UBS AM
OLO

UBS AM’s Olo Inc OLO Stock Holding History

UBS AM’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
-311,408
Closed -$2.77M – 2496
2025
Q2 		$2.77M Buy
311,408
+146,235
+89% +$1.13M ﹤0.01% 1995
2025
Q1 		$998K Hold
165,173
– – ﹤0.01% 2307
2024
Q4 		$1.27M Buy
165,173
+27,496
+20% +$172K ﹤0.01% 2268
2024
Q3 		$683K Sell
137,677
-36,050
-21% -$178K ﹤0.01% 2544
2024
Q2 		$768K Buy
173,727
+72,561
+72% +$344K ﹤0.01% 2490
2024
Q1 		$555K Hold
101,166
– – ﹤0.01% 2254
2023
Q4 		$579K Hold
101,166
– – ﹤0.01% 2271
2023
Q3 		$613K Hold
101,166
– – ﹤0.01% 2210
2023
Q2 		$826K Hold
101,166
– – ﹤0.01% 2092
2023
Q1 		$826K Sell
101,166
-4,662
-4% -$35.9K ﹤0.01% 2092
2022
Q4 		$661K Buy
105,828
+27,517
+35% +$208K ﹤0.01% 2054
2022
Q3 		$619K Hold
78,311
– – ﹤0.01% 2251
2022
Q2 		$773K Buy
78,311
+22,000
+39% +$240K ﹤0.01% 2097
2022
Q1 		$746K Buy
56,311
+38,611
+218% +$597K ﹤0.01% 2286
2021
Q4 		$368K Buy
+17,700
New +$460K ﹤0.01% 2637
2021
Q3 		– Sell
-190,213
Closed -$7.11M – 2766
2021
Q2 		$7.11M Sell
190,213
-9,787
-5% -$311K ﹤0.01% 1236
2021
Q1 		$5.28M Buy
+200,000
New +$6.01M ﹤0.01% 1309

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

UBS AM's OLO Position: Q3 2025 in Review

UBS AM sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 311,408 shares — an estimated $2.77M sold.

UBS AM first reported a position in OLO in Q1 2021 and held it in 17 quarters. The position peaked at $7.11M in Q2 2021. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • UBS AM reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • UBS AM sold 311,408 Olo Inc shares in Q3 2025, an estimated $2.77M.
  • UBS AM first reported a position in Olo Inc in Q1 2021 and held it in 17 quarters.
  • UBS AM's Olo Inc position peaked at $7.11M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on UBS AM's 13F filing for Q3 2025, filed 14 Nov 2025.