Principal Financial Group
OLO

Principal Financial Group’s Olo Inc OLO Stock Holding History

Principal Financial Group’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
-232,120
Closed -$2.07M – 2310
2025
Q2 		$2.07M Buy
232,120
+32,246
+16% +$250K ﹤0.01% 1800
2025
Q1 		$1.21M Buy
199,874
+102,063
+104% +$713K ﹤0.01% 1832
2024
Q4 		$751K Buy
+97,811
New +$611K ﹤0.01% 1910
2024
Q3 		– Sell
-12,163
Closed -$53.8K – 2359
2024
Q2 		$53.8K Sell
12,163
-750
-6% -$3.55K ﹤0.01% 2272
2024
Q1 		$70.9K Buy
12,913
+748
+6% +$4.08K ﹤0.01% 2314
2023
Q4 		$69.6K Sell
12,165
-74
-0.6% -$407 ﹤0.01% 2307
2023
Q3 		$74.2K Buy
12,239
+548
+5% +$3.58K ﹤0.01% 2320
2023
Q2 		$75.5K Buy
11,691
+1,439
+14% +$10.4K ﹤0.01% 2326
2023
Q1 		$83.7K Buy
+10,252
New +$78.9K ﹤0.01% 2322
2021
Q4 		– Sell
-65,500
Closed -$1.97M – 2597
2021
Q3 		$1.97M Sell
65,500
-62,724
-49% -$2.24M ﹤0.01% 1870
2021
Q2 		$4.79M Buy
128,224
+19,396
+18% +$616K ﹤0.01% 1726
2021
Q1 		$2.87M Buy
+108,828
New +$3.27M ﹤0.01% 1788

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Osaic Holdings
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

Principal Financial Group's OLO Position: Q3 2025 in Review

Principal Financial Group sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 232,120 shares — an estimated $2.07M sold.

Principal Financial Group first reported a position in OLO in Q1 2021 and held it in 12 quarters. The position peaked at $4.79M in Q2 2021. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Principal Financial Group reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 232,120 Olo Inc shares in Q3 2025, an estimated $2.07M.
  • Principal Financial Group first reported a position in Olo Inc in Q1 2021 and held it in 12 quarters.
  • Principal Financial Group's Olo Inc position peaked at $4.79M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.