LLC | 295 | $2.63K | 0.00% | +135+84.4% | Added |
| Covestor Ltd | 332 | $3.00K | 0.00% | −10−2.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 386 | $3.44K | 0.00% | +386 | New |
| US Bancorp | 427 | $3.80K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 446 | $3.97K | 0.00% | +323+262.6% | Added |
| Ameritas Advisory Services, LLC | 450 | $4.00K | 0.00% | +450 | New |
| Allworth Financial LP | 559 | $4.98K | 0.00% | +350+167.5% | Added |
| Danske Bank A/S | 600 | $5.34K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 654 | $5.82K | 0.00% | +619+1,768.6% | Added |
| Versant Capital Management, Inc | 825 | $7.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 879 | $7.82K | 0.00% | +879 | New |
| Hillsdale Investment Management Inc. | 900 | $8.01K | 0.00% | −200−18.2% | Reduced |
| IFP Advisors, Inc | 0 | $9.10K | 0.00% | −249−100.0% | Reduced |
| SBI Securities Co., Ltd. | 1,131 | $10.1K | 0.00% | −3,521−75.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,245 | $11.0K | 0.00% | +1,245 | New |
| Sterling Capital Management LLC | 1,455 | $12.9K | 0.00% | +462+46.5% | Added |
| Nisa Investment Advisors, LLC | 1,464 | $13.0K | 0.00% | −1,062−42.0% | Reduced |
| MCF Advisors LLC | 1,472 | $13.1K | 0.00% | +1,034+236.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $13.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,576 | $14.0K | 0.00% | +988+168.0% | Added |
| Clear Street Markets LLC | 2,000 | $17.8K | 0.01% | +2,000 | New |
| Macquarie Group Ltd | 2,550 | $22.7K | 0.00% | −2,250−46.9% | Reduced |
| Delta Asset Management LLC | 3,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,430 | $30.5K | 0.00% | +2,167+171.6% | Added |
| Amalgamated Bank | 3,632 | $32.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,142 | $45.8K | 0.00% | −40,000−88.6% | Reduced |
| Tortoise Investment Management, LLC | 8,355 | $74.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 8,954 | $79.7K | 0.01% | −33,332−78.8% | Reduced |
| Bollard Group LLC | 9,510 | $85.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,000 | $89.0K | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,137 | $90.2K | 0.00% | −877−8.0% | Reduced |
| Gsa Capital Partners LLP | 10,263 | $91.0K | 0.01% | −48,021−82.4% | Reduced |
| Entropy Technologies, LP | 10,304 | $91.7K | 0.01% | +10,304 | New |
| CI Private Wealth, LLC | 10,324 | $91.9K | 0.00% | +10,324 | New |
| Calamos Advisors LLC | 10,490 | $93.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,761 | $95.8K | 0.00% | +116+1.1% | Added |
| HSBC Holdings PLC | 11,163 | $98.3K | 0.00% | −13,111−54.0% | Reduced |
| Ameritas Investment Partners, Inc. | 11,791 | $104.9K | 0.00% | +1,587+15.6% | Added |
| CWM, LLC | 11,907 | $106.0K | 0.00% | +1,591+15.4% | Added |
| Pictet Asset Management Holding SA | 12,034 | $107.1K | 0.00% | −65−0.5% | Reduced |
| Envestnet Asset Management Inc | 12,326 | $109.7K | 0.00% | +944+8.3% | Added |
| Corton Capital Inc. | 12,772 | $113.7K | 0.13% | +1,831+16.7% | Added |
| SPC Financial, Inc. | 13,120 | $116.8K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 13,300 | $118.4K | 0.00% | +13,300 | New |
| Victory Capital Management Inc | 13,368 | $119.0K | 0.00% | +19+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,500 | $120.2K | 0.00% | +13,500 | New |
| Prelude Capital Management, LLC | 14,038 | $124.9K | 0.01% | −3,500−20.0% | Reduced |
| CIBC World Markets Corp | 14,229 | $126.6K | 0.00% | −9,347−39.6% | Reduced |
| STRS Ohio | 15,100 | $134.4K | 0.00% | +15,100 | New |
| Simplex Trading, LLC | 15,199 | $135.0K | 0.00% | +11,680+331.9% | Added |
| Cetera Investment Advisers | 15,240 | $135.6K | 0.00% | +15,240 | New |
| Whittier Trust Co of Nevada Inc | 16,060 | $142.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,725 | $148.9K | 0.00% | −29,640−63.9% | Reduced |
| Wolverine Trading, LLC | 18,104 | $156.1K | 0.00% | +18,104 | New |
| Walleye Trading LLC | 17,609 | $156.7K | 0.00% | +17,609 | New |
| Toroso Investments, LLC | 19,447 | $173.1K | 0.00% | +19,447 | New |
| Tower Research Capital LLC (TRC) | 19,965 | $177.7K | 0.00% | +12,891+182.2% | Added |
| Aquatic Capital Management LLC | 20,134 | $179.2K | 0.00% | −89,955−81.7% | Reduced |
| Caxton Associates LLP | 20,355 | $181.2K | 0.00% | −39,773−66.1% | Reduced |
| ExodusPoint Capital Management, LP | 20,529 | $183.0K | 0.00% | +20,529 | New |
| Catalyst Funds Management Pty Ltd | 20,600 | $183.3K | 0.05% | +20,600 | New |
| Private Advisor Group, LLC | 20,838 | $185.5K | 0.00% | −7,850−27.4% | Reduced |
| KLP Kapitalforvaltning AS | 22,700 | $202.0K | 0.00% | +5,000+28.2% | Added |
| CIBC Private Wealth Group, LLC | 22,875 | $203.6K | 0.00% | +22,875 | New |
| ProShare Advisors LLC | 23,682 | $210.8K | 0.00% | +683+3.0% | Added |
| Magnetar Financial LLC | 24,103 | $214.5K | 0.00% | −74,977−75.7% | Reduced |
| Sherbrooke Park Advisers LLC | 24,523 | $218.3K | 0.09% | +4,208+20.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 25,717 | $228.9K | 0.00% | +4,054+18.7% | Added |
| Cornerstone Investment Partners, LLC | 25,919 | $230.7K | 0.01% | −156−0.6% | Reduced |
| Graham Capital Management, L.P. | 26,037 | $231.7K | 0.01% | −45,994−63.9% | Reduced |
| Winton Group Ltd | 26,755 | $238.1K | 0.01% | +26,755 | New |
| Cerity Partners LLC | 27,912 | $248.4K | 0.00% | +1,626+6.2% | Added |
| SCS Capital Management LLC | 28,324 | $252.1K | 0.00% | +4,091+16.9% | Added |
| Bosman Wealth Management, LLC | 28,748 | $255.9K | 0.23% | +28,748 | New |
| Nebula Research & Development LLC | 29,533 | $262.8K | 0.02% | −78,760−72.7% | Reduced |
| State Board of Administration of Florida Retirement System | 29,640 | $263.8K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 30,202 | $268.8K | 0.00% | +11,462+61.2% | Added |
| Connors Investor Services Inc | 30,395 | $270.5K | 0.02% | −8,100−21.0% | Reduced |
| HB Wealth Management, LLC | 30,819 | $274.3K | 0.00% | +2,878+10.3% | Added |
| Arizona State Retirement System | 32,080 | $285.5K | 0.00% | +1,648+5.4% | Added |
| Green Square Capital Advisors LLC | 32,802 | $291.9K | 0.03% | +3,924+13.6% | Added |
| Diversified Trust Co | 33,394 | $297.2K | 0.01% | +51+0.2% | Added |
| Verition Fund Management LLC | 35,227 | $313.5K | 0.00% | −41,214−53.9% | Reduced |
| BNP Paribas Arbitrage, SA | 36,704 | $326.7K | 0.00% | −216,682−85.5% | Reduced |
| Janus Henderson Group PLC | 37,238 | $331.6K | 0.00% | 00.0% | Unchanged |