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 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 35 | $0 | 0.00% | +35 | New |
| Credit Suisse AG | 1 | $14 | 0.00% | −126−99.2% | Reduced |
| Glassman Wealth Services | 48 | $654 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $817 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 74 | $1.01K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 155 | $2.11K | 0.00% | −348−69.2% | Reduced |
| Parallel Advisors, LLC | 241 | $3.28K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 260 | $3.54K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 426 | $5.80K | 0.00% | +29+7.3% | Added |
| Quadrant Capital Group LLC | 554 | $7.54K | 0.00% | +554 | New |
| Wells Fargo & Company | 1,000 | $13.6K | 0.00% | −417−29.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,431 | $19.0K | 0.00% | −1,040−42.1% | Reduced |
| Metropolitan Life Insurance Co | 1,428 | $19.4K | 0.00% | +285+24.9% | Added |
| Ameritas Investment Partners, Inc. | 1,488 | $20.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $27.0K | 0.00% | +2,000 | New |
| National Bank of Canada | 1,986 | $27.0K | 0.00% | +1,986 | New |
| Covestor Ltd | 2,108 | $29.0K | 0.02% | −65−3.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,179 | $29.8K | 0.00% | −1,485−40.5% | Reduced |
| Legal & General Group Plc | 2,805 | $38.2K | 0.00% | +247+9.7% | Added |
| Amalgamated Bank | 3,639 | $50.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,510 | $61.4K | 0.06% | +4,510 | New |
| Tower Research Capital LLC (TRC) | 4,799 | $65.0K | 0.00% | +2,424+102.1% | Added |
| Advisor Group Holdings, Inc. | 5,280 | $71.7K | 0.00% | +800+17.9% | Added |
| California State Teachers Retirement System | 9,144 | $124.5K | 0.00% | +103+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $136.5K | 0.00% | +10,025 | New |
| AQR Capital Management LLC | 10,134 | $138.0K | 0.00% | −1,388−12.0% | Reduced |
| State of Tennessee, Treasury Department | 10,239 | $139.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,400 | $141.6K | 0.01% | −7,500−41.9% | Reduced |
| Man Group plc | 10,400 | $141.6K | 0.00% | +10,400 | New |
| American International Group, Inc. | 10,835 | $147.6K | 0.00% | −40−0.4% | Reduced |
| Royal Bank of Canada | 11,197 | $151.0K | 0.00% | +4,050+56.7% | Added |
| Jane Street Group, LLC | 11,764 | $160.2K | 0.00% | +11,764 | New |
| Merrion Investment Management Co, LLC | 12,578 | $171.3K | 0.16% | +12,578 | New |
| Occudo Quantitative Strategies LP | 12,659 | $172.4K | 0.02% | +12,659 | New |
| UBS Group AG | 12,842 | $174.9K | 0.00% | +4,618+56.2% | Added |
| MetLife Investment Management | 12,883 | $175.5K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,378 | $182.2K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 14,374 | $195.2K | 0.01% | +14,374 | New |
| New York State Common Retirement Fund | 14,994 | $204.2K | 0.00% | −14−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 15,237 | $207.5K | 0.00% | −1,770−10.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,387 | $209.6K | 0.00% | +11,409+286.8% | Added |
| Acuitas Investments, LLC | 16,000 | $217.9K | 0.23% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 17,100 | $232.9K | 0.00% | +2,400+16.3% | Added |
| Panagora Asset Management Inc | 17,853 | $243.2K | 0.00% | −347−1.9% | Reduced |
| Engineers Gate Manager LP | 17,927 | $244.2K | 0.01% | −3,221−15.2% | Reduced |
| Trexquant Investment LP | 19,178 | $261.2K | 0.01% | +19,178 | New |
| Paradigm Capital Management Inc | 20,000 | $272.4K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 20,120 | $274.0K | 0.01% | +80.0% | Added |
| Invesco Ltd. | 20,808 | $283.4K | 0.00% | +20,808 | New |
| Deutsche Bank AG | 21,793 | $296.8K | 0.00% | +2,007+10.1% | Added |
| Perritt Capital Management Inc | 25,000 | $340.5K | 0.19% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 25,910 | $352.9K | 0.00% | +5,936+29.7% | Added |
| Algert Global LLC | 26,318 | $358.5K | 0.02% | −9,240−26.0% | Reduced |
| Voya Investment Management LLC | 26,645 | $362.9K | 0.00% | +7,827+41.6% | Added |
| Rhumbline Advisers | 28,836 | $393.0K | 0.00% | +581+2.1% | Added |
| Bank of America Corp | 29,218 | $397.9K | 0.00% | −17,718−37.7% | Reduced |
| BNP Paribas Arbitrage, SA | 29,377 | $400.1K | 0.00% | −5,781−16.4% | Reduced |
| Legato Capital Management LLC | 33,442 | $455.5K | 0.09% | +33,442 | New |
| Manatuck Hill Partners, LLC | 33,800 | $460.4K | 0.22% | −41,700−55.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,757 | $487.0K | 0.12% | +21,480+150.5% | Added |
| First Eagle Investment Management, LLC | 41,719 | $568.2K | 0.00% | +3,319+8.6% | Added |
| D. E. Shaw & Co., Inc. | 42,460 | $578.3K | 0.00% | −20,140−32.2% | Reduced |
| Barclays PLC | 48,062 | $654.6K | 0.00% | +4,398+10.1% | Added |
| Walleye Capital LLC | 50,530 | $688.2K | 0.01% | −9,370−15.6% | Reduced |
| Gsa Capital Partners LLP | 56,293 | $767.0K | 0.10% | −3,391−5.7% | Reduced |
| Oberweis Asset Management Inc | 61,000 | $830.8K | 0.18% | +4,900+8.7% | Added |
| Boston Partners | 61,103 | $832.2K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 75,900 | $1.03M | 0.00% | +75,900 | New |
| Two Sigma Investments, LP | 77,317 | $1.05M | 0.00% | +2,483+3.3% | Added |
| Goldman Sachs Group Inc | 82,045 | $1.12M | 0.00% | +2,692+3.4% | Added |
| Essex Investment Management Co LLC | 88,927 | $1.21M | 0.19% | +88,927 | New |
| Charles Schwab Investment Management Inc | 93,601 | $1.27M | 0.00% | +1,077+1.2% | Added |
| Two Sigma Advisers, LP | 93,900 | $1.28M | 0.00% | +5,700+6.5% | Added |
| Bank of New York Mellon Corp | 101,417 | $1.38M | 0.00% | −7,381−6.8% | Reduced |
| FMR LLC | 135,252 | $1.84M | 0.00% | +4,415+3.4% | Added |
| Assenagon Asset Management S.A. | 139,578 | $1.90M | 0.01% | −865−0.6% | Reduced |
| Perkins Capital Management Inc | 145,400 | $1.98M | 2.09% | −650−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 147,715 | $2.01M | 0.01% | +658+0.4% | Added |
| Millennium Management LLC | 166,927 | $2.27M | 0.00% | +40,173+31.7% | Added |
| Northern Trust Corp | 186,320 | $2.54M | 0.00% | −1,883−1.0% | Reduced |
| Russell Investments Group, Ltd. | 219,669 | $2.99M | 0.01% | +14,626+7.1% | Added |
| Herald Investment Management Ltd | 225,400 | $3.06M | 0.75% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 270,632 | $3.69M | 0.00% | +18,801+7.5% | Added |
| Morgan Stanley | 293,656 | $4.00M | 0.00% | +13,288+4.7% | Added |
| Dimensional Fund Advisors LP | 307,099 | $4.18M | 0.00% | +25,583+9.1% | Added |
| Acadian Asset Management LLC | 330,333 | $4.50M | 0.02% | −75,209−18.5% | Reduced |
| JPMorgan Chase & Co | 338,747 | $4.61M | 0.00% | −15,025−4.2% | Reduced |
| Geode Capital Management, LLC | 410,285 | $5.59M | 0.00% | +19,613+5.0% | Added |
| State Street Corp | 435,286 | $5.93M | 0.00% | −10,105−2.3% | Reduced |
| Lord, Abbett & Co. LLC | 488,929 | $6.66M | 0.02% | +42,128+9.4% | Added |
| Wasatch Advisors Inc | 538,191 | $7.33M | 0.05% | −171,367−24.2% | Reduced |
| Royce & Associates LP | 667,019 | $9.08M | 0.10% | −7,900−1.2% | Reduced |
| Renaissance Technologies LLC | 775,203 | $10.6M | 0.01% | −70,636−8.4% | Reduced |
| Woodson Capital Management, LP | 1,000,000 | $13.6M | 2.68% | −300,000−23.1% | Reduced |
| Vanguard Group Inc | 1,129,453 | $15.4M | 0.00% | +6,958+0.6% | Added |
| Wellington Management Group LLP | 1,166,764 | $15.9M | 0.00% | −143,523−11.0% | Reduced |
| AWM Investment Company, Inc. | 1,409,948 | $19.2M | 2.77% | 00.0% | Unchanged |
| BlackRock Inc. | 3,025,515 | $41.2M | 0.00% | +324,497+12.0% | Added |
| Trigran Investments, Inc. | 3,252,014 | $44.3M | 4.44% | +437,248+15.5% | Added |