CAM
OLO

Cresset Asset Management’s Olo Inc OLO Stock Holding History

Cresset Asset Management’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 		– Sell
-41,005
Closed -$248K – 1677
2025
Q1 		$248K Sell
41,005
-62,620
-60% -$437K ﹤0.01% 1422
2024
Q4 		$796K Sell
103,625
-10,693
-9% -$66.8K ﹤0.01% 887
2024
Q3 		$567K Sell
114,318
-118
-0.1% -$583 ﹤0.01% 1450
2024
Q2 		$506K Buy
114,436
+20,136
+21% +$95.3K ﹤0.01% 1439
2024
Q1 		$518K Buy
94,300
+24,830
+36% +$136K ﹤0.01% 1324
2023
Q4 		$397K Sell
69,470
-252,005
-78% -$1.39M ﹤0.01% 1344
2023
Q3 		$1.95M Sell
321,475
-34,698
-10% -$227K 0.01% 569
2023
Q2 		$2.3M Buy
+356,173
New +$2.56M ﹤0.01% 608

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

Cresset Asset Management's OLO Position: Q2 2025 in Review

Cresset Asset Management sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 41,005 shares — an estimated $248K sold.

Cresset Asset Management first reported a position in OLO in Q2 2023 and held it in 8 quarters. The position peaked at $2.3M in Q2 2023. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

  • Cresset Asset Management reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 41,005 Olo Inc shares in Q2 2025, an estimated $248K.
  • Cresset Asset Management first reported a position in Olo Inc in Q2 2023 and held it in 8 quarters.
  • Cresset Asset Management's Olo Inc position peaked at $2.3M in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.