Broadwood Capital’s Olo Inc OLO Stock Holding History

Broadwood Capital’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	-3,782,821	Closed	-$33.7M	–	13
2025 Q2	$33.7M	Buy	3,782,821 +2,000,487	+112%	+$15.5M	2.14%	7
2025 Q1	$10.8M	Buy	+1,782,334	New	+$12.4M	0.87%	7

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

Broadwood Capital's OLO Position: Q3 2025 in Review

Broadwood Capital sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 3,782,821 shares — an estimated $33.7M sold.

Broadwood Capital first reported a position in OLO in Q1 2025 and held it in 2 quarters. The position peaked at $33.7M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Broadwood Capital reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Broadwood Capital sold 3,782,821 Olo Inc shares in Q3 2025, an estimated $33.7M.
Broadwood Capital first reported a position in Olo Inc in Q1 2025 and held it in 2 quarters.
Broadwood Capital's Olo Inc position peaked at $33.7M in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Broadwood Capital's 13F filing for Q3 2025, filed 14 Nov 2025.