Savant Capital’s Olo Inc OLO Stock Holding History

Savant Capital’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 Q1	–	Sell	-33,432	Closed	-$257K	–	1323
2024 Q4	$257K	Buy	33,432 +429	+1%	+$2.68K	﹤0.01%	1190
2024 Q3	$164K	Sell	33,003 -105	-0.3%	-$519	﹤0.01%	1309
2024 Q2	$146K	Buy	+33,108	New	+$157K	﹤0.01%	1172

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Savant Capital's OLO Position: Q1 2025 in Review

Savant Capital sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 33,432 shares — an estimated $257K sold.

Savant Capital first reported a position in OLO in Q2 2024 and held it in 3 quarters. The position peaked at $257K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

Savant Capital reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 33,432 Olo Inc shares in Q1 2025, an estimated $257K.
Savant Capital first reported a position in Olo Inc in Q2 2024 and held it in 3 quarters.
Savant Capital's Olo Inc position peaked at $257K in Q4 2024.
204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.