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 4 季 13F 持有人
Olo Inc. 在 2022/12/31 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
- 177
- 較 2022 年第 3 季 +11 家
- 持有股數
- 1.29 億
- 較 2022 年第 3 季 −12.8 萬 (−0.1%)
- 總市值
- $8.01 億
- 較 2022 年第 3 季 −$2.16 億 (−21.2%)
- 新進機構
- 43
- 另有 57 家加碼
- 清倉機構
- 32
- 另有 50 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +6+66.7% | 加碼 |
| Ellevest, Inc. | 1 | $6 | 0.00% | +1 | 新進 |
| Signaturefd, LLC | 22 | $138 | 0.00% | −180−89.1% | 減碼 |
| Glassman Wealth Services | 31 | $194 | 0.00% | +31 | 新進 |
| Tradewinds Capital Management, LLC | 62 | $388 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 71 | $444 | 0.00% | +71 | 新進 |
| EverSource Wealth Advisors, LLC | 86 | $538 | 0.00% | +86 | 新進 |
| The PNC Financial Services Group, Inc. | 111 | $694 | 0.00% | −284−71.9% | 減碼 |
| Harbour Investments, Inc. | 115 | $719 | 0.00% | +115 | 新進 |
| Parallel Advisors, LLC | 137 | $856 | 0.00% | −21−13.3% | 減碼 |
| Aquatic Capital Management LLC | 100 | $1,000 | 0.00% | +100 | 新進 |
| Fifth Third Bancorp | 256 | $1,600 | 0.00% | +256 | 新進 |
| Steward Partners Investment Advisory, LLC | 350 | $2,188 | 0.00% | −300−46.2% | 減碼 |
| Leonteq Securities AG | 578 | $3,612 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 780 | $4,000 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 770 | $4,813 | 0.00% | +770 | 新進 |
| Lindbrook Capital, LLC | 849 | $5,306 | 0.00% | +673+382.4% | 加碼 |
| Dark Forest Capital Management LP | 941 | $5,881 | 0.00% | +268+39.8% | 加碼 |
| FMR LLC | 1,282 | $8,013 | 0.00% | −477−27.1% | 減碼 |
| First Horizon Advisors, Inc. | 1,380 | $8,625 | 0.00% | +1,206+693.1% | 加碼 |
| Geneos Wealth Management Inc. | 1,800 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 3,580 | $2.20 萬 | 0.00% | −78−2.1% | 減碼 |
| Spire Wealth Management | 3,446 | $2.20 萬 | 0.00% | +2,858+486.1% | 加碼 |
| Simplex Trading, LLC | 3,762 | $2.30 萬 | 0.00% | −224−5.6% | 減碼 |
| Lazard Asset Management LLC | 4,711 | $2.90 萬 | 0.00% | +4,711 | 新進 |
| State of Wyoming | 5,317 | $3.32 萬 | 0.01% | +1,566+41.7% | 加碼 |
| Shell Asset Management Co | 5,450 | $3.40 萬 | 0.00% | −217−3.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,625 | $3.50 萬 | 0.00% | −757−11.9% | 減碼 |
| Metropolitan Life Insurance Co | 5,631 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| Amundi | 5,414 | $3.69 萬 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 6,399 | $4.00 萬 | 0.01% | +6,399 | 新進 |
| Citigroup Inc | 7,879 | $4.92 萬 | 0.00% | −1,085−12.1% | 減碼 |
| Tortoise Investment Management, LLC | 8,355 | $5.22 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,745 | $5.24 萬 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 9,510 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,001 | $6.30 萬 | 0.00% | +10,001 | 新進 |
| Cubist Systematic Strategies, LLC | 10,095 | $6.31 萬 | 0.00% | −189,097−94.9% | 減碼 |
| BloombergSen Inc. | 10,200 | $6.38 萬 | 0.01% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 10,284 | $6.43 萬 | 0.00% | +10,284 | 新進 |
| Teacher Retirement System of Texas | 10,408 | $6.50 萬 | 0.00% | −1,373−11.7% | 減碼 |
| Pointe Capital Management LLC | 10,558 | $6.60 萬 | 0.05% | 00.0% | 不變 |
| CI Private Wealth, LLC | 10,575 | $6.61 萬 | 0.00% | +10,575 | 新進 |
| Victory Capital Management Inc | 11,145 | $6.97 萬 | 0.00% | −50.0% | 減碼 |
| Amalgamated Bank | 11,390 | $7.10 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 11,479 | $7.17 萬 | 0.00% | −3,820−25.0% | 減碼 |
| Advisory Services Network, LLC | 11,568 | $7.23 萬 | 0.00% | +11,568 | 新進 |
| ProShare Advisors LLC | 11,571 | $7.23 萬 | 0.00% | +11,571 | 新進 |
| Pictet Asset Management SA | 12,099 | $7.60 萬 | 0.00% | +12,099 | 新進 |
| Thrivent Financial for Lutherans | 12,489 | $7.70 萬 | 0.00% | +12,489 | 新進 |
| STRS Ohio | 13,200 | $8.20 萬 | 0.00% | −20,200−60.5% | 減碼 |
| Precision Wealth Strategies, LLC | 13,149 | $8.22 萬 | 0.09% | +13,149 | 新進 |
| Advisor Group Holdings, Inc. | 14,409 | $8.94 萬 | 0.00% | +3,175+28.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,219 | $9.51 萬 | 0.00% | +9,034+146.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 15,780 | $9.86 萬 | 0.00% | +1,460+10.2% | 加碼 |
| Level Four Advisory Services, LLC | 16,000 | $10.0 萬 | 0.01% | −13,100−45.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 16,060 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Spouting Rock Asset Management, LLC | 16,982 | $10.6 萬 | 0.08% | −3,742−18.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 17,419 | $10.9 萬 | 0.00% | +17,419 | 新進 |
| Royal Bank of Canada | 18,102 | $11.4 萬 | 0.00% | +12,216+207.5% | 加碼 |
| Point72 Middle East FZE | 18,881 | $11.8 萬 | 0.01% | +18,881 | 新進 |
| Aj Wealth Strategies, LLC | 19,050 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 19,051 | $11.9 萬 | 0.00% | +1,029+5.7% | 加碼 |
| Handelsbanken Fonder AB | 19,200 | $12.0 萬 | 0.00% | +19,200 | 新進 |
| SYSTM Wealth Solutions LLC | 19,271 | $12.0 萬 | 0.01% | +19,271 | 新進 |
| Alpine Global Management, LLC | 19,286 | $12.1 萬 | 0.04% | +19,286 | 新進 |
| Franklin Resources Inc | 19,992 | $12.5 萬 | 0.00% | −1,818−8.3% | 減碼 |
| Envestnet Asset Management Inc | 20,068 | $12.5 萬 | 0.00% | −24,334−54.8% | 減碼 |
| Engineers Gate Manager LP | 20,644 | $12.9 萬 | 0.01% | +20,644 | 新進 |
| YorkBridge Wealth Partners, LLC | 21,088 | $13.2 萬 | 0.03% | −2,975−12.4% | 減碼 |
| Group One Trading, L.P. | 21,793 | $13.6 萬 | 0.00% | +10,627+95.2% | 加碼 |
| FDx Advisors, Inc. | 21,979 | $13.7 萬 | 0.01% | +589+2.8% | 加碼 |
| Alliance Wealth Advisors, LLC | 22,104 | $13.8 萬 | 0.06% | +22,104 | 新進 |
| Vestmark Advisory Solutions, Inc. | 23,442 | $14.7 萬 | 0.01% | +23,442 | 新進 |
| Barclays PLC | 24,148 | $15.1 萬 | 0.00% | +20,335+533.3% | 加碼 |
| Telemus Capital, LLC | 23,844 | $16.1 萬 | 0.01% | −7,526−24.0% | 減碼 |
| Arizona State Retirement System | 25,979 | $16.2 萬 | 0.00% | +3,687+16.5% | 加碼 |
| Cornerstone Investment Partners, LLC | 26,067 | $16.3 萬 | 0.01% | +26,067 | 新進 |
| Private Advisor Group, LLC | 57,176 | $17.8 萬 | 0.01% | −50−0.1% | 減碼 |
| Invesco Ltd. | 29,326 | $18.3 萬 | 0.00% | +212+0.7% | 加碼 |
| Green Square Capital Advisors LLC | 30,439 | $19.0 萬 | 0.03% | 00.0% | 不變 |
| Bank of America Corp | 30,518 | $19.1 萬 | 0.00% | −107,444−77.9% | 減碼 |
| First Republic Investment Management, Inc. | 31,153 | $19.5 萬 | 0.00% | −776−2.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 31,381 | $19.6 萬 | 0.00% | −5,669−15.3% | 減碼 |
| Legal & General Group Plc | 32,402 | $20.3 萬 | 0.00% | +2,874+9.7% | 加碼 |
| Susquehanna International Group, LLP | 32,606 | $20.4 萬 | 0.00% | −18,602−36.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 32,586 | $20.4 萬 | 0.00% | +32,586 | 新進 |
| Independent Family Office, LLC | 33,062 | $20.7 萬 | 0.12% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 34,101 | $21.3 萬 | 0.00% | −123,452−78.4% | 減碼 |
| Voya Investment Management LLC | 35,381 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 35,585 | $22.2 萬 | 0.00% | −671−1.9% | 減碼 |
| Wesbanco Bank Inc | 36,423 | $22.8 萬 | 0.01% | +36,423 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 38,095 | $23.8 萬 | 0.00% | +38,095 | 新進 |
| XTX Topco Ltd | 39,190 | $24.5 萬 | 0.05% | +39,190 | 新進 |
| Deutsche Bank AG | 39,809 | $24.9 萬 | 0.00% | +600+1.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 40,142 | $25.1 萬 | 0.04% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 40,535 | $25.3 萬 | 0.00% | −8,262−16.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 40,536 | $25.3 萬 | 0.03% | +40,536 | 新進 |
| Versor Investments LP | 41,100 | $25.7 萬 | 0.02% | +6,171+17.7% | 加碼 |