Olo Inc. Class AOLO

13F holders, Q3 2025 (September 30)
4holders −204
1new positions
203sold out
$7.39avg. 13F price*

At the end of Q3 2025, 4 institutions reported holding Olo Inc. Class A (OLO) in their 13F filings, down 204 from Q2 2025. 1 opened new positions and 203 sold out. The largest holders were Steel Grove Capital Advisors, LLC ($292K), Summit Wealth Group LLC / Co. ($225K) and Osaic Holdings, Inc. ($512).

Company
Olo Inc. Class A
CUSIP
68134L109
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 183Q1 2024Q2 2024: 193Q2 2024Q3 2024: 185Q3 2024Q4 2024: 208Q4 2024Q1 2025: 204Q1 2025Q2 2025: 208Q2 2025Q3 2025: 4Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$225K
Exits203$1.2B

All 13F filers, Q2 2025 → Q3 2025: 37,167 shares bought and 134,439,161 shares sold, net −134,401,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Steel Grove Capital Advisors, LLC 0.03% No change 32,802 $292K
Summit Wealth Group LLC / Co. 0.02% New 37,167 $225K
Osaic Holdings, Inc. 0.00% Reduce -99.5% 50 $512
Huntington National Bank 0.00% Reduce -99.6% 1 $10

"% of holder's portfolio" is OLO's weight in each manager's 13F, not the share of Olo Inc. Class A the manager owns.