MSAM
OLO

Moloney Securities Asset Management’s Olo Inc OLO Stock Holding History

Moloney Securities Asset 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
2025
Q1 		– Sell
-53,000
Closed -$407K – 511
2024
Q4 		$407K Buy
+53,000
New +$331K 0.05% 293

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
Fidelity Investments
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
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

Moloney Securities Asset Management's OLO Position: Q1 2025 in Review

Moloney Securities Asset Management sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 53,000 shares — an estimated $407K sold.

Moloney Securities Asset Management first reported a position in OLO in Q4 2024 and held it in 1 quarter. The position peaked at $407K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Moloney Securities Asset Management reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 53,000 Olo Inc shares in Q1 2025, an estimated $407K.
  • Moloney Securities Asset Management first reported a position in Olo Inc in Q4 2024 and held it in 1 quarter.
  • Moloney Securities Asset Management's Olo Inc position peaked at $407K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Moloney Securities Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.