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, Q3 2023
Institutional positions in Ooma Inc as of Sep 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
- 103
- +7 vs. Q2 2023
- Shares held
- 19.1M
- +9.77K (+0.1%) vs. Q2 2023
- Total value
- $248.5M
- −$37.1M (−13.0%) vs. Q2 2023
- New holders
- 10
- 36 more added
- Sold out
- 3
- 35 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trigran Investments, Inc. | 3,671,355 | $47.8M | 5.09% | +64,414+1.8% | Added |
| BlackRock Inc. | 3,310,570 | $43.1M | 0.00% | +64,584+2.0% | Added |
| AWM Investment Company, Inc. | 1,409,948 | $18.3M | 2.71% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,185,810 | $15.4M | 0.00% | +5,419+0.5% | Added |
| Vanguard Group Inc | 1,152,242 | $15.0M | 0.00% | +3,793+0.3% | Added |
| Royce & Associates LP | 846,368 | $11.0M | 0.11% | +65,847+8.4% | Added |
| Renaissance Technologies LLC | 792,903 | $10.3M | 0.02% | +2,337+0.3% | Added |
| Russell Investments Group, Ltd. | 678,505 | $8.83M | 0.02% | −1,067−0.2% | Reduced |
| Geode Capital Management, LLC | 454,440 | $5.91M | 0.00% | +11,470+2.6% | Added |
| State Street Corp | 433,762 | $5.64M | 0.00% | +5,225+1.2% | Added |
| Acadian Asset Management LLC | 380,860 | $4.95M | 0.02% | +33,519+9.7% | Added |
| Wasatch Advisors Inc | 358,975 | $4.67M | 0.03% | −8,104−2.2% | Reduced |
| Dimensional Fund Advisors LP | 346,882 | $4.51M | 0.00% | +7,845+2.3% | Added |
| JPMorgan Chase & Co | 308,078 | $4.01M | 0.00% | −71,535−18.8% | Reduced |
| Morgan Stanley | 284,262 | $3.70M | 0.00% | −38,135−11.8% | Reduced |
| Herald Investment Management Ltd | 260,000 | $3.37M | 0.72% | +34,600+15.4% | Added |
| Boston Partners | 208,148 | $2.71M | 0.00% | +13,450+6.9% | Added |
| Northern Trust Corp | 204,018 | $2.65M | 0.00% | −1,834−0.9% | Reduced |
| Nuveen Asset Management, LLC | 201,441 | $2.62M | 0.00% | −28,047−12.2% | Reduced |
| Perkins Capital Management Inc | 145,450 | $1.89M | 1.88% | −200−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 136,463 | $1.78M | 0.01% | −2,523−1.8% | Reduced |
| FMR LLC | 136,153 | $1.77M | 0.00% | +2,417+1.8% | Added |
| Goldman Sachs Group Inc | 128,642 | $1.67M | 0.00% | +26,131+25.5% | Added |
| Assenagon Asset Management S.A. | 117,484 | $1.53M | 0.01% | −22,094−15.8% | Reduced |
| Bank of New York Mellon Corp | 117,085 | $1.52M | 0.00% | +1,461+1.3% | Added |
| Charles Schwab Investment Management Inc | 96,687 | $1.26M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 86,259 | $1.12M | 0.00% | −55,543−39.2% | Reduced |
| Norges Bank | 75,900 | $987.5K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 74,803 | $973.2K | 0.01% | +6,784+10.0% | Added |
| Dana Investment Advisors, Inc. | 74,119 | $964.3K | 0.05% | −14,053−15.9% | Reduced |
| Two Sigma Advisers, LP | 67,500 | $878.2K | 0.00% | −77,900−53.6% | Reduced |
| Kennedy Capital Management, Inc. | 66,417 | $864.1K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 63,698 | $828.7K | 0.00% | +63,698 | New |
| BNP Paribas Arbitrage, SA | 62,334 | $811.0K | 0.00% | +19,035+44.0% | Added |
| Bank of America Corp | 61,876 | $805.0K | 0.00% | +33,440+117.6% | Added |
| Gsa Capital Partners LLP | 60,319 | $785.0K | 0.07% | +3,649+6.4% | Added |
| Panagora Asset Management Inc | 57,045 | $742.2K | 0.00% | +33,864+146.1% | Added |
| Allspring Global Investments Holdings, LLC | 50,529 | $657.4K | 0.00% | +11,417+29.2% | Added |
| Barclays PLC | 50,396 | $655.7K | 0.00% | +2,108+4.4% | Added |
| Envestnet Asset Management Inc | 43,688 | $568.4K | 0.00% | +12,402+39.6% | Added |
| D. E. Shaw & Co., Inc. | 41,083 | $534.5K | 0.00% | −7,333−15.1% | Reduced |
| Teton Advisors, Inc. | 40,000 | $520.4K | 0.16% | +15,000+60.0% | Added |
| UBS Group AG | 39,628 | $515.6K | 0.00% | +12,579+46.5% | Added |
| Cornercap Investment Counsel Inc | 39,150 | $509.3K | 0.09% | −525−1.3% | Reduced |
| Millennium Management LLC | 35,489 | $461.7K | 0.00% | −97,034−73.2% | Reduced |
| Rhumbline Advisers | 32,655 | $424.8K | 0.00% | +258+0.8% | Added |
| Walleye Capital LLC | 28,756 | $374.1K | 0.01% | −8,392−22.6% | Reduced |
| Voya Investment Management LLC | 27,310 | $355.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 27,297 | $355.1K | 0.01% | −10,464−27.7% | Reduced |
| Guggenheim Capital LLC | 26,624 | $346.4K | 0.00% | +26,624 | New |
| Perritt Capital Management Inc | 25,000 | $325.3K | 0.19% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 22,661 | $294.8K | 0.04% | −17,371−43.4% | Reduced |
| HSBC Holdings PLC | 21,942 | $290.7K | 0.00% | +21,942 | New |
| Martingale Asset Management L P | 21,422 | $278.7K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 21,248 | $276.4K | 0.02% | −28,052−56.9% | Reduced |
| Invesco Ltd. | 21,180 | $275.6K | 0.00% | +21,180 | New |
| STRS Ohio | 20,700 | $269.0K | 0.00% | −18,700−47.5% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $260.2K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 19,908 | $259.0K | 0.01% | −3,970−16.6% | Reduced |
| Royal Bank of Canada | 19,520 | $255.0K | 0.00% | +855+4.6% | Added |
| Alliancebernstein L.P. | 16,570 | $215.6K | 0.00% | −860−4.9% | Reduced |
| Qube Research & Technologies Ltd | 16,339 | $212.6K | 0.00% | +6,300+62.8% | Added |
| Deutsche Bank AG | 15,506 | $201.7K | 0.00% | −6,791−30.5% | Reduced |
| Man Group plc | – | $195.2K | 0.00% | – | – |
| State of Tennessee, Treasury Department | 13,408 | $174.4K | 0.00% | −10,298−43.4% | Reduced |
| Engineers Gate Manager LP | 13,160 | $171.2K | 0.01% | −5,105−27.9% | Reduced |
| IHT Wealth Management, LLC | 13,105 | $170.5K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 12,883 | $167.6K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 12,872 | $167.5K | 0.02% | +12,872 | New |
| Merrion Investment Management Co, LLC | 12,578 | $163.6K | 0.14% | 00.0% | Unchanged |
| Franklin Resources Inc | 12,234 | $159.2K | 0.00% | +12,234 | New |
| Citadel Advisors LLC | 12,146 | $158.0K | 0.00% | −54,254−81.7% | Reduced |
| American International Group, Inc. | 11,906 | $154.9K | 0.00% | +423+3.7% | Added |
| Corton Capital Inc. | 10,905 | $141.9K | 0.07% | +10,905 | New |
| Susquehanna International Group, LLP | 10,788 | $140.4K | 0.00% | +333+3.2% | Added |
| Prelude Capital Management, LLC | 10,500 | $136.6K | 0.01% | −1,196−10.2% | Reduced |
| Manufacturers Life Insurance Company, The | 10,320 | $134.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $130.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,016 | $130.3K | 0.00% | +823+9.0% | Added |
| New York State Common Retirement Fund | 7,250 | $94.3K | 0.00% | +56+0.8% | Added |
| Gladius Capital Management LP | 6,569 | $85.5K | 0.02% | +6,569 | New |
| Wells Fargo & Company | 5,771 | $75.1K | 0.00% | −5,182−47.3% | Reduced |
| California State Teachers Retirement System | 5,264 | $68.5K | 0.00% | −2,672−33.7% | Reduced |
| Covestor Ltd | 3,943 | $51.0K | 0.04% | +946+31.6% | Added |
| Amalgamated Bank | 3,568 | $46.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,807 | $36.5K | 0.00% | +2,289+441.9% | Added |
| Legal & General Group Plc | 2,673 | $34.8K | 0.00% | −236−8.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,353 | $30.6K | 0.00% | +865+58.1% | Added |
| The PNC Financial Services Group, Inc. | 1,713 | $22.3K | 0.00% | −7−0.4% | Reduced |
| Metropolitan Life Insurance Co | 1,284 | $16.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,215 | $15.8K | 0.00% | +50+4.3% | Added |
| NBC Securities, Inc. | 1,181 | $15.0K | 0.00% | +1,181 | New |
| Citigroup Inc | 1,104 | $14.4K | 0.00% | −6,345−85.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 775 | $10.1K | 0.00% | −152−16.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 405 | $5.27K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 176 | $2.00K | 0.00% | −78−30.7% | Reduced |
| Parallel Advisors, LLC | 144 | $1.87K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 126 | $1.64K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 88 | $1.14K | 0.00% | −102−53.7% | Reduced |