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 4 季 13F 持有人
Olo Inc. 在 2021/12/31 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
- 150
- 較 2021 年第 3 季 +20 家
- 持有股數
- 9,952 萬
- 較 2021 年第 3 季 +1,764 萬 (+21.5%)
- 總市值
- $20.7 億
- 較 2021 年第 3 季 −$3.88 億 (−15.8%)
- 新進機構
- 50
- 另有 57 家加碼
- 清倉機構
- 30
- 另有 28 家減碼
另有 2 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 40 | $1,000 | 0.00% | +40 | 新進 |
| Howe & Rusling Inc | 80 | $2,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 109 | $2,000 | 0.00% | +26+31.3% | 加碼 |
| State of Wyoming | 116 | $2,000 | 0.00% | +88+314.3% | 加碼 |
| Reilly Financial Advisors, LLC | 89 | $2,000 | 0.00% | +89 | 新進 |
| First Horizon Advisors, Inc. | 174 | $3,000 | 0.00% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 150 | $3,000 | 0.00% | +150 | 新進 |
| American Portfolios Advisors | 146 | $3,038 | 0.00% | +82+128.1% | 加碼 |
| FMR LLC | 210 | $4,000 | 0.00% | −102,475−99.8% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 189 | $4,000 | 0.00% | +189 | 新進 |
| Trustcore Financial Services, LLC | 418 | $9,000 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 524 | $1.00 萬 | 0.00% | +224+74.7% | 加碼 |
| Spire Wealth Management | 588 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 651 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Nellore Capital Management LLC | 1,000 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| HWG Holdings LP | 1,310 | $2.70 萬 | 0.01% | +1,310 | 新進 |
| Marshall Wace, LLP | 2,447 | $5.10 萬 | 0.00% | −85,157−97.2% | 減碼 |
| Geneos Wealth Management Inc. | 2,520 | $5.20 萬 | 0.00% | +2,520 | 新進 |
| Captrust Financial Advisors | 4,010 | $8.30 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 4,171 | $8.70 萬 | 0.03% | +4,171 | 新進 |
| Citigroup Inc | 5,359 | $11.2 萬 | 0.00% | +1,818+51.3% | 加碼 |
| Legal & General Group Plc | 6,004 | $12.5 萬 | 0.00% | +6,004 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $12.9 萬 | 0.00% | +6,185 | 新進 |
| Shell Asset Management Co | 7,245 | $15.1 萬 | 0.00% | +7,245 | 新進 |
| US Bancorp | 7,463 | $15.6 萬 | 0.00% | −2,233−23.0% | 減碼 |
| Advisor Group Holdings, Inc. | 9,513 | $19.8 萬 | 0.00% | +2,146+29.1% | 加碼 |
| Bollard Group LLC | 9,510 | $19.8 萬 | 0.01% | +9,510 | 新進 |
| Cross Creek Advisors, LLC | 6,712 | $20.2 萬 | 0.17% | +6,712 | 新進 |
| Whittier Trust Co | 10,000 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Kore Private Wealth LLC | 10,416 | $21.7 萬 | 0.03% | +416+4.2% | 加碼 |
| Spouting Rock Asset Management, LLC | 10,461 | $21.8 萬 | 0.17% | +10,461 | 新進 |
| Tower Research Capital LLC (TRC) | 10,576 | $22.0 萬 | 0.00% | +1,346+14.6% | 加碼 |
| Natixis Advisors, L.P. | 10,662 | $22.2 萬 | 0.00% | +10,662 | 新進 |
| Simplex Trading, LLC | 11,283 | $23.4 萬 | 0.01% | −131,947−92.1% | 減碼 |
| FDx Advisors, Inc. | 11,936 | $24.8 萬 | 0.01% | +4,258+55.5% | 加碼 |
| Verition Fund Management LLC | 13,814 | $28.7 萬 | 0.00% | +13,814 | 新進 |
| Neuberger Berman Group LLC | 13,904 | $28.9 萬 | 0.00% | −48,191−77.6% | 減碼 |
| HighTower Advisors, LLC | 14,278 | $29.6 萬 | 0.00% | +3,658+34.4% | 加碼 |
| Green Square Capital Advisors LLC | 15,247 | $31.7 萬 | 0.06% | +15,247 | 新進 |
| Virtu Financial LLC | 15,901 | $33.1 萬 | 0.03% | +6,353+66.5% | 加碼 |
| Credit Suisse AG | 16,696 | $34.7 萬 | 0.00% | +16,696 | 新進 |
| LPL Financial LLC | 17,390 | $36.2 萬 | 0.00% | +17,390 | 新進 |
| Steward Partners Investment Advisory, LLC | 17,636 | $36.7 萬 | 0.01% | +17,636 | 新進 |
| UBS Asset Management Americas Inc | 17,700 | $36.8 萬 | 0.00% | +17,700 | 新進 |
| Azzad Asset Management Inc | 17,800 | $37.0 萬 | 0.05% | +157+0.9% | 加碼 |
| Indie Asset Partners, LLC | 17,825 | $37.1 萬 | 0.27% | +17,825 | 新進 |
| Cubist Systematic Strategies, LLC | 18,562 | $38.6 萬 | 0.00% | −12,098−39.5% | 減碼 |
| Aj Wealth Strategies, LLC | 19,050 | $39.6 萬 | 0.02% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 19,440 | $40.5 萬 | 0.17% | −110,699−85.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 20,023 | $41.6 萬 | 0.00% | −228,315−91.9% | 減碼 |
| Paloma Partners Management Co | 20,875 | $43.4 萬 | 0.01% | +11,208+115.9% | 加碼 |
| California State Teachers Retirement System | 21,009 | $43.7 萬 | 0.00% | +21,009 | 新進 |
| Charles Schwab Investment Management Inc | 21,971 | $45.8 萬 | 0.00% | +11,302+105.9% | 加碼 |
| Level Four Advisory Services, LLC | 23,100 | $48.1 萬 | 0.04% | +23,100 | 新進 |
| Independent Family Office, LLC | 23,571 | $49.1 萬 | 0.19% | +16,495+233.1% | 加碼 |
| Wolverine Trading, LLC | 24,106 | $51.4 萬 | 0.01% | +24,106 | 新進 |
| Oppenheimer Asset Management Inc. | 25,713 | $53.5 萬 | 0.01% | +4,635+22.0% | 加碼 |
| Franklin Resources Inc | 26,777 | $55.7 萬 | 0.00% | −152,214−85.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 27,065 | $56.3 萬 | 0.00% | +27,065 | 新進 |
| Stifel Financial Corp | 27,376 | $57.0 萬 | 0.00% | −892−3.2% | 減碼 |
| Bank of New York Mellon Corp | 27,780 | $57.8 萬 | 0.00% | +17,350+166.3% | 加碼 |
| TownSquare Capital, LLC | 28,298 | $58.9 萬 | 0.01% | −10,708−27.5% | 減碼 |
| Wolff Wiese Magana LLC | 28,788 | $59.9 萬 | 0.39% | +12,740+79.4% | 加碼 |
| Norges Bank | 28,820 | $60.0 萬 | 0.00% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 31,732 | $66.0 萬 | 0.00% | +31,732 | 新進 |
| Mountain Capital Investment Advisors, Inc | 35,550 | $68.2 萬 | 0.31% | +10,659+42.8% | 加碼 |
| Cerity Partners LLC | 33,222 | $69.1 萬 | 0.01% | +33,222 | 新進 |
| 1623 Capital LLC | 36,000 | $74.9 萬 | 0.29% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 36,058 | $75.0 萬 | 0.00% | +12,817+55.1% | 加碼 |
| Hamilton Lane Advisors LLC | 37,324 | $77.7 萬 | 0.10% | −1,249−3.2% | 減碼 |
| Blueshift Asset Management, LLC | 37,333 | $77.7 萬 | 0.07% | +3,137+9.2% | 加碼 |
| Aigen Investment Management, LP | 33,808 | $79.1 萬 | 0.05% | +33,808 | 新進 |
| Group One Trading, L.P. | 38,205 | $79.5 萬 | 0.01% | +38,205 | 新進 |
| Two Sigma Advisers, LP | 38,200 | $79.5 萬 | 0.00% | +38,200 | 新進 |
| Parametric Portfolio Associates LLC | 38,495 | $80.1 萬 | 0.00% | +38,495 | 新進 |
| ClariVest Asset Management LLC | 39,015 | $81.1 萬 | 0.02% | −2,371−5.7% | 減碼 |
| SEI Investments Co | 42,050 | $87.5 萬 | 0.00% | −19,928−32.2% | 減碼 |
| Raymond James & Associates | 44,830 | $93.3 萬 | 0.00% | +44,830 | 新進 |
| LMR Partners LLP | 45,321 | $94.3 萬 | 0.01% | +45,321 | 新進 |
| Glenmede Trust Co NA | 50,219 | $104.4 萬 | 0.00% | +9,199+22.4% | 加碼 |
| Susquehanna International Group, LLP | 50,672 | $105.4 萬 | 0.00% | +22,507+79.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 53,637 | $111.6 萬 | 0.12% | +31,807+145.7% | 加碼 |
| Adams Street Partners LLC | 53,758 | $111.9 萬 | 0.17% | −7,014−11.5% | 減碼 |
| Point72 Asset Management, L.P. | 54,600 | $113.6 萬 | 0.01% | +757+1.4% | 加碼 |
| Swiss National Bank | 54,800 | $114.0 萬 | 0.00% | +54,800 | 新進 |
| Quantbot Technologies LP | 55,717 | $115.9 萬 | 0.09% | +16,954+43.7% | 加碼 |
| Daiwa Securities Group Inc. | 61,448 | $127.9 萬 | 0.01% | −53,050−46.3% | 減碼 |
| Ghisallo Capital Management LLC | 62,500 | $130.1 萬 | 0.06% | 00.0% | 不變 |
| M&T Bank Corp | 64,450 | $134.1 萬 | 0.01% | −1,799−2.7% | 減碼 |
| Jump Financial, LLC | 69,419 | $144.4 萬 | 0.09% | +53,514+336.5% | 加碼 |
| Liontrust Investment Partners LLP | 72,000 | $149.8 萬 | 0.02% | +72,000 | 新進 |
| UBS Group AG | 72,381 | $150.6 萬 | 0.00% | +71,878+14,289.9% | 加碼 |
| First Republic Investment Management, Inc. | 72,754 | $151.4 萬 | 0.00% | +72,754 | 新進 |
| Jane Street Group, LLC | 87,512 | $182.1 萬 | 0.00% | +47,076+116.4% | 加碼 |
| Blair William & Co | 96,277 | $200.4 萬 | 0.01% | −702−0.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 97,685 | $203.3 萬 | 0.00% | +97,685 | 新進 |
| StepStone Group LP | 101,688 | $211.6 萬 | 0.12% | +88,183+653.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 103,932 | $216.3 萬 | 0.43% | −12,210−10.5% | 減碼 |
| Rheos Capital Works Inc. | 110,000 | $228.9 萬 | 0.10% | +110,000 | 新進 |