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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 2022

Institutional positions in Ooma Inc as of Sep 30, 2022. 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
93
−6 vs. Q2 2022
Shares held
19.5M
+55.6K (+0.3%) vs. Q2 2022
Total value
$239.5M
+$9.79M (+4.3%) vs. Q2 2022
New holders
13
37 more added
Sold out
19
26 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 2022: 93 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 2022: $239.5M
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 2022

Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q2 2022.

Institutions holding OOMA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Trigran Investments, Inc.2,814,766$34.6M3.97%+255,636+10.0%Added
BlackRock Inc.2,701,018$33.2M0.00%+667,631+32.8%Added
AWM Investment Company, Inc.1,409,948$17.3M2.64%00.0%Unchanged
Wellington Management Group LLP1,310,287$16.1M0.00%+156,378+13.6%Added
Woodson Capital Management, LP1,300,000$16.0M2.74%−100,000−7.1%Reduced
Vanguard Group Inc1,122,495$13.8M0.00%+10,553+0.9%Added
HCSF Management, LLC946,468$11.6M19.30%+52,649+5.9%Added
Renaissance Technologies LLC845,839$10.4M0.01%−184,964−17.9%Reduced
Wasatch Advisors Inc709,558$8.73M0.06%+75,124+11.8%Added
Royce & Associates LP674,919$8.30M0.09%+86,725+14.7%Added
Lord, Abbett & Co. LLC446,801$5.50M0.02%+26,743+6.4%Added
State Street Corp445,391$5.48M0.00%+4,413+1.0%Added
Acadian Asset Management LLC405,542$4.99M0.03%+24,736+6.5%Added
Geode Capital Management, LLC390,672$4.80M0.00%+3,904+1.0%Added
JPMorgan Chase & Co353,772$4.35M0.00%+237,001+203.0%Added
Dimensional Fund Advisors LP281,516$3.46M0.00%+18,832+7.2%Added
Morgan Stanley280,368$3.45M0.00%+26,344+10.4%Added
Nuveen Asset Management, LLC251,831$3.10M0.00%−16,531−6.2%Reduced
Herald Investment Management Ltd225,400$2.77M0.68%00.0%Unchanged
Russell Investments Group, Ltd.205,043$2.52M0.01%−22,407−9.9%Reduced
Northern Trust Corp188,203$2.31M0.00%−3,259−1.7%Reduced
Jacobs Levy Equity Management, Inc147,057$1.81M0.01%−18,452−11.1%Reduced
Perkins Capital Management Inc146,050$1.80M2.01%−3,625−2.4%Reduced
Assenagon Asset Management S.A.140,443$1.73M0.01%−175,115−55.5%Reduced
FMR LLC130,837$1.61M0.00%−427−0.3%Reduced
Millennium Management LLC126,754$1.56M0.00%−191,055−60.1%Reduced
Bank of New York Mellon Corp108,798$1.34M0.00%+7,877+7.8%Added
Charles Schwab Investment Management Inc92,524$1.14M0.00%+79+0.1%Added
Two Sigma Advisers, LP88,200$1.08M0.00%−28,200−24.2%Reduced
Goldman Sachs Group Inc79,353$976.0K0.00%−11,340−12.5%Reduced
Manatuck Hill Partners, LLC75,500$929.0K0.47%+75,500New
Two Sigma Investments, LP74,834$920.0K0.00%−10,762−12.6%Reduced
D. E. Shaw & Co., Inc.62,600$770.0K0.00%−10,938−14.9%Reduced
Boston Partners61,103$752.0K0.00%+19,900+48.3%Added
Walleye Capital LLC59,900$737.0K0.02%+30,416+103.2%Added
Gsa Capital Partners LLP59,684$734.0K0.10%−11,498−16.2%Reduced
Oberweis Asset Management Inc56,100$690.0K0.16%−1,200−2.1%Reduced
Bank of America Corp46,936$577.0K0.00%+8,943+23.5%Added
Barclays PLC43,664$537.0K0.00%+16,814+62.6%Added
First Eagle Investment Management, LLC38,400$472.0K0.00%−7,000−15.4%Reduced
Algert Global LLC35,558$437.0K0.03%+5,450+18.1%Added
BNP Paribas Arbitrage, SA35,158$432.4K0.00%+2,211+6.7%Added
Rhumbline Advisers28,255$348.0K0.00%+1,859+7.0%Added
Perritt Capital Management Inc25,000$308.0K0.20%00.0%Unchanged
Engineers Gate Manager LP21,148$260.0K0.02%−27,543−56.6%Reduced
Martingale Asset Management L P20,112$248.0K0.00%+600+3.1%Added
Paradigm Capital Management Inc20,000$246.0K0.02%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.19,974$246.0K0.00%+19,974New
Deutsche Bank AG19,786$243.0K0.00%−412−2.0%Reduced
Federated Hermes, Inc.18,956$233.0K0.00%+18,956New
Voya Investment Management LLC18,818$231.5K0.00%00.0%Unchanged
Panagora Asset Management Inc18,200$224.0K0.00%+1,740+10.6%Added
Jump Financial, LLC17,900$220.0K0.01%+6,100+51.7%Added
State Board of Administration of Florida Retirement System17,007$209.0K0.00%00.0%Unchanged
Acuitas Investments, LLC16,000$197.0K0.21%00.0%Unchanged
New York State Common Retirement Fund15,008$185.0K0.00%+52+0.3%Added
Alliancebernstein L.P.14,700$181.0K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC14,277$176.0K0.04%+14,277New
IHT Wealth Management, LLC13,378$165.0K0.01%+13,378New
Cubist Systematic Strategies, LLC13,355$164.0K0.00%−9,811−42.4%Reduced
MetLife Investment Management12,883$158.5K0.00%00.0%Unchanged
AQR Capital Management LLC11,522$142.0K0.00%−37,265−76.4%Reduced
HSBC Holdings PLC11,321$140.0K0.00%+11,321New
American International Group, Inc.10,875$134.0K0.00%+154+1.4%Added
State of Tennessee, Treasury Department10,239$126.0K0.00%+10,239New
California State Teachers Retirement System9,041$111.0K0.00%−754−7.7%Reduced
UBS Group AG8,224$101.0K0.00%+16+0.2%Added
Royal Bank of Canada7,147$87.0K0.00%+24+0.3%Added
Lazard Asset Management LLC6,375$78.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.4,480$55.0K0.00%+580+14.9%Added
Allspring Global Investments Holdings, LLC3,978$48.0K0.00%−1,044−20.8%Reduced
Amalgamated Bank3,639$45.0K0.00%+55+1.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.3,664$45.0K0.00%+204+5.9%Added
Nisa Investment Advisors, LLC2,471$37.0K0.00%+1,981+404.3%Added
Legal & General Group Plc2,558$31.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,375$29.0K0.00%+1,201+102.3%Added
Covestor Ltd2,173$27.0K0.02%+46+2.2%Added
Ameritas Investment Partners, Inc.1,488$18.0K0.00%00.0%Unchanged
American Portfolios Advisors1,400$17.2K0.00%00.0%Unchanged
Wells Fargo & Company1,417$17.0K0.00%−224−13.7%Reduced
Quantbot Technologies LP1,300$15.0K0.00%−800−38.1%Reduced
Metropolitan Life Insurance Co1,143$14.1K0.00%00.0%Unchanged
Citigroup Inc503$6.00K0.00%−1,070−68.0%Reduced
GPS Wealth Strategies Group, LLC405$5.00K0.00%00.0%Unchanged
Signaturefd, LLC397$5.00K0.00%+397New
TCI Wealth Advisors, Inc.260$3.00K0.00%00.0%Unchanged
Parallel Advisors, LLC241$3.00K0.00%+241New
Wipfli Financial Advisors LLC,205$3.00K0.00%+205New
Credit Suisse AG127$2.00K0.00%+104+452.2%Added
Institutional & Family Asset Management, LLC60$1.00K0.00%00.0%Unchanged
US Bancorp74$1.00K0.00%+74New
Umb Bank N A74$1.00K0.00%+74New
Glassman Wealth Services48$1.00K0.00%+48New
Ophir Asset Management Pty Ltd0$00.00%−621,914−100.0%Sold out
Marshall Wace, LLP0$00.00%−140,550−100.0%Sold out
Citadel Advisors LLC0$00.00%−71,183−100.0%Sold out
Squarepoint Ops LLC0$00.00%−28,005−100.0%Sold out
Trexquant Investment LP0$00.00%−25,816−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−21,251−100.0%Sold out
Jane Street Group, LLC0$00.00%−16,757−100.0%Sold out