William Blair & Company
OLO

William Blair & Company’s Olo Inc OLO Stock Holding History

William Blair & Company’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
2023
Q4 		– Sell
-106,989
Closed -$648K – 1833
2023
Q3 		$648K Sell
106,989
-9,947
-9% -$65K ﹤0.01% 978
2023
Q2 		$755K Sell
116,936
-407
-0.3% -$2.93K ﹤0.01% 932
2023
Q1 		$958K Buy
117,343
+15,964
+16% +$123K ﹤0.01% 844
2022
Q4 		$634K Buy
101,379
+1,251
+1% +$9.44K ﹤0.01% 968
2022
Q3 		$791K Buy
100,128
+12,393
+14% +$119K ﹤0.01% 899
2022
Q2 		$866K Sell
87,735
-6,553
-7% -$71.4K ﹤0.01% 894
2022
Q1 		$1.25M Sell
94,288
-1,989
-2% -$30.8K ﹤0.01% 840
2021
Q4 		$2M Sell
96,277
-702
-0.7% -$18.3K 0.01% 729
2021
Q3 		$2.91M Buy
96,979
+27,208
+39% +$971K 0.01% 601
2021
Q2 		$2.61M Buy
+69,771
New +$2.21M 0.01% 625

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company's OLO Position: Q4 2023 in Review

William Blair & Company sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 106,989 shares — an estimated $648K sold.

William Blair & Company first reported a position in OLO in Q2 2021 and held it in 10 quarters. The position peaked at $2.91M in Q3 2021. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • William Blair & Company reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • William Blair & Company sold 106,989 Olo Inc shares in Q4 2023, an estimated $648K.
  • William Blair & Company first reported a position in Olo Inc in Q2 2021 and held it in 10 quarters.
  • William Blair & Company's Olo Inc position peaked at $2.91M in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on William Blair & Company's 13F filing for Q4 2023, filed 12 Feb 2024.