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 4 季 13F 持有人
Olo Inc. 在 2024/12/31 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
- 208
- 較 2024 年第 3 季 +24 家
- 持有股數
- 1.28 億
- 較 2024 年第 3 季 +665.1 萬 (+5.5%)
- 總市值
- $9.84 億
- 較 2024 年第 3 季 +$3.81 億 (+63.3%)
- 新進機構
- 47
- 另有 69 家加碼
- 清倉機構
- 23
- 另有 64 家減碼
另有 1 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $8 | 0.00% | +1 | 新進 |
| Rothschild Investment LLC | 25 | $192 | 0.00% | −25−50.0% | 減碼 |
| IFP Advisors, Inc | 29 | $223 | 0.00% | +29 | 新進 |
| National Bank of Canada | 115 | $883 | 0.00% | +115 | 新進 |
| EverSource Wealth Advisors, LLC | 152 | $1,167 | 0.00% | +152 | 新進 |
| The PNC Financial Services Group, Inc. | 157 | $1,206 | 0.00% | +96+157.4% | 加碼 |
| CI Private Wealth, LLC | 10,349 | $1,300 | 0.00% | −11,044−51.6% | 減碼 |
| GAMMA Investing LLC | 178 | $1,367 | 0.00% | −124−41.1% | 減碼 |
| Toth Financial Advisory Corp | 200 | $1,536 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 209 | $1,551 | 0.00% | +209 | 新進 |
| Continuum Advisory, LLC | 381 | $2,926 | 0.00% | +381 | 新進 |
| Tucker Asset Management LLC | 416 | $3,195 | 0.00% | −127−23.4% | 減碼 |
| Versant Capital Management, Inc | 459 | $3,525 | 0.00% | −41−8.2% | 減碼 |
| Danske Bank A/S | 600 | $4,608 | 0.00% | −4,700−88.7% | 減碼 |
| Covestor Ltd | 610 | $5,000 | 0.00% | +406+199.0% | 加碼 |
| Lindbrook Capital, LLC | 662 | $5,084 | 0.00% | −143−17.8% | 減碼 |
| R Squared Ltd | 820 | $6,298 | 0.01% | +820 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 906 | $6,958 | 0.00% | +906 | 新進 |
| Quadrant Capital Group LLC | 988 | $7,588 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,073 | $8,241 | 0.00% | +1,073 | 新進 |
| Hillsdale Investment Management Inc. | 1,200 | $9,216 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,500 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 1,700 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,775 | $1.36 萬 | 0.00% | +1,551+692.4% | 加碼 |
| Nisa Investment Advisors, LLC | 2,410 | $1.85 萬 | 0.00% | +33+1.4% | 加碼 |
| Ancora Advisors, LLC | 2,500 | $1.92 萬 | 0.00% | +2,500 | 新進 |
| Advisor Group Holdings, Inc. | 2,845 | $2.18 萬 | 0.00% | −564−16.5% | 減碼 |
| Delta Asset Management LLC | 3,000 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 3,309 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Tandem Financial, LLC | 3,441 | $2.64 萬 | 0.03% | +3,441 | 新進 |
| Global Retirement Partners, LLC | 3,499 | $2.69 萬 | 0.00% | +3,499 | 新進 |
| Amalgamated Bank | 3,632 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 4,600 | $3.53 萬 | 0.00% | +4,600 | 新進 |
| Tortoise Investment Management, LLC | 8,355 | $6.42 萬 | 0.01% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 9,100 | $6.99 萬 | 0.00% | −29,000−76.1% | 減碼 |
| Bollard Group LLC | 9,510 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 9,709 | $7.46 萬 | 0.00% | −5,240−35.1% | 減碼 |
| CWM, LLC | 9,936 | $7.60 萬 | 0.00% | +2,224+28.8% | 加碼 |
| Pointe Capital Management LLC | 10,000 | $7.68 萬 | 0.04% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 10,204 | $7.84 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 10,375 | $7.97 萬 | 0.00% | +10,375 | 新進 |
| State of Wisconsin Investment Board | 10,408 | $7.99 萬 | 0.00% | +170+1.7% | 加碼 |
| Franklin Resources Inc | 10,562 | $8.11 萬 | 0.00% | +10,562 | 新進 |
| Quadrature Capital Ltd | 10,784 | $8.29 萬 | 0.00% | −46,801−81.3% | 減碼 |
| Pictet Asset Management Holding SA | 12,099 | $9.29 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 12,138 | $9.30 萬 | 0.00% | +1,114+10.1% | 加碼 |
| US Bancorp | 12,350 | $9.48 萬 | 0.00% | −6,139−33.2% | 減碼 |
| Allianz Asset Management GmbH | 12,800 | $9.83 萬 | 0.00% | +12,800 | 新進 |
| Victory Capital Management Inc | 13,114 | $10.1 萬 | 0.00% | −187−1.4% | 減碼 |
| SPC Financial, Inc. | 13,120 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 13,511 | $10.3 萬 | 0.00% | +13,083+3,056.8% | 加碼 |
| TFJ Management, LLC | 13,937 | $10.7 萬 | 0.10% | +13,937 | 新進 |
| Amundi | 14,740 | $11.2 萬 | 0.00% | +7,101+93.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 16,060 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Axq Capital, LP | 17,063 | $13.1 萬 | 0.06% | +17,063 | 新進 |
| KLP Kapitalforvaltning AS | 17,700 | $13.6 萬 | 0.00% | +17,700 | 新進 |
| Prelude Capital Management, LLC | 19,651 | $15.1 萬 | 0.01% | −7,649−28.0% | 減碼 |
| ARGI Investment Services, LLC | 21,616 | $16.6 萬 | 0.01% | +21,616 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 21,663 | $16.6 萬 | 0.00% | +21,663 | 新進 |
| Point72 (DIFC) Ltd | 21,787 | $16.7 萬 | 0.02% | −8,228−27.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 22,149 | $17.0 萬 | 0.03% | −32,163−59.2% | 減碼 |
| Russell Investments Group, Ltd. | 22,396 | $17.2 萬 | 0.00% | −79,720−78.1% | 減碼 |
| Shell Asset Management Co | 23,857 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 24,239 | $18.6 萬 | 0.00% | −127,251−84.0% | 減碼 |
| Cerity Partners LLC | 25,684 | $19.6 萬 | 0.00% | +953+3.9% | 加碼 |
| Sherbrooke Park Advisers LLC | 25,681 | $19.7 萬 | 0.06% | −49,193−65.7% | 減碼 |
| WMS Partners, LLC | 27,774 | $21.3 萬 | 0.01% | +8,614+45.0% | 加碼 |
| Creative Planning | 27,977 | $21.5 萬 | 0.00% | −2,394−7.9% | 減碼 |
| Private Advisor Group, LLC | 28,688 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 28,878 | $22.2 萬 | 0.03% | +11,485+66.0% | 加碼 |
| ProShare Advisors LLC | 29,504 | $22.7 萬 | 0.00% | +9,709+49.0% | 加碼 |
| Diversified Trust Co | 29,550 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 29,640 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 30,358 | $23.3 萬 | 0.00% | +1,464+5.1% | 加碼 |
| Savant Capital, LLC | 33,432 | $25.7 萬 | 0.00% | +429+1.3% | 加碼 |
| Brevan Howard Capital Management LP | 33,444 | $25.7 萬 | 0.01% | +10,442+45.4% | 加碼 |
| Thrivent Financial for Lutherans | 33,579 | $25.8 萬 | 0.00% | +33,579 | 新進 |
| Voya Investment Management LLC | 34,067 | $26.2 萬 | 0.00% | −3,790−10.0% | 減碼 |
| DC Investments Management, LLC | 34,462 | $26.5 萬 | 0.17% | 00.0% | 不變 |
| Marshall Wace, LLP | 35,418 | $27.2 萬 | 0.00% | −201,449−85.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 36,000 | $27.6 萬 | 0.01% | +28,862+404.3% | 加碼 |
| Centiva Capital, LP | 36,146 | $27.8 萬 | 0.01% | +36,146 | 新進 |
| EP Wealth Advisors, LLC | 36,342 | $27.9 萬 | 0.00% | +4,260+13.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 36,608 | $28.1 萬 | 0.00% | +85+0.2% | 加碼 |
| Janus Henderson Group PLC | 37,238 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 37,701 | $29.0 萬 | 0.00% | +37,701 | 新進 |
| Manufacturers Life Insurance Company, The | 38,484 | $29.6 萬 | 0.00% | −2,304−5.6% | 減碼 |
| Connors Investor Services Inc | 38,495 | $29.6 萬 | 0.03% | +4,495+13.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,424 | $30.3 萬 | 0.00% | +13,246+50.6% | 加碼 |
| State of Wyoming | 39,674 | $30.5 萬 | 0.04% | −34,223−46.3% | 減碼 |
| CenterBook Partners LP | 40,260 | $30.9 萬 | 0.02% | −1,370,171−97.1% | 減碼 |
| Price T Rowe Associates Inc | 41,634 | $32.0 萬 | 0.00% | −10,631−20.3% | 減碼 |
| Options Solutions, LLC | 42,048 | $32.3 萬 | 0.14% | +42,048 | 新進 |
| Bayesian Capital Management, LP | 42,526 | $32.7 萬 | 0.04% | +29,700+231.6% | 加碼 |
| HSBC Holdings PLC | 43,127 | $33.1 萬 | 0.00% | −8,622−16.7% | 減碼 |
| Evergreen Capital Management LLC | 44,250 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Aigen Investment Management, LP | 44,526 | $34.2 萬 | 0.06% | +17,855+66.9% | 加碼 |
| Occudo Quantitative Strategies LP | 44,716 | $34.3 萬 | 0.06% | −16,706−27.2% | 減碼 |
| SG Americas Securities, LLC | 49,771 | $38.2 萬 | 0.00% | +7,979+19.1% | 加碼 |
| Gsa Capital Partners LLP | 51,469 | $39.5 萬 | 0.03% | −242,161−82.5% | 減碼 |