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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 74 | $1.00K | 0.00% | +74 | New |
| Umb Bank N A | 74 | $1.00K | 0.00% | +74 | New |
| Glassman Wealth Services | 48 | $1.00K | 0.00% | +48 | New |
| Credit Suisse AG | 127 | $2.00K | 0.00% | +104+452.2% | Added |
| TCI Wealth Advisors, Inc. | 260 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 241 | $3.00K | 0.00% | +241 | New |
| Wipfli Financial Advisors LLC, | 205 | $3.00K | 0.00% | +205 | New |
| GPS Wealth Strategies Group, LLC | 405 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 397 | $5.00K | 0.00% | +397 | New |
| Citigroup Inc | 503 | $6.00K | 0.00% | −1,070−68.0% | Reduced |
| Metropolitan Life Insurance Co | 1,143 | $14.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,300 | $15.0K | 0.00% | −800−38.1% | Reduced |
| Wells Fargo & Company | 1,417 | $17.0K | 0.00% | −224−13.7% | Reduced |
| American Portfolios Advisors | 1,400 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,488 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,173 | $27.0K | 0.02% | +46+2.2% | Added |
| Tower Research Capital LLC (TRC) | 2,375 | $29.0K | 0.00% | +1,201+102.3% | Added |
| Legal & General Group Plc | 2,558 | $31.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,471 | $37.0K | 0.00% | +1,981+404.3% | Added |
| Amalgamated Bank | 3,639 | $45.0K | 0.00% | +55+1.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,664 | $45.0K | 0.00% | +204+5.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,978 | $48.0K | 0.00% | −1,044−20.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,480 | $55.0K | 0.00% | +580+14.9% | Added |
| Lazard Asset Management LLC | 6,375 | $78.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,147 | $87.0K | 0.00% | +24+0.3% | Added |
| UBS Group AG | 8,224 | $101.0K | 0.00% | +16+0.2% | Added |
| California State Teachers Retirement System | 9,041 | $111.0K | 0.00% | −754−7.7% | Reduced |
| State of Tennessee, Treasury Department | 10,239 | $126.0K | 0.00% | +10,239 | New |
| American International Group, Inc. | 10,875 | $134.0K | 0.00% | +154+1.4% | Added |
| HSBC Holdings PLC | 11,321 | $140.0K | 0.00% | +11,321 | New |
| AQR Capital Management LLC | 11,522 | $142.0K | 0.00% | −37,265−76.4% | Reduced |
| MetLife Investment Management | 12,883 | $158.5K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 13,355 | $164.0K | 0.00% | −9,811−42.4% | Reduced |
| IHT Wealth Management, LLC | 13,378 | $165.0K | 0.01% | +13,378 | New |
| Campbell & CO Investment Adviser LLC | 14,277 | $176.0K | 0.04% | +14,277 | New |
| Alliancebernstein L.P. | 14,700 | $181.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 15,008 | $185.0K | 0.00% | +52+0.3% | Added |
| Acuitas Investments, LLC | 16,000 | $197.0K | 0.21% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 17,007 | $209.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 17,900 | $220.0K | 0.01% | +6,100+51.7% | Added |
| Panagora Asset Management Inc | 18,200 | $224.0K | 0.00% | +1,740+10.6% | Added |
| Voya Investment Management LLC | 18,818 | $231.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 18,956 | $233.0K | 0.00% | +18,956 | New |
| Deutsche Bank AG | 19,786 | $243.0K | 0.00% | −412−2.0% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $246.0K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,974 | $246.0K | 0.00% | +19,974 | New |
| Martingale Asset Management L P | 20,112 | $248.0K | 0.00% | +600+3.1% | Added |
| Engineers Gate Manager LP | 21,148 | $260.0K | 0.02% | −27,543−56.6% | Reduced |
| Perritt Capital Management Inc | 25,000 | $308.0K | 0.20% | 00.0% | Unchanged |
| Rhumbline Advisers | 28,255 | $348.0K | 0.00% | +1,859+7.0% | Added |
| BNP Paribas Arbitrage, SA | 35,158 | $432.4K | 0.00% | +2,211+6.7% | Added |
| Algert Global LLC | 35,558 | $437.0K | 0.03% | +5,450+18.1% | Added |
| First Eagle Investment Management, LLC | 38,400 | $472.0K | 0.00% | −7,000−15.4% | Reduced |
| Barclays PLC | 43,664 | $537.0K | 0.00% | +16,814+62.6% | Added |
| Bank of America Corp | 46,936 | $577.0K | 0.00% | +8,943+23.5% | Added |
| Oberweis Asset Management Inc | 56,100 | $690.0K | 0.16% | −1,200−2.1% | Reduced |
| Gsa Capital Partners LLP | 59,684 | $734.0K | 0.10% | −11,498−16.2% | Reduced |
| Walleye Capital LLC | 59,900 | $737.0K | 0.02% | +30,416+103.2% | Added |
| Boston Partners | 61,103 | $752.0K | 0.00% | +19,900+48.3% | Added |
| D. E. Shaw & Co., Inc. | 62,600 | $770.0K | 0.00% | −10,938−14.9% | Reduced |
| Two Sigma Investments, LP | 74,834 | $920.0K | 0.00% | −10,762−12.6% | Reduced |
| Manatuck Hill Partners, LLC | 75,500 | $929.0K | 0.47% | +75,500 | New |
| Goldman Sachs Group Inc | 79,353 | $976.0K | 0.00% | −11,340−12.5% | Reduced |
| Two Sigma Advisers, LP | 88,200 | $1.08M | 0.00% | −28,200−24.2% | Reduced |
| Charles Schwab Investment Management Inc | 92,524 | $1.14M | 0.00% | +79+0.1% | Added |
| Bank of New York Mellon Corp | 108,798 | $1.34M | 0.00% | +7,877+7.8% | Added |
| Millennium Management LLC | 126,754 | $1.56M | 0.00% | −191,055−60.1% | Reduced |
| FMR LLC | 130,837 | $1.61M | 0.00% | −427−0.3% | Reduced |
| Assenagon Asset Management S.A. | 140,443 | $1.73M | 0.01% | −175,115−55.5% | Reduced |
| Perkins Capital Management Inc | 146,050 | $1.80M | 2.01% | −3,625−2.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 147,057 | $1.81M | 0.01% | −18,452−11.1% | Reduced |
| Northern Trust Corp | 188,203 | $2.31M | 0.00% | −3,259−1.7% | Reduced |
| Russell Investments Group, Ltd. | 205,043 | $2.52M | 0.01% | −22,407−9.9% | Reduced |
| Herald Investment Management Ltd | 225,400 | $2.77M | 0.68% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 251,831 | $3.10M | 0.00% | −16,531−6.2% | Reduced |
| Morgan Stanley | 280,368 | $3.45M | 0.00% | +26,344+10.4% | Added |
| Dimensional Fund Advisors LP | 281,516 | $3.46M | 0.00% | +18,832+7.2% | Added |
| JPMorgan Chase & Co | 353,772 | $4.35M | 0.00% | +237,001+203.0% | Added |
| Geode Capital Management, LLC | 390,672 | $4.80M | 0.00% | +3,904+1.0% | Added |
| Acadian Asset Management LLC | 405,542 | $4.99M | 0.03% | +24,736+6.5% | Added |
| State Street Corp | 445,391 | $5.48M | 0.00% | +4,413+1.0% | Added |
| Lord, Abbett & Co. LLC | 446,801 | $5.50M | 0.02% | +26,743+6.4% | Added |
| Royce & Associates LP | 674,919 | $8.30M | 0.09% | +86,725+14.7% | Added |
| Wasatch Advisors Inc | 709,558 | $8.73M | 0.06% | +75,124+11.8% | Added |
| Renaissance Technologies LLC | 845,839 | $10.4M | 0.01% | −184,964−17.9% | Reduced |
| HCSF Management, LLC | 946,468 | $11.6M | 19.30% | +52,649+5.9% | Added |
| Vanguard Group Inc | 1,122,495 | $13.8M | 0.00% | +10,553+0.9% | Added |
| Woodson Capital Management, LP | 1,300,000 | $16.0M | 2.74% | −100,000−7.1% | Reduced |
| Wellington Management Group LLP | 1,310,287 | $16.1M | 0.00% | +156,378+13.6% | Added |
| AWM Investment Company, Inc. | 1,409,948 | $17.3M | 2.64% | 00.0% | Unchanged |
| BlackRock Inc. | 2,701,018 | $33.2M | 0.00% | +667,631+32.8% | Added |
| Trigran Investments, Inc. | 2,814,766 | $34.6M | 3.97% | +255,636+10.0% | Added |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −621,914−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −140,550−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −71,183−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,005−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,816−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −21,251−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,757−100.0% | Sold out |