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 2 季 13F 持有人
Olo Inc. 在 2022/6/30 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
- 164
- 較 2022 年第 1 季 +10 家
- 持有股數
- 1.30 億
- 較 2022 年第 1 季 +1,811 萬 (+16.1%)
- 總市值
- $12.9 億
- 較 2022 年第 1 季 −$2.01 億 (−13.5%)
- 新進機構
- 37
- 另有 60 家加碼
- 清倉機構
- 27
- 另有 47 家減碼
另有 4 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 41 | $0 | 0.00% | +41 | 新進 |
| West Paces Advisors Inc. | 30 | $296 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 150 | $1,000 | 0.00% | +101+206.1% | 加碼 |
| Howe & Rusling Inc | 80 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 174 | $1,000 | 0.00% | +174 | 新進 |
| American Portfolios Advisors | 146 | $1,441 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 237 | $2,000 | 0.00% | −10,946−97.9% | 減碼 |
| Signaturefd, LLC | 202 | $2,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 330 | $3,000 | 0.00% | +330 | 新進 |
| FourThought Financial, LLC | 374 | $4,000 | 0.00% | +47+14.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 405 | $4,000 | 0.00% | +405 | 新進 |
| FMR LLC | 557 | $5,000 | 0.00% | +347+165.2% | 加碼 |
| Leonteq Securities AG | 578 | $5,705 | 0.00% | −73−11.2% | 減碼 |
| Cutler Group LP | 778 | $7,000 | 0.00% | −3,364−81.2% | 減碼 |
| Spire Wealth Management | 688 | $7,000 | 0.00% | −100−12.7% | 減碼 |
| Rockefeller Capital Management L.P. | 780 | $7,000 | 0.00% | +667+590.3% | 加碼 |
| Group One Trading, L.P. | 1,057 | $1.00 萬 | 0.00% | −26,522−96.2% | 減碼 |
| Geneos Wealth Management Inc. | 2,520 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 2,861 | $2.80 萬 | 0.02% | +2,831+9,436.7% | 加碼 |
| Metropolitan Life Insurance Co | 5,631 | $5.56 萬 | 0.00% | +5,631 | 新進 |
| Castle Wealth Management LLC | 5,844 | $5.80 萬 | 0.03% | +5,844 | 新進 |
| Nisa Investment Advisors, LLC | 6,080 | $6.00 萬 | 0.00% | +6,080 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 6,380 | $6.30 萬 | 0.00% | +86+1.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,745 | $6.60 萬 | 0.00% | +6,745 | 新進 |
| Captrust Financial Advisors | 6,917 | $6.80 萬 | 0.00% | −3,500−33.6% | 減碼 |
| US Bancorp | 7,343 | $7.30 萬 | 0.00% | −33−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,398 | $8.30 萬 | 0.00% | +1,501+21.8% | 加碼 |
| Ensign Peak Advisors, Inc | 8,520 | $8.40 萬 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 9,510 | $9.40 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 9,867 | $9.70 萬 | 0.00% | −3,790−27.8% | 減碼 |
| ProShare Advisors LLC | 10,102 | $10.0 萬 | 0.00% | +10,102 | 新進 |
| Kore Private Wealth LLC | 10,416 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,558 | $10.4 萬 | 0.08% | +10,558 | 新進 |
| M&T Bank Corp | 10,865 | $10.8 萬 | 0.00% | −55,584−83.6% | 減碼 |
| Teacher Retirement System of Texas | 11,146 | $11.0 萬 | 0.00% | +507+4.8% | 加碼 |
| Amalgamated Bank | 11,390 | $11.2 萬 | 0.00% | +11,390 | 新進 |
| Indie Asset Partners, LLC | 11,550 | $11.4 萬 | 0.10% | −7,075−38.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 11,697 | $11.5 萬 | 0.02% | +11,697 | 新進 |
| Empowered Funds, LLC | 11,900 | $11.7 萬 | 0.02% | +11,900 | 新進 |
| HighTower Advisors, LLC | 12,584 | $12.4 萬 | 0.00% | −3,452−21.5% | 減碼 |
| Game Plan Financial Advisors, LLC | 12,800 | $12.6 萬 | 0.10% | +700+5.8% | 加碼 |
| Citigroup Inc | 12,991 | $12.8 萬 | 0.00% | +663+5.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,320 | $14.1 萬 | 0.00% | +14,320 | 新進 |
| Neuberger Berman Group LLC | 15,310 | $15.1 萬 | 0.00% | −1,456−8.7% | 減碼 |
| Aigen Investment Management, LP | 15,432 | $15.2 萬 | 0.03% | −39,105−71.7% | 減碼 |
| Creative Planning | 15,529 | $15.3 萬 | 0.00% | −69,500−81.7% | 減碼 |
| TownSquare Capital, LLC | 15,601 | $15.4 萬 | 0.00% | −15,518−49.9% | 減碼 |
| Barclays PLC | 15,765 | $15.6 萬 | 0.00% | +5,801+58.2% | 加碼 |
| Wolff Wiese Magana LLC | 15,942 | $15.8 萬 | 0.12% | −17,415−52.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 16,060 | $15.9 萬 | 0.01% | +16,060 | 新進 |
| Evercore Wealth Management, LLC | 16,302 | $16.1 萬 | 0.00% | +1,898+13.2% | 加碼 |
| Spouting Rock Asset Management, LLC | 16,320 | $16.1 萬 | 0.10% | +16,320 | 新進 |
| State of Wisconsin Investment Board | 17,330 | $17.1 萬 | 0.00% | +17,330 | 新進 |
| BloombergSen Inc. | 17,500 | $17.3 萬 | 0.01% | −2,000−10.3% | 減碼 |
| Azzad Asset Management Inc | 18,442 | $18.2 萬 | 0.02% | −176−0.9% | 減碼 |
| LPL Financial LLC | 18,826 | $18.6 萬 | 0.00% | +4,851+34.7% | 加碼 |
| Aj Wealth Strategies, LLC | 19,050 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| YorkBridge Wealth Partners, LLC | 19,274 | $19.0 萬 | 0.05% | +2,462+14.6% | 加碼 |
| Arizona State Retirement System | 19,470 | $19.2 萬 | 0.00% | +5,584+40.2% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $19.7 萬 | 0.02% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 21,866 | $21.6 萬 | 0.00% | −156,097−87.7% | 減碼 |
| Natixis Advisors, L.P. | 22,552 | $22.3 萬 | 0.00% | +560+2.5% | 加碼 |
| Stifel Financial Corp | 22,703 | $22.4 萬 | 0.00% | −519−2.2% | 減碼 |
| Versor Investments LP | 23,400 | $23.1 萬 | 0.01% | −10,398−30.8% | 減碼 |
| FDx Advisors, Inc. | 24,936 | $24.6 萬 | 0.01% | +2,736+12.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 25,725 | $25.4 萬 | 0.00% | +25,725 | 新進 |
| Walleye Capital LLC | 27,280 | $26.9 萬 | 0.01% | −10,486−27.8% | 減碼 |
| Franklin Resources Inc | 27,809 | $27.4 萬 | 0.00% | −2,766−9.0% | 減碼 |
| Green Square Capital Advisors LLC | 30,439 | $30.0 萬 | 0.05% | −5,000−14.1% | 減碼 |
| Blueshift Asset Management, LLC | 30,848 | $30.4 萬 | 0.05% | +30,848 | 新進 |
| Telemus Capital, LLC | 31,370 | $31.0 萬 | 0.03% | +31,370 | 新進 |
| Level Four Advisory Services, LLC | 32,100 | $31.7 萬 | 0.03% | +15,950+98.8% | 加碼 |
| Independent Family Office, LLC | 33,062 | $32.6 萬 | 0.30% | 00.0% | 不變 |
| Voya Investment Management LLC | 33,591 | $33.2 萬 | 0.00% | +33,591 | 新進 |
| First Republic Investment Management, Inc. | 34,465 | $34.0 萬 | 0.00% | −3,615−9.5% | 減碼 |
| Legal & General Group Plc | 34,588 | $34.1 萬 | 0.00% | +23,234+204.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 36,776 | $36.3 萬 | 0.00% | +36,776 | 新進 |
| Engineers Gate Manager LP | 39,790 | $39.3 萬 | 0.01% | −2,683−6.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 40,142 | $39.6 萬 | 0.07% | +40,142 | 新進 |
| Oppenheimer Asset Management Inc. | 40,242 | $39.7 萬 | 0.01% | +6,197+18.2% | 加碼 |
| STRS Ohio | 41,000 | $40.4 萬 | 0.00% | +41,000 | 新進 |
| Welch Capital Partners LLC | 41,334 | $40.8 萬 | 0.13% | +41,334 | 新進 |
| American International Group, Inc. | 42,092 | $41.5 萬 | 0.00% | +42,092 | 新進 |
| NinePointTwo Capital | 42,086 | $41.5 萬 | 0.14% | +42,086 | 新進 |
| Envestnet Asset Management Inc | 45,817 | $45.2 萬 | 0.00% | +1,871+4.3% | 加碼 |
| Royal Bank of Canada | 47,930 | $47.4 萬 | 0.00% | −54,187−53.1% | 減碼 |
| MetLife Investment Management | 48,520 | $47.9 萬 | 0.00% | +48,520 | 新進 |
| Credit Suisse AG | 51,323 | $50.6 萬 | 0.00% | +13,160+34.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 57,000 | $56.2 萬 | 0.01% | −300,983−84.1% | 減碼 |
| Private Advisor Group, LLC | 57,226 | $56.5 萬 | 0.01% | +57,226 | 新進 |
| Goldman Sachs Group Inc | 58,334 | $57.5 萬 | 0.00% | −202,236−77.6% | 減碼 |
| Mercer Global Advisors Inc | 59,928 | $59.2 萬 | 0.00% | +59,928 | 新進 |
| Cubist Systematic Strategies, LLC | 62,406 | $61.6 萬 | 0.00% | −153,696−71.1% | 減碼 |
| Eaton Vance Management | 64,200 | $63.4 萬 | 0.00% | −100.0% | 減碼 |
| Dimensional Fund Advisors LP | 69,859 | $69.0 萬 | 0.00% | +69,859 | 新進 |
| Premier Fund Managers Ltd | 73,080 | $73.7 萬 | 0.03% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 74,837 | $73.9 萬 | 0.01% | −12,514−14.3% | 減碼 |
| Occudo Quantitative Strategies LP | 76,018 | $75.0 萬 | 0.06% | −94,106−55.3% | 減碼 |
| Daiwa Securities Group Inc. | 76,448 | $75.5 萬 | 0.01% | 00.0% | 不變 |