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