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OLO

Olo Inc

Delisted

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

132 hedge funds and large institutions have $2.46B invested in Olo Inc in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 56 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

250% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

42.99% more ownership

Funds ownership: 253.72%296.72% (+43%)

29% more funds holding

Funds holding: 102132 (+30)

5% less capital invested

Capital invested by funds: $2.6B → $2.46B (-$138M)

66% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $10.4M

Holders
132
Holders Change
+30
Holders Change %
+29.41%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
44
Increased
56
Reduced
16
Closed
12
Calls
$3.59M
Puts
$10.4M
Net Calls
-$6.85M
Net Calls Change
-$9.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1
Raine Capital
New York
$1.03B
BMC
2
Battery Management Corp
Massachusetts
$278M -$107M -3,003,033 -24%
Capital Research Global Investors
3
Capital Research Global Investors
California
$147M +$7.14M +200,000 +4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$118M +$20.3M +568,035 +17%
Morgan Stanley
5
Morgan Stanley
New York
$74.5M +$51.8M +1,452,006 +141%
Wells Fargo
6
Wells Fargo
California
$70.1M +$76.1M +2,130,757 +1,046%
Vanguard Group
7
Vanguard Group
Pennsylvania
$69.4M +$2.93M +82,037 +4%
Artisan Partners
8
Artisan Partners
Wisconsin
$59.5M +$37.9M +1,060,617 +115%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$51.1M +$54.4M +1,522,397 +853%
Ameriprise
10
Ameriprise
Minnesota
$46.3M +$7.42M +207,687 +16%
Bank of America
11
Bank of America
North Carolina
$44.3M +$51M +1,428,295 +3,066%
WRCM
12
Whale Rock Capital Management
Massachusetts
$40.7M +$35.9M +1,004,412 +287%
EVM
13
Eaton Vance Management
Massachusetts
$32.6M +$380K +10,637 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$30.6M +$36.3M +1,017,963 +54,003%
AI
15
Aperture Investors
New York
$23.6M +$12.7M +355,401 +82%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$23.2M +$18.7M +523,555 +210%
Invesco
17
Invesco
Georgia
$23.2M +$7.11M +199,163 +35%
DIG
18
Dragoneer Investment Group
California
$22.5M
ECM
19
Element Capital Management
New York
$22.4M +$26.6M +744,356 New
Tiger Global Management
20
Tiger Global Management
New York
$20.4M
BlackRock
21
BlackRock
New York
$20.3M -$4.92M -137,789 -17%
Polen Capital Management
22
Polen Capital Management
Florida
$14.8M +$17.6M +493,499 New
Citadel Advisors
23
Citadel Advisors
Florida
$10.2M +$8.61M +241,159 +244%
Goldman Sachs
24
Goldman Sachs
New York
$10M -$456K -12,780 -4%
CW
25
Connectus Wealth
Ohio
$8.73M -$6.03K -169 -0.1%

OLO Hedge Fund Activity: Q3 2021 in Review

132 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q3 2021, worth a combined $2.46B — down 5.3% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OLO positions and 12 closed out — a net gain of 32 holders — while 56 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $76.1M. The largest seller was Battery Management Corp, cutting an estimated $107M.

  • 132 institutional investors held Olo Inc (OLO) as of Q3 2021, up from 102 in Q2 2021.
  • Funds reported $2.46B of Olo Inc stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 44 funds opened new Olo Inc positions in Q3 2021 and 12 closed out, a net change of +32 holders.
  • The largest Olo Inc buyer in Q3 2021 was Wells Fargo, an estimated $76.1M added.
  • The largest Olo Inc seller in Q3 2021 was Battery Management Corp, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2021.