Artisan Partners’s Olo Inc OLO Stock Holding History

Artisan Partners’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
2023 Q4	–	Sell	-2,010,922	Closed	-$12.2M	–	352
2023 Q3	$12.2M	Sell	2,010,922 -71,379	-3%	-$466K	0.02%	272
2023 Q2	$13.5M	Sell	2,082,301 -32,504	-2%	-$234K	0.02%	263
2023 Q1	$17.3M	Sell	2,114,805 -62,789	-3%	-$483K	0.03%	261
2022 Q4	$13.6M	Sell	2,177,594 -38,538	-2%	-$291K	0.02%	270
2022 Q3	$17.5M	Sell	2,216,132 -14,994	-0.7%	-$143K	0.03%	262
2022 Q2	$22M	Buy	2,231,126 +299,987	+16%	+$3.27M	0.04%	251
2022 Q1	$25.6M	Buy	1,931,139 +655,890	+51%	+$10.1M	0.03%	277
2021 Q4	$26.5M	Sell	1,275,249 -704,613	-36%	-$18.3M	0.03%	291
2021 Q3	$59.5M	Buy	1,979,862 +1,060,617	+115%	+$37.9M	0.07%	230
2021 Q2	$34.4M	Buy	+919,245	New	+$29.2M	0.04%	271

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners's OLO Position: Q4 2023 in Review

Artisan Partners sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 2,010,922 shares — an estimated $12.2M sold.

Artisan Partners first reported a position in OLO in Q2 2021 and held it in 10 quarters. The position peaked at $59.5M in Q3 2021. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

Artisan Partners reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
Artisan Partners sold 2,010,922 Olo Inc shares in Q4 2023, an estimated $12.2M.
Artisan Partners first reported a position in Olo Inc in Q2 2021 and held it in 10 quarters.
Artisan Partners's Olo Inc position peaked at $59.5M in Q3 2021.
184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Artisan Partners's 13F filing for Q4 2023, filed 12 Feb 2024.