BCM
OLO

Bares Capital Management’s Olo Inc OLO Stock Holding History

Bares Capital Management’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
-1,654,863
Closed -$10M – 34
2023
Q3 		$10M Sell
1,654,863
-518,436
-24% -$3.39M 0.43% 31
2023
Q2 		$14M Buy
2,173,299
+7,875
+0.4% +$56.7K 0.49% 25
2023
Q1 		$17.7M Sell
2,165,424
-207,879
-9% -$1.6M 0.63% 20
2022
Q4 		$14.8M Sell
2,373,303
-275,559
-10% -$2.08M 0.56% 23
2022
Q3 		$20.9M Buy
2,648,862
+537,650
+25% +$5.14M 0.82% 18
2022
Q2 		$20.8M Buy
2,111,212
+1,553,912
+279% +$16.9M 0.76% 18
2022
Q1 		$7.38M Buy
+557,300
New +$8.62M 0.17% 34

Other funds holding OLO

RC
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bares Capital Management's OLO Position: Q4 2023 in Review

Bares Capital Management sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 1,654,863 shares — an estimated $10M sold.

Bares Capital Management first reported a position in OLO in Q1 2022 and held it in 7 quarters. The position peaked at $20.9M in Q3 2022. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Bares Capital Management reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • Bares Capital Management sold 1,654,863 Olo Inc shares in Q4 2023, an estimated $10M.
  • Bares Capital Management first reported a position in Olo Inc in Q1 2022 and held it in 7 quarters.
  • Bares Capital Management's Olo Inc position peaked at $20.9M in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Bares Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.