SCS Capital Management’s Olo Inc OLO Stock Holding History

SCS 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	-28,324	Closed	-$252K	–	556
2025 Q2	$252K	Buy	28,324 +4,091	+17%	+$31.7K	﹤0.01%	489
2025 Q1	$146K	Buy	+24,233	New	+$169K	﹤0.01%	497

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 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

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

SCS Capital Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 28,324 shares — an estimated $252K sold.

SCS Capital Management first reported a position in OLO in Q1 2025 and held it in 2 quarters. The position peaked at $252K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

SCS Capital Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
SCS Capital Management sold 28,324 Olo Inc shares in Q3 2025, an estimated $252K.
SCS Capital Management first reported a position in Olo Inc in Q1 2025 and held it in 2 quarters.
SCS Capital Management's Olo Inc position peaked at $252K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

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