Connor, Clark & Lunn Investment Management (CC&L)’s Olo Inc OLO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-2,146,886	Closed	-$19.1M	–	1663
2025 Q2	$19.1M	Buy	2,146,886 +113,687	+6%	+$882K	0.07%	251
2025 Q1	$12.3M	Buy	2,033,199 +565	+0%	+$3.94K	0.05%	282
2024 Q4	$15.6M	Buy	2,032,634 +622,106	+44%	+$3.89M	0.07%	214
2024 Q3	$7M	Buy	1,410,528 +487,919	+53%	+$2.41M	0.03%	363
2024 Q2	$4.08M	Buy	922,609 +108,065	+13%	+$512K	0.02%	472
2024 Q1	$4.47M	Buy	814,544 +250,654	+44%	+$1.37M	0.02%	459
2023 Q4	$3.23M	Buy	563,890 +196,547	+54%	+$1.08M	0.02%	543
2023 Q3	$2.23M	Buy	367,343 +205,607	+127%	+$1.34M	0.01%	589
2023 Q2	$1.04M	Buy	+161,736	New	+$1.16M	0.01%	783

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s OLO Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 2,146,886 shares — an estimated $19.1M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OLO in Q2 2023 and held it in 9 quarters. The position peaked at $19.1M in Q2 2025. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 2,146,886 Olo Inc shares in Q3 2025, an estimated $19.1M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Olo Inc in Q2 2023 and held it in 9 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Olo Inc position peaked at $19.1M in Q2 2025.
4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.