Smartleaf Asset Management’s Olo Inc OLO Stock Holding History

Smartleaf Asset 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	-107	Closed	-$922	–	3052
2025 Q2	$922	Sell	107 -111	-51%	-$861	﹤0.01%	2492
2025 Q1	$1.34K	Buy	+218	New	+$1.52K	﹤0.01%	2554
2024 Q4	–	Sell	-218	Closed	-$1.07K	–	2987
2024 Q3	$1.07K	Buy	218 +184	+541%	+$910	﹤0.01%	2640
2024 Q2	$148	Buy	+34	New	+$161	﹤0.01%	2704

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

Smartleaf Asset Management's OLO Position: Q3 2025 in Review

Smartleaf Asset Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 107 shares — an estimated $922 sold.

Smartleaf Asset Management first reported a position in OLO in Q2 2024 and held it in 4 quarters. The position peaked at $1.34K in Q1 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Smartleaf Asset Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Smartleaf Asset Management sold 107 Olo Inc shares in Q3 2025, an estimated $922.
Smartleaf Asset Management first reported a position in Olo Inc in Q2 2024 and held it in 4 quarters.
Smartleaf Asset Management's Olo Inc position peaked at $1.34K in Q1 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Smartleaf Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.