Zevenbergen Capital Investments’s Olo Inc OLO Stock Holding History

Zevenbergen Capital Investments’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
2022 Q3	–	Sell	-209,566	Closed	-$2.07M	–	105
2022 Q2	$2.07M	Buy	209,566 +275	+0.1%	+$2.99K	0.09%	57
2022 Q1	$2.77M	Buy	209,291 +21,810	+12%	+$337K	0.07%	52
2021 Q4	$3.9M	Buy	187,481 +250	+0.1%	+$6.5K	0.08%	49
2021 Q3	$5.62M	Buy	187,231 +995	+0.5%	+$35.5K	0.11%	49
2021 Q2	$6.96M	Buy	186,236 +30,030	+19%	+$953K	0.12%	49
2021 Q1	$4.12M	Buy	+156,206	New	+$4.69M	0.08%	52

Other funds holding OLO

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zevenbergen Capital Investments's OLO Position: Q3 2022 in Review

Zevenbergen Capital Investments sold out of Olo Inc (OLO) in Q3 2022, closing a stake of 209,566 shares — an estimated $2.07M sold.

Zevenbergen Capital Investments first reported a position in OLO in Q1 2021 and held it in 6 quarters. The position peaked at $6.96M in Q2 2021. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

Zevenbergen Capital Investments reported no remaining Olo Inc position as of Q3 2022 after selling out during the quarter.
Zevenbergen Capital Investments sold 209,566 Olo Inc shares in Q3 2022, an estimated $2.07M.
Zevenbergen Capital Investments first reported a position in Olo Inc in Q1 2021 and held it in 6 quarters.
Zevenbergen Capital Investments's Olo Inc position peaked at $6.96M in Q2 2021.
171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2022, filed 14 Nov 2022.