Marshall Wace’s Olo Inc OLO Stock Holding History

Marshall Wace’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	-183,054	Closed	-$1.63M	–	3263
2025 Q2	$1.63M	Sell	183,054 -626,751	-77%	-$4.86M	﹤0.01%	1655
2025 Q1	$4.89M	Buy	809,805 +774,387	+2,186%	+$5.41M	0.01%	1074
2024 Q4	$272K	Sell	35,418 -201,449	-85%	-$1.26M	﹤0.01%	2262
2024 Q3	$1.17M	Buy	236,867 +214,467	+957%	+$1.06M	﹤0.01%	1586
2024 Q2	$99K	Buy	+22,400	New	+$106K	﹤0.01%	2399
2022 Q1	–	Sell	-2,447	Closed	-$51K	–	3828
2021 Q4	$51K	Sell	2,447 -85,157	-97%	-$2.22M	﹤0.01%	3554
2021 Q3	$2.63M	Buy	87,604 +66,290	+311%	+$2.37M	0.01%	1358
2021 Q2	$797K	Buy	21,314 +13,498	+173%	+$428K	﹤0.01%	1921
2021 Q1	$206K	Buy	+7,816	New	+$235K	﹤0.01%	2253

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

Marshall Wace's OLO Position: Q3 2025 in Review

Marshall Wace sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 183,054 shares — an estimated $1.63M sold.

Marshall Wace first reported a position in OLO in Q1 2021 and held it in 9 quarters. The position peaked at $4.89M in Q1 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Marshall Wace reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 183,054 Olo Inc shares in Q3 2025, an estimated $1.63M.
Marshall Wace first reported a position in Olo Inc in Q1 2021 and held it in 9 quarters.
Marshall Wace's Olo Inc position peaked at $4.89M in Q1 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.