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OLO

Olo Inc

Delisted

OLO was delisted on the 11th of September, 2025.

185 hedge funds and large institutions have $873M invested in Olo Inc in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $2.81M | Put options by funds: $924K

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

6.89% more ownership

Funds ownership: 122.4%129.29% (+6.9%)

2% more funds holding

Funds holding: 181185 (+4)

16% less capital invested

Capital invested by funds: $1.04B → $873M (-$164M)

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
79
Reduced
47
Closed
20
Calls
$2.81M
Puts
$924K
Net Calls
+$1.88M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.31M +$5.41M +751,118 +1,063%
Polen Capital Management
27
Polen Capital Management
Florida
$4.48M -$243K -33,761 -5%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$4.24M +$160K +22,302 +4%
IECM
29
Intrinsic Edge Capital Management
Illinois
$3.48M +$3.88M +538,750 New
PFO
30
Pathstone Family Office
New Jersey
$3.45M -$468K -65,000 -11%
LIM
31
Lathrop Investment Management
Arkansas
$2.8M +$3.12M +434,100 New
HP
32
Harbourvest Partners
Massachusetts
$2.79M +$1.75M +243,016 +129%
PCM
33
Penn Capital Management
Pennsylvania
$2.68M +$1.56M +216,601 +109%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$2.52M -$382K -53,107 -12%
AACP
35
Advantage Alpha Capital Partners
California
$2.33M +$451K +62,688 +21%
CAM
36
Cresset Asset Management
Illinois
$2.3M +$2.56M +356,173 New
CSS
37
Cubist Systematic Strategies
Connecticut
$2.14M +$2.19M +304,373 +1,141%
CP
38
CenterBook Partners
Connecticut
$2.01M +$302K +41,999 +16%
PAM
39
Panagora Asset Management
Massachusetts
$1.92M +$233K +32,337 +12%
Charles Schwab
40
Charles Schwab
California
$1.83M +$239K +33,245 +13%
Daiwa Securities Group
41
Daiwa Securities Group
Japan
$1.83M -$108K -15,000 -5%
TC
42
TownSquare Capital
Utah
$1.78M +$282K +39,179 +17%
WCM
43
Wisconsin Capital Management
Wisconsin
$1.71M -$898K -124,750 -32%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$1.47M -$655K -90,992 -29%
UBS Group
45
UBS Group
Switzerland
$1.43M +$1.27M +176,436 +398%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.4M +$174K +24,155 +13%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.39M +$64K +8,900 +4%
CCA
48
Conestoga Capital Advisors
Pennsylvania
$1.35M +$208K +28,955 +16%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$1.31M +$1.46M +203,045 New
URS
50
Utah Retirement Systems
Utah
$1.31M +$578K +80,330 +66%

OLO Hedge Fund Activity: Q2 2023 in Review

185 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q2 2023, worth a combined $873M — down 16% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OLO positions and 20 closed out — a net gain of 4 holders — while 79 added to existing stakes and 47 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $12.5M. The largest seller was Wellington Management Group, cutting an estimated $16.6M.

  • 185 institutional investors held Olo Inc (OLO) as of Q2 2023, up from 181 in Q1 2023.
  • Funds reported $873M of Olo Inc stock for Q2 2023, down 16% quarter-over-quarter.
  • 24 funds opened new Olo Inc positions in Q2 2023 and 20 closed out, a net change of +4 holders.
  • The largest Olo Inc buyer in Q2 2023 was Citadel Advisors, an estimated $12.5M added.
  • The largest Olo Inc seller in Q2 2023 was Wellington Management Group, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.