D.A. Davidson & Co’s Olo Inc OLO Stock Holding History

D.A. Davidson & Co’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	-122,639	Closed	-$1.09M	–	1574
2025 Q2	$1.09M	Sell	122,639 -12,023	-9%	-$93.2K	0.01%	787
2025 Q1	$813K	Sell	134,662 -1,271	-0.9%	-$8.87K	0.01%	845
2024 Q4	$1.04M	Buy	+135,933	New	+$849K	0.01%	752

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

D.A. Davidson & Co's OLO Position: Q3 2025 in Review

D.A. Davidson & Co sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 122,639 shares — an estimated $1.09M sold.

D.A. Davidson & Co first reported a position in OLO in Q4 2024 and held it in 3 quarters. The position peaked at $1.09M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

D.A. Davidson & Co reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
D.A. Davidson & Co sold 122,639 Olo Inc shares in Q3 2025, an estimated $1.09M.
D.A. Davidson & Co first reported a position in Olo Inc in Q4 2024 and held it in 3 quarters.
D.A. Davidson & Co's Olo Inc position peaked at $1.09M in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.