Polen Capital Management
OLO

Polen Capital Management’s Olo Inc OLO Stock Holding History

Polen 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
2023
Q3 		– Sell
-694,005
Closed -$4.48M – 105
2023
Q2 		$4.48M Sell
694,005
-33,761
-5% -$243K 0.01% 71
2023
Q1 		$5.94M Sell
727,766
-3,813
-0.5% -$29.3K 0.02% 63
2022
Q4 		$4.57M Sell
731,579
-111,200
-13% -$839K 0.01% 65
2022
Q3 		$6.66M Buy
842,779
+71,016
+9% +$679K 0.02% 55
2022
Q2 		$7.62M Buy
771,763
+27,091
+4% +$295K 0.02% 52
2022
Q1 		$9.87M Buy
744,672
+40,172
+6% +$622K 0.02% 57
2021
Q4 		$14.7M Buy
704,500
+211,001
+43% +$5.49M 0.02% 56
2021
Q3 		$14.8M Buy
+493,499
New +$17.6M 0.03% 46

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management's OLO Position: Q3 2023 in Review

Polen Capital Management sold out of Olo Inc (OLO) in Q3 2023, closing a stake of 694,005 shares — an estimated $4.48M sold.

Polen Capital Management first reported a position in OLO in Q3 2021 and held it in 8 quarters. The position peaked at $14.8M in Q3 2021. 194 funds tracked by Wall St. Rank hold OLO as of Q3 2023.

  • Polen Capital Management reported no remaining Olo Inc position as of Q3 2023 after selling out during the quarter.
  • Polen Capital Management sold 694,005 Olo Inc shares in Q3 2023, an estimated $4.48M.
  • Polen Capital Management first reported a position in Olo Inc in Q3 2021 and held it in 8 quarters.
  • Polen Capital Management's Olo Inc position peaked at $14.8M in Q3 2021.
  • 194 funds tracked by Wall St. Rank held Olo Inc as of Q3 2023.

Based on Polen Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.