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 3 季 13F 持有人
Olo Inc. 在 2022/9/30 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
- 171
- 較 2022 年第 2 季 +7 家
- 持有股數
- 1.29 億
- 較 2022 年第 2 季 −166.4 萬 (−1.3%)
- 總市值
- $10.2 億
- 較 2022 年第 2 季 −$2.70 億 (−21.0%)
- 新進機構
- 33
- 另有 52 家加碼
- 清倉機構
- 26
- 另有 53 家減碼
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 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 62 | $0 | 0.00% | +21+51.2% | 加碼 |
| Marquette Asset Management, LLC | 30 | $0 | 0.00% | +30 | 新進 |
| Allworth Financial LP | 21 | $0 | 0.00% | +21 | 新進 |
| Bogart Wealth, LLC | 25 | $0 | 0.00% | +25 | 新進 |
| Covestor Ltd | 9 | $0 | 0.00% | +9 | 新進 |
| American Portfolios Advisors | 64 | $506 | 0.00% | −82−56.2% | 減碼 |
| Howe & Rusling Inc | 80 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 174 | $1,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 135 | $1,000 | 0.00% | +135 | 新進 |
| Parallel Advisors, LLC | 158 | $1,000 | 0.00% | +158 | 新進 |
| Lindbrook Capital, LLC | 176 | $1,000 | 0.00% | +176 | 新進 |
| Wipfli Financial Advisors LLC, | 157 | $1,000 | 0.00% | +157 | 新進 |
| Bell Investment Advisors, Inc | 65 | $1,000 | 0.00% | +65 | 新進 |
| Signaturefd, LLC | 202 | $2,000 | 0.00% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 216 | $2,000 | 0.00% | +216 | 新進 |
| The PNC Financial Services Group, Inc. | 395 | $3,000 | 0.00% | +245+163.3% | 加碼 |
| Wolff Wiese Magana LLC | 461 | $4,000 | 0.00% | −15,481−97.1% | 減碼 |
| Leonteq Securities AG | 578 | $4,566 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 588 | $5,000 | 0.00% | −100−14.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 650 | $5,000 | 0.00% | +413+174.3% | 加碼 |
| Dark Forest Capital Management LP | 673 | $5,000 | 0.00% | +673 | 新進 |
| Rockefeller Capital Management L.P. | 780 | $6,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 854 | $7,000 | 0.00% | +480+128.3% | 加碼 |
| Geneos Wealth Management Inc. | 1,800 | $1.40 萬 | 0.00% | −720−28.6% | 減碼 |
| FMR LLC | 1,759 | $1.40 萬 | 0.00% | +1,202+215.8% | 加碼 |
| PEAK6 Investments LLC | 2,919 | $2.30 萬 | 0.00% | +2,919 | 新進 |
| Barclays PLC | 3,813 | $3.00 萬 | 0.00% | −11,952−75.8% | 減碼 |
| State of Wyoming | 3,751 | $3.00 萬 | 0.01% | +890+31.1% | 加碼 |
| Simplex Trading, LLC | 3,986 | $3.10 萬 | 0.00% | +3,986 | 新進 |
| Nisa Investment Advisors, LLC | 3,658 | $3.20 萬 | 0.00% | −2,422−39.8% | 減碼 |
| Amundi | 5,414 | $4.40 萬 | 0.00% | +5,414 | 新進 |
| Metropolitan Life Insurance Co | 5,631 | $4.45 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 5,667 | $4.50 萬 | 0.00% | −713−11.2% | 減碼 |
| Royal Bank of Canada | 5,886 | $4.70 萬 | 0.00% | −42,044−87.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,185 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 6,382 | $5.00 萬 | 0.00% | −2,016−24.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,745 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Castle Wealth Management LLC | 6,594 | $5.30 萬 | 0.03% | +750+12.8% | 加碼 |
| US Bancorp | 6,735 | $5.40 萬 | 0.00% | −608−8.3% | 減碼 |
| Cutler Group LP | 6,982 | $5.50 萬 | 0.01% | +6,204+797.4% | 加碼 |
| Point72 Hong Kong Ltd | 8,107 | $6.40 萬 | 0.00% | +8,107 | 新進 |
| Tortoise Investment Management, LLC | 8,355 | $6.60 萬 | 0.01% | +8,355 | 新進 |
| Citigroup Inc | 8,964 | $7.10 萬 | 0.00% | −4,027−31.0% | 減碼 |
| Bollard Group LLC | 9,510 | $7.50 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 9,973 | $7.90 萬 | 0.00% | −137,122−93.2% | 減碼 |
| HighTower Advisors, LLC | 10,135 | $8.00 萬 | 0.00% | −2,449−19.5% | 減碼 |
| Quantamental Technologies LLC | 10,090 | $8.00 萬 | 0.03% | +10,090 | 新進 |
| BloombergSen Inc. | 10,200 | $8.10 萬 | 0.01% | −7,300−41.7% | 減碼 |
| Quantbot Technologies LP | 10,348 | $8.10 萬 | 0.01% | +10,348 | 新進 |
| M&T Bank Corp | 10,401 | $8.20 萬 | 0.00% | −464−4.3% | 減碼 |
| Kore Private Wealth LLC | 10,416 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,558 | $8.30 萬 | 0.07% | 00.0% | 不變 |
| Aigen Investment Management, LP | 11,098 | $8.80 萬 | 0.01% | −4,334−28.1% | 減碼 |
| Game Plan Financial Advisors, LLC | 11,100 | $8.80 萬 | 0.07% | −1,700−13.3% | 減碼 |
| Group One Trading, L.P. | 11,166 | $8.80 萬 | 0.00% | +10,109+956.4% | 加碼 |
| Victory Capital Management Inc | 11,150 | $8.80 萬 | 0.00% | +11,150 | 新進 |
| Advisor Group Holdings, Inc. | 11,234 | $8.90 萬 | 0.00% | +1,367+13.9% | 加碼 |
| Amalgamated Bank | 11,390 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 11,781 | $9.30 萬 | 0.00% | +635+5.7% | 加碼 |
| Empowered Funds, LLC | 13,623 | $10.8 萬 | 0.01% | +1,723+14.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,320 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 15,129 | $12.0 萬 | 0.00% | −400−2.6% | 減碼 |
| State of Wisconsin Investment Board | 15,299 | $12.1 萬 | 0.00% | −2,031−11.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 16,060 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 16,399 | $13.0 萬 | 0.00% | +798+5.1% | 加碼 |
| Wolverine Trading, LLC | 16,456 | $13.1 萬 | 0.01% | +16,456 | 新進 |
| Quadrature Capital Ltd | 16,567 | $13.1 萬 | 0.00% | +16,567 | 新進 |
| Ensign Peak Advisors, Inc | 16,750 | $13.2 萬 | 0.00% | +8,230+96.6% | 加碼 |
| LPL Financial LLC | 18,022 | $14.2 萬 | 0.00% | −804−4.3% | 減碼 |
| Azzad Asset Management Inc | 18,546 | $14.7 萬 | 0.01% | +104+0.6% | 加碼 |
| Aj Wealth Strategies, LLC | 19,050 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Trexquant Investment LP | 19,578 | $15.5 萬 | 0.01% | +19,578 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $15.8 萬 | 0.02% | 00.0% | 不變 |
| Spouting Rock Asset Management, LLC | 20,724 | $16.4 萬 | 0.13% | +4,404+27.0% | 加碼 |
| FDx Advisors, Inc. | 21,390 | $16.9 萬 | 0.01% | −3,546−14.2% | 減碼 |
| Stifel Financial Corp | 21,499 | $17.0 萬 | 0.00% | −1,204−5.3% | 減碼 |
| Franklin Resources Inc | 21,810 | $17.2 萬 | 0.00% | −5,999−21.6% | 減碼 |
| Arizona State Retirement System | 22,292 | $17.6 萬 | 0.00% | +2,822+14.5% | 加碼 |
| Neuberger Berman Group LLC | 22,540 | $17.8 萬 | 0.00% | +7,230+47.2% | 加碼 |
| YorkBridge Wealth Partners, LLC | 24,063 | $19.0 萬 | 0.05% | +4,789+24.8% | 加碼 |
| Triumph Capital Management | 25,070 | $19.8 萬 | 0.11% | +25,070 | 新進 |
| Invesco Ltd. | 29,114 | $23.0 萬 | 0.00% | −2,648,857−98.9% | 減碼 |
| Level Four Advisory Services, LLC | 29,100 | $23.0 萬 | 0.02% | −3,000−9.3% | 減碼 |
| Legal & General Group Plc | 29,528 | $23.3 萬 | 0.00% | −5,060−14.6% | 減碼 |
| Green Square Capital Advisors LLC | 30,439 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Telemus Capital, LLC | 31,370 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 31,929 | $25.2 萬 | 0.00% | −2,536−7.4% | 減碼 |
| Independent Family Office, LLC | 33,062 | $26.1 萬 | 0.13% | 00.0% | 不變 |
| STRS Ohio | 33,400 | $26.3 萬 | 0.00% | −7,600−18.5% | 減碼 |
| Versor Investments LP | 34,929 | $27.6 萬 | 0.02% | +11,529+49.3% | 加碼 |
| Voya Investment Management LLC | 35,381 | $28.0 萬 | 0.00% | +1,790+5.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 36,256 | $28.6 萬 | 0.00% | −520−1.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 37,050 | $29.3 萬 | 0.01% | −3,192−7.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $29.5 萬 | 0.00% | +11,560+44.9% | 加碼 |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $29.7 萬 | 0.00% | +37,588 | 新進 |
| Deutsche Bank AG | 39,209 | $31.0 萬 | 0.00% | −103,310−72.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 40,142 | $31.7 萬 | 0.05% | 00.0% | 不變 |
| Welch Capital Partners LLC | 41,334 | $32.7 萬 | 0.11% | 00.0% | 不變 |
| NinePointTwo Capital | 42,086 | $33.2 萬 | 0.13% | 00.0% | 不變 |
| Jane Street Group, LLC | 42,482 | $33.5 萬 | 0.00% | +42,482 | 新進 |