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。
2023 年第 2 季 13F 持有人
Olo Inc. 在 2023/6/30 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
- 186
- 較 2023 年第 1 季 +4 家
- 持有股數
- 1.36 億
- 較 2023 年第 1 季 +802.0 萬 (+6.3%)
- 總市值
- $8.76 億
- 較 2023 年第 1 季 −$1.65 億 (−15.8%)
- 新進機構
- 24
- 另有 80 家加碼
- 清倉機構
- 20
- 另有 47 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 31 | $200 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 86 | $556 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 99 | $640 | 0.00% | −38−27.7% | 減碼 |
| Harbour Investments, Inc. | 115 | $743 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 125 | $808 | 0.00% | +125 | 新進 |
| Venturi Wealth Management, LLC | 182 | $1,176 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 256 | $1,654 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 331 | $2,138 | 0.00% | +220+198.2% | 加碼 |
| Wolff Wiese Magana LLC | 349 | $2,255 | 0.00% | +349 | 新進 |
| Lindbrook Capital, LLC | 569 | $3,676 | 0.00% | −238−29.5% | 減碼 |
| Quadrant Capital Group LLC | 1,354 | $8,747 | 0.00% | +1,283+1,807.0% | 加碼 |
| First Horizon Advisors, Inc. | 1,380 | $8,914 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,464 | $9,457 | 0.00% | −2,116−59.1% | 減碼 |
| Geneos Wealth Management Inc. | 1,600 | $1.03 萬 | 0.00% | −200−11.1% | 減碼 |
| FMR LLC | 2,136 | $1.38 萬 | 0.00% | −157−6.8% | 減碼 |
| Spire Wealth Management | 3,546 | $2.29 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 4,165 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 5,398 | $3.50 萬 | 0.00% | −34−0.6% | 減碼 |
| Amundi | 5,414 | $3.51 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 5,744 | $3.71 萬 | 0.00% | +607+11.8% | 加碼 |
| Tortoise Investment Management, LLC | 8,355 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 8,544 | $5.52 萬 | 0.00% | +1,799+26.7% | 加碼 |
| Bollard Group LLC | 9,510 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 10,098 | $6.52 萬 | 0.00% | −44−0.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 10,098 | $6.52 萬 | 0.00% | −44−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,279 | $6.64 萬 | 0.00% | +7,915+334.8% | 加碼 |
| Pointe Capital Management LLC | 10,558 | $6.82 萬 | 0.05% | 00.0% | 不變 |
| Victory Capital Management Inc | 10,571 | $6.83 萬 | 0.00% | −246−2.3% | 減碼 |
| Principal Financial Group Inc | 11,691 | $7.55 萬 | 0.00% | +1,439+14.0% | 加碼 |
| Virtu Financial LLC | 11,984 | $7.70 萬 | 0.01% | +11,984 | 新進 |
| Diversified Trust Co | 12,022 | $7.77 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management SA | 12,099 | $7.82 萬 | 0.00% | 00.0% | 不變 |
| Delphia (USA) Inc. | 12,472 | $8.06 萬 | 0.13% | +12,472 | 新進 |
| Thrivent Financial for Lutherans | 12,400 | $8.10 萬 | 0.00% | −84−0.7% | 減碼 |
| Amalgamated Bank | 12,819 | $8.30 萬 | 0.00% | +3,514+37.8% | 加碼 |
| ProShare Advisors LLC | 13,456 | $8.69 萬 | 0.00% | +2,872+27.1% | 加碼 |
| Simplex Trading, LLC | 14,026 | $9.00 萬 | 0.00% | +14,026 | 新進 |
| Vintage Ventures Advisors Ltd. | 15,115 | $9.76 萬 | 0.72% | +15,115 | 新進 |
| Walleye Capital LLC | 15,216 | $9.83 萬 | 0.00% | +15,216 | 新進 |
| Advisor Group Holdings, Inc. | 15,415 | $9.96 萬 | 0.00% | +124+0.8% | 加碼 |
| Level Four Advisory Services, LLC | 16,000 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 16,060 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 16,639 | $10.7 萬 | 0.00% | −180−1.1% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 17,906 | $11.6 萬 | 0.01% | +17,906 | 新進 |
| Bayesian Capital Management, LP | 17,928 | $11.6 萬 | 0.01% | −9,077−33.6% | 減碼 |
| Wallace Advisory Group, LLC | 14,320 | $11.7 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 18,039 | $11.7 萬 | 0.01% | +18,039 | 新進 |
| Verition Fund Management LLC | 18,430 | $11.9 萬 | 0.00% | +18,430 | 新進 |
| BP PLC | 18,535 | $12.0 萬 | 0.89% | +18,535 | 新進 |
| LPL Financial LLC | 18,806 | $12.1 萬 | 0.00% | −239−1.3% | 減碼 |
| Aj Wealth Strategies, LLC | 19,050 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 19,137 | $12.4 萬 | 0.02% | −134−0.7% | 減碼 |
| Handelsbanken Fonder AB | 19,200 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 20,075 | $13.0 萬 | 0.00% | −48−0.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 20,428 | $13.2 萬 | 0.00% | +9,498+86.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,187 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 22,659 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 22,673 | $14.6 萬 | 0.05% | −730−3.1% | 減碼 |
| Aquatic Capital Management LLC | 23,500 | $15.2 萬 | 0.01% | +20,000+571.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 23,703 | $15.3 萬 | 0.01% | −278−1.2% | 減碼 |
| Telemus Capital, LLC | 23,844 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| Aigen Investment Management, LP | 23,899 | $15.4 萬 | 0.02% | −6,919−22.5% | 減碼 |
| Corton Capital Inc. | 24,181 | $15.6 萬 | 0.07% | +13,999+137.5% | 加碼 |
| Arizona State Retirement System | 27,700 | $17.9 萬 | 0.00% | +72+0.3% | 加碼 |
| Point72 Middle East FZE | 28,758 | $18.6 萬 | 0.01% | +28,758 | 新進 |
| Spouting Rock Asset Management, LLC | 28,922 | $18.7 萬 | 0.07% | +2,707+10.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 29,370 | $19.0 萬 | 0.00% | +13,590+86.1% | 加碼 |
| Green Square Capital Advisors LLC | 30,439 | $19.7 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 31,038 | $20.1 萬 | 0.00% | −2,556−7.6% | 減碼 |
| First Republic Investment Management, Inc. | 31,103 | $20.1 萬 | 0.00% | −2,098−6.3% | 減碼 |
| Royal Bank of Canada | 34,329 | $22.1 萬 | 0.00% | +24,917+264.7% | 加碼 |
| DC Investments Management, LLC | 34,462 | $22.3 萬 | 0.26% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 34,988 | $22.6 萬 | 0.02% | −2,909−7.7% | 減碼 |
| Equitable Trust Co | 35,980 | $23.2 萬 | 0.02% | −5,071−12.4% | 減碼 |
| Envestnet Asset Management Inc | 36,985 | $23.9 萬 | 0.00% | +21,650+141.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 37,814 | $24.4 萬 | 0.00% | −1,734,432−97.9% | 減碼 |
| Premier Fund Managers Ltd | 37,631 | $24.6 萬 | 0.01% | −66,724−63.9% | 減碼 |
| Engineers Gate Manager LP | 38,132 | $24.6 萬 | 0.01% | +38,132 | 新進 |
| Barclays PLC | 38,365 | $24.8 萬 | 0.00% | −7,475−16.3% | 減碼 |
| State of Wyoming | 38,481 | $24.9 萬 | 0.07% | +32,543+548.0% | 加碼 |
| Portside Wealth Group, LLC | 39,969 | $25.8 萬 | 0.05% | +39,969 | 新進 |
| Mercer Global Advisors Inc | 40,535 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 40,652 | $26.3 萬 | 0.00% | +40,652 | 新進 |
| Voya Investment Management LLC | 40,681 | $26.3 萬 | 0.00% | +5,300+15.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 41,119 | $26.6 萬 | 0.00% | +5,534+15.6% | 加碼 |
| Independent Family Office, LLC | 42,895 | $27.7 萬 | 0.17% | +9,833+29.7% | 加碼 |
| Punch & Associates Investment Management, Inc. | 44,030 | $28.4 萬 | 0.02% | +32,079+268.4% | 加碼 |
| American Century Companies Inc | 47,128 | $30.4 萬 | 0.00% | +36,164+329.8% | 加碼 |
| Deutsche Bank AG | 48,419 | $31.3 萬 | 0.00% | −11,638−19.4% | 減碼 |
| Woodline Partners LP | 49,715 | $32.1 萬 | 0.00% | +28,253+131.6% | 加碼 |
| American International Group, Inc. | 49,801 | $32.2 萬 | 0.00% | +6,397+14.7% | 加碼 |
| US Bancorp | 54,221 | $35.0 萬 | 0.00% | −2,502−4.4% | 減碼 |
| Quantbot Technologies LP | 54,641 | $35.3 萬 | 0.02% | +42,999+369.3% | 加碼 |
| MetLife Investment Management | 55,428 | $35.8 萬 | 0.00% | +6,908+14.2% | 加碼 |
| M&T Bank Corp | 57,769 | $37.3 萬 | 0.00% | −5,038−8.0% | 減碼 |
| Prudential Financial Inc | 58,100 | $37.5 萬 | 0.00% | +58,100 | 新進 |
| Private Advisor Group, LLC | 57,176 | $40.9 萬 | 0.00% | 00.0% | 不變 |