OLO

Olo Inc
OLO

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.49B invested in Olo Inc in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 30 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
37
Increased
71
Reduced
30
Closed
28
Calls
$2.76M
Puts
$3.1M
Net Calls
-$339K
Net Calls Change
-$14M

Top Buyers

1
BCM
Brown Capital Management
Maryland
+$46.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$23.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$22.5M
5
NTCM
Nine Ten Capital Management
Illinois
+$21.8M

Top Sellers

1
GCM
Glynn Capital Management
California
-$22.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$18.9M
3
Ameriprise
Ameriprise
Minnesota
-$18.8M
4
EVM
Eaton Vance Management
Massachusetts
-$18.2M
5
DIG
Dragoneer Investment Group
California
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$308K -$55.1K -4,154 -15%
FA
102
FDx Advisors
Illinois
$294K +$136K +10,264 +86%
Charles Schwab
103
Charles Schwab
California
$292K – – –
Natixis Advisors
104
Natixis Advisors
Massachusetts
$291K +$150K +11,330 +106%
PP
105
Paloma Partners
Connecticut
$287K +$10.6K +798 +4%
ET
106
Equitable Trust
Tennessee
$265K +$265K +19,989 New
OPFM
107
Optimus Prime Fund Management
Cayman Islands
$265K +$265K +20,000 New
B
108
BloombergSen
Ontario, Canada
$258K +$258K +19,500 New
AWS
109
AJ Wealth Strategies
New York
$252K – – –
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$249K -$110K -8,306 -31%
IAP
111
Indie Asset Partners
Indiana
$247K +$10.6K +800 +4%
AAM
112
Azzad Asset Management
Virginia
$247K +$10.8K +818 +5%
YWP
113
YorkBridge Wealth Partners
New York
$223K +$223K +16,812 New
Neuberger Berman Group
114
Neuberger Berman Group
New York
$222K +$37.9K +2,862 +21%
LFAS
115
Level Four Advisory Services
Texas
$214K -$92.1K -6,950 -30%
HighTower Advisors
116
HighTower Advisors
Illinois
$213K +$23.4K +1,758 +12%
WT
117
Whittier Trust
California
$213K +$80.4K +6,060 +61%
EWM
118
Evercore Wealth Management
New York
$191K +$191K +14,404 New
LPL Financial
119
LPL Financial
California
$185K -$45.2K -3,415 -20%
ASRS
120
Arizona State Retirement System
Arizona
$184K +$184K +13,886 New
BFM
121
Boothbay Fund Management
New York
$184K +$184K +13,906 New
Osaic Holdings
122
Osaic Holdings
Arizona
$182K +$55.2K +4,144 +44%
Citigroup
123
Citigroup
New York
$163K +$92.1K +6,969 +130%
GPFA
124
Game Plan Financial Advisors
Ohio
$160K +$160K +12,100 New
Legal & General Group
125
Legal & General Group
United Kingdom
$151K +$71.2K +5,350 +89%
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5
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