Bank of New York Mellon
OLO

Bank of New York Mellon’s Olo Inc OLO Stock Holding History

Bank of New York Mellon’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
-1,231,017
Closed -$11M – 4234
2025
Q2 		$11M Sell
1,231,017
-120,471
-9% -$934K ﹤0.01% 1850
2025
Q1 		$8.16M Buy
1,351,488
+990,719
+275% +$6.92M ﹤0.01% 1958
2024
Q4 		$2.77M Sell
360,769
-176
-0% -$1.1K ﹤0.01% 2607
2024
Q3 		$1.79M Sell
360,945
-1,465,931
-80% -$7.25M ﹤0.01% 2810
2024
Q2 		$8.07M Sell
1,826,876
-253,568
-12% -$1.2M ﹤0.01% 2076
2024
Q1 		$11.4M Buy
2,080,444
+364,707
+21% +$1.99M ﹤0.01% 1898
2023
Q4 		$9.81M Sell
1,715,737
-13,443
-0.8% -$73.9K ﹤0.01% 1999
2023
Q3 		$10.5M Buy
1,729,180
+144,759
+9% +$946K ﹤0.01% 1915
2023
Q2 		$10.2M Buy
1,584,421
+47,346
+3% +$341K ﹤0.01% 1944
2023
Q1 		$12.5M Sell
1,537,075
-136,132
-8% -$1.05M ﹤0.01% 1811
2022
Q4 		$10.5M Buy
1,673,207
+204
+0% +$1.54K ﹤0.01% 1915
2022
Q3 		$13.2M Buy
1,673,003
+580,855
+53% +$5.56M ﹤0.01% 1731
2022
Q2 		$10.8M Buy
1,092,148
+378,385
+53% +$4.12M ﹤0.01% 1890
2022
Q1 		$9.46M Buy
713,763
+685,983
+2,469% +$10.6M ﹤0.01% 2093
2021
Q4 		$578K Buy
27,780
+17,350
+166% +$451K ﹤0.01% 3709
2021
Q3 		$313K Sell
10,430
-26,423
-72% -$943K ﹤0.01% 4019
2021
Q2 		$1.38M Buy
+36,853
New +$1.17M ﹤0.01% 3227

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Osaic Holdings
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

Bank of New York Mellon's OLO Position: Q3 2025 in Review

Bank of New York Mellon sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 1,231,017 shares — an estimated $11M sold.

Bank of New York Mellon first reported a position in OLO in Q2 2021 and held it in 17 quarters. The position peaked at $13.2M in Q3 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Bank of New York Mellon reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 1,231,017 Olo Inc shares in Q3 2025, an estimated $11M.
  • Bank of New York Mellon first reported a position in Olo Inc in Q2 2021 and held it in 17 quarters.
  • Bank of New York Mellon's Olo Inc position peaked at $13.2M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Bank of New York Mellon's 13F filing for Q3 2025, filed 3 Nov 2025.