Tortoise Investment Management’s Olo Inc OLO Stock Holding History

Tortoise Investment 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	-8,355	Closed	-$74.4K	–	1598
2025 Q2	$74.4K	Hold	8,355	–	–	0.01%	332
2025 Q1	$50.5K	Hold	8,355	–	–	0.01%	374
2024 Q4	$64.2K	Hold	8,355	–	–	0.01%	382
2024 Q3	$41.4K	Hold	8,355	–	–	﹤0.01%	441
2024 Q2	$36.9K	Hold	8,355	–	–	﹤0.01%	432
2024 Q1	$45.9K	Hold	8,355	–	–	0.01%	387
2023 Q4	$47.8K	Hold	8,355	–	–	0.01%	362
2023 Q3	$50.6K	Hold	8,355	–	–	0.01%	345
2023 Q2	$54K	Hold	8,355	–	–	0.01%	344
2023 Q1	$68.2K	Hold	8,355	–	–	0.01%	303
2022 Q4	$52.2K	Hold	8,355	–	–	0.01%	330
2022 Q3	$66K	Buy	+8,355	New	+$79.9K	0.01%	282

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

Tortoise Investment Management's OLO Position: Q3 2025 in Review

Tortoise Investment Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 8,355 shares — an estimated $74.4K sold.

Tortoise Investment Management first reported a position in OLO in Q3 2022 and held it in 12 quarters. The position peaked at $74.4K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Tortoise Investment Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Tortoise Investment Management sold 8,355 Olo Inc shares in Q3 2025, an estimated $74.4K.
Tortoise Investment Management first reported a position in Olo Inc in Q3 2022 and held it in 12 quarters.
Tortoise Investment Management's Olo Inc position peaked at $74.4K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.