PAG
OLO

Private Advisor Group’s Olo Inc OLO Stock Holding History

Private Advisor 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
-20,838
Closed -$185K – 2661
2025
Q2 		$185K Sell
20,838
-7,850
-27% -$60.9K ﹤0.01% 2246
2025
Q1 		$173K Hold
28,688
– – ﹤0.01% 2126
2024
Q4 		$220K Hold
28,688
– – ﹤0.01% 2041
2024
Q3 		$142K Hold
28,688
– – ﹤0.01% 2269
2024
Q2 		$127K Sell
28,688
-210
-0.7% -$994 ﹤0.01% 2207
2024
Q1 		$159K Sell
28,898
-31,308
-52% -$171K ﹤0.01% 2156
2023
Q4 		$344K Buy
60,206
+31,518
+110% +$173K ﹤0.01% 1698
2023
Q3 		$174K Sell
28,688
-28,488
-50% -$186K ﹤0.01% 1899
2023
Q2 		$409K Hold
57,176
– – ﹤0.01% 1463
2023
Q1 		$467K Hold
57,176
– – ﹤0.01% 1369
2022
Q4 		$178K Sell
57,176
-50
-0.1% -$377 0.01% 903
2022
Q3 		$452K Hold
57,226
– – 0.01% 1288
2022
Q2 		$565K Buy
+57,226
New +$623K 0.01% 1345

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

Private Advisor Group's OLO Position: Q3 2025 in Review

Private Advisor Group sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 20,838 shares — an estimated $185K sold.

Private Advisor Group first reported a position in OLO in Q2 2022 and held it in 13 quarters. The position peaked at $565K in Q2 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Private Advisor Group reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Private Advisor Group sold 20,838 Olo Inc shares in Q3 2025, an estimated $185K.
  • Private Advisor Group first reported a position in Olo Inc in Q2 2022 and held it in 13 quarters.
  • Private Advisor Group's Olo Inc position peaked at $565K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.