WRCM
OLO

Whale Rock Capital Management’s Olo Inc OLO Stock Holding History

Whale Rock Capital 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
2021
Q4 		– Sell
-1,354,412
Closed -$40.7M – 62
2021
Q3 		$40.7M Buy
1,354,412
+1,004,412
+287% +$35.9M 0.27% 52
2021
Q2 		$13.1M Hold
350,000
– – 0.09% 56
2021
Q1 		$9.24M Buy
+350,000
New +$10.5M 0.08% 48

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Whale Rock Capital Management's OLO Position: Q4 2021 in Review

Whale Rock Capital Management sold out of Olo Inc (OLO) in Q4 2021, closing a stake of 1,354,412 shares — an estimated $40.7M sold.

Whale Rock Capital Management first reported a position in OLO in Q1 2021 and held it in 3 quarters. The position peaked at $40.7M in Q3 2021. 150 funds tracked by Wall St. Rank hold OLO as of Q4 2021.

  • Whale Rock Capital Management reported no remaining Olo Inc position as of Q4 2021 after selling out during the quarter.
  • Whale Rock Capital Management sold 1,354,412 Olo Inc shares in Q4 2021, an estimated $40.7M.
  • Whale Rock Capital Management first reported a position in Olo Inc in Q1 2021 and held it in 3 quarters.
  • Whale Rock Capital Management's Olo Inc position peaked at $40.7M in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Olo Inc as of Q4 2021.

Based on Whale Rock Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.