Cambridge Investment Research Advisors
OLO

Cambridge Investment Research Advisors’s Olo Inc OLO Stock Holding History

Cambridge Investment Research Advisors’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
-37,701
Closed -$290K – 3590
2024
Q4 		$290K Buy
+37,701
New +$236K ﹤0.01% 2863
2022
Q2 		– Sell
-18,759
Closed -$249K – 3168
2022
Q1 		$249K Sell
18,759
-8,306
-31% -$129K ﹤0.01% 2698
2021
Q4 		$563K Buy
+27,065
New +$704K ﹤0.01% 2010

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cambridge Investment Research Advisors's OLO Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 37,701 shares — an estimated $290K sold.

Cambridge Investment Research Advisors first reported a position in OLO in Q4 2021 and held it in 3 quarters. The position peaked at $563K in Q4 2021. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 37,701 Olo Inc shares in Q1 2025, an estimated $290K.
  • Cambridge Investment Research Advisors first reported a position in Olo Inc in Q4 2021 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Olo Inc position peaked at $563K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.