LSA
OLO

Leonteq Securities AG’s Olo Inc OLO Stock Holding History

Leonteq Securities AG’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
2023
Q2 		– Sell
-534
Closed -$4.36K – 1290
2023
Q1 		$4.36K Sell
534
-44
-8% -$339 ﹤0.01% 1110
2022
Q4 		$3.61K Hold
578
– – ﹤0.01% 1161
2022
Q3 		$4.57K Hold
578
– – ﹤0.01% 1136
2022
Q2 		$5.71K Sell
578
-73
-11% -$795 ﹤0.01% 1143
2022
Q1 		$8.63K Hold
651
– – ﹤0.01% 1127
2021
Q4 		$13.5K Hold
651
– – ﹤0.01% 1127
2021
Q3 		$19.6K Buy
+651
New +$23.2K ﹤0.01% 996

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Leonteq Securities AG's OLO Position: Q2 2023 in Review

Leonteq Securities AG sold out of Olo Inc (OLO) in Q2 2023, closing a stake of 534 shares — an estimated $4.36K sold.

Leonteq Securities AG first reported a position in OLO in Q3 2021 and held it in 7 quarters. The position peaked at $19.6K in Q3 2021. 185 funds tracked by Wall St. Rank hold OLO as of Q2 2023.

  • Leonteq Securities AG reported no remaining Olo Inc position as of Q2 2023 after selling out during the quarter.
  • Leonteq Securities AG sold 534 Olo Inc shares in Q2 2023, an estimated $4.36K.
  • Leonteq Securities AG first reported a position in Olo Inc in Q3 2021 and held it in 7 quarters.
  • Leonteq Securities AG's Olo Inc position peaked at $19.6K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q2 2023.

Based on Leonteq Securities AG's 13F filing for Q2 2023, filed 11 Mar 2026.