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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 31 | $388 | 0.00% | −124−80.0% | Reduced |
| Glassman Wealth Services | 48 | $600 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $751 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 74 | $926 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 144 | $1.80K | 0.00% | −97−40.2% | Reduced |
| TCI Wealth Advisors, Inc. | 260 | $3.25K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 350 | $4.38K | 0.00% | −76−17.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 405 | $5.07K | 0.00% | +405 | New |
| Nisa Investment Advisors, LLC | 490 | $6.00K | 0.00% | −941−65.8% | Reduced |
| Metropolitan Life Insurance Co | 1,284 | $16.1K | 0.00% | −144−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,488 | $18.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,100 | $26.0K | 0.00% | +100+5.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,346 | $29.3K | 0.00% | +167+7.7% | Added |
| Legal & General Group Plc | 2,805 | $35.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,081 | $39.0K | 0.03% | +973+46.2% | Added |
| Amalgamated Bank | 3,208 | $40.0K | 0.00% | −431−11.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,514 | $44.0K | 0.00% | −1,285−26.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,605 | $57.6K | 0.00% | −675−12.8% | Reduced |
| Acuitas Investments, LLC | 4,700 | $58.8K | 0.06% | −11,300−70.6% | Reduced |
| Wells Fargo & Company | 5,519 | $69.0K | 0.00% | +4,519+451.9% | Added |
| California State Teachers Retirement System | 8,703 | $108.9K | 0.00% | −441−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $125.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,107 | $126.0K | 0.00% | +10,107 | New |
| Royal Bank of Canada | 10,275 | $127.0K | 0.00% | −922−8.2% | Reduced |
| Susquehanna International Group, LLP | 10,511 | $131.5K | 0.00% | +10,511 | New |
| AQR Capital Management LLC | 10,594 | $132.5K | 0.00% | +460+4.5% | Added |
| Jump Financial, LLC | 10,600 | $132.6K | 0.01% | +200+1.9% | Added |
| Cubist Systematic Strategies, LLC | 11,088 | $138.7K | 0.00% | +11,088 | New |
| American International Group, Inc. | 11,298 | $141.3K | 0.00% | +463+4.3% | Added |
| Jane Street Group, LLC | 11,946 | $149.4K | 0.00% | +182+1.5% | Added |
| State of Tennessee, Treasury Department | 12,267 | $153.5K | 0.00% | +2,028+19.8% | Added |
| Merrion Investment Management Co, LLC | 12,578 | $157.4K | 0.15% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 12,712 | $159.0K | 0.00% | −2,675−17.4% | Reduced |
| MetLife Investment Management | 12,883 | $161.2K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,105 | $163.9K | 0.01% | −273−2.0% | Reduced |
| Man Group plc | – | $167.9K | 0.00% | – | – |
| Engineers Gate Manager LP | 14,435 | $180.6K | 0.01% | −3,492−19.5% | Reduced |
| New York State Common Retirement Fund | 14,994 | $187.6K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 15,484 | $190.0K | 0.04% | +15,484 | New |
| State Board of Administration of Florida Retirement System | 15,237 | $190.6K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 16,300 | $203.9K | 0.00% | −800−4.7% | Reduced |
| Quadrature Capital Ltd | 17,009 | $213.3K | 0.01% | +2,635+18.3% | Added |
| UBS Group AG | 18,155 | $227.1K | 0.00% | +5,313+41.4% | Added |
| Paradigm Capital Management Inc | 20,000 | $250.2K | 0.02% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 20,000 | $250.2K | 0.07% | +20,000 | New |
| Martingale Asset Management L P | 20,822 | $260.5K | 0.01% | +702+3.5% | Added |
| HRT Financial LP | 21,481 | $268.0K | 0.00% | +21,481 | New |
| Algert Global LLC | 21,508 | $269.1K | 0.01% | −4,810−18.3% | Reduced |
| Perritt Capital Management Inc | 25,000 | $312.8K | 0.17% | 00.0% | Unchanged |
| Deutsche Bank AG | 25,170 | $314.9K | 0.00% | +3,377+15.5% | Added |
| Voya Investment Management LLC | 26,645 | $333.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 27,798 | $347.8K | 0.00% | −1,420−4.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 27,981 | $350.0K | 0.07% | −7,776−21.7% | Reduced |
| Trexquant Investment LP | 28,053 | $350.9K | 0.01% | +8,875+46.3% | Added |
| Rhumbline Advisers | 29,874 | $374.0K | 0.00% | +1,038+3.6% | Added |
| Walleye Capital LLC | 33,766 | $422.4K | 0.01% | −16,764−33.2% | Reduced |
| BNP Paribas Arbitrage, SA | 41,066 | $513.7K | 0.00% | +11,689+39.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 41,870 | $523.8K | 0.00% | +15,960+61.6% | Added |
| STRS Ohio | 44,300 | $554.0K | 0.00% | +44,300 | New |
| Bank of Montreal | 43,691 | $557.9K | 0.00% | +43,691 | New |
| D. E. Shaw & Co., Inc. | 45,652 | $571.1K | 0.00% | +3,192+7.5% | Added |
| Barclays PLC | 53,759 | $672.5K | 0.00% | +5,697+11.9% | Added |
| Gsa Capital Partners LLP | 66,780 | $835.0K | 0.08% | +10,487+18.6% | Added |
| Norges Bank | 75,900 | $949.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 91,011 | $1.14M | 0.00% | +13,694+17.7% | Added |
| Two Sigma Advisers, LP | 93,100 | $1.16M | 0.00% | −800−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 95,326 | $1.19M | 0.00% | +1,725+1.8% | Added |
| Bank of New York Mellon Corp | 101,934 | $1.28M | 0.00% | +517+0.5% | Added |
| Citadel Advisors LLC | 105,179 | $1.32M | 0.00% | +105,179 | New |
| Goldman Sachs Group Inc | 110,173 | $1.38M | 0.00% | +28,128+34.3% | Added |
| Boston Partners | 132,609 | $1.66M | 0.00% | +71,506+117.0% | Added |
| FMR LLC | 134,463 | $1.68M | 0.00% | −789−0.6% | Reduced |
| Assenagon Asset Management S.A. | 139,578 | $1.75M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 142,261 | $1.78M | 0.01% | −5,454−3.7% | Reduced |
| Perkins Capital Management Inc | 146,400 | $1.83M | 1.73% | +1,000+0.7% | Added |
| Kennedy Capital Management, Inc. | 164,117 | $2.05M | 0.06% | +164,117 | New |
| Northern Trust Corp | 192,072 | $2.40M | 0.00% | +5,752+3.1% | Added |
| Nuveen Asset Management, LLC | 192,308 | $2.41M | 0.00% | −78,324−28.9% | Reduced |
| Herald Investment Management Ltd | 225,400 | $2.82M | 0.63% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 258,225 | $3.23M | 0.01% | −230,704−47.2% | Reduced |
| Morgan Stanley | 278,387 | $3.48M | 0.00% | −15,269−5.2% | Reduced |
| Millennium Management LLC | 289,178 | $3.62M | 0.00% | +122,251+73.2% | Added |
| JPMorgan Chase & Co | 333,295 | $4.17M | 0.00% | −5,452−1.6% | Reduced |
| Acadian Asset Management LLC | 343,225 | $4.29M | 0.02% | +12,892+3.9% | Added |
| Dimensional Fund Advisors LP | 347,235 | $4.34M | 0.00% | +40,136+13.1% | Added |
| Geode Capital Management, LLC | 424,579 | $5.31M | 0.00% | +14,294+3.5% | Added |
| State Street Corp | 444,047 | $5.56M | 0.00% | +8,761+2.0% | Added |
| Wasatch Advisors Inc | 444,310 | $5.56M | 0.03% | −93,881−17.4% | Reduced |
| Russell Investments Group, Ltd. | 476,930 | $5.97M | 0.01% | +257,261+117.1% | Added |
| Woodson Capital Management, LP | 600,000 | $7.51M | 1.32% | −400,000−40.0% | Reduced |
| Royce & Associates LP | 714,219 | $8.93M | 0.09% | +47,200+7.1% | Added |
| Renaissance Technologies LLC | 826,403 | $10.3M | 0.01% | +51,200+6.6% | Added |
| Wellington Management Group LLP | 1,086,364 | $13.6M | 0.00% | −80,400−6.9% | Reduced |
| Vanguard Group Inc | 1,147,113 | $14.4M | 0.00% | +17,660+1.6% | Added |
| AWM Investment Company, Inc. | 1,409,948 | $17.6M | 2.39% | 00.0% | Unchanged |
| BlackRock Inc. | 3,041,981 | $38.1M | 0.00% | +16,466+0.5% | Added |
| Trigran Investments, Inc. | 3,374,755 | $42.2M | 4.07% | +122,741+3.8% | Added |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −88,927−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |