PTC
OLO

Petrus Trust Company’s Olo Inc OLO Stock Holding History

Petrus Trust Company’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
-59,919
Closed -$362K – 660
2025
Q1 		$362K Hold
59,919
– – 0.03% 327
2024
Q4 		$460K Buy
59,919
+13,519
+29% +$84.5K 0.04% 263
2024
Q3 		$230K Buy
46,400
+19,274
+71% +$95.3K 0.02% 487
2024
Q2 		$120K Hold
27,126
– – 0.01% 566
2024
Q1 		$149K Sell
27,126
-23,843
-47% -$130K 0.01% 597
2023
Q4 		$292K Sell
50,969
-17,776
-26% -$97.7K 0.03% 457
2023
Q3 		$417K Hold
68,745
– – 0.04% 241
2023
Q2 		$444K Buy
68,745
+41,901
+156% +$302K 0.05% 203
2023
Q1 		$219K Buy
+26,844
New +$207K 0.03% 440

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 $500M AUM 25.3% 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

Petrus Trust Company's OLO Position: Q2 2025 in Review

Petrus Trust Company sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 59,919 shares — an estimated $362K sold.

Petrus Trust Company first reported a position in OLO in Q1 2023 and held it in 9 quarters. The position peaked at $460K in Q4 2024. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

  • Petrus Trust Company reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 59,919 Olo Inc shares in Q2 2025, an estimated $362K.
  • Petrus Trust Company first reported a position in Olo Inc in Q1 2023 and held it in 9 quarters.
  • Petrus Trust Company's Olo Inc position peaked at $460K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.