SEI Investments
OLO

SEI Investments’s Olo Inc OLO Stock Holding History

SEI Investments’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
-50,487
Closed -$449K – 2884
2025
Q2 		$449K Buy
50,487
+5,123
+11% +$39.7K ﹤0.01% 2231
2025
Q1 		$274K Sell
45,364
-180,714
-80% -$1.26M ﹤0.01% 2369
2024
Q4 		$1.74M Buy
226,078
+42,269
+23% +$264K ﹤0.01% 1727
2024
Q3 		$912K Buy
183,809
+113,137
+160% +$559K ﹤0.01% 1980
2024
Q2 		$312K Sell
70,672
-185,864
-72% -$880K ﹤0.01% 2321
2024
Q1 		$1.41M Sell
256,536
-6,235
-2% -$34K ﹤0.01% 1761
2023
Q4 		$1.5M Sell
262,771
-586,001
-69% -$3.22M ﹤0.01% 1723
2023
Q3 		$5.14M Sell
848,772
-35,151
-4% -$230K 0.01% 1150
2023
Q2 		$5.71M Sell
883,923
-78,119
-8% -$562K 0.01% 1136
2023
Q1 		$7.85M Buy
962,042
+625,754
+186% +$4.81M 0.01% 976
2022
Q4 		$2.1M Sell
336,288
-424,877
-56% -$3.21M ﹤0.01% 1475
2022
Q3 		$6.01M Sell
761,165
-125,541
-14% -$1.2M 0.01% 1013
2022
Q2 		$8.75M Buy
886,706
+833,837
+1,577% +$9.08M 0.02% 830
2022
Q1 		$701K Buy
52,869
+10,819
+26% +$167K ﹤0.01% 1945
2021
Q4 		$875K Sell
42,050
-19,928
-32% -$518K ﹤0.01% 1898
2021
Q3 		$1.86M Buy
61,978
+2,417
+4% +$86.3K ﹤0.01% 1542
2021
Q2 		$2.23M Buy
59,561
+46,000
+339% +$1.46M ﹤0.01% 1467
2021
Q1 		$358K Buy
+13,561
New +$408K ﹤0.01% 2180

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

SEI Investments's OLO Position: Q3 2025 in Review

SEI Investments sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 50,487 shares — an estimated $449K sold.

SEI Investments first reported a position in OLO in Q1 2021 and held it in 18 quarters. The position peaked at $8.75M in Q2 2022. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • SEI Investments reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • SEI Investments sold 50,487 Olo Inc shares in Q3 2025, an estimated $449K.
  • SEI Investments first reported a position in Olo Inc in Q1 2021 and held it in 18 quarters.
  • SEI Investments's Olo Inc position peaked at $8.75M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on SEI Investments's 13F filing for Q3 2025, filed 13 Nov 2025.