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 4 季 13F 持有人
Olo Inc. 在 2023/12/31 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
- 185
- 較 2023 年第 3 季 −9 家
- 持有股數
- 1.24 億
- 較 2023 年第 3 季 −686.5 萬 (−5.2%)
- 總市值
- $7.11 億
- 較 2023 年第 3 季 −$8,463 萬 (−10.6%)
- 新進機構
- 26
- 另有 58 家加碼
- 清倉機構
- 35
- 另有 65 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 37 | $0 | 0.00% | +24+184.6% | 加碼 |
| Ronald Blue Trust, Inc. | 48 | $0 | 0.00% | +48 | 新進 |
| Quadrant Capital Group LLC | 69 | $395 | 0.00% | −80−53.7% | 減碼 |
| Gradient Investments LLC | 98 | $561 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 115 | $658 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 182 | $1,042 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 200 | $1,144 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 249 | $1,424 | 0.00% | +29+13.2% | 加碼 |
| Versant Capital Management, Inc | 349 | $1,996 | 0.00% | −42−10.7% | 減碼 |
| Wolff Wiese Magana LLC | 349 | $1,997 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 393 | $2,248 | 0.00% | −1,295−76.7% | 減碼 |
| Signaturefd, LLC | 500 | $2,860 | 0.00% | +500 | 新進 |
| Private Wealth Management Group, LLC | 769 | $4,399 | 0.00% | +769 | 新進 |
| FMR LLC | 783 | $4,479 | 0.00% | −417−34.8% | 減碼 |
| Lindbrook Capital, LLC | 843 | $4,822 | 0.00% | +843 | 新進 |
| Geneos Wealth Management Inc. | 1,300 | $7,436 | 0.00% | −300−18.8% | 減碼 |
| First Horizon Advisors, Inc. | 1,380 | $7,893 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,400 | $8,008 | 0.00% | −8,200−85.4% | 減碼 |
| Russell Investments Group, Ltd. | 1,421 | $8,128 | 0.00% | −179,011−99.2% | 減碼 |
| Nisa Investment Advisors, LLC | 1,455 | $8,323 | 0.00% | −2,015−58.1% | 減碼 |
| Game Plan Financial Advisors, LLC | 2,100 | $1.20 萬 | 0.01% | +2,100 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,300 | $1.32 萬 | 0.00% | −6,250−73.1% | 減碼 |
| Aquatic Capital Management LLC | 2,900 | $1.70 萬 | 0.00% | −27,600−90.5% | 減碼 |
| Coppell Advisory Solutions LLC | 3,309 | $1.73 萬 | 0.00% | +3,309 | 新進 |
| Simplex Trading, LLC | 3,766 | $2.10 萬 | 0.00% | −5,145−57.7% | 減碼 |
| Shell Asset Management Co | 4,141 | $2.40 萬 | 0.00% | −1,244−23.1% | 減碼 |
| Lazard Asset Management LLC | 4,880 | $2.70 萬 | 0.00% | +715+17.2% | 加碼 |
| Amundi | 5,414 | $2.81 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 5,744 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 7,861 | $4.50 萬 | 0.00% | −1,530−16.3% | 減碼 |
| Advisory Services Network, LLC | 7,895 | $4.52 萬 | 0.00% | +7,895 | 新進 |
| Tortoise Investment Management, LLC | 8,355 | $4.78 萬 | 0.01% | 00.0% | 不變 |
| Bollard Group LLC | 9,510 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 10,204 | $5.84 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 10,349 | $5.92 萬 | 0.00% | −6,290−37.8% | 減碼 |
| Point72 Middle East FZE | 10,552 | $6.04 萬 | 0.00% | +1,566+17.4% | 加碼 |
| Pointe Capital Management LLC | 10,558 | $6.04 萬 | 0.04% | 00.0% | 不變 |
| Amalgamated Bank | 11,890 | $6.80 萬 | 0.00% | −929−7.2% | 減碼 |
| Level Four Advisory Services, LLC | 12,000 | $6.86 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 12,099 | $6.92 萬 | 0.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 12,165 | $6.96 萬 | 0.00% | −74−0.6% | 減碼 |
| Oracle Alpha Inc. | 12,374 | $7.08 萬 | 0.09% | +12,374 | 新進 |
| Precision Wealth Strategies, LLC | 13,861 | $7.93 萬 | 0.08% | +258+1.9% | 加碼 |
| Victory Capital Management Inc | 14,056 | $8.04 萬 | 0.00% | +3,219+29.7% | 加碼 |
| Wallace Advisory Group, LLC | 13,557 | $8.22 萬 | 0.06% | −546−3.9% | 減碼 |
| Cipher Capital LP | 14,546 | $8.32 萬 | 0.03% | +14,546 | 新進 |
| Citigroup Inc | 14,699 | $8.41 萬 | 0.00% | +9,688+193.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 16,060 | $9.19 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 17,002 | $9.73 萬 | 0.00% | −4,979−22.7% | 減碼 |
| ProShare Advisors LLC | 17,127 | $9.80 萬 | 0.00% | +3,687+27.4% | 加碼 |
| Two Sigma Securities, LLC | 17,787 | $10.2 萬 | 0.00% | +17,787 | 新進 |
| Arrowstreet Capital, Limited Partnership | 17,983 | $10.3 萬 | 0.00% | −90,248−83.4% | 減碼 |
| Cerity Partners LLC | 19,050 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 19,200 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 19,973 | $11.4 萬 | 0.00% | +17,796+817.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,175 | $12.1 萬 | 0.00% | +21,175 | 新進 |
| MQS Management LLC | 22,757 | $13.0 萬 | 0.07% | +8,618+61.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 22,850 | $13.1 萬 | 0.04% | +465+2.1% | 加碼 |
| Brevan Howard Capital Management LP | 22,975 | $13.1 萬 | 0.01% | +11,529+100.7% | 加碼 |
| Telemus Capital, LLC | 23,844 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 25,922 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $15.0 萬 | 0.00% | +3,991+18.0% | 加碼 |
| Corton Capital Inc. | 28,275 | $16.2 萬 | 0.05% | −8,175−22.4% | 減碼 |
| Arizona State Retirement System | 28,780 | $16.5 萬 | 0.00% | +527+1.9% | 加碼 |
| Woodline Partners LP | 28,893 | $16.5 萬 | 0.00% | −68,255−70.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 29,640 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 30,501 | $17.4 萬 | 0.01% | +30,501 | 新進 |
| Green Square Capital Advisors LLC | 30,439 | $17.4 萬 | 0.02% | 00.0% | 不變 |
| Norden Group LLC | 30,586 | $17.5 萬 | 0.03% | −6,581−17.7% | 減碼 |
| Fox Run Management, L.L.C. | 31,075 | $17.8 萬 | 0.05% | +9,494+44.0% | 加碼 |
| Baker Tilly Wealth Management, LLC | 31,666 | $18.1 萬 | 0.03% | +3,580+12.7% | 加碼 |
| Royal Bank of Canada | 32,015 | $18.3 萬 | 0.00% | +13,855+76.3% | 加碼 |
| DC Investments Management, LLC | 34,462 | $19.7 萬 | 0.20% | 00.0% | 不變 |
| Lombard Odier Asset Management (USA) Corp | 34,466 | $19.7 萬 | 0.03% | +34,466 | 新進 |
| Allspring Global Investments Holdings, LLC | 36,296 | $20.8 萬 | 0.00% | −2,696,260−98.7% | 減碼 |
| Counterpoint Mutual Funds LLC | 36,795 | $21.0 萬 | 0.08% | −2,964−7.5% | 減碼 |
| Man Group plc | 36,828 | $21.1 萬 | 0.00% | – | – |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 37,747 | $21.6 萬 | 0.00% | −1,075,677−96.6% | 減碼 |
| M&T Bank Corp | 39,848 | $22.8 萬 | 0.00% | −18,248−31.4% | 減碼 |
| SG Americas Securities, LLC | 40,316 | $23.1 萬 | 0.00% | +13,155+48.4% | 加碼 |
| Portside Wealth Group, LLC | 41,014 | $23.5 萬 | 0.04% | +3,467+9.2% | 加碼 |
| LPL Financial LLC | 41,164 | $23.5 萬 | 0.00% | −1,645−3.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 41,311 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 41,929 | $24.0 萬 | 0.00% | +89+0.2% | 加碼 |
| AQR Capital Management LLC | 42,225 | $24.2 萬 | 0.00% | +42,225 | 新進 |
| Independent Family Office, LLC | 42,895 | $24.5 萬 | 0.14% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 43,858 | $25.1 萬 | 0.00% | +1,608+3.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 44,451 | $25.4 萬 | 0.02% | +44,451 | 新進 |
| XTX Topco Ltd | 44,929 | $25.7 萬 | 0.06% | +44,929 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 45,630 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| Versor Investments LP | 48,300 | $27.6 萬 | 0.06% | −31,400−39.4% | 減碼 |
| Nebula Research & Development LLC | 48,786 | $27.9 萬 | 0.08% | +48,786 | 新進 |
| State of Wyoming | 48,951 | $28.0 萬 | 0.05% | +24,259+98.2% | 加碼 |
| Quadrature Capital Ltd | 50,394 | $28.8 萬 | 0.01% | +14,212+39.3% | 加碼 |
| Petrus Trust Company, LTA | 50,969 | $29.2 萬 | 0.03% | −17,776−25.9% | 減碼 |
| Centiva Capital, LP | 50,975 | $29.2 萬 | 0.02% | +50,975 | 新進 |
| American International Group, Inc. | 51,428 | $29.4 萬 | 0.00% | −208−0.4% | 減碼 |
| MetLife Investment Management | 55,428 | $31.7 萬 | 0.00% | 00.0% | 不變 |
| Engineers Gate Manager LP | 58,101 | $33.2 萬 | 0.01% | −7,506−11.4% | 減碼 |