Olo Inc.
OLO2025/9/12 下市- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001431695
Olo Inc. 已在 2025/9/12 下市；內部人最後一份 Form 4 在 2025/9/12 申報；2025 年第 2 季末有 209 家機構在 13F 申報持有，市值合計 $12.0 億；沒有大師持有。
2021 年第 3 季 13F 持有人
Olo Inc. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 132
- 較 2021 年第 2 季 +32 家
- 持有股數
- 8,201 萬
- 較 2021 年第 2 季 +1,245 萬 (+17.9%)
- 總市值
- $24.6 億
- 較 2021 年第 2 季 −$1.38 億 (−5.3%)
- 新進機構
- 44
- 另有 56 家加碼
- 清倉機構
- 12
- 另有 16 家減碼
另有 2 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 OLO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1 | $10 |
| 2026 年第 1 季 | 1 | $10 |
| 2025 年第 4 季 | 1 | $10 |
| 2025 年第 3 季 | 4 | $51.8 萬 |
| 2025 年第 2 季 | 209 | $12.0 億 |
| 2025 年第 1 季 | 204 | $7.97 億 |
| 2024 年第 4 季 | 208 | $9.84 億 |
| 2024 年第 3 季 | 185 | $6.03 億 |
| 2024 年第 2 季 | 193 | $5.35 億 |
| 2024 年第 1 季 | 183 | $6.76 億 |
| 2023 年第 4 季 | 185 | $7.11 億 |
| 2023 年第 3 季 | 196 | $7.99 億 |
| 2023 年第 2 季 | 186 | $8.76 億 |
| 2023 年第 1 季 | 182 | $10.4 億 |
| 2022 年第 4 季 | 177 | $8.01 億 |
| 2022 年第 3 季 | 171 | $10.2 億 |
| 2022 年第 2 季 | 164 | $12.9 億 |
| 2022 年第 1 季 | 158 | $14.9 億 |
| 2021 年第 4 季 | 150 | $20.7 億 |
| 2021 年第 3 季 | 132 | $24.6 億 |
| 2021 年第 2 季 | 102 | $26.0 億 |
| 2021 年第 1 季 | 88 | $18.4 億 |
2021 年第 3 季持有機構
每家機構持有 Olo Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wyoming | 28 | $1,000 | 0.00% | −28−50.0% | 減碼 |
| North Star Investment Management Corp. | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 64 | $1,922 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 80 | $2,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 83 | $2,000 | 0.00% | +1+1.2% | 加碼 |
| Rockefeller Capital Management L.P. | 140 | $4,000 | 0.00% | +140 | 新進 |
| Guidance Point Advisors, LLC | 164 | $4,000 | 0.00% | +164 | 新進 |
| First Horizon Advisors, Inc. | 174 | $5,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 200 | $6,000 | 0.00% | +200 | 新進 |
| Cutler Group LP | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 418 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 503 | $1.50 萬 | 0.00% | +303+151.5% | 加碼 |
| Spire Wealth Management | 588 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 651 | $1.96 萬 | 0.00% | +651 | 新進 |
| Nellore Capital Management LLC | 1,000 | $3.00 萬 | 0.01% | +1,000 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,278 | $3.80 萬 | 0.00% | +1,278 | 新進 |
| Citigroup Inc | 3,541 | $10.6 萬 | 0.00% | +3,541 | 新進 |
| Captrust Financial Advisors | 4,010 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 6,944 | $20.8 萬 | 0.00% | +545+8.5% | 加碼 |
| Independent Family Office, LLC | 7,076 | $21.2 萬 | 0.09% | +7,076 | 新進 |
| Acadian Asset Management LLC | 7,100 | $21.3 萬 | 0.00% | −612−7.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 7,140 | $21.4 萬 | 0.03% | +940+15.2% | 加碼 |
| Advisor Group Holdings, Inc. | 7,367 | $22.0 萬 | 0.00% | +2,981+68.0% | 加碼 |
| FDx Advisors, Inc. | 7,678 | $23.1 萬 | 0.01% | +7,678 | 新進 |
| BP PLC | 8,704 | $26.1 萬 | 1.43% | +8,704 | 新進 |
| Arrowstreet Capital, Limited Partnership | 9,000 | $27.0 萬 | 0.00% | +9,000 | 新進 |
| XTX Topco Ltd | 9,121 | $27.4 萬 | 0.09% | +9,121 | 新進 |
| Tower Research Capital LLC (TRC) | 9,230 | $27.8 萬 | 0.01% | −6,226−40.3% | 減碼 |
| Virtu Financial LLC | 9,548 | $28.7 萬 | 0.03% | +783+8.9% | 加碼 |
| Paloma Partners Management Co | 9,667 | $29.0 萬 | 0.01% | +2,669+38.1% | 加碼 |
| US Bancorp | 9,696 | $29.2 萬 | 0.00% | −293−2.9% | 減碼 |
| Whittier Trust Co | 10,000 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Kore Private Wealth LLC | 10,000 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 10,430 | $31.3 萬 | 0.00% | −26,423−71.7% | 減碼 |
| HighTower Advisors, LLC | 10,620 | $31.7 萬 | 0.00% | −894−7.8% | 減碼 |
| Charles Schwab Investment Management Inc | 10,669 | $32.1 萬 | 0.00% | +2,797+35.5% | 加碼 |
| StepStone Group LP | 13,505 | $40.6 萬 | 0.03% | +13,505 | 新進 |
| Guardian Life Insurance Company of America | 15,261 | $45.9 萬 | 0.22% | +15,261 | 新進 |
| Squarepoint Ops LLC | 15,494 | $46.5 萬 | 0.00% | +7,869+103.2% | 加碼 |
| Bank of Montreal | 15,120 | $46.7 萬 | 0.00% | +15,120 | 新進 |
| HRT Financial LP | 15,853 | $47.6 萬 | 0.00% | +15,853 | 新進 |
| Jump Financial, LLC | 15,905 | $47.7 萬 | 0.03% | +15,905 | 新進 |
| Wolff Wiese Magana LLC | 16,048 | $48.2 萬 | 0.34% | +15,587+3,381.1% | 加碼 |
| Harbour Capital Advisors, LLC | 17,560 | $52.7 萬 | 0.14% | +6,340+56.5% | 加碼 |
| Azzad Asset Management Inc | 17,643 | $53.0 萬 | 0.08% | +458+2.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 17,907 | $53.8 萬 | 0.00% | +1,062+6.3% | 加碼 |
| Occudo Quantitative Strategies LP | 17,939 | $53.9 萬 | 0.06% | +17,939 | 新進 |
| Qube Research & Technologies Ltd | 18,249 | $54.8 萬 | 0.01% | +18,249 | 新進 |
| Aj Wealth Strategies, LLC | 19,050 | $57.2 萬 | 0.03% | +6,000+46.0% | 加碼 |
| Jefferies Group LLC | 20,000 | $60.1 萬 | 0.01% | +20,000 | 新進 |
| Oppenheimer Asset Management Inc. | 21,078 | $63.3 萬 | 0.01% | +21,078 | 新進 |
| Dynamic Technology Lab Private Ltd | 21,830 | $65.6 萬 | 0.08% | +14,890+214.6% | 加碼 |
| Envestnet Asset Management Inc | 23,241 | $69.8 萬 | 0.00% | +15,607+204.4% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 24,891 | $70.3 萬 | 0.37% | +24,891 | 新進 |
| Paragon Advisors, LLC | 24,545 | $73.7 萬 | 0.36% | +1,520+6.6% | 加碼 |
| Susquehanna International Group, LLP | 28,165 | $84.6 萬 | 0.00% | −8,738−23.7% | 減碼 |
| Stifel Financial Corp | 28,268 | $84.9 萬 | 0.00% | −581−2.0% | 減碼 |
| Norges Bank | 28,820 | $86.5 萬 | 0.00% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 30,660 | $92.1 萬 | 0.01% | +24,519+399.3% | 加碼 |
| ExodusPoint Capital Management, LP | 31,550 | $94.7 萬 | 0.01% | +31,550 | 新進 |
| Penn Mutual Asset Management, LLC | 32,832 | $98.6 萬 | 1.56% | +32,832 | 新進 |
| Blueshift Asset Management, LLC | 34,196 | $102.7 萬 | 0.06% | +26,490+343.8% | 加碼 |
| 1623 Capital LLC | 36,000 | $108.1 萬 | 0.46% | +19,200+114.3% | 加碼 |
| Hamilton Lane Advisors LLC | 38,573 | $115.8 萬 | 0.19% | +38,573 | 新進 |
| Quantbot Technologies LP | 38,763 | $116.4 萬 | 0.09% | +35,463+1,074.6% | 加碼 |
| TownSquare Capital, LLC | 39,006 | $117.2 萬 | 0.03% | +11,639+42.5% | 加碼 |
| Jane Street Group, LLC | 40,436 | $121.4 萬 | 0.00% | +40,436 | 新進 |
| Glenmede Trust Co NA | 41,020 | $123.1 萬 | 0.01% | +41,020 | 新進 |
| ClariVest Asset Management LLC | 41,386 | $124.3 萬 | 0.04% | +41,386 | 新進 |
| MetLife Investment Management | 41,946 | $126.0 萬 | 0.01% | +41,946 | 新進 |
| Northern Trust Corp | 49,026 | $147.2 萬 | 0.00% | +9,132+22.9% | 加碼 |
| Tudor Investment Corp Et Al | 52,457 | $157.5 萬 | 0.03% | +3,342+6.8% | 加碼 |
| Point72 Asset Management, L.P. | 53,843 | $161.7 萬 | 0.01% | +53,843 | 新進 |
| Adams Street Partners LLC | 60,772 | $182.5 萬 | 0.23% | +60,772 | 新進 |
| SEI Investments Co | 61,978 | $186.1 萬 | 0.00% | +2,417+4.1% | 加碼 |
| Neuberger Berman Group LLC | 62,095 | $186.4 萬 | 0.00% | +2,846+4.8% | 加碼 |
| Ghisallo Capital Management LLC | 62,500 | $187.7 萬 | 0.07% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 62,500 | $187.7 萬 | 0.08% | +62,500 | 新進 |
| Principal Financial Group Inc | 65,500 | $196.7 萬 | 0.00% | −62,724−48.9% | 減碼 |
| M&T Bank Corp | 66,249 | $198.9 萬 | 0.01% | +2,492+3.9% | 加碼 |
| Utah Retirement Systems | 79,943 | $240.1 萬 | 0.03% | +79,943 | 新進 |
| Marshall Wace, LLP | 87,604 | $263.0 萬 | 0.01% | +66,290+311.0% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 91,138 | $273.6 萬 | 0.15% | +91,138 | 新進 |
| Royal Bank of Canada | 92,949 | $279.1 萬 | 0.00% | +42,165+83.0% | 加碼 |
| Voloridge Investment Management, LLC | 96,578 | $290.0 萬 | 0.02% | +96,578 | 新進 |
| Blair William & Co | 96,979 | $291.2 萬 | 0.01% | +27,208+39.0% | 加碼 |
| FMR LLC | 102,685 | $308.3 萬 | 0.00% | −23,376−18.5% | 減碼 |
| HarbourVest Partners LLC | 114,126 | $342.7 萬 | 0.32% | +114,126 | 新進 |
| Daiwa Securities Group Inc. | 114,498 | $343.8 萬 | 0.02% | +69,850+156.4% | 加碼 |
| Mission Creek Capital Partners, Inc. | 116,142 | $348.8 萬 | 0.65% | +116,142 | 新進 |
| Marshall Wace North America L.P. | 122,782 | $368.7 萬 | 0.02% | +73,179+147.5% | 加碼 |
| Wisconsin Capital Management LLC | 130,139 | $390.8 萬 | 1.60% | +20,114+18.3% | 加碼 |
| Millennium Management LLC | 141,866 | $426.0 萬 | 0.01% | +128,347+949.4% | 加碼 |
| Alyeska Investment Group, L.P. | 150,000 | $450.5 萬 | 0.06% | 00.0% | 不變 |
| Simplex Trading, LLC | 143,230 | $490.9 萬 | 0.17% | +143,230 | 新進 |
| State Street Corp | 165,006 | $495.5 萬 | 0.00% | +97,706+145.2% | 加碼 |
| Pathway Capital Management, LP | 169,407 | $508.7 萬 | 2.44% | +169,407 | 新進 |
| Islet Management, LP | 175,000 | $525.5 萬 | 0.25% | +175,000 | 新進 |
| Franklin Resources Inc | 178,991 | $537.5 萬 | 0.00% | +120,232+204.6% | 加碼 |
| Zevenbergen Capital Investments LLC | 187,231 | $562.3 萬 | 0.11% | +995+0.5% | 加碼 |