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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 15 sales; 167 institutions reported holding it in 13F filings for Q2 2026, worth $380.7M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Ooma Inc as of Dec 31, 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
100
+10 vs. Q3 2022
Shares held
18.9M
+374.5K (+2.0%) vs. Q3 2022
Total value
$257.4M
+$29.5M (+13.0%) vs. Q3 2022
New holders
16
35 more added
Sold out
6
32 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 100 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 heldQ4 2022: $257.4M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q3 2022.

Institutions holding OOMA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Trigran Investments, Inc.3,252,014$44.3M4.44%+437,248+15.5%Added
BlackRock Inc.3,025,515$41.2M0.00%+324,497+12.0%Added
AWM Investment Company, Inc.1,409,948$19.2M2.77%00.0%Unchanged
Wellington Management Group LLP1,166,764$15.9M0.00%−143,523−11.0%Reduced
Vanguard Group Inc1,129,453$15.4M0.00%+6,958+0.6%Added
Woodson Capital Management, LP1,000,000$13.6M2.68%−300,000−23.1%Reduced
Renaissance Technologies LLC775,203$10.6M0.01%−70,636−8.4%Reduced
Royce & Associates LP667,019$9.08M0.10%−7,900−1.2%Reduced
Wasatch Advisors Inc538,191$7.33M0.05%−171,367−24.2%Reduced
Lord, Abbett & Co. LLC488,929$6.66M0.02%+42,128+9.4%Added
State Street Corp435,286$5.93M0.00%−10,105−2.3%Reduced
Geode Capital Management, LLC410,285$5.59M0.00%+19,613+5.0%Added
JPMorgan Chase & Co338,747$4.61M0.00%−15,025−4.2%Reduced
Acadian Asset Management LLC330,333$4.50M0.02%−75,209−18.5%Reduced
Dimensional Fund Advisors LP307,099$4.18M0.00%+25,583+9.1%Added
Morgan Stanley293,656$4.00M0.00%+13,288+4.7%Added
Nuveen Asset Management, LLC270,632$3.69M0.00%+18,801+7.5%Added
Herald Investment Management Ltd225,400$3.06M0.75%00.0%Unchanged
Russell Investments Group, Ltd.219,669$2.99M0.01%+14,626+7.1%Added
Northern Trust Corp186,320$2.54M0.00%−1,883−1.0%Reduced
Millennium Management LLC166,927$2.27M0.00%+40,173+31.7%Added
Jacobs Levy Equity Management, Inc147,715$2.01M0.01%+658+0.4%Added
Perkins Capital Management Inc145,400$1.98M2.09%−650−0.4%Reduced
Assenagon Asset Management S.A.139,578$1.90M0.01%−865−0.6%Reduced
FMR LLC135,252$1.84M0.00%+4,415+3.4%Added
Bank of New York Mellon Corp101,417$1.38M0.00%−7,381−6.8%Reduced
Two Sigma Advisers, LP93,900$1.28M0.00%+5,700+6.5%Added
Charles Schwab Investment Management Inc93,601$1.27M0.00%+1,077+1.2%Added
Essex Investment Management Co LLC88,927$1.21M0.19%+88,927New
Goldman Sachs Group Inc82,045$1.12M0.00%+2,692+3.4%Added
Two Sigma Investments, LP77,317$1.05M0.00%+2,483+3.3%Added
Norges Bank75,900$1.03M0.00%+75,900New
Boston Partners61,103$832.2K0.00%00.0%Unchanged
Oberweis Asset Management Inc61,000$830.8K0.18%+4,900+8.7%Added
Gsa Capital Partners LLP56,293$767.0K0.10%−3,391−5.7%Reduced
Walleye Capital LLC50,530$688.2K0.01%−9,370−15.6%Reduced
Barclays PLC48,062$654.6K0.00%+4,398+10.1%Added
D. E. Shaw & Co., Inc.42,460$578.3K0.00%−20,140−32.2%Reduced
First Eagle Investment Management, LLC41,719$568.2K0.00%+3,319+8.6%Added
Campbell & CO Investment Adviser LLC35,757$487.0K0.12%+21,480+150.5%Added
Manatuck Hill Partners, LLC33,800$460.4K0.22%−41,700−55.2%Reduced
Legato Capital Management LLC33,442$455.5K0.09%+33,442New
BNP Paribas Arbitrage, SA29,377$400.1K0.00%−5,781−16.4%Reduced
Bank of America Corp29,218$397.9K0.00%−17,718−37.7%Reduced
Rhumbline Advisers28,836$393.0K0.00%+581+2.1%Added
Voya Investment Management LLC26,645$362.9K0.00%+7,827+41.6%Added
Algert Global LLC26,318$358.5K0.02%−9,240−26.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.25,910$352.9K0.00%+5,936+29.7%Added
Perritt Capital Management Inc25,000$340.5K0.19%00.0%Unchanged
Deutsche Bank AG21,793$296.8K0.00%+2,007+10.1%Added
Invesco Ltd.20,808$283.4K0.00%+20,808New
Martingale Asset Management L P20,120$274.0K0.01%+80.0%Added
Paradigm Capital Management Inc20,000$272.4K0.02%00.0%Unchanged
Trexquant Investment LP19,178$261.2K0.01%+19,178New
Engineers Gate Manager LP17,927$244.2K0.01%−3,221−15.2%Reduced
Panagora Asset Management Inc17,853$243.2K0.00%−347−1.9%Reduced
Alliancebernstein L.P.17,100$232.9K0.00%+2,400+16.3%Added
Acuitas Investments, LLC16,000$217.9K0.23%00.0%Unchanged
Allspring Global Investments Holdings, LLC15,387$209.6K0.00%+11,409+286.8%Added
State Board of Administration of Florida Retirement System15,237$207.5K0.00%−1,770−10.4%Reduced
New York State Common Retirement Fund14,994$204.2K0.00%−14−0.1%Reduced
Quadrature Capital Ltd14,374$195.2K0.01%+14,374New
IHT Wealth Management, LLC13,378$182.2K0.01%00.0%Unchanged
MetLife Investment Management12,883$175.5K0.00%00.0%Unchanged
UBS Group AG12,842$174.9K0.00%+4,618+56.2%Added
Occudo Quantitative Strategies LP12,659$172.4K0.02%+12,659New
Merrion Investment Management Co, LLC12,578$171.3K0.16%+12,578New
Jane Street Group, LLC11,764$160.2K0.00%+11,764New
Royal Bank of Canada11,197$151.0K0.00%+4,050+56.7%Added
American International Group, Inc.10,835$147.6K0.00%−40−0.4%Reduced
Jump Financial, LLC10,400$141.6K0.01%−7,500−41.9%Reduced
Man Group plc10,400$141.6K0.00%+10,400New
State of Tennessee, Treasury Department10,239$139.0K0.00%00.0%Unchanged
AQR Capital Management LLC10,134$138.0K0.00%−1,388−12.0%Reduced
Mirae Asset Global Investments Co., Ltd.10,025$136.5K0.00%+10,025New
California State Teachers Retirement System9,144$124.5K0.00%+103+1.1%Added
Advisor Group Holdings, Inc.5,280$71.7K0.00%+800+17.9%Added
Tower Research Capital LLC (TRC)4,799$65.0K0.00%+2,424+102.1%Added
Castleview Partners, LLC4,510$61.4K0.06%+4,510New
Amalgamated Bank3,639$50.0K0.00%00.0%Unchanged
Legal & General Group Plc2,805$38.2K0.00%+247+9.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,179$29.8K0.00%−1,485−40.5%Reduced
Covestor Ltd2,108$29.0K0.02%−65−3.0%Reduced
National Bank of Canada1,986$27.0K0.00%+1,986New
Aquatic Capital Management LLC2,000$27.0K0.00%+2,000New
Ameritas Investment Partners, Inc.1,488$20.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,428$19.4K0.00%+285+24.9%Added
Nisa Investment Advisors, LLC1,431$19.0K0.00%−1,040−42.1%Reduced
Wells Fargo & Company1,000$13.6K0.00%−417−29.4%Reduced
Quadrant Capital Group LLC554$7.54K0.00%+554New
Signaturefd, LLC426$5.80K0.00%+29+7.3%Added
TCI Wealth Advisors, Inc.260$3.54K0.00%00.0%Unchanged
Parallel Advisors, LLC241$3.28K0.00%00.0%Unchanged
Citigroup Inc155$2.11K0.00%−348−69.2%Reduced
US Bancorp74$1.01K0.00%00.0%Unchanged
Umb Bank N A74$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC60$8170.00%00.0%Unchanged
Glassman Wealth Services48$6540.00%00.0%Unchanged
Credit Suisse AG1$140.00%−126−99.2%Reduced
CWM, LLC35$00.00%+35New