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, Q4 2021
Institutional positions in Ooma Inc as of Dec 31, 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
- 103
- +3 vs. Q3 2021
- Shares held
- 19.1M
- +215.8K (+1.1%) vs. Q3 2021
- Total value
- $389.5M
- +$38.5M (+11.0%) vs. Q3 2021
- New holders
- 9
- 34 more added
- Sold out
- 6
- 40 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 167 | $380.7M |
| Q1 2026 | 157 | $274.4M |
| Q4 2025 | 142 | $222.3M |
| Q3 2025 | 133 | $230.5M |
| Q2 2025 | 133 | $248.6M |
| Q1 2025 | 129 | $256.3M |
| Q4 2024 | 124 | $273.8M |
| Q3 2024 | 116 | $218.1M |
| Q2 2024 | 104 | $192.6M |
| Q1 2024 | 96 | $165.1M |
| Q4 2023 | 102 | $206.4M |
| Q3 2023 | 103 | $248.5M |
| Q2 2023 | 97 | $285.6M |
| Q1 2023 | 98 | $237.4M |
| Q4 2022 | 100 | $257.4M |
| Q3 2022 | 93 | $239.5M |
| Q2 2022 | 100 | $231.5M |
| Q1 2022 | 102 | $287.5M |
| Q4 2021 | 103 | $389.5M |
| Q3 2021 | 101 | $352.8M |
| Q2 2021 | 104 | $365.1M |
| Q1 2021 | 86 | $301.4M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 19 | $0 | 0.00% | −7−26.9% | Reduced |
| US Bancorp | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 88 | $2.00K | 0.00% | −147−62.6% | Reduced |
| Group One Trading, L.P. | 166 | $3.00K | 0.00% | −1,025−86.1% | Reduced |
| Point72 Hong Kong Ltd | 192 | $4.00K | 0.00% | −232−54.7% | Reduced |
| Captrust Financial Advisors | 187 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 405 | $8.00K | 0.00% | +405 | New |
| Allworth Financial LP | 434 | $9.00K | 0.00% | +434 | New |
| Nisa Investment Advisors, LLC | 700 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,488 | $30.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,591 | $33.0K | 0.02% | +1,591 | New |
| American Portfolios Advisors | 1,700 | $34.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,903 | $39.0K | 0.05% | +1,903 | New |
| Quantbot Technologies LP | 2,000 | $40.0K | 0.00% | −600−23.1% | Reduced |
| Legal & General Group Plc | 2,498 | $51.0K | 0.00% | +15+0.6% | Added |
| Financial Management Professionals, Inc. | 2,883 | $59.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,100 | $63.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,439 | $90.0K | 0.00% | +389+9.6% | Added |
| Metropolitan Life Insurance Co | 5,417 | $110.7K | 0.00% | +1,389+34.5% | Added |
| Citigroup Inc | 5,646 | $115.0K | 0.00% | +3,217+132.4% | Added |
| Tower Research Capital LLC (TRC) | 6,201 | $127.0K | 0.00% | +835+15.6% | Added |
| First Eagle Investment Management, LLC | 8,233 | $168.0K | 0.00% | −1,500−15.4% | Reduced |
| MetLife Investment Management | 8,609 | $176.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,074 | $185.0K | 0.00% | −10,900−54.6% | Reduced |
| Occudo Quantitative Strategies LP | 10,383 | $212.0K | 0.02% | −5,265−33.6% | Reduced |
| Citadel Advisors LLC | 10,444 | $214.0K | 0.00% | −5,577−34.8% | Reduced |
| Squarepoint Ops LLC | 10,646 | $218.0K | 0.00% | +10,646 | New |
| Cubist Systematic Strategies, LLC | 10,712 | $219.0K | 0.00% | −13,828−56.3% | Reduced |
| Gsa Capital Partners LLP | 11,115 | $227.0K | 0.03% | +11,115 | New |
| Blair William & Co | 11,252 | $230.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,699 | $239.0K | 0.00% | −203−1.7% | Reduced |
| California State Teachers Retirement System | 11,739 | $240.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,041 | $246.0K | 0.00% | −596−4.7% | Reduced |
| MBM Wealth Consultants, LLC | 12,209 | $250.0K | 0.10% | +1,672+15.9% | Added |
| Royal Bank of Canada | 12,860 | $264.0K | 0.00% | +2,114+19.7% | Added |
| Alliancebernstein L.P. | 13,500 | $276.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 13,783 | $282.0K | 0.01% | +13,783 | New |
| UBS Group AG | 14,326 | $292.0K | 0.00% | +5,215+57.2% | Added |
| New York State Common Retirement Fund | 14,989 | $306.0K | 0.00% | −3,200−17.6% | Reduced |
| Martingale Asset Management L P | 15,610 | $320.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,997 | $347.0K | 0.00% | −191−1.1% | Reduced |
| First Quadrant L P | 18,000 | $368.0K | 0.04% | 00.0% | Unchanged |
| PDT Partners, LLC | 18,761 | $383.0K | 0.03% | −1,004−5.1% | Reduced |
| Franklin Resources Inc | 19,112 | $390.0K | 0.00% | +112+0.6% | Added |
| Paradigm Capital Management Inc | 20,000 | $409.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 23,710 | $485.0K | 0.00% | −6,829−22.4% | Reduced |
| Lapides Asset Management, LLC | 24,100 | $493.0K | 0.21% | +2,600+12.1% | Added |
| Parametric Portfolio Associates LLC | 24,880 | $509.0K | 0.00% | +3,145+14.5% | Added |
| Perritt Capital Management Inc | 25,000 | $511.0K | 0.26% | 00.0% | Unchanged |
| Rhumbline Advisers | 26,040 | $532.0K | 0.00% | −550−2.1% | Reduced |
| Algert Global LLC | 27,588 | $564.0K | 0.07% | −7,650−21.7% | Reduced |
| Deutsche Bank AG | 28,676 | $586.0K | 0.00% | +597+2.1% | Added |
| BNP Paribas Arbitrage, SA | 29,575 | $604.5K | 0.00% | +25,624+648.5% | Added |
| Summit Global Investments | 30,300 | $619.0K | 0.04% | +30,300 | New |
| D. E. Shaw & Co., Inc. | 31,075 | $635.0K | 0.00% | −27,229−46.7% | Reduced |
| Boston Partners | 31,639 | $647.0K | 0.00% | +8,106+34.4% | Added |
| Engineers Gate Manager LP | 33,215 | $679.0K | 0.03% | −13,075−28.2% | Reduced |
| Norges Bank | 37,874 | $774.0K | 0.00% | −32,200−46.0% | Reduced |
| Wells Fargo & Company | 40,731 | $832.0K | 0.00% | −55,797−57.8% | Reduced |
| Goldman Sachs Group Inc | 41,227 | $843.0K | 0.00% | −5,271−11.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 41,482 | $847.0K | 0.00% | +41,482 | New |
| Bank of America Corp | 41,512 | $848.0K | 0.00% | +10,024+31.8% | Added |
| Barclays PLC | 45,460 | $929.0K | 0.00% | +17,240+61.1% | Added |
| Millennium Management LLC | 49,107 | $1.00M | 0.00% | −18,487−27.4% | Reduced |
| Two Sigma Investments, LP | 53,144 | $1.09M | 0.00% | −75,966−58.8% | Reduced |
| Walleye Capital LLC | 56,703 | $1.16M | 0.04% | −15,956−22.0% | Reduced |
| Oberweis Asset Management Inc | 58,300 | $1.19M | 0.22% | +9,000+18.3% | Added |
| Los Angeles Capital Management LLC | 71,154 | $1.45M | 0.01% | +12,281+20.9% | Added |
| AQR Capital Management LLC | 92,862 | $1.90M | 0.00% | +35,166+61.0% | Added |
| Two Sigma Advisers, LP | 94,600 | $1.93M | 0.00% | −40,000−29.7% | Reduced |
| Bank of New York Mellon Corp | 109,625 | $2.24M | 0.00% | +9,457+9.4% | Added |
| Avalon Investment & Advisory | 132,787 | $2.71M | 0.07% | −21,332−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 133,892 | $2.74M | 0.00% | −7,690−5.4% | Reduced |
| Friess Associates LLC | 139,362 | $2.85M | 1.11% | +14,000+11.2% | Added |
| Perkins Capital Management Inc | 150,425 | $3.08M | 2.08% | −1,650−1.1% | Reduced |
| JPMorgan Chase & Co | 153,912 | $3.15M | 0.00% | +15,089+10.9% | Added |
| Dimensional Fund Advisors LP | 164,620 | $3.37M | 0.00% | +41,518+33.7% | Added |
| Assenagon Asset Management S.A. | 175,268 | $3.58M | 0.01% | +164,826+1,578.5% | Added |
| Morgan Stanley | 184,439 | $3.77M | 0.00% | −13,557−6.8% | Reduced |
| Russell Investments Group, Ltd. | 188,780 | $3.86M | 0.01% | +24,743+15.1% | Added |
| Jacobs Levy Equity Management, Inc | 195,160 | $3.99M | 0.03% | −29,792−13.2% | Reduced |
| Northern Trust Corp | 201,046 | $4.11M | 0.00% | −758−0.4% | Reduced |
| Herald Investment Management Ltd | 225,400 | $4.60M | 0.75% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 273,011 | $5.58M | 0.02% | +4,105+1.5% | Added |
| Nuveen Asset Management, LLC | 291,512 | $5.84M | 0.00% | −8,943−3.0% | Reduced |
| Tygh Capital Management, Inc. | 367,325 | $7.51M | 0.96% | −63,753−14.8% | Reduced |
| Royce & Associates LP | 427,094 | $8.73M | 0.07% | −73,100−14.6% | Reduced |
| Geode Capital Management, LLC | 502,260 | $10.3M | 0.00% | +8,206+1.7% | Added |
| Wasatch Advisors Inc | 634,434 | $13.0M | 0.05% | +15,667+2.5% | Added |
| State Street Corp | 646,060 | $13.2M | 0.00% | +165,737+34.5% | Added |
| Ophir Asset Management Pty Ltd | 690,590 | $14.1M | 1.70% | +94,918+15.9% | Added |
| Tiger Management L.L.C. | 740,854 | $15.1M | 3.00% | 00.0% | Unchanged |
| HCSF Management, LLC | 843,819 | $17.2M | 19.31% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 927,003 | $18.9M | 0.02% | −146,900−13.7% | Reduced |
| Lord, Abbett & Co. LLC | 935,921 | $19.1M | 0.04% | −9,054−1.0% | Reduced |
| Wellington Management Group LLP | 942,353 | $19.3M | 0.00% | +169,079+21.9% | Added |
| Vanguard Group Inc | 1,061,190 | $21.7M | 0.00% | +40,880+4.0% | Added |
| AWM Investment Company, Inc. | 1,104,908 | $22.6M | 2.27% | −1,257−0.1% | Reduced |