State Street
OLO

State Street’s Olo Inc OLO Stock Holding History

State Street’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
-3,022,204
Closed -$26.9M – 4348
2025
Q2 		$26.9M Buy
3,022,204
+20,175
+0.7% +$156K ﹤0.01% 2020
2025
Q1 		$18.1M Buy
3,002,029
+172,457
+6% +$1.2M ﹤0.01% 2189
2024
Q4 		$21.7M Sell
2,829,572
-85,082
-3% -$532K ﹤0.01% 2187
2024
Q3 		$14.5M Sell
2,914,654
-67,714
-2% -$335K ﹤0.01% 2390
2024
Q2 		$13.2M Buy
2,982,368
+89,095
+3% +$422K ﹤0.01% 2399
2024
Q1 		$15.9M Buy
2,893,273
+133,120
+5% +$727K ﹤0.01% 2310
2023
Q4 		$15.8M Buy
2,760,153
+280,866
+11% +$1.54M ﹤0.01% 2323
2023
Q3 		$15M Buy
2,479,287
+160,993
+7% +$1.05M ﹤0.01% 2345
2023
Q2 		$15M Buy
2,318,294
+200,953
+9% +$1.45M ﹤0.01% 2418
2023
Q1 		$17.3M Buy
2,117,341
+84,087
+4% +$647K ﹤0.01% 2331
2022
Q4 		$12.7M Buy
2,033,254
+180,296
+10% +$1.36M ﹤0.01% 2553
2022
Q3 		$14.6M Buy
1,852,958
+142,755
+8% +$1.37M ﹤0.01% 2458
2022
Q2 		$16.9M Buy
1,710,203
+1,356,896
+384% +$14.8M ﹤0.01% 2371
2022
Q1 		$4.68M Buy
353,307
+75,521
+27% +$1.17M ﹤0.01% 3214
2021
Q4 		$5.78M Buy
277,786
+112,780
+68% +$2.93M ﹤0.01% 3169
2021
Q3 		$4.96M Buy
165,006
+97,706
+145% +$3.49M ﹤0.01% 3246
2021
Q2 		$2.52M Buy
+67,300
New +$2.14M ﹤0.01% 3502

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

State Street's OLO Position: Q3 2025 in Review

State Street sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 3,022,204 shares — an estimated $26.9M sold.

State Street first reported a position in OLO in Q2 2021 and held it in 17 quarters. The position peaked at $26.9M in Q2 2025. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • State Street reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • State Street sold 3,022,204 Olo Inc shares in Q3 2025, an estimated $26.9M.
  • State Street first reported a position in Olo Inc in Q2 2021 and held it in 17 quarters.
  • State Street's Olo Inc position peaked at $26.9M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on State Street's 13F filing for Q3 2025, filed 14 Nov 2025.