Cerity Partners’s Olo Inc OLO Stock Holding History

Cerity Partners’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	-27,912	Closed	-$248K	–	2828
2025 Q2	$248K	Buy	27,912 +1,626	+6%	+$12.6K	﹤0.01%	2247
2025 Q1	$159K	Buy	26,286 +602	+2%	+$4.2K	﹤0.01%	2259
2024 Q4	$196K	Buy	25,684 +953	+4%	+$5.96K	﹤0.01%	2243
2024 Q3	$123K	Buy	24,731 +456	+2%	+$2.25K	﹤0.01%	2408
2024 Q2	$107K	Buy	24,275 +4,171	+21%	+$19.7K	﹤0.01%	2102
2024 Q1	$110K	Buy	20,104 +1,054	+6%	+$5.75K	﹤0.01%	2198
2023 Q4	$109K	Hold	19,050	–	–	﹤0.01%	1779
2023 Q3	$115K	Buy	+19,050	New	+$124K	﹤0.01%	1320
2022 Q1	–	Sell	-33,222	Closed	-$691K	–	1059
2021 Q4	$691K	Buy	+33,222	New	+$864K	0.01%	510

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

Cerity Partners's OLO Position: Q3 2025 in Review

Cerity Partners sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 27,912 shares — an estimated $248K sold.

Cerity Partners first reported a position in OLO in Q4 2021 and held it in 9 quarters. The position peaked at $691K in Q4 2021. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Cerity Partners reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 27,912 Olo Inc shares in Q3 2025, an estimated $248K.
Cerity Partners first reported a position in Olo Inc in Q4 2021 and held it in 9 quarters.
Cerity Partners's Olo Inc position peaked at $691K in Q4 2021.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.