Algert Global’s Olo Inc OLO Stock Holding History

Algert Global’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-208,652	Closed	-$1.86M	–	1287
2025 Q2	$1.86M	Sell	208,652 -497,732	-70%	-$3.86M	0.04%	654
2025 Q1	$4.27M	Sell	706,384 -71,924	-9%	-$502K	0.11%	328
2024 Q4	$5.98M	Sell	778,308 -87	-0%	-$544	0.14%	227
2024 Q3	$3.86M	Buy	778,395 +68,076	+10%	+$337K	0.1%	334
2024 Q2	$3.14M	Buy	710,319 +378,368	+114%	+$1.79M	0.1%	317
2024 Q1	$1.82M	Sell	331,951 -55,140	-14%	-$301K	0.07%	439
2023 Q4	$2.21M	Buy	387,091 +253,921	+191%	+$1.4M	0.09%	378
2023 Q3	$807K	Buy	+133,170	New	+$870K	0.04%	614

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Algert Global's OLO Position: Q3 2025 in Review

Algert Global sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 208,652 shares — an estimated $1.86M sold.

Algert Global first reported a position in OLO in Q3 2023 and held it in 8 quarters. The position peaked at $5.98M in Q4 2024. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Algert Global reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Algert Global sold 208,652 Olo Inc shares in Q3 2025, an estimated $1.86M.
Algert Global first reported a position in Olo Inc in Q3 2023 and held it in 8 quarters.
Algert Global's Olo Inc position peaked at $5.98M in Q4 2024.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.