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 3 季 13F 持有人
Olo Inc. 在 2024/9/30 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
- 185
- 較 2024 年第 2 季 −4 家
- 持有股數
- 1.22 億
- 較 2024 年第 2 季 +1,288 萬 (+11.8%)
- 總市值
- $6.03 億
- 較 2024 年第 2 季 +$1.22 億 (+25.5%)
- 新進機構
- 32
- 另有 76 家加碼
- 清倉機構
- 36
- 另有 40 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 50 | $248 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 61 | $303 | 0.00% | +61 | 新進 |
| Ronald Blue Trust, Inc. | 107 | $473 | 0.00% | +107 | 新進 |
| Toth Financial Advisory Corp | 200 | $992 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 204 | $1,000 | 0.00% | +54+36.0% | 加碼 |
| Smartleaf Asset Management LLC | 218 | $1,066 | 0.00% | +184+541.2% | 加碼 |
| Sterling Capital Management LLC | 224 | $1,111 | 0.00% | +224 | 新進 |
| Aster Capital Management (DIFC) Ltd | 247 | $1,225 | 0.00% | +247 | 新進 |
| True Wealth Design, LLC | 253 | $1,255 | 0.00% | +253 | 新進 |
| GAMMA Investing LLC | 302 | $1,498 | 0.00% | +302 | 新進 |
| Macroview Investment Management LLC | 393 | $1,950 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 428 | $2,000 | 0.00% | −1,113−72.2% | 減碼 |
| Versant Capital Management, Inc | 500 | $2,480 | 0.00% | −82−14.1% | 減碼 |
| Tucker Asset Management LLC | 543 | $2,693 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 557 | $2,763 | 0.00% | +557 | 新進 |
| Lindbrook Capital, LLC | 805 | $3,993 | 0.00% | +31+4.0% | 加碼 |
| Quadrant Capital Group LLC | 988 | $4,901 | 0.00% | +509+106.3% | 加碼 |
| Hillsdale Investment Management Inc. | 1,200 | $5,952 | 0.00% | +1,200 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,500 | $7,440 | 0.00% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 1,700 | $8,432 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,377 | $1.18 萬 | 0.00% | −50−2.1% | 減碼 |
| Delta Asset Management LLC | 3,000 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 3,053 | $1.51 萬 | 0.00% | +600+24.5% | 加碼 |
| Coppell Advisory Solutions LLC | 3,309 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,409 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 3,632 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Danske Bank A/S | 5,300 | $2.63 萬 | 0.00% | −100−1.9% | 減碼 |
| Public Employees Retirement System of Ohio | 5,500 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,138 | $3.54 萬 | 0.00% | −13,243−65.0% | 減碼 |
| Amundi | 7,639 | $3.59 萬 | 0.00% | 00.0% | 不變 |
| nVerses Capital, LLC | 7,300 | $3.62 萬 | 0.02% | +1,600+28.1% | 加碼 |
| CWM, LLC | 7,712 | $3.80 萬 | 0.00% | +4,787+163.7% | 加碼 |
| Federated Hermes, Inc. | 7,910 | $3.92 萬 | 0.00% | +1,467+22.8% | 加碼 |
| Tortoise Investment Management, LLC | 8,355 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 9,510 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,000 | $4.96 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 10,204 | $5.06 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 10,238 | $5.08 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 11,024 | $5.50 萬 | 0.00% | +740+7.2% | 加碼 |
| Wallace Advisory Group, LLC | 12,867 | $5.69 萬 | 0.04% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 11,863 | $5.88 萬 | 0.00% | −150,190−92.7% | 減碼 |
| Pictet Asset Management Holding SA | 12,099 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 12,826 | $6.36 萬 | 0.01% | +12,826 | 新進 |
| SPC Financial, Inc. | 13,120 | $6.51 萬 | 0.01% | +13,120 | 新進 |
| Victory Capital Management Inc | 13,301 | $6.60 萬 | 0.00% | +100+0.8% | 加碼 |
| Point72 Asset Management, L.P. | 14,949 | $7.41 萬 | 0.00% | +14,949 | 新進 |
| Whittier Trust Co of Nevada Inc | 16,060 | $7.97 萬 | 0.00% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 17,393 | $8.51 萬 | 0.01% | +17,393 | 新進 |
| Benjamin Edwards Inc | 18,447 | $9.15 萬 | 0.00% | +18,447 | 新進 |
| US Bancorp | 18,489 | $9.17 萬 | 0.00% | −30,751−62.5% | 減碼 |
| Dark Forest Capital Management LP | 18,680 | $9.27 萬 | 0.01% | +18,680 | 新進 |
| WMS Partners, LLC | 19,160 | $9.50 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 19,795 | $9.82 萬 | 0.00% | +5,937+42.8% | 加碼 |
| Intech Investment Management LLC | 20,216 | $10.0 萬 | 0.00% | +20,216 | 新進 |
| Teza Capital Management LLC | 20,307 | $10.1 萬 | 0.01% | +20,307 | 新進 |
| CI Private Wealth, LLC | 21,393 | $10.6 萬 | 0.00% | +11,044+106.7% | 加碼 |
| FMR LLC | 22,021 | $10.9 萬 | 0.00% | +20,892+1,850.5% | 加碼 |
| Brevan Howard Capital Management LP | 23,002 | $11.4 萬 | 0.01% | +23,002 | 新進 |
| Shell Asset Management Co | 23,857 | $11.8 萬 | 0.01% | +23,857 | 新進 |
| Cerity Partners LLC | 24,731 | $12.3 萬 | 0.00% | +456+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,178 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Aigen Investment Management, LP | 26,671 | $13.2 萬 | 0.03% | +26,671 | 新進 |
| Prelude Capital Management, LLC | 27,300 | $13.5 萬 | 0.01% | +27,300 | 新進 |
| MQS Management LLC | 28,363 | $14.1 萬 | 0.08% | +3,898+15.9% | 加碼 |
| Private Advisor Group, LLC | 28,688 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 28,894 | $14.3 萬 | 0.00% | +435+1.5% | 加碼 |
| Diversified Trust Co | 29,550 | $14.7 萬 | 0.00% | +65+0.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 29,640 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 30,015 | $14.9 萬 | 0.01% | +15,627+108.6% | 加碼 |
| Creative Planning | 30,371 | $15.1 萬 | 0.00% | +3,974+15.1% | 加碼 |
| Quantbot Technologies LP | 31,651 | $15.7 萬 | 0.01% | −14,248−31.0% | 減碼 |
| EP Wealth Advisors, LLC | 32,082 | $15.9 萬 | 0.00% | +32,082 | 新進 |
| Savant Capital, LLC | 33,003 | $16.4 萬 | 0.00% | −105−0.3% | 減碼 |
| Connors Investor Services Inc | 34,000 | $16.9 萬 | 0.02% | +34,000 | 新進 |
| DC Investments Management, LLC | 34,462 | $17.1 萬 | 0.12% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 36,523 | $18.1 萬 | 0.00% | −2,708−6.9% | 減碼 |
| Janus Henderson Group PLC | 37,238 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 37,857 | $18.8 萬 | 0.00% | +405+1.1% | 加碼 |
| Canada Pension Plan Investment Board | 38,100 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 40,788 | $20.2 萬 | 0.00% | −1,235−2.9% | 減碼 |
| SG Americas Securities, LLC | 41,792 | $20.7 萬 | 0.00% | −14,460−25.7% | 減碼 |
| Evergreen Capital Management LLC | 44,250 | $21.9 萬 | 0.01% | +21,100+91.1% | 加碼 |
| Petrus Trust Company, LTA | 46,400 | $23.0 萬 | 0.02% | +19,274+71.1% | 加碼 |
| Counterpoint Mutual Funds LLC | 46,698 | $23.2 萬 | 0.04% | +6,575+16.4% | 加碼 |
| Wells Fargo & Company | 48,228 | $23.9 萬 | 0.00% | −741,153−93.9% | 減碼 |
| Fox Run Management, L.L.C. | 50,790 | $25.2 萬 | 0.06% | +50,790 | 新進 |
| LPL Financial LLC | 50,912 | $25.3 萬 | 0.00% | +9,393+22.6% | 加碼 |
| HSBC Holdings PLC | 51,749 | $25.7 萬 | 0.00% | +24,658+91.0% | 加碼 |
| Price T Rowe Associates Inc | 52,265 | $26.0 萬 | 0.00% | +460+0.9% | 加碼 |
| Verition Fund Management LLC | 54,230 | $26.9 萬 | 0.00% | −70,411−56.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 54,312 | $26.9 萬 | 0.03% | +7,688+16.5% | 加碼 |
| Corebridge Financial, Inc. | 56,015 | $27.8 萬 | 0.00% | −346−0.6% | 減碼 |
| Quadrature Capital Ltd | 57,585 | $28.6 萬 | 0.01% | −75,712−56.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 57,742 | $28.6 萬 | 0.00% | +5,678+10.9% | 加碼 |
| MetLife Investment Management | 59,490 | $29.5 萬 | 0.00% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 61,422 | $30.5 萬 | 0.06% | −27,811−31.2% | 減碼 |
| Pathstone Holdings, LLC | 67,906 | $33.7 萬 | 0.00% | −206−0.3% | 減碼 |
| State of Wyoming | 73,897 | $36.7 萬 | 0.05% | −35,861−32.7% | 減碼 |
| Sherbrooke Park Advisers LLC | 74,874 | $37.1 萬 | 0.09% | +21,990+41.6% | 加碼 |
| Citigroup Inc | 79,077 | $39.2 萬 | 0.00% | +55,913+241.4% | 加碼 |