YIH
OLO

Y-Intercept (HK)’s Olo Inc OLO Stock Holding History

Y-Intercept (HK)’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
Q1 		– Sell
-68,022
Closed -$522K – 1503
2024
Q4 		$522K Sell
68,022
-59,175
-47% -$370K 0.03% 702
2024
Q3 		$631K Buy
+127,197
New +$629K 0.04% 662
2024
Q2 		– Sell
-72,735
Closed -$399K – 1777
2024
Q1 		$399K Buy
72,735
+28,284
+64% +$154K 0.03% 823
2023
Q4 		$254K Buy
+44,451
New +$244K 0.02% 889

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Y-Intercept (HK)'s OLO Position: Q1 2025 in Review

Y-Intercept (HK) sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 68,022 shares — an estimated $522K sold.

Y-Intercept (HK) first reported a position in OLO in Q4 2023 and held it in 4 quarters. The position peaked at $631K in Q3 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Y-Intercept (HK) reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 68,022 Olo Inc shares in Q1 2025, an estimated $522K.
  • Y-Intercept (HK) first reported a position in Olo Inc in Q4 2023 and held it in 4 quarters.
  • Y-Intercept (HK)'s Olo Inc position peaked at $631K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Y-Intercept (HK)'s 13F filing for Q1 2025, filed 6 May 2025.