IFP Advisors’s Olo Inc OLO Stock Holding History

IFP Advisors’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 Q2	–	Sell	-249	Closed	-$1.93K	–	2973
2025 Q1	$1.5K	Buy	249 +220	+759%	+$1.54K	﹤0.01%	3235
2024 Q4	$223	Buy	+29	New	+$181	﹤0.01%	3680

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IFP Advisors's OLO Position: Q2 2025 in Review

IFP Advisors sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 249 shares — an estimated $1.93K sold.

IFP Advisors first reported a position in OLO in Q4 2024 and held it in 2 quarters. The position peaked at $1.5K in Q1 2025. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

IFP Advisors reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 249 Olo Inc shares in Q2 2025, an estimated $1.93K.
IFP Advisors first reported a position in Olo Inc in Q4 2024 and held it in 2 quarters.
IFP Advisors's Olo Inc position peaked at $1.5K in Q1 2025.
208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.