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 3 季 13F 持有人
Olo Inc. 在 2023/9/30 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
- 196
- 較 2023 年第 2 季 +12 家
- 持有股數
- 1.32 億
- 較 2023 年第 2 季 −370.5 萬 (−2.7%)
- 總市值
- $7.99 億
- 較 2023 年第 2 季 −$7,613 萬 (−8.7%)
- 新進機構
- 39
- 另有 62 家加碼
- 清倉機構
- 27
- 另有 61 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −2−13.3% | 減碼 |
| Glassman Wealth Services | 31 | $188 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 98 | $594 | 0.00% | +98 | 新進 |
| Spire Wealth Management | 100 | $606 | 0.00% | −3,446−97.2% | 減碼 |
| Harbour Investments, Inc. | 115 | $697 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 135 | $819 | 0.00% | +135 | 新進 |
| Quadrant Capital Group LLC | 149 | $903 | 0.00% | −1,205−89.0% | 減碼 |
| Venturi Wealth Management, LLC | 182 | $1,103 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 200 | $1,212 | 0.00% | +200 | 新進 |
| The PNC Financial Services Group, Inc. | 220 | $1,333 | 0.00% | −111−33.5% | 減碼 |
| Wolff Wiese Magana LLC | 349 | $2,115 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 391 | $2,369 | 0.00% | +391 | 新進 |
| Iron Horse Wealth Management, LLC | 523 | $3,169 | 0.00% | +523 | 新進 |
| FMR LLC | 1,200 | $7,272 | 0.00% | −936−43.8% | 減碼 |
| First Horizon Advisors, Inc. | 1,380 | $8,362 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,600 | $9,696 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 1,688 | $1.02 萬 | 0.01% | +1,688 | 新進 |
| Tower Research Capital LLC (TRC) | 2,177 | $1.32 萬 | 0.00% | −8,102−78.8% | 減碼 |
| Nisa Investment Advisors, LLC | 3,470 | $2.10 萬 | 0.00% | +2,006+137.0% | 加碼 |
| Group One Trading, L.P. | 3,836 | $2.32 萬 | 0.00% | +3,836 | 新進 |
| Lazard Asset Management LLC | 4,165 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Amundi | 5,414 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 5,011 | $3.04 萬 | 0.00% | −60,504−92.4% | 減碼 |
| BluePath Capital Management, LLC | 5,323 | $3.23 萬 | 0.03% | +5,323 | 新進 |
| Shell Asset Management Co | 5,385 | $3.30 萬 | 0.00% | −13−0.2% | 減碼 |
| Metropolitan Life Insurance Co | 5,744 | $3.48 萬 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 8,355 | $5.06 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 8,550 | $5.18 萬 | 0.00% | +8,550 | 新進 |
| Simplex Trading, LLC | 8,911 | $5.40 萬 | 0.00% | −5,115−36.5% | 減碼 |
| Point72 Middle East FZE | 8,986 | $5.45 萬 | 0.00% | −19,772−68.8% | 減碼 |
| Advisor Group Holdings, Inc. | 9,391 | $5.69 萬 | 0.00% | −6,024−39.1% | 減碼 |
| Bollard Group LLC | 9,510 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 9,600 | $5.82 萬 | 0.00% | +9,600 | 新進 |
| Graham Capital Management, L.P. | 10,029 | $6.08 萬 | 0.00% | +10,029 | 新進 |
| Ameritas Investment Partners, Inc. | 10,204 | $6.18 萬 | 0.00% | +1,660+19.4% | 加碼 |
| Pointe Capital Management LLC | 10,558 | $6.40 萬 | 0.05% | 00.0% | 不變 |
| Victory Capital Management Inc | 10,837 | $6.57 萬 | 0.00% | +266+2.5% | 加碼 |
| Brevan Howard Capital Management LP | 11,446 | $6.94 萬 | 0.02% | +11,446 | 新進 |
| Level Four Advisory Services, LLC | 12,000 | $7.27 萬 | 0.00% | −4,000−25.0% | 減碼 |
| Pictet Asset Management Holding SA | 12,099 | $7.33 萬 | 0.00% | +12,099 | 新進 |
| Principal Financial Group Inc | 12,239 | $7.42 萬 | 0.00% | +548+4.7% | 加碼 |
| Amalgamated Bank | 12,819 | $7.80 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 13,440 | $8.14 萬 | 0.00% | −16−0.1% | 減碼 |
| Sherbrooke Park Advisers LLC | 13,484 | $8.17 萬 | 0.03% | +13,484 | 新進 |
| Precision Wealth Strategies, LLC | 13,603 | $8.24 萬 | 0.09% | +13,603 | 新進 |
| MQS Management LLC | 14,139 | $8.57 萬 | 0.05% | +14,139 | 新進 |
| Black Swift Group, LLC | 15,000 | $9.09 萬 | 0.03% | +15,000 | 新進 |
| Wallace Advisory Group, LLC | 14,103 | $9.11 萬 | 0.07% | −217−1.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 16,060 | $9.73 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 16,639 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 18,160 | $11.0 萬 | 0.00% | −16,169−47.1% | 減碼 |
| Cerity Partners LLC | 19,050 | $11.5 萬 | 0.00% | +19,050 | 新進 |
| SYSTM Wealth Solutions LLC | 19,137 | $11.6 萬 | 0.02% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 19,200 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 21,127 | $12.8 萬 | 0.01% | −1,532−6.8% | 減碼 |
| Fox Run Management, L.L.C. | 21,581 | $13.1 萬 | 0.04% | +21,581 | 新進 |
| Dark Forest Capital Management LP | 21,865 | $13.3 萬 | 0.01% | −43,715−66.7% | 減碼 |
| Walleye Capital LLC | 21,981 | $13.3 萬 | 0.00% | +6,765+44.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,187 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 22,385 | $13.6 萬 | 0.05% | −288−1.3% | 減碼 |
| Telemus Capital, LLC | 23,844 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Jump Financial, LLC | 24,123 | $14.6 萬 | 0.01% | +24,123 | 新進 |
| State of Wyoming | 24,692 | $15.0 萬 | 0.03% | −13,789−35.8% | 減碼 |
| Balyasny Asset Management LLC | 25,348 | $15.4 萬 | 0.00% | +25,348 | 新進 |
| First Republic Investment Management, Inc. | 25,902 | $15.7 萬 | 0.00% | −5,201−16.7% | 減碼 |
| Diversified Trust Co | 25,922 | $15.7 萬 | 0.01% | +13,900+115.6% | 加碼 |
| SG Americas Securities, LLC | 27,161 | $16.5 萬 | 0.00% | +27,161 | 新進 |
| Punch & Associates Investment Management, Inc. | 27,800 | $16.8 萬 | 0.01% | −16,230−36.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 28,086 | $17.0 萬 | 0.03% | −6,902−19.7% | 減碼 |
| Arizona State Retirement System | 28,253 | $17.1 萬 | 0.00% | +553+2.0% | 加碼 |
| Private Advisor Group, LLC | 28,688 | $17.4 萬 | 0.00% | −28,488−49.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 29,640 | $18.0 萬 | 0.00% | +270+0.9% | 加碼 |
| Verition Fund Management LLC | 30,412 | $18.4 萬 | 0.00% | +11,982+65.0% | 加碼 |
| Green Square Capital Advisors LLC | 30,439 | $18.4 萬 | 0.02% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 30,500 | $18.5 萬 | 0.01% | +7,000+29.8% | 加碼 |
| Bayesian Capital Management, LP | 32,428 | $19.7 萬 | 0.02% | +14,500+80.9% | 加碼 |
| Spouting Rock Asset Management, LLC | 33,175 | $20.1 萬 | 0.06% | +4,253+14.7% | 加碼 |
| DC Investments Management, LLC | 34,462 | $20.9 萬 | 0.26% | 00.0% | 不變 |
| Quadrature Capital Ltd | 36,182 | $22.0 萬 | 0.00% | +36,182 | 新進 |
| Barclays PLC | 36,257 | $22.0 萬 | 0.00% | −2,108−5.5% | 減碼 |
| Corton Capital Inc. | 36,450 | $22.1 萬 | 0.11% | +12,269+50.7% | 加碼 |
| Numerai GP LLC | 36,580 | $22.2 萬 | 0.07% | −48,846−57.2% | 減碼 |
| Lloyd Advisory Services, LLC. | 37,167 | $22.5 萬 | 0.07% | +37,167 | 新進 |
| Norden Group LLC | 37,167 | $22.5 萬 | 0.07% | +37,167 | 新進 |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 37,547 | $22.9 萬 | 0.04% | −2,422−6.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 39,048 | $23.7 萬 | 0.02% | −61,869−61.3% | 減碼 |
| Counterpoint Mutual Funds LLC | 39,759 | $24.1 萬 | 0.20% | +39,759 | 新進 |
| BP PLC | 17,605 | $24.3 萬 | 1.78% | −930−5.0% | 減碼 |
| Mercer Global Advisors Inc | 40,635 | $24.6 萬 | 0.00% | +100+0.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 41,311 | $25.0 萬 | 0.00% | +192+0.5% | 加碼 |
| Voya Investment Management LLC | 41,840 | $25.4 萬 | 0.00% | +1,159+2.8% | 加碼 |
| Boothbay Fund Management, LLC | 42,208 | $25.6 萬 | 0.01% | +42,208 | 新進 |
| Price T Rowe Associates Inc | 42,250 | $25.7 萬 | 0.00% | −106,371−71.6% | 減碼 |
| LPL Financial LLC | 42,809 | $25.9 萬 | 0.00% | +24,003+127.6% | 加碼 |
| Independent Family Office, LLC | 42,895 | $26.0 萬 | 0.16% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 45,630 | $27.7 萬 | 0.00% | +8,345+22.4% | 加碼 |
| American International Group, Inc. | 51,636 | $31.3 萬 | 0.00% | +1,835+3.7% | 加碼 |
| Deutsche Bank AG | 55,135 | $33.4 萬 | 0.00% | +6,716+13.9% | 加碼 |
| MetLife Investment Management | 55,428 | $33.6 萬 | 0.00% | 00.0% | 不變 |