Zacks Investment Management’s Olo Inc OLO Stock Holding History

Zacks Investment 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
2025 Q3	–	Sell	-411,027	Closed	-$3.66M	–	821
2025 Q2	$3.66M	Sell	411,027 -4,405	-1%	-$34.2K	0.03%	261
2025 Q1	$2.51M	Buy	415,432 +104,492	+34%	+$730K	0.02%	298
2024 Q4	$2.39M	Buy	310,940 +228,241	+276%	+$1.43M	0.02%	306
2024 Q3	$410K	Buy	82,699 +17,447	+27%	+$86.3K	﹤0.01%	510
2024 Q2	$288K	Buy	65,252 +54,920	+532%	+$260K	﹤0.01%	511
2024 Q1	$56.7K	Buy	+10,332	New	+$56.4K	﹤0.01%	626

Other funds holding OLO

SGCA

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

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

Zacks Investment Management's OLO Position: Q3 2025 in Review

Zacks Investment Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 411,027 shares — an estimated $3.66M sold.

Zacks Investment Management first reported a position in OLO in Q1 2024 and held it in 6 quarters. The position peaked at $3.66M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Zacks Investment Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Zacks Investment Management sold 411,027 Olo Inc shares in Q3 2025, an estimated $3.66M.
Zacks Investment Management first reported a position in Olo Inc in Q1 2024 and held it in 6 quarters.
Zacks Investment Management's Olo Inc position peaked at $3.66M in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

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