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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, Q1 2023

Institutional positions in Ooma Inc as of Mar 31, 2023. 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
98
−2 vs. Q4 2022
Shares held
19.0M
+64.4K (+0.3%) vs. Q4 2022
Total value
$237.4M
−$20.0M (−7.8%) vs. Q4 2022
New holders
11
38 more added
Sold out
13
29 more reduced

Compare with Q4 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 holdersQ1 2023: 98 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 heldQ1 2023: $237.4M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q4 2022.

Institutions holding OOMA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Trigran Investments, Inc.3,374,755$42.2M4.07%+122,741+3.8%Added
BlackRock Inc.3,041,981$38.1M0.00%+16,466+0.5%Added
AWM Investment Company, Inc.1,409,948$17.6M2.39%00.0%Unchanged
Vanguard Group Inc1,147,113$14.4M0.00%+17,660+1.6%Added
Wellington Management Group LLP1,086,364$13.6M0.00%−80,400−6.9%Reduced
Renaissance Technologies LLC826,403$10.3M0.01%+51,200+6.6%Added
Royce & Associates LP714,219$8.93M0.09%+47,200+7.1%Added
Woodson Capital Management, LP600,000$7.51M1.32%−400,000−40.0%Reduced
Russell Investments Group, Ltd.476,930$5.97M0.01%+257,261+117.1%Added
Wasatch Advisors Inc444,310$5.56M0.03%−93,881−17.4%Reduced
State Street Corp444,047$5.56M0.00%+8,761+2.0%Added
Geode Capital Management, LLC424,579$5.31M0.00%+14,294+3.5%Added
Dimensional Fund Advisors LP347,235$4.34M0.00%+40,136+13.1%Added
Acadian Asset Management LLC343,225$4.29M0.02%+12,892+3.9%Added
JPMorgan Chase & Co333,295$4.17M0.00%−5,452−1.6%Reduced
Millennium Management LLC289,178$3.62M0.00%+122,251+73.2%Added
Morgan Stanley278,387$3.48M0.00%−15,269−5.2%Reduced
Lord, Abbett & Co. LLC258,225$3.23M0.01%−230,704−47.2%Reduced
Herald Investment Management Ltd225,400$2.82M0.63%00.0%Unchanged
Nuveen Asset Management, LLC192,308$2.41M0.00%−78,324−28.9%Reduced
Northern Trust Corp192,072$2.40M0.00%+5,752+3.1%Added
Kennedy Capital Management, Inc.164,117$2.05M0.06%+164,117New
Perkins Capital Management Inc146,400$1.83M1.73%+1,000+0.7%Added
Jacobs Levy Equity Management, Inc142,261$1.78M0.01%−5,454−3.7%Reduced
Assenagon Asset Management S.A.139,578$1.75M0.01%00.0%Unchanged
FMR LLC134,463$1.68M0.00%−789−0.6%Reduced
Boston Partners132,609$1.66M0.00%+71,506+117.0%Added
Goldman Sachs Group Inc110,173$1.38M0.00%+28,128+34.3%Added
Citadel Advisors LLC105,179$1.32M0.00%+105,179New
Bank of New York Mellon Corp101,934$1.28M0.00%+517+0.5%Added
Charles Schwab Investment Management Inc95,326$1.19M0.00%+1,725+1.8%Added
Two Sigma Advisers, LP93,100$1.16M0.00%−800−0.9%Reduced
Two Sigma Investments, LP91,011$1.14M0.00%+13,694+17.7%Added
Norges Bank75,900$949.5K0.00%00.0%Unchanged
Gsa Capital Partners LLP66,780$835.0K0.08%+10,487+18.6%Added
Barclays PLC53,759$672.5K0.00%+5,697+11.9%Added
D. E. Shaw & Co., Inc.45,652$571.1K0.00%+3,192+7.5%Added
Bank of Montreal43,691$557.9K0.00%+43,691New
STRS Ohio44,300$554.0K0.00%+44,300New
Connor, Clark & Lunn Investment Management Ltd.41,870$523.8K0.00%+15,960+61.6%Added
BNP Paribas Arbitrage, SA41,066$513.7K0.00%+11,689+39.8%Added
Walleye Capital LLC33,766$422.4K0.01%−16,764−33.2%Reduced
Rhumbline Advisers29,874$374.0K0.00%+1,038+3.6%Added
Trexquant Investment LP28,053$350.9K0.01%+8,875+46.3%Added
Campbell & CO Investment Adviser LLC27,981$350.0K0.07%−7,776−21.7%Reduced
Bank of America Corp27,798$347.8K0.00%−1,420−4.9%Reduced
Voya Investment Management LLC26,645$333.3K0.00%00.0%Unchanged
Deutsche Bank AG25,170$314.9K0.00%+3,377+15.5%Added
Perritt Capital Management Inc25,000$312.8K0.17%00.0%Unchanged
Algert Global LLC21,508$269.1K0.01%−4,810−18.3%Reduced
HRT Financial LP21,481$268.0K0.00%+21,481New
Martingale Asset Management L P20,822$260.5K0.01%+702+3.5%Added
Paradigm Capital Management Inc20,000$250.2K0.02%00.0%Unchanged
Teton Advisors, Inc.20,000$250.2K0.07%+20,000New
UBS Group AG18,155$227.1K0.00%+5,313+41.4%Added
Quadrature Capital Ltd17,009$213.3K0.01%+2,635+18.3%Added
Alliancebernstein L.P.16,300$203.9K0.00%−800−4.7%Reduced
State Board of Administration of Florida Retirement System15,237$190.6K0.00%00.0%Unchanged
CM Wealth Advisors LLC15,484$190.0K0.04%+15,484New
New York State Common Retirement Fund14,994$187.6K0.00%00.0%Unchanged
Engineers Gate Manager LP14,435$180.6K0.01%−3,492−19.5%Reduced
Man Group plc–$167.9K0.00%––
IHT Wealth Management, LLC13,105$163.9K0.01%−273−2.0%Reduced
MetLife Investment Management12,883$161.2K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC12,712$159.0K0.00%−2,675−17.4%Reduced
Merrion Investment Management Co, LLC12,578$157.4K0.15%00.0%Unchanged
State of Tennessee, Treasury Department12,267$153.5K0.00%+2,028+19.8%Added
Jane Street Group, LLC11,946$149.4K0.00%+182+1.5%Added
American International Group, Inc.11,298$141.3K0.00%+463+4.3%Added
Cubist Systematic Strategies, LLC11,088$138.7K0.00%+11,088New
Jump Financial, LLC10,600$132.6K0.01%+200+1.9%Added
AQR Capital Management LLC10,594$132.5K0.00%+460+4.5%Added
Susquehanna International Group, LLP10,511$131.5K0.00%+10,511New
Royal Bank of Canada10,275$127.0K0.00%−922−8.2%Reduced
SG Americas Securities, LLC10,107$126.0K0.00%+10,107New
Mirae Asset Global Investments Co., Ltd.10,025$125.4K0.00%00.0%Unchanged
California State Teachers Retirement System8,703$108.9K0.00%−441−4.8%Reduced
Wells Fargo & Company5,519$69.0K0.00%+4,519+451.9%Added
Acuitas Investments, LLC4,700$58.8K0.06%−11,300−70.6%Reduced
Advisor Group Holdings, Inc.4,605$57.6K0.00%−675−12.8%Reduced
Tower Research Capital LLC (TRC)3,514$44.0K0.00%−1,285−26.8%Reduced
Amalgamated Bank3,208$40.0K0.00%−431−11.8%Reduced
Covestor Ltd3,081$39.0K0.03%+973+46.2%Added
Legal & General Group Plc2,805$35.1K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,346$29.3K0.00%+167+7.7%Added
Aquatic Capital Management LLC2,100$26.0K0.00%+100+5.0%Added
Ameritas Investment Partners, Inc.1,488$18.6K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,284$16.1K0.00%−144−10.1%Reduced
Nisa Investment Advisors, LLC490$6.00K0.00%−941−65.8%Reduced
GPS Wealth Strategies Group, LLC405$5.07K0.00%+405New
Signaturefd, LLC350$4.38K0.00%−76−17.8%Reduced
TCI Wealth Advisors, Inc.260$3.25K0.00%00.0%Unchanged
Parallel Advisors, LLC144$1.80K0.00%−97−40.2%Reduced
US Bancorp74$9260.00%00.0%Unchanged
Institutional & Family Asset Management, LLC60$7510.00%00.0%Unchanged
Glassman Wealth Services48$6000.00%00.0%Unchanged
Citigroup Inc31$3880.00%−124−80.0%Reduced
CWM, LLC35$00.00%00.0%Unchanged
Essex Investment Management Co LLC0$00.00%−88,927−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−61,000−100.0%Sold out