Envestnet Asset Management
OLO

Envestnet Asset Management’s Olo Inc OLO Stock Holding History

Envestnet 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
Q3 		– Sell
-12,326
Closed -$110K – 4626
2025
Q2 		$110K Buy
12,326
+944
+8% +$7.32K ﹤0.01% 4330
2025
Q1 		$68.7K Buy
11,382
+1,007
+10% +$7.03K ﹤0.01% 4277
2024
Q4 		$79.7K Buy
+10,375
New +$64.8K ﹤0.01% 4236
2024
Q3 		– Sell
-298,784
Closed -$1.32M – 4287
2024
Q2 		$1.32M Sell
298,784
-15,760
-5% -$74.6K ﹤0.01% 2846
2024
Q1 		$1.73M Buy
+314,544
New +$1.72M ﹤0.01% 2670
2023
Q3 		– Sell
-36,985
Closed -$239K – 4120
2023
Q2 		$239K Buy
36,985
+21,650
+141% +$156K ﹤0.01% 3607
2023
Q1 		$125K Sell
15,335
-4,733
-24% -$36.4K ﹤0.01% 3759
2022
Q4 		$125K Sell
20,068
-24,334
-55% -$184K ﹤0.01% 3774
2022
Q3 		$351K Sell
44,402
-1,415
-3% -$13.5K ﹤0.01% 3245
2022
Q2 		$452K Buy
45,817
+1,871
+4% +$20.4K ﹤0.01% 3103
2022
Q1 		$582K Buy
43,946
+7,888
+22% +$122K ﹤0.01% 3030
2021
Q4 		$750K Buy
36,058
+12,817
+55% +$333K ﹤0.01% 2817
2021
Q3 		$698K Buy
23,241
+15,607
+204% +$557K ﹤0.01% 2770
2021
Q2 		$285K Buy
+7,634
New +$242K ﹤0.01% 3317

Other funds holding OLO

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

Envestnet Asset Management's OLO Position: Q3 2025 in Review

Envestnet Asset Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 12,326 shares — an estimated $110K sold.

Envestnet Asset Management first reported a position in OLO in Q2 2021 and held it in 14 quarters. The position peaked at $1.73M in Q1 2024. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Envestnet Asset Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 12,326 Olo Inc shares in Q3 2025, an estimated $110K.
  • Envestnet Asset Management first reported a position in Olo Inc in Q2 2021 and held it in 14 quarters.
  • Envestnet Asset Management's Olo Inc position peaked at $1.73M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.