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。
2024 年第 1 季 13F 持有人
Olo Inc. 在 2024/3/31 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
- 183
- 較 2023 年第 4 季 0 家
- 持有股數
- 1.23 億
- 較 2023 年第 4 季 −119.6 萬 (−1.0%)
- 總市值
- $6.76 億
- 較 2023 年第 4 季 −$3,505 萬 (−4.9%)
- 新進機構
- 26
- 另有 55 家加碼
- 清倉機構
- 26
- 另有 70 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 76 | $0 | 0.00% | +39+105.4% | 加碼 |
| Federated Hermes, Inc. | 1 | $5 | 0.00% | +1 | 新進 |
| Clearstead Advisors, LLC | 10 | $47 | 0.00% | +10 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $104 | 0.00% | +19 | 新進 |
| The PNC Financial Services Group, Inc. | 29 | $159 | 0.00% | −220−88.4% | 減碼 |
| Harbour Investments, Inc. | 41 | $225 | 0.00% | −74−64.3% | 減碼 |
| Signaturefd, LLC | 100 | $549 | 0.00% | −400−80.0% | 減碼 |
| Spire Wealth Management | 100 | $549 | 0.00% | +100 | 新進 |
| Toth Financial Advisory Corp | 200 | $1,098 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 349 | $1,917 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 454 | $2,000 | 0.00% | −3,312−87.9% | 減碼 |
| Quadrant Capital Group LLC | 390 | $2,142 | 0.00% | +321+465.2% | 加碼 |
| Macroview Investment Management LLC | 393 | $2,158 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 500 | $2,745 | 0.00% | −1,800−78.3% | 減碼 |
| Lazard Asset Management LLC | 673 | $3,000 | 0.00% | −4,207−86.2% | 減碼 |
| CWM, LLC | 467 | $3,000 | 0.00% | +467 | 新進 |
| Geneos Wealth Management Inc. | 700 | $3,843 | 0.00% | −600−46.2% | 減碼 |
| Lindbrook Capital, LLC | 843 | $4,628 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,380 | $7,576 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,401 | $7,691 | 0.00% | −18,572−93.0% | 減碼 |
| Russell Investments Group, Ltd. | 1,421 | $7,801 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,614 | $8,861 | 0.00% | +159+10.9% | 加碼 |
| Game Plan Financial Advisors, LLC | 2,000 | $1.10 萬 | 0.01% | −100−4.8% | 減碼 |
| Advisor Group Holdings, Inc. | 2,402 | $1.32 萬 | 0.00% | −5,459−69.4% | 減碼 |
| FMR LLC | 2,588 | $1.42 萬 | 0.00% | +1,805+230.5% | 加碼 |
| Royal Bank of Canada | 2,706 | $1.50 萬 | 0.00% | −29,309−91.5% | 減碼 |
| Amalgamated Bank | 3,121 | $1.70 萬 | 0.00% | −8,769−73.8% | 減碼 |
| Shell Asset Management Co | 3,916 | $1.70 萬 | 0.00% | −225−5.4% | 減碼 |
| Amundi | 5,414 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 5,307 | $2.90 萬 | 0.00% | +5,307 | 新進 |
| Metropolitan Life Insurance Co | 5,837 | $3.20 萬 | 0.00% | +93+1.6% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 8,141 | $4.47 萬 | 0.01% | +8,141 | 新進 |
| Tortoise Investment Management, LLC | 8,355 | $4.59 萬 | 0.01% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 9,424 | $5.17 萬 | 0.00% | +9,424 | 新進 |
| Bollard Group LLC | 9,510 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,000 | $5.49 萬 | 0.03% | −558−5.3% | 減碼 |
| Brevan Howard Capital Management LP | 10,146 | $5.57 萬 | 0.01% | −12,829−55.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,204 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Zacks Investment Management | 10,332 | $5.67 萬 | 0.00% | +10,332 | 新進 |
| CI Private Wealth, LLC | 10,349 | $5.68 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 11,543 | $6.34 萬 | 0.00% | +11,543 | 新進 |
| Pictet Asset Management Holding SA | 12,099 | $6.64 萬 | 0.00% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 12,000 | $6.86 萬 | 0.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 12,913 | $7.09 萬 | 0.00% | +748+6.1% | 加碼 |
| Victory Capital Management Inc | 13,403 | $7.36 萬 | 0.00% | −653−4.6% | 減碼 |
| HighTower Advisors, LLC | 13,685 | $7.50 萬 | 0.00% | +13,685 | 新進 |
| Corton Capital Inc. | 14,195 | $7.79 萬 | 0.03% | −14,080−49.8% | 減碼 |
| Precision Wealth Strategies, LLC | 15,893 | $8.73 萬 | 0.08% | +2,032+14.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 16,060 | $8.82 萬 | 0.00% | 00.0% | 不變 |
| MQS Management LLC | 16,599 | $9.11 萬 | 0.05% | −6,158−27.1% | 減碼 |
| Citigroup Inc | 18,065 | $9.92 萬 | 0.00% | +3,366+22.9% | 加碼 |
| ProShare Advisors LLC | 18,590 | $10.2 萬 | 0.00% | +1,463+8.5% | 加碼 |
| Handelsbanken Fonder AB | 19,200 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 19,389 | $10.6 萬 | 0.01% | +19,389 | 新進 |
| Cerity Partners LLC | 20,104 | $11.0 萬 | 0.00% | +1,054+5.5% | 加碼 |
| Centiva Capital, LP | 21,475 | $11.8 萬 | 0.01% | −29,500−57.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 22,776 | $12.5 萬 | 0.04% | −74−0.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 15,780 | $12.9 萬 | 0.00% | −13,860−46.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 23,844 | $13.1 萬 | 0.00% | +23,844 | 新進 |
| Dark Forest Capital Management LP | 23,968 | $13.2 萬 | 0.02% | +23,968 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| nVerses Capital, LLC | 26,700 | $14.7 萬 | 0.35% | +26,700 | 新進 |
| Quantbot Technologies LP | 27,011 | $14.8 萬 | 0.01% | −36,104−57.2% | 減碼 |
| Petrus Trust Company, LTA | 27,126 | $14.9 萬 | 0.01% | −23,843−46.8% | 減碼 |
| AQR Capital Management LLC | 27,948 | $15.3 萬 | 0.00% | −14,277−33.8% | 減碼 |
| Cipher Capital LP | 28,103 | $15.4 萬 | 0.07% | +13,557+93.2% | 加碼 |
| Diversified Trust Co | 28,207 | $15.5 萬 | 0.00% | +2,285+8.8% | 加碼 |
| Arizona State Retirement System | 28,533 | $15.7 萬 | 0.00% | −247−0.9% | 減碼 |
| Private Advisor Group, LLC | 28,898 | $15.9 萬 | 0.00% | −31,308−52.0% | 減碼 |
| Fox Run Management, L.L.C. | 29,740 | $16.3 萬 | 0.04% | −1,335−4.3% | 減碼 |
| Green Square Capital Advisors LLC | 30,439 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 31,785 | $17.4 萬 | 0.03% | +119+0.4% | 加碼 |
| Woodline Partners LP | 32,190 | $17.7 萬 | 0.00% | +3,297+11.4% | 加碼 |
| Bayesian Capital Management, LP | 34,200 | $18.8 萬 | 0.02% | +34,200 | 新進 |
| DC Investments Management, LLC | 34,462 | $18.9 萬 | 0.16% | 00.0% | 不變 |
| Voya Investment Management LLC | 34,942 | $19.2 萬 | 0.00% | −6,987−16.7% | 減碼 |
| Charles Schwab Investment Advisory, Inc. | 37,588 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 37,778 | $20.7 萬 | 0.00% | +31+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 39,590 | $21.7 萬 | 0.00% | −1,721−4.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 39,636 | $21.8 萬 | 0.00% | +3,340+9.2% | 加碼 |
| Norden Group LLC | 39,802 | $21.9 萬 | 0.04% | +9,216+30.1% | 加碼 |
| Clearline Capital LP | 39,863 | $21.9 萬 | 0.02% | +39,863 | 新進 |
| Jane Street Group, LLC | 41,385 | $22.7 萬 | 0.00% | −138,911−77.0% | 減碼 |
| LPL Financial LLC | 42,548 | $23.4 萬 | 0.00% | +1,384+3.4% | 加碼 |
| Independent Family Office, LLC | 42,895 | $23.5 萬 | 0.13% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 43,515 | $23.9 萬 | 0.04% | +2,501+6.1% | 加碼 |
| Gsa Capital Partners LLP | 44,606 | $24.5 萬 | 0.02% | −121,337−73.1% | 減碼 |
| Verition Fund Management LLC | 44,700 | $24.5 萬 | 0.00% | −14,930−25.0% | 減碼 |
| HRT Financial LP | 47,001 | $25.8 萬 | 0.00% | −51,328−52.2% | 減碼 |
| MetLife Investment Management | 47,885 | $26.3 萬 | 0.00% | −7,543−13.6% | 減碼 |
| Price T Rowe Associates Inc | 48,240 | $26.5 萬 | 0.00% | +4,382+10.0% | 加碼 |
| Versor Investments LP | 48,300 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 37,285 | $27.6 萬 | 0.00% | −8,345−18.3% | 減碼 |
| American International Group, Inc. | 50,990 | $28.0 萬 | 0.00% | −438−0.9% | 減碼 |
| M&T Bank Corp | 56,735 | $31.1 萬 | 0.00% | +16,887+42.4% | 加碼 |
| Sherbrooke Park Advisers LLC | 59,902 | $32.9 萬 | 0.06% | +59,902 | 新進 |
| US Bancorp | 60,330 | $33.1 萬 | 0.00% | −2,028−3.3% | 減碼 |
| Susquehanna International Group, LLP | 65,098 | $35.7 萬 | 0.00% | −14,465−18.2% | 減碼 |
| Balyasny Asset Management LLC | 65,403 | $35.9 萬 | 0.00% | −20,572−23.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 69,531 | $38.2 萬 | 0.00% | +69,531 | 新進 |