Bosun Asset Management’s Olo Inc OLO Stock Holding History

Bosun Asset 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
2025 Q1	–	Sell	-42,048	Closed	-$323K	–	218
2024 Q4	$323K	Buy	+42,048	New	+$263K	0.14%	155

Other funds holding OLO

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

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

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

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bosun Asset Management's OLO Position: Q1 2025 in Review

Bosun Asset Management sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 42,048 shares — an estimated $323K sold.

Bosun Asset Management first reported a position in OLO in Q4 2024 and held it in 1 quarter. The position peaked at $323K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

Bosun Asset Management reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
Bosun Asset Management sold 42,048 Olo Inc shares in Q1 2025, an estimated $323K.
Bosun Asset Management first reported a position in Olo Inc in Q4 2024 and held it in 1 quarter.
Bosun Asset Management's Olo Inc position peaked at $323K in Q4 2024.
204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Bosun Asset Management's 13F filing for Q1 2025, filed 15 May 2025.