Wellington Management Group
OLO

Wellington Management Group’s Olo Inc OLO Stock Holding History

Wellington Management Group’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
-1,294,424
Closed -$11.5M – 2065
2025
Q2 		$11.5M Buy
+1,294,424
New +$10M ﹤0.01% 1167
2023
Q3 		– Sell
-3,174,950
Closed -$20.5M – 1866
2023
Q2 		$20.5M Sell
3,174,950
-2,304,988
-42% -$16.6M ﹤0.01% 941
2023
Q1 		$44.7M Sell
5,479,938
-645,354
-11% -$4.97M 0.01% 718
2022
Q4 		$38.3M Sell
6,125,292
-2,993,366
-33% -$22.6M 0.01% 747
2022
Q3 		$72M Sell
9,118,658
-1,902,716
-17% -$18.2M 0.02% 593
2022
Q2 		$109M Buy
11,021,374
+1,421,225
+15% +$15.5M 0.02% 517
2022
Q1 		$127M Buy
9,600,149
+1,975,221
+26% +$30.6M 0.02% 534
2021
Q4 		$159M Buy
7,624,928
+5,924,101
+348% +$154M 0.03% 508
2021
Q3 		$51.1M Buy
1,700,827
+1,522,397
+853% +$54.4M 0.01% 812
2021
Q2 		$6.67M Sell
178,430
-274,292
-61% -$8.71M ﹤0.01% 1409
2021
Q1 		$11.9M Buy
+452,722
New +$13.6M ﹤0.01% 1193

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Osaic Holdings
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

Wellington Management Group's OLO Position: Q3 2025 in Review

Wellington Management Group sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 1,294,424 shares — an estimated $11.5M sold.

Wellington Management Group first reported a position in OLO in Q1 2021 and held it in 11 quarters. The position peaked at $159M in Q4 2021. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Wellington Management Group reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 1,294,424 Olo Inc shares in Q3 2025, an estimated $11.5M.
  • Wellington Management Group first reported a position in Olo Inc in Q1 2021 and held it in 11 quarters.
  • Wellington Management Group's Olo Inc position peaked at $159M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.