Tandem Financial’s Olo Inc OLO Stock Holding History

Tandem Financial’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 Q1	–	Sell	-3,441	Closed	-$26.4K	–	65
2024 Q4	$26.4K	Buy	+3,441	New	+$21.5K	0.03%	74

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tandem Financial's OLO Position: Q1 2025 in Review

Tandem Financial sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 3,441 shares — an estimated $26.4K sold.

Tandem Financial first reported a position in OLO in Q4 2024 and held it in 1 quarter. The position peaked at $26.4K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

Tandem Financial reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
Tandem Financial sold 3,441 Olo Inc shares in Q1 2025, an estimated $26.4K.
Tandem Financial first reported a position in Olo Inc in Q4 2024 and held it in 1 quarter.
Tandem Financial's Olo Inc position peaked at $26.4K in Q4 2024.
204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Tandem Financial's 13F filing for Q1 2025, filed 8 May 2025.