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Ooma Inc

OOMA
Exchange
NYSE
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001327688

In the last 90 days, Ooma Inc insiders filed 0 open-market purchases and 16 sales; 167 institutions reported holding it in 13F filings for Q2 2026, worth $380.7M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Ooma Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
101
−2 vs. Q2 2021
Shares held
18.9M
−397.0K (−2.1%) vs. Q2 2021
Total value
$352.8M
−$12.0M (−3.3%) vs. Q2 2021
New holders
12
39 more added
Sold out
14
30 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OOMA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 101 institutions
Q1 2021: 86 institutionsQ2 2021: 104 institutionsQ3 2021: 101 institutionsQ4 2021: 103 institutionsQ1 2022: 102 institutionsQ2 2022: 100 institutionsQ3 2022: 93 institutionsQ4 2022: 100 institutionsQ1 2023: 98 institutionsQ2 2023: 97 institutionsQ3 2023: 103 institutionsQ4 2023: 102 institutionsQ1 2024: 96 institutionsQ2 2024: 104 institutionsQ3 2024: 116 institutionsQ4 2024: 124 institutionsQ1 2025: 129 institutionsQ2 2025: 133 institutionsQ3 2025: 133 institutionsQ4 2025: 142 institutionsQ1 2026: 157 institutionsQ2 2026: 167 institutions
Value heldQ3 2021: $352.8M
Q1 2021: $301.4MQ2 2021: $365.1MQ3 2021: $352.8MQ4 2021: $389.5MQ1 2022: $287.5MQ2 2022: $231.5MQ3 2022: $239.5MQ4 2022: $257.4MQ1 2023: $237.4MQ2 2023: $285.6MQ3 2023: $248.5MQ4 2023: $206.4MQ1 2024: $165.1MQ2 2024: $192.6MQ3 2024: $218.1MQ4 2024: $273.8MQ1 2025: $256.3MQ2 2025: $248.6MQ3 2025: $230.5MQ4 2025: $222.3MQ1 2026: $274.4MQ2 2026: $380.7M
Institutions holding OOMA and their total value by quarter
QuarterHoldersValue
Q2 2026167$380.7M
Q1 2026157$274.4M
Q4 2025142$222.3M
Q3 2025133$230.5M
Q2 2025133$248.6M
Q1 2025129$256.3M
Q4 2024124$273.8M
Q3 2024116$218.1M
Q2 2024104$192.6M
Q1 202496$165.1M
Q4 2023102$206.4M
Q3 2023103$248.5M
Q2 202397$285.6M
Q1 202398$237.4M
Q4 2022100$257.4M
Q3 202293$239.5M
Q2 2022100$231.5M
Q1 2022102$287.5M
Q4 2021103$389.5M
Q3 2021101$352.8M
Q2 2021104$365.1M
Q1 202186$301.4M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q2 2021.

Institutions holding OOMA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC26$00.00%00.0%Unchanged
US Bancorp68$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC60$1.00K0.00%00.0%Unchanged
Federated Hermes, Inc.21$1.00K0.00%+21New
Signaturefd, LLC42$1.00K0.00%+42New
Glassman Wealth Services31$1.00K0.00%+31New
Captrust Financial Advisors187$3.00K0.00%00.0%Unchanged
Parallel Advisors, LLC235$4.00K0.00%+235New
Point72 Hong Kong Ltd424$8.00K0.00%−3−0.7%Reduced
Nisa Investment Advisors, LLC700$13.0K0.00%00.0%Unchanged
Group One Trading, L.P.1,191$22.0K0.00%+539+82.7%Added
Ameritas Investment Partners, Inc.1,488$28.0K0.00%00.0%Unchanged
American Portfolios Advisors1,700$31.6K0.00%−400−19.0%Reduced
Citigroup Inc2,429$45.0K0.00%+1,277+110.9%Added
Legal & General Group Plc2,483$46.0K0.00%00.0%Unchanged
Quantbot Technologies LP2,600$48.0K0.00%+2,600New
Financial Management Professionals, Inc.2,883$54.0K0.01%−21−0.7%Reduced
Advisor Group Holdings, Inc.3,100$58.0K0.00%+3,100New
BNP Paribas Arbitrage, SA3,951$73.5K0.00%+3,146+390.8%Added
Metropolitan Life Insurance Co4,028$75.0K0.00%−2,382−37.2%Reduced
Lazard Asset Management LLC4,050$75.0K0.00%+179+4.6%Added
Tower Research Capital LLC (TRC)5,366$100.0K0.00%−2,162−28.7%Reduced
MetLife Investment Management8,609$160.2K0.00%00.0%Unchanged
UBS Group AG9,111$169.0K0.00%+921+11.2%Added
First Eagle Investment Management, LLC9,733$181.0K0.00%+9,303+2,163.5%Added
Assenagon Asset Management S.A.10,442$194.0K0.00%−42,098−80.1%Reduced
MBM Wealth Consultants, LLC10,537$196.0K0.09%+10,537New
Royal Bank of Canada10,746$200.0K0.00%+1,429+15.3%Added
SG Americas Securities, LLC10,843$202.0K0.00%+10,843New
Blair William & Co11,252$209.0K0.00%+90+0.8%Added
California State Teachers Retirement System11,739$218.0K0.00%−18,238−60.8%Reduced
American International Group, Inc.11,902$221.0K0.00%−282−2.3%Reduced
ExodusPoint Capital Management, LP12,581$234.0K0.00%−6,519−34.1%Reduced
Manufacturers Life Insurance Company, The12,637$235.0K0.00%−1,077−7.9%Reduced
Alliancebernstein L.P.13,500$251.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP15,648$291.0K0.03%+5,639+56.3%Added
Martingale Asset Management L P15,610$292.0K0.00%+15,610New
Citadel Advisors LLC16,021$298.0K0.00%+16,021New
State Board of Administration of Florida Retirement System17,188$320.0K0.00%00.0%Unchanged
First Quadrant L P18,000$335.0K0.04%00.0%Unchanged
New York State Common Retirement Fund18,189$338.0K0.00%+11+0.1%Added
Franklin Resources Inc19,000$354.0K0.00%+19,000New
PDT Partners, LLC19,765$368.0K0.03%+1,182+6.4%Added
Paradigm Capital Management Inc20,000$372.0K0.02%00.0%Unchanged
Walleye Trading LLC19,974$372.0K0.01%+3,435+20.8%Added
Lapides Asset Management, LLC21,500$400.0K0.17%+2,900+15.6%Added
Parametric Portfolio Associates LLC21,735$404.0K0.00%−64,218−74.7%Reduced
Boston Partners23,533$438.0K0.00%+5,038+27.2%Added
Cubist Systematic Strategies, LLC24,540$457.0K0.01%−28,901−54.1%Reduced
Perritt Capital Management Inc25,000$465.0K0.26%00.0%Unchanged
Rhumbline Advisers26,590$495.0K0.00%+568+2.2%Added
Deutsche Bank AG28,079$523.0K0.00%−8,133−22.5%Reduced
Barclays PLC28,220$525.0K0.00%+23,185+460.5%Added
Panagora Asset Management Inc30,539$568.0K0.00%+23,029+306.6%Added
Bank of America Corp31,488$587.0K0.00%+2,000+6.8%Added
Algert Global LLC35,238$656.0K0.09%+1,038+3.0%Added
Engineers Gate Manager LP46,290$861.0K0.05%−17,298−27.2%Reduced
Goldman Sachs Group Inc46,498$865.0K0.00%−63,982−57.9%Reduced
Oberweis Asset Management Inc49,300$917.0K0.19%00.0%Unchanged
Arrowstreet Capital, Limited Partnership55,838$1.04M0.00%−5,929−9.6%Reduced
AQR Capital Management LLC57,696$1.07M0.00%+35,541+160.4%Added
D. E. Shaw & Co., Inc.58,304$1.08M0.00%+17,070+41.4%Added
Los Angeles Capital Management LLC58,873$1.10M0.01%−5,180−8.1%Reduced
Millennium Management LLC67,594$1.26M0.00%+2,715+4.2%Added
Norges Bank70,074$1.30M0.00%+18,048+34.7%Added
Walleye Capital LLC72,659$1.35M0.04%+11,801+19.4%Added
Healthcare of Ontario Pension Plan Trust Fund76,800$1.43M0.00%+76,800New
Wells Fargo & Company96,528$1.80M0.00%−50,499−34.3%Reduced
Cypress Growth Fund III LP100,000$1.86M1.56%00.0%Unchanged
Bank of New York Mellon Corp100,168$1.86M0.00%+3,948+4.1%Added
Dimensional Fund Advisors LP123,102$2.29M0.00%+64,309+109.4%Added
Friess Associates LLC125,362$2.33M0.98%+13,102+11.7%Added
Two Sigma Investments, LP129,110$2.40M0.01%−30,204−19.0%Reduced
Two Sigma Advisers, LP134,600$2.50M0.01%−24,500−15.4%Reduced
JPMorgan Chase & Co138,823$2.58M0.00%−37,414−21.2%Reduced
Charles Schwab Investment Management Inc141,582$2.63M0.00%+59,862+73.3%Added
Perkins Capital Management Inc152,075$2.83M1.75%+22,850+17.7%Added
Avalon Investment & Advisory154,119$2.87M0.07%+1,610+1.1%Added
Russell Investments Group, Ltd.164,037$3.05M0.01%−261,869−61.5%Reduced
Morgan Stanley197,996$3.69M0.00%−75,705−27.7%Reduced
Northern Trust Corp201,804$3.76M0.00%−5,763−2.8%Reduced
Jacobs Levy Equity Management, Inc224,952$4.19M0.03%−2,440−1.1%Reduced
Herald Investment Management Ltd225,400$4.19M0.69%00.0%Unchanged
Acadian Asset Management LLC268,906$5.00M0.02%−62,718−18.9%Reduced
Nuveen Asset Management, LLC300,455$5.86M0.00%+84,957+39.4%Added
Tygh Capital Management, Inc.431,078$8.02M1.09%+52,512+13.9%Added
State Street Corp480,323$8.94M0.00%+9,755+2.1%Added
Geode Capital Management, LLC494,054$9.19M0.00%+35,976+7.9%Added
Royce & Associates LP500,194$9.31M0.07%−75,132−13.1%Reduced
Ophir Asset Management Pty Ltd595,672$11.1M1.53%+20,000+3.5%Added
Wasatch Advisors Inc618,767$11.5M0.05%+233,823+60.7%Added
Tiger Management L.L.C.740,854$13.8M2.57%00.0%Unchanged
Wellington Management Group LLP773,274$14.4M0.00%+104,326+15.6%Added
HCSF Management, LLC843,819$15.7M17.04%00.0%Unchanged
Lord, Abbett & Co. LLC944,975$17.6M0.04%−12,162−1.3%Reduced
Vanguard Group Inc1,020,310$19.0M0.00%−121,024−10.6%Reduced
Renaissance Technologies LLC1,073,903$20.0M0.03%−103,800−8.8%Reduced
AWM Investment Company, Inc.1,106,165$20.6M2.02%00.0%Unchanged
Woodson Capital Management, LP1,500,000$27.9M2.36%00.0%Unchanged
Trigran Investments, Inc.1,749,974$32.6M3.59%+171,797+10.9%Added