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OLO

Olo Inc

Delisted

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

185 hedge funds and large institutions have $603M invested in Olo Inc in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

13% more capital invested

Capital invested by funds: $533M → $603M (+$70.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.59% less ownership

Funds ownership: 114.08%110.5% (-3.6%)

4% less funds holding

Funds holding: 192185 (-7)

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

14% less call options, than puts

Call options by funds: $189K | Put options by funds: $221K

Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
77
Reduced
40
Closed
36
Calls
$189K
Puts
$221K
Net Calls
-$32K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$1.5K +$1.49K +302 New
TWD
177
True Wealth Design
Ohio
$1.25K +$1.25K +253 New
ACM
178
Aster Capital Management
United Arab Emirates
$1.23K +$1.22K +247 New
SCM
179
Sterling Capital Management
North Carolina
$1.11K +$1.11K +224 New
SAM
180
Smartleaf Asset Management
Massachusetts
$1.07K +$910 +184 +541%
C
181
Covestor
United Kingdom
$1K +$267 +54 +36%
TFA
182
Toth Financial Advisory
Virginia
$992
BTI
183
Blue Trust Inc
Georgia
$473 +$529 +107 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$303 +$302 +61 New
RIL
185
Rothschild Investment LLC
Illinois
$248
Kayne Anderson Rudnick Investment Management
186
Kayne Anderson Rudnick Investment Management
California
-$12.4M -2,807,204 Closed
Alyeska Investment Group
187
Alyeska Investment Group
Illinois
-$1.77M -400,000 Closed
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
-$1.32M -298,784 Closed
TC
189
TownSquare Capital
Utah
-$1.14M -258,140 Closed
WB
190
WesBanco Bank
West Virginia
-$823K -186,266 Closed
Stifel Financial
191
Stifel Financial
Missouri
-$615K -139,073 Closed
SGI
192
Summit Global Investments
Utah
-$481K -108,922 Closed
Neuberger Berman Group
193
Neuberger Berman Group
New York
-$441K -99,687 Closed
CC
194
Centiva Capital
New York
-$349K -78,888 Closed
LOAMU
195
Lombard Odier Asset Management (USA)
New York
-$343K -77,684 Closed
ECM
196
ExodusPoint Capital Management
New York
-$300K -67,965 Closed
M&T Bank
197
M&T Bank
New York
-$249K -56,460 Closed
Squarepoint
198
Squarepoint
New York
-$210K -47,465 Closed
SMAM
199
Sugar Maple Asset Management
Wisconsin
-$199K -45,000 Closed
PWG
200
Portside Wealth Group
Utah
-$185K -41,882 Closed

OLO Hedge Fund Activity: Q3 2024 in Review

185 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q3 2024, worth a combined $603M — up 13% from $533M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of OLO and 32 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 77 added.

The largest buyer was Goldman Sachs, adding an estimated $4.41M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $12.4M sold.

  • 185 institutional investors held Olo Inc (OLO) as of Q3 2024, down from 192 in Q2 2024.
  • Funds reported $603M of Olo Inc stock for Q3 2024, up 13% quarter-over-quarter.
  • 32 funds opened new Olo Inc positions in Q3 2024 and 36 closed out, a net change of -4 holders.
  • The largest Olo Inc buyer in Q3 2024 was Goldman Sachs, an estimated $4.41M added.
  • The largest Olo Inc seller in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.