OQS
OLO

Occudo Quantitative Strategies’s Olo Inc OLO Stock Holding History

Occudo Quantitative Strategies’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
-44,716
Closed -$343K – 843
2024
Q4 		$343K Sell
44,716
-16,706
-27% -$104K 0.06% 408
2024
Q3 		$305K Sell
61,422
-27,811
-31% -$138K 0.06% 452
2024
Q2 		$394K Buy
89,233
+13,837
+18% +$65.5K 0.07% 362
2024
Q1 		$414K Sell
75,396
-106,680
-59% -$582K 0.07% 361
2023
Q4 		$1.04M Buy
182,076
+107,535
+144% +$591K 0.14% 198
2023
Q3 		$452K Sell
74,541
-15,044
-17% -$98.3K 0.06% 538
2023
Q2 		$579K Buy
89,585
+62,324
+229% +$449K 0.06% 502
2023
Q1 		$222K Buy
+27,261
New +$210K 0.02% 726
2022
Q3 		– Sell
-76,018
Closed -$750K – 1353
2022
Q2 		$750K Sell
76,018
-94,106
-55% -$1.02M 0.06% 479
2022
Q1 		$2.25M Buy
170,124
+36,065
+27% +$558K 0.19% 137
2021
Q4 		$2.79M Buy
134,059
+116,120
+647% +$3.02M 0.25% 98
2021
Q3 		$539K Buy
+17,939
New +$641K 0.06% 506

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

Occudo Quantitative Strategies's OLO Position: Q1 2025 in Review

Occudo Quantitative Strategies sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 44,716 shares — an estimated $343K sold.

Occudo Quantitative Strategies first reported a position in OLO in Q3 2021 and held it in 12 quarters. The position peaked at $2.79M in Q4 2021. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Occudo Quantitative Strategies reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 44,716 Olo Inc shares in Q1 2025, an estimated $343K.
  • Occudo Quantitative Strategies first reported a position in Olo Inc in Q3 2021 and held it in 12 quarters.
  • Occudo Quantitative Strategies's Olo Inc position peaked at $2.79M in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2025, filed 15 May 2025.