Lindbrook Capital’s Olo Inc OLO Stock Holding History

Lindbrook Capital’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 Q1	$4.14K	Buy	685 +23	+3%	+$161	﹤0.01%	2034
2024 Q4	$5.08K	Sell	662 -143	-18%	-$894	﹤0.01%	1980
2024 Q3	$3.99K	Buy	805 +31	+4%	+$153	﹤0.01%	2105
2024 Q2	$3.42K	Sell	774 -69	-8%	-$327	﹤0.01%	2164
2024 Q1	$4.63K	Hold	843	–	–	﹤0.01%	1927
2023 Q4	$4.82K	Buy	+843	New	+$4.63K	﹤0.01%	1907
2023 Q3	–	Sell	-569	Closed	-$3.68K	–	2788
2023 Q2	$3.68K	Sell	569 -238	-29%	-$1.71K	﹤0.01%	1934
2023 Q1	$6.58K	Sell	807 -42	-5%	-$323	﹤0.01%	1720
2022 Q4	$5.31K	Buy	849 +673	+382%	+$5.08K	﹤0.01%	1794
2022 Q3	$1K	Buy	+176	New	+$1.68K	﹤0.01%	2432

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCM

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lindbrook Capital's OLO Position: Q1 2025 in Review

Lindbrook Capital increased its Olo Inc (OLO) stake by 3.5% in Q1 2025, buying an estimated $161 and bringing the position to 685 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Lindbrook Capital first reported a position in OLO in Q3 2022 and has held it in 10 quarters since. The position peaked at $6.58K in Q1 2023. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

Lindbrook Capital held 685 shares of Olo Inc worth $4.14K as of Q1 2025.
Lindbrook Capital bought 23 Olo Inc shares in Q1 2025, an estimated $161.
Olo Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2034 holding.
Lindbrook Capital first reported a position in Olo Inc in Q3 2022 and has held it in 10 quarters since.
Lindbrook Capital's Olo Inc position peaked at $6.58K in Q1 2023.
204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.