Evergreen Capital Management’s Olo Inc OLO Stock Holding History

Evergreen Capital 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	-119,786	Closed	-$1.07M	–	1351
2025 Q2	$1.07M	Buy	119,786 +75,536	+171%	+$586K	0.03%	352
2025 Q1	$267K	Hold	44,250	–	–	0.01%	818
2024 Q4	$340K	Hold	44,250	–	–	0.01%	675
2024 Q3	$219K	Buy	44,250 +21,100	+91%	+$104K	0.01%	888
2024 Q2	$102K	Buy	+23,150	New	+$110K	﹤0.01%	913

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

Evergreen Capital Management's OLO Position: Q3 2025 in Review

Evergreen Capital Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 119,786 shares — an estimated $1.07M sold.

Evergreen Capital Management first reported a position in OLO in Q2 2024 and held it in 5 quarters. The position peaked at $1.07M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Evergreen Capital Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Evergreen Capital Management sold 119,786 Olo Inc shares in Q3 2025, an estimated $1.07M.
Evergreen Capital Management first reported a position in Olo Inc in Q2 2024 and held it in 5 quarters.
Evergreen Capital Management's Olo Inc position peaked at $1.07M in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.