Institutional Ownership Olo Inc. (OLO)
This table provides information about the institutional ownership of Olo Inc. (OLO). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,617,031
shares
|
$109 Million
0.0% of portfolio
|
Q2 2024
Added 28.82%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,321,232
shares
|
$23.8 Million
0.01% of portfolio
|
Q4 2024
Added 48.45%
|
|
|
Roumell Asset Management, LLC
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
1,340,362
shares
|
$13.8 Million
11.61% of portfolio
|
Q2 2024
Added 43.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
534,290
shares
|
$5.48 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
223,665
shares
|
$2.29 Million
0.11% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
North Run Capital, LP
Wellesley, MA |
Feb 14, 2023 Q4 2022 |
189,520
shares
|
$1.94 Million
2.75% of portfolio
|
Q4 2022
Reduced 6.19%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
88,320
shares
|
$906,163
0.0% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
67,239
shares
|
$689,872
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
64,200
shares
|
$658,692
0.0% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
40,803
shares
|
$418,638
0.0% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
37,167
shares
|
$381,333
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
32,802
shares
|
$336,548
0.04% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
28,103
shares
|
$288,336
0.07% of portfolio
|
Q1 2024
Added 93.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
25,902
shares
|
$265,754
0.0% of portfolio
|
Q3 2023
Reduced 16.72%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
23,844
shares
|
$244,639
0.01% of portfolio
|
Q4 2022
Reduced 23.99%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,088
shares
|
$216,362
0.03% of portfolio
|
Q4 2022
Reduced 12.36%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,050
shares
|
$195,453
0.01% of portfolio
|
Q3 2021
Added 45.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,532
shares
|
$179,878
0.0% of portfolio
|
Q2 2024
Added 230.36%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
14,229
shares
|
$145,989
0.0% of portfolio
|
Q2 2025
Reduced 39.65%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
12,099
shares
|
$124,135
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,416
shares
|
$106,868
0.01% of portfolio
|
Q4 2021
Added 4.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
854
shares
|
$8,762
0.0% of portfolio
|
Q3 2022
Added 128.34%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
685
shares
|
$7,028
0.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
416
shares
|
$4,268
0.0% of portfolio
|
Q4 2024
Reduced 23.39%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
157
shares
|
$1,610
0.0% of portfolio
|
Q3 2022
New holding
|
|