Essex Investment Management’s Olo Inc OLO Stock Holding History

Essex Investment 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	-387,672	Closed	-$3.45M	–	318
2025 Q2	$3.45M	Sell	387,672 -2,769	-0.7%	-$21.5K	0.63%	52
2025 Q1	$2.36M	Sell	390,441 -2,954	-0.8%	-$20.6K	0.49%	84
2024 Q4	$3.02M	Sell	393,395 -57,373	-13%	-$358K	0.54%	72
2024 Q3	$2.24M	Buy	+450,768	New	+$2.23M	0.39%	108

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

Essex Investment Management's OLO Position: Q3 2025 in Review

Essex Investment Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 387,672 shares — an estimated $3.45M sold.

Essex Investment Management first reported a position in OLO in Q3 2024 and held it in 4 quarters. The position peaked at $3.45M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Essex Investment Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Essex Investment Management sold 387,672 Olo Inc shares in Q3 2025, an estimated $3.45M.
Essex Investment Management first reported a position in Olo Inc in Q3 2024 and held it in 4 quarters.
Essex Investment Management's Olo Inc position peaked at $3.45M in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

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