Jacobs Levy Equity Management
OLO

Jacobs Levy Equity Management’s Olo Inc OLO Stock Holding History

Jacobs Levy Equity 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
2024
Q4 		– Sell
-429,133
Closed -$2.13M – 1017
2024
Q3 		$2.13M Sell
429,133
-2,289
-0.5% -$11.3K 0.01% 592
2024
Q2 		$1.91M Buy
+431,422
New +$2.04M 0.01% 608

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jacobs Levy Equity Management's OLO Position: Q4 2024 in Review

Jacobs Levy Equity Management sold out of Olo Inc (OLO) in Q4 2024, closing a stake of 429,133 shares — an estimated $2.13M sold.

Jacobs Levy Equity Management first reported a position in OLO in Q2 2024 and held it in 2 quarters. The position peaked at $2.13M in Q3 2024. 208 funds tracked by Wall St. Rank hold OLO as of Q4 2024.

  • Jacobs Levy Equity Management reported no remaining Olo Inc position as of Q4 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 429,133 Olo Inc shares in Q4 2024, an estimated $2.13M.
  • Jacobs Levy Equity Management first reported a position in Olo Inc in Q2 2024 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Olo Inc position peaked at $2.13M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q4 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.