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, Q2 2023
Institutional positions in Ooma Inc as of Jun 30, 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
- 97
- −1 vs. Q1 2023
- Shares held
- 19.1M
- +115.9K (+0.6%) vs. Q1 2023
- Total value
- $285.6M
- +$48.2M (+20.3%) vs. Q1 2023
- New holders
- 16
- 43 more added
- Sold out
- 17
- 21 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trigran Investments, Inc. | 3,606,941 | $54.0M | 5.22% | +232,186+6.9% | Added |
| BlackRock Inc. | 3,245,986 | $48.6M | 0.00% | +204,005+6.7% | Added |
| AWM Investment Company, Inc. | 1,409,948 | $21.1M | 2.86% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,180,391 | $17.7M | 0.00% | +94,027+8.7% | Added |
| Vanguard Group Inc | 1,148,449 | $17.2M | 0.00% | +1,336+0.1% | Added |
| Renaissance Technologies LLC | 790,566 | $11.8M | 0.02% | −35,837−4.3% | Reduced |
| Royce & Associates LP | 780,521 | $11.7M | 0.11% | +66,302+9.3% | Added |
| Russell Investments Group, Ltd. | 679,572 | $10.2M | 0.02% | +202,642+42.5% | Added |
| Geode Capital Management, LLC | 442,970 | $6.63M | 0.00% | +18,391+4.3% | Added |
| State Street Corp | 428,537 | $6.42M | 0.00% | −15,510−3.5% | Reduced |
| JPMorgan Chase & Co | 379,613 | $5.68M | 0.00% | +46,318+13.9% | Added |
| Wasatch Advisors Inc | 367,079 | $5.50M | 0.03% | −77,231−17.4% | Reduced |
| Acadian Asset Management LLC | 347,341 | $5.20M | 0.02% | +4,116+1.2% | Added |
| Dimensional Fund Advisors LP | 339,037 | $5.08M | 0.00% | −8,198−2.4% | Reduced |
| Morgan Stanley | 322,397 | $4.83M | 0.00% | +44,010+15.8% | Added |
| Nuveen Asset Management, LLC | 229,488 | $3.44M | 0.00% | +37,180+19.3% | Added |
| Herald Investment Management Ltd | 225,400 | $3.37M | 0.65% | 00.0% | Unchanged |
| Northern Trust Corp | 205,852 | $3.08M | 0.00% | +13,780+7.2% | Added |
| Boston Partners | 194,698 | $2.91M | 0.00% | +62,089+46.8% | Added |
| Perkins Capital Management Inc | 145,650 | $2.18M | 1.90% | −750−0.5% | Reduced |
| Two Sigma Advisers, LP | 145,400 | $2.18M | 0.01% | +52,300+56.2% | Added |
| Two Sigma Investments, LP | 141,802 | $2.12M | 0.01% | +50,791+55.8% | Added |
| Assenagon Asset Management S.A. | 139,578 | $2.09M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 138,986 | $2.08M | 0.01% | −3,275−2.3% | Reduced |
| FMR LLC | 133,736 | $2.00M | 0.00% | −727−0.5% | Reduced |
| Millennium Management LLC | 132,523 | $1.98M | 0.00% | −156,655−54.2% | Reduced |
| Bank of New York Mellon Corp | 115,624 | $1.73M | 0.00% | +13,690+13.4% | Added |
| Goldman Sachs Group Inc | 102,511 | $1.53M | 0.00% | −7,662−7.0% | Reduced |
| Charles Schwab Investment Management Inc | 96,687 | $1.45M | 0.00% | +1,361+1.4% | Added |
| Dana Investment Advisors, Inc. | 88,172 | $1.32M | 0.07% | +88,172 | New |
| Norges Bank | 75,900 | $1.14M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 68,019 | $1.02M | 0.01% | +26,149+62.5% | Added |
| Kennedy Capital Management, Inc. | 66,417 | $994.3K | 0.02% | −97,700−59.5% | Reduced |
| Citadel Advisors LLC | 66,400 | $994.0K | 0.00% | −38,779−36.9% | Reduced |
| Gsa Capital Partners LLP | 56,670 | $848.0K | 0.08% | −10,110−15.1% | Reduced |
| Pitcairn Co | 49,300 | $738.0K | 0.06% | +49,300 | New |
| D. E. Shaw & Co., Inc. | 48,416 | $724.8K | 0.00% | +2,764+6.1% | Added |
| Barclays PLC | 48,288 | $722.9K | 0.00% | −5,471−10.2% | Reduced |
| BNP Paribas Arbitrage, SA | 43,299 | $648.2K | 0.00% | +2,233+5.4% | Added |
| Campbell & CO Investment Adviser LLC | 40,032 | $599.3K | 0.11% | +12,051+43.1% | Added |
| Cornercap Investment Counsel Inc | 39,675 | $593.9K | 0.10% | +39,675 | New |
| STRS Ohio | 39,400 | $589.0K | 0.00% | −4,900−11.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,112 | $585.5K | 0.00% | +26,400+207.7% | Added |
| Trexquant Investment LP | 37,761 | $565.3K | 0.01% | +9,708+34.6% | Added |
| Walleye Capital LLC | 37,148 | $556.1K | 0.01% | +3,382+10.0% | Added |
| Rhumbline Advisers | 32,397 | $485.0K | 0.00% | +2,523+8.4% | Added |
| Envestnet Asset Management Inc | 31,286 | $468.4K | 0.00% | +31,286 | New |
| Man Group plc | 29,529 | $442.0K | 0.00% | – | – |
| Bank of America Corp | 28,436 | $425.7K | 0.00% | +638+2.3% | Added |
| Voya Investment Management LLC | 27,310 | $408.8K | 0.00% | +665+2.5% | Added |
| UBS Group AG | 27,049 | $404.9K | 0.00% | +8,894+49.0% | Added |
| Perritt Capital Management Inc | 25,000 | $374.3K | 0.20% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 25,000 | $374.3K | 0.10% | +5,000+25.0% | Added |
| Algert Global LLC | 23,878 | $357.5K | 0.02% | +2,370+11.0% | Added |
| State of Tennessee, Treasury Department | 23,706 | $354.9K | 0.00% | +11,439+93.3% | Added |
| Panagora Asset Management Inc | 23,181 | $347.0K | 0.00% | +23,181 | New |
| Deutsche Bank AG | 22,297 | $333.8K | 0.00% | −2,873−11.4% | Reduced |
| Martingale Asset Management L P | 21,422 | $320.7K | 0.01% | +600+2.9% | Added |
| Paradigm Capital Management Inc | 20,000 | $299.4K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,665 | $279.0K | 0.00% | +8,390+81.7% | Added |
| Engineers Gate Manager LP | 18,265 | $273.4K | 0.01% | +3,830+26.5% | Added |
| Alliancebernstein L.P. | 17,430 | $260.9K | 0.00% | +1,130+6.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,175 | $257.1K | 0.00% | +17,175 | New |
| IHT Wealth Management, LLC | 13,105 | $196.2K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 12,883 | $192.9K | 0.00% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 12,578 | $188.3K | 0.16% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,696 | $175.1K | 0.01% | +11,696 | New |
| American International Group, Inc. | 11,483 | $171.9K | 0.00% | +185+1.6% | Added |
| Wells Fargo & Company | 10,953 | $164.0K | 0.00% | +5,434+98.5% | Added |
| Susquehanna International Group, LLP | 10,455 | $156.5K | 0.00% | −56−0.5% | Reduced |
| Quadrature Capital Ltd | 10,343 | $154.7K | 0.00% | −6,666−39.2% | Reduced |
| Manufacturers Life Insurance Company, The | 10,320 | $154.5K | 0.00% | +10,320 | New |
| XTX Topco Ltd | 10,262 | $153.6K | 0.03% | +10,262 | New |
| Qube Research & Technologies Ltd | 10,039 | $150.3K | 0.00% | +10,039 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $150.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,193 | $137.6K | 0.00% | +4,588+99.6% | Added |
| California State Teachers Retirement System | 7,936 | $118.8K | 0.00% | −767−8.8% | Reduced |
| Citigroup Inc | 7,449 | $111.5K | 0.00% | +7,418+23,929.0% | Added |
| New York State Common Retirement Fund | 7,194 | $107.7K | 0.00% | −7,800−52.0% | Reduced |
| Amalgamated Bank | 3,568 | $53.0K | 0.00% | +360+11.2% | Added |
| Covestor Ltd | 2,997 | $45.0K | 0.03% | −84−2.7% | Reduced |
| Legal & General Group Plc | 2,909 | $43.5K | 0.00% | +104+3.7% | Added |
| BerganKDV Wealth Management, LLC | 2,000 | $29.9K | 0.00% | +2,000 | New |
| The PNC Financial Services Group, Inc. | 1,720 | $25.7K | 0.00% | +1,720 | New |
| Ameritas Investment Partners, Inc. | 1,488 | $22.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,284 | $19.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,165 | $17.4K | 0.00% | +1,165 | New |
| Nisa Investment Advisors, LLC | 1,000 | $15.0K | 0.00% | +510+104.1% | Added |
| Umb Bank N A | 927 | $13.9K | 0.00% | +927 | New |
| Tower Research Capital LLC (TRC) | 518 | $7.75K | 0.00% | −2,996−85.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 405 | $6.06K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 254 | $4.00K | 0.00% | +219+625.7% | Added |
| First Horizon Advisors, Inc. | 190 | $2.84K | 0.00% | +190 | New |
| Parallel Advisors, LLC | 144 | $2.16K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 126 | $1.89K | 0.00% | +126 | New |
| Institutional & Family Asset Management, LLC | 60 | $898 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 48 | $719 | 0.00% | 00.0% | Unchanged |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −258,225−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −43,691−100.0% | Sold out |