DC Investments Management’s Olo Inc OLO Stock Holding History

DC Investments 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 Q3	–	Sell	-64,185	Closed	-$571K	–	103
2025 Q2	$571K	Hold	64,185	–	–	0.24%	62
2025 Q1	$388K	Buy	64,185 +29,723	+86%	+$208K	0.2%	92
2024 Q4	$265K	Hold	34,462	–	–	0.17%	80
2024 Q3	$171K	Hold	34,462	–	–	0.12%	85
2024 Q2	$152K	Hold	34,462	–	–	0.13%	82
2024 Q1	$189K	Hold	34,462	–	–	0.15%	88
2023 Q4	$197K	Hold	34,462	–	–	0.2%	74
2023 Q3	$209K	Hold	34,462	–	–	0.26%	81
2023 Q2	$223K	Hold	34,462	–	–	0.26%	76
2023 Q1	$281K	Buy	+34,462	New	+$265K	0.33%	69

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

DC Investments Management's OLO Position: Q3 2025 in Review

DC Investments Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 64,185 shares — an estimated $571K sold.

DC Investments Management first reported a position in OLO in Q1 2023 and held it in 10 quarters. The position peaked at $571K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

DC Investments Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
DC Investments Management sold 64,185 Olo Inc shares in Q3 2025, an estimated $571K.
DC Investments Management first reported a position in Olo Inc in Q1 2023 and held it in 10 quarters.
DC Investments Management's Olo Inc position peaked at $571K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on DC Investments Management's 13F filing for Q3 2025, filed 10 Nov 2025.