OAM
OLO

Ophir Asset Management’s Olo Inc OLO Stock Holding History

Ophir 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
Q2 		– Sell
-3,250,545
Closed -$19.6M – 33
2025
Q1 		$19.6M Buy
3,250,545
+373,161
+13% +$2.61M 3.43% 14
2024
Q4 		$22.1M Buy
+2,877,384
New +$18M 3.29% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ophir Asset Management's OLO Position: Q2 2025 in Review

Ophir Asset Management sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 3,250,545 shares — an estimated $19.6M sold.

Ophir Asset Management first reported a position in OLO in Q4 2024 and held it in 2 quarters. The position peaked at $22.1M in Q4 2024. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

  • Ophir Asset Management reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
  • Ophir Asset Management sold 3,250,545 Olo Inc shares in Q2 2025, an estimated $19.6M.
  • Ophir Asset Management first reported a position in Olo Inc in Q4 2024 and held it in 2 quarters.
  • Ophir Asset Management's Olo Inc position peaked at $22.1M in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on Ophir Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.