SS
OLO

Steve Schonfeld’s Olo Inc OLO Stock Holding History

Steve Schonfeld’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
2024
Q3 		– Sell
-18,783
Closed -$83K – 2313
2024
Q2 		$83K Buy
+18,783
New +$88.9K ﹤0.01% 1898
2024
Q1 		– Sell
-21,175
Closed -$121K – 2297
2023
Q4 		$121K Buy
+21,175
New +$116K ﹤0.01% 1598
2023
Q3 		– Sell
-20,428
Closed -$132K – 2143
2023
Q2 		$132K Buy
20,428
+9,498
+87% +$68.4K ﹤0.01% 1669
2023
Q1 		$89.2K Sell
10,930
-6,489
-37% -$49.9K ﹤0.01% 1712
2022
Q4 		$109K Buy
+17,419
New +$131K ﹤0.01% 2157
2022
Q3 		– Sell
-57,000
Closed -$562K – 3107
2022
Q2 		$562K Sell
57,000
-300,983
-84% -$3.28M 0.01% 1302
2022
Q1 		$4.74M Buy
357,983
+337,960
+1,688% +$5.23M 0.04% 463
2021
Q4 		$416K Sell
20,023
-228,315
-92% -$5.94M ﹤0.01% 1356
2021
Q3 		$7.46M Buy
+248,338
New +$8.87M 0.08% 331
2021
Q2 		– Sell
-296,223
Closed -$7.82M – 2196
2021
Q1 		$7.82M Buy
+296,223
New +$8.9M 0.1% 292

Other funds holding OLO

RC
Raine Capital New York $13.5M AUM 3.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Steve Schonfeld's OLO Position: Q3 2024 in Review

Steve Schonfeld sold out of Olo Inc (OLO) in Q3 2024, closing a stake of 18,783 shares — an estimated $83K sold.

Steve Schonfeld first reported a position in OLO in Q1 2021 and held it in 10 quarters. The position peaked at $7.82M in Q1 2021. 185 funds tracked by Wall St. Rank hold OLO as of Q3 2024.

  • Steve Schonfeld reported no remaining Olo Inc position as of Q3 2024 after selling out during the quarter.
  • Steve Schonfeld sold 18,783 Olo Inc shares in Q3 2024, an estimated $83K.
  • Steve Schonfeld first reported a position in Olo Inc in Q1 2021 and held it in 10 quarters.
  • Steve Schonfeld's Olo Inc position peaked at $7.82M in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q3 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.