Pointe Capital Management’s Olo Inc OLO Stock Holding History

Pointe Capital 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 Q3	–	Sell	-10,000	Closed	-$89K	–	157
2025 Q2	$89K	Hold	10,000	–	–	0.05%	155
2025 Q1	$60.4K	Hold	10,000	–	–	0.04%	153
2024 Q4	$76.8K	Hold	10,000	–	–	0.04%	159
2024 Q3	$49.6K	Hold	10,000	–	–	0.03%	160
2024 Q2	$44.2K	Hold	10,000	–	–	0.03%	158
2024 Q1	$54.9K	Sell	10,000 -558	-5%	-$3.05K	0.03%	160
2023 Q4	$60.4K	Hold	10,558	–	–	0.04%	154
2023 Q3	$64K	Hold	10,558	–	–	0.05%	143
2023 Q2	$68.2K	Hold	10,558	–	–	0.05%	148
2023 Q1	$86.2K	Hold	10,558	–	–	0.06%	198
2022 Q4	$66K	Hold	10,558	–	–	0.05%	148
2022 Q3	$83K	Hold	10,558	–	–	0.07%	139
2022 Q2	$104K	Buy	+10,558	New	+$115K	0.08%	144

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 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

Pointe Capital Management's OLO Position: Q3 2025 in Review

Pointe Capital Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 10,000 shares — an estimated $89K sold.

Pointe Capital Management first reported a position in OLO in Q2 2022 and held it in 13 quarters. The position peaked at $104K in Q2 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Pointe Capital Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Pointe Capital Management sold 10,000 Olo Inc shares in Q3 2025, an estimated $89K.
Pointe Capital Management first reported a position in Olo Inc in Q2 2022 and held it in 13 quarters.
Pointe Capital Management's Olo Inc position peaked at $104K in Q2 2022.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Pointe Capital Management's 13F filing for Q3 2025, filed 24 Nov 2025.