CWM
OLO

CIBC World Markets’s Olo Inc OLO Stock Holding History

CIBC World Markets’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
Q2 		$127K Sell
14,229
-9,347
-40% -$72.5K ﹤0.01% 1369
2025
Q1 		$142K Buy
+23,576
New +$165K ﹤0.01% 1543

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC World Markets's OLO Position: Q2 2025 in Review

CIBC World Markets reduced its Olo Inc (OLO) stake by 40% in Q2 2025, selling an estimated $72.5K and leaving 14,229 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

CIBC World Markets first reported a position in OLO in Q1 2025 and has held it in 2 quarters since. The position peaked at $142K in Q1 2025. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

  • CIBC World Markets held 14,229 shares of Olo Inc worth $127K as of Q2 2025.
  • CIBC World Markets sold 9,347 Olo Inc shares in Q2 2025, an estimated $72.5K.
  • Olo Inc made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1369 holding.
  • CIBC World Markets first reported a position in Olo Inc in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's Olo Inc position peaked at $142K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.