Cornerstone Investment Partners’s Olo Inc OLO Stock Holding History

Cornerstone Investment 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	-25,919	Closed	-$231K	–	240
2025 Q2	$231K	Sell	25,919 -156	-0.6%	-$1.21K	0.01%	138
2025 Q1	$157K	Buy	+26,075	New	+$182K	0.01%	160
2023 Q4	–	Sell	-21,127	Closed	-$128K	–	243
2023 Q3	$128K	Sell	21,127 -1,532	-7%	-$10K	0.01%	186
2023 Q2	$146K	Hold	22,659	–	–	0.01%	192
2023 Q1	$185K	Sell	22,659 -3,408	-13%	-$26.2K	0.01%	157
2022 Q4	$163K	Buy	+26,067	New	+$197K	0.01%	194

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 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

Cornerstone Investment Partners's OLO Position: Q3 2025 in Review

Cornerstone Investment Partners sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 25,919 shares — an estimated $231K sold.

Cornerstone Investment Partners first reported a position in OLO in Q4 2022 and held it in 6 quarters. The position peaked at $231K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Cornerstone Investment Partners reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Cornerstone Investment Partners sold 25,919 Olo Inc shares in Q3 2025, an estimated $231K.
Cornerstone Investment Partners first reported a position in Olo Inc in Q4 2022 and held it in 6 quarters.
Cornerstone Investment Partners's Olo Inc position peaked at $231K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Cornerstone Investment Partners's 13F filing for Q3 2025, filed 6 Nov 2025.