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。
2022 年第 1 季 13F 持有人
Olo Inc. 在 2022/3/31 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
- 158
- 較 2021 年第 4 季 +9 家
- 持有股數
- 1.13 億
- 較 2021 年第 4 季 +1,301 萬 (+13.1%)
- 總市值
- $14.9 億
- 較 2021 年第 4 季 −$5.80 億 (−28.0%)
- 新進機構
- 37
- 另有 71 家加碼
- 清倉機構
- 28
- 另有 30 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wyoming | 30 | $0 | 0.00% | −86−74.1% | 減碼 |
| North Star Investment Management Corp. | 25 | $0 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 16 | $0 | 0.00% | +16 | 新進 |
| West Paces Advisors Inc. | 30 | $398 | 0.00% | +30 | 新進 |
| Dark Forest Capital Management LP | 63 | $1,000 | 0.00% | −4,108−98.5% | 減碼 |
| Howe & Rusling Inc | 80 | $1,000 | 0.00% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 40 | $1,000 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 49 | $1,000 | 0.00% | +49 | 新進 |
| Rockefeller Capital Management L.P. | 113 | $1,000 | 0.00% | +113 | 新進 |
| TCWP LLC | 113 | $1,000 | 0.00% | +113 | 新進 |
| American Portfolios Advisors | 146 | $1,935 | 0.00% | 00.0% | 不變 |
| FMR LLC | 210 | $3,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 202 | $3,000 | 0.00% | +202 | 新進 |
| FourThought Financial, LLC | 327 | $4,000 | 0.00% | +218+200.0% | 加碼 |
| Trustcore Financial Services, LLC | 418 | $6,000 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 651 | $8,626 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 660 | $9,000 | 0.00% | +660 | 新進 |
| Spire Wealth Management | 788 | $1.00 萬 | 0.00% | +200+34.0% | 加碼 |
| HWG Holdings LP | 1,310 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,520 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 3,119 | $4.10 萬 | 0.00% | −8,164−72.4% | 減碼 |
| Cutler Group LP | 4,142 | $5.40 萬 | 0.01% | +3,618+690.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 6,294 | $8.30 萬 | 0.00% | −951−13.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,897 | $9.10 萬 | 0.00% | −3,679−34.8% | 減碼 |
| US Bancorp | 7,376 | $9.80 萬 | 0.00% | −87−1.2% | 減碼 |
| Ensign Peak Advisors, Inc | 8,520 | $11.3 萬 | 0.00% | +8,520 | 新進 |
| Bollard Group LLC | 9,510 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 9,964 | $13.2 萬 | 0.00% | +9,964 | 新進 |
| Kore Private Wealth LLC | 10,416 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 10,417 | $13.8 萬 | 0.00% | +6,407+159.8% | 加碼 |
| Teacher Retirement System of Texas | 10,639 | $14.1 萬 | 0.00% | +10,639 | 新進 |
| Steward Partners Investment Advisory, LLC | 11,183 | $14.8 萬 | 0.00% | −6,453−36.6% | 減碼 |
| Legal & General Group Plc | 11,354 | $15.1 萬 | 0.00% | +5,350+89.1% | 加碼 |
| Game Plan Financial Advisors, LLC | 12,100 | $16.0 萬 | 0.10% | +12,100 | 新進 |
| Citigroup Inc | 12,328 | $16.3 萬 | 0.00% | +6,969+130.0% | 加碼 |
| Advisor Group Holdings, Inc. | 13,657 | $18.2 萬 | 0.00% | +4,144+43.6% | 加碼 |
| Boothbay Fund Management, LLC | 13,906 | $18.4 萬 | 0.01% | +13,906 | 新進 |
| Arizona State Retirement System | 13,886 | $18.4 萬 | 0.00% | +13,886 | 新進 |
| LPL Financial LLC | 13,975 | $18.5 萬 | 0.00% | −3,415−19.6% | 減碼 |
| Evercore Wealth Management, LLC | 14,404 | $19.1 萬 | 0.00% | +14,404 | 新進 |
| HighTower Advisors, LLC | 16,036 | $21.3 萬 | 0.00% | +1,758+12.3% | 加碼 |
| Whittier Trust Co | 16,060 | $21.3 萬 | 0.00% | +6,060+60.6% | 加碼 |
| Level Four Advisory Services, LLC | 16,150 | $21.4 萬 | 0.02% | −6,950−30.1% | 減碼 |
| Neuberger Berman Group LLC | 16,766 | $22.2 萬 | 0.00% | +2,862+20.6% | 加碼 |
| YorkBridge Wealth Partners, LLC | 16,812 | $22.3 萬 | 0.05% | +16,812 | 新進 |
| Azzad Asset Management Inc | 18,618 | $24.7 萬 | 0.04% | +818+4.6% | 加碼 |
| Indie Asset Partners, LLC | 18,625 | $24.7 萬 | 0.19% | +800+4.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 18,759 | $24.9 萬 | 0.00% | −8,306−30.7% | 減碼 |
| Aj Wealth Strategies, LLC | 19,050 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| BloombergSen Inc. | 19,500 | $25.8 萬 | 0.02% | +19,500 | 新進 |
| Equitable Trust Co | 19,989 | $26.5 萬 | 0.02% | +19,989 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $26.5 萬 | 0.02% | +20,000 | 新進 |
| Paloma Partners Management Co | 21,673 | $28.7 萬 | 0.02% | +798+3.8% | 加碼 |
| Natixis Advisors, L.P. | 21,992 | $29.1 萬 | 0.00% | +11,330+106.3% | 加碼 |
| Charles Schwab Investment Management Inc | 21,971 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| FDx Advisors, Inc. | 22,200 | $29.4 萬 | 0.01% | +10,264+86.0% | 加碼 |
| Stifel Financial Corp | 23,222 | $30.8 萬 | 0.00% | −4,154−15.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 23,787 | $31.5 萬 | 0.04% | −29,850−55.7% | 減碼 |
| Group One Trading, L.P. | 27,579 | $36.5 萬 | 0.01% | −10,626−27.8% | 減碼 |
| Jeneq Management, LP | 28,900 | $38.3 萬 | 0.10% | +28,900 | 新進 |
| Franklin Resources Inc | 30,575 | $40.5 萬 | 0.00% | +3,798+14.2% | 加碼 |
| TownSquare Capital, LLC | 31,119 | $41.2 萬 | 0.01% | +2,821+10.0% | 加碼 |
| Independent Family Office, LLC | 33,062 | $43.8 萬 | 0.14% | +9,491+40.3% | 加碼 |
| Wolff Wiese Magana LLC | 33,357 | $44.2 萬 | 0.30% | +4,569+15.9% | 加碼 |
| Graham Capital Management, L.P. | 33,439 | $44.3 萬 | 0.02% | +33,439 | 新進 |
| Versor Investments LP | 33,798 | $44.8 萬 | 0.02% | +33,798 | 新進 |
| Oppenheimer Asset Management Inc. | 34,045 | $45.1 萬 | 0.01% | +8,332+32.4% | 加碼 |
| Cannon Global Investment Management, LLC | 34,800 | $46.1 萬 | 0.33% | +34,800 | 新進 |
| Green Square Capital Advisors LLC | 35,439 | $47.0 萬 | 0.07% | +20,192+132.4% | 加碼 |
| Walleye Capital LLC | 37,766 | $50.0 萬 | 0.01% | +37,766 | 新進 |
| First Republic Investment Management, Inc. | 38,080 | $50.5 萬 | 0.00% | −34,674−47.7% | 減碼 |
| Credit Suisse AG | 38,163 | $50.5 萬 | 0.00% | +21,467+128.6% | 加碼 |
| Nuveen Asset Management, LLC | 39,139 | $51.1 萬 | 0.00% | +39,139 | 新進 |
| ClariVest Asset Management LLC | 38,994 | $51.6 萬 | 0.02% | −21−0.1% | 減碼 |
| Engineers Gate Manager LP | 42,473 | $56.3 萬 | 0.02% | +42,473 | 新進 |
| California State Teachers Retirement System | 43,673 | $57.9 萬 | 0.00% | +22,664+107.9% | 加碼 |
| Envestnet Asset Management Inc | 43,946 | $58.2 萬 | 0.00% | +7,888+21.9% | 加碼 |
| Raymond James & Associates | 45,330 | $60.1 萬 | 0.00% | +500+1.1% | 加碼 |
| SEI Investments Co | 52,869 | $70.1 萬 | 0.00% | +10,819+25.7% | 加碼 |
| Aigen Investment Management, LP | 54,537 | $72.3 萬 | 0.12% | +20,729+61.3% | 加碼 |
| Penn Mutual Asset Management, LLC | 55,238 | $73.2 萬 | 0.85% | +55,238 | 新進 |
| UBS Asset Management Americas Inc | 56,311 | $74.6 萬 | 0.00% | +38,611+218.1% | 加碼 |
| SG Americas Securities, LLC | 59,346 | $78.6 萬 | 0.01% | −289,266−83.0% | 減碼 |
| Eaton Vance Management | 64,210 | $85.1 萬 | 0.00% | −1,369,644−95.5% | 減碼 |
| M&T Bank Corp | 66,449 | $88.0 萬 | 0.00% | +1,999+3.1% | 加碼 |
| LMR Partners LLP | 69,078 | $91.5 萬 | 0.01% | +23,757+52.4% | 加碼 |
| Parametric Portfolio Associates LLC | 71,393 | $94.6 萬 | 0.00% | +32,898+85.5% | 加碼 |
| Premier Fund Managers Ltd | 73,080 | $96.6 萬 | 0.03% | +73,080 | 新進 |
| Daiwa Securities Group Inc. | 76,448 | $101.3 萬 | 0.01% | +15,000+24.4% | 加碼 |
| Norges Bank | 77,300 | $102.4 萬 | 0.00% | +48,480+168.2% | 加碼 |
| Jump Financial, LLC | 80,537 | $106.7 萬 | 0.05% | +11,118+16.0% | 加碼 |
| Creative Planning | 85,029 | $112.7 萬 | 0.00% | +85,029 | 新進 |
| Balyasny Asset Management LLC | 86,477 | $114.6 萬 | 0.01% | +54,745+172.5% | 加碼 |
| Qube Research & Technologies Ltd | 87,351 | $115.7 萬 | 0.01% | +87,351 | 新進 |
| Mission Creek Capital Partners, Inc. | 92,865 | $123.0 萬 | 0.33% | −11,067−10.6% | 減碼 |
| Blair William & Co | 94,288 | $124.9 萬 | 0.00% | −1,989−2.1% | 減碼 |
| UBS Group AG | 97,458 | $129.2 萬 | 0.00% | +25,077+34.6% | 加碼 |
| Royal Bank of Canada | 102,117 | $135.2 萬 | 0.00% | −75,267−42.4% | 減碼 |
| Jane Street Group, LLC | 102,732 | $136.1 萬 | 0.00% | +15,220+17.4% | 加碼 |