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, 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 |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 38 | $494 | 0.00% | +38 | New |
| Glassman Wealth Services | 48 | $624 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $781 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 88 | $1.14K | 0.00% | −102−53.7% | Reduced |
| Lindbrook Capital, LLC | 126 | $1.64K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 144 | $1.87K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 176 | $2.00K | 0.00% | −78−30.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 405 | $5.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 775 | $10.1K | 0.00% | −152−16.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,104 | $14.4K | 0.00% | −6,345−85.2% | Reduced |
| NBC Securities, Inc. | 1,181 | $15.0K | 0.00% | +1,181 | New |
| Huntington National Bank | 1,215 | $15.8K | 0.00% | +50+4.3% | Added |
| Metropolitan Life Insurance Co | 1,284 | $16.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,713 | $22.3K | 0.00% | −7−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,353 | $30.6K | 0.00% | +865+58.1% | Added |
| Legal & General Group Plc | 2,673 | $34.8K | 0.00% | −236−8.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,807 | $36.5K | 0.00% | +2,289+441.9% | Added |
| Amalgamated Bank | 3,568 | $46.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,943 | $51.0K | 0.04% | +946+31.6% | Added |
| California State Teachers Retirement System | 5,264 | $68.5K | 0.00% | −2,672−33.7% | Reduced |
| Wells Fargo & Company | 5,771 | $75.1K | 0.00% | −5,182−47.3% | Reduced |
| Gladius Capital Management LP | 6,569 | $85.5K | 0.02% | +6,569 | New |
| New York State Common Retirement Fund | 7,250 | $94.3K | 0.00% | +56+0.8% | Added |
| Advisor Group Holdings, Inc. | 10,016 | $130.3K | 0.00% | +823+9.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $130.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,320 | $134.3K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,500 | $136.6K | 0.01% | −1,196−10.2% | Reduced |
| Susquehanna International Group, LLP | 10,788 | $140.4K | 0.00% | +333+3.2% | Added |
| Corton Capital Inc. | 10,905 | $141.9K | 0.07% | +10,905 | New |
| American International Group, Inc. | 11,906 | $154.9K | 0.00% | +423+3.7% | Added |
| Citadel Advisors LLC | 12,146 | $158.0K | 0.00% | −54,254−81.7% | Reduced |
| Franklin Resources Inc | 12,234 | $159.2K | 0.00% | +12,234 | New |
| Merrion Investment Management Co, LLC | 12,578 | $163.6K | 0.14% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 12,872 | $167.5K | 0.02% | +12,872 | New |
| MetLife Investment Management | 12,883 | $167.6K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,105 | $170.5K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,160 | $171.2K | 0.01% | −5,105−27.9% | Reduced |
| State of Tennessee, Treasury Department | 13,408 | $174.4K | 0.00% | −10,298−43.4% | Reduced |
| Man Group plc | – | $195.2K | 0.00% | – | – |
| Deutsche Bank AG | 15,506 | $201.7K | 0.00% | −6,791−30.5% | Reduced |
| Qube Research & Technologies Ltd | 16,339 | $212.6K | 0.00% | +6,300+62.8% | Added |
| Alliancebernstein L.P. | 16,570 | $215.6K | 0.00% | −860−4.9% | Reduced |
| Royal Bank of Canada | 19,520 | $255.0K | 0.00% | +855+4.6% | Added |
| Algert Global LLC | 19,908 | $259.0K | 0.01% | −3,970−16.6% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $260.2K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 20,700 | $269.0K | 0.00% | −18,700−47.5% | Reduced |
| Invesco Ltd. | 21,180 | $275.6K | 0.00% | +21,180 | New |
| Pitcairn Co | 21,248 | $276.4K | 0.02% | −28,052−56.9% | Reduced |
| Martingale Asset Management L P | 21,422 | $278.7K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,942 | $290.7K | 0.00% | +21,942 | New |
| Campbell & CO Investment Adviser LLC | 22,661 | $294.8K | 0.04% | −17,371−43.4% | Reduced |
| Perritt Capital Management Inc | 25,000 | $325.3K | 0.19% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 26,624 | $346.4K | 0.00% | +26,624 | New |
| Trexquant Investment LP | 27,297 | $355.1K | 0.01% | −10,464−27.7% | Reduced |
| Voya Investment Management LLC | 27,310 | $355.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 28,756 | $374.1K | 0.01% | −8,392−22.6% | Reduced |
| Rhumbline Advisers | 32,655 | $424.8K | 0.00% | +258+0.8% | Added |
| Millennium Management LLC | 35,489 | $461.7K | 0.00% | −97,034−73.2% | Reduced |
| Cornercap Investment Counsel Inc | 39,150 | $509.3K | 0.09% | −525−1.3% | Reduced |
| UBS Group AG | 39,628 | $515.6K | 0.00% | +12,579+46.5% | Added |
| Teton Advisors, Inc. | 40,000 | $520.4K | 0.16% | +15,000+60.0% | Added |
| D. E. Shaw & Co., Inc. | 41,083 | $534.5K | 0.00% | −7,333−15.1% | Reduced |
| Envestnet Asset Management Inc | 43,688 | $568.4K | 0.00% | +12,402+39.6% | Added |
| Barclays PLC | 50,396 | $655.7K | 0.00% | +2,108+4.4% | Added |
| Allspring Global Investments Holdings, LLC | 50,529 | $657.4K | 0.00% | +11,417+29.2% | Added |
| Panagora Asset Management Inc | 57,045 | $742.2K | 0.00% | +33,864+146.1% | Added |
| Gsa Capital Partners LLP | 60,319 | $785.0K | 0.07% | +3,649+6.4% | Added |
| Bank of America Corp | 61,876 | $805.0K | 0.00% | +33,440+117.6% | Added |
| BNP Paribas Arbitrage, SA | 62,334 | $811.0K | 0.00% | +19,035+44.0% | Added |
| Ameriprise Financial Inc | 63,698 | $828.7K | 0.00% | +63,698 | New |
| Kennedy Capital Management, Inc. | 66,417 | $864.1K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 67,500 | $878.2K | 0.00% | −77,900−53.6% | Reduced |
| Dana Investment Advisors, Inc. | 74,119 | $964.3K | 0.05% | −14,053−15.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 74,803 | $973.2K | 0.01% | +6,784+10.0% | Added |
| Norges Bank | 75,900 | $987.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 86,259 | $1.12M | 0.00% | −55,543−39.2% | Reduced |
| Charles Schwab Investment Management Inc | 96,687 | $1.26M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 117,085 | $1.52M | 0.00% | +1,461+1.3% | Added |
| Assenagon Asset Management S.A. | 117,484 | $1.53M | 0.01% | −22,094−15.8% | Reduced |
| Goldman Sachs Group Inc | 128,642 | $1.67M | 0.00% | +26,131+25.5% | Added |
| FMR LLC | 136,153 | $1.77M | 0.00% | +2,417+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 136,463 | $1.78M | 0.01% | −2,523−1.8% | Reduced |
| Perkins Capital Management Inc | 145,450 | $1.89M | 1.88% | −200−0.1% | Reduced |
| Nuveen Asset Management, LLC | 201,441 | $2.62M | 0.00% | −28,047−12.2% | Reduced |
| Northern Trust Corp | 204,018 | $2.65M | 0.00% | −1,834−0.9% | Reduced |
| Boston Partners | 208,148 | $2.71M | 0.00% | +13,450+6.9% | Added |
| Herald Investment Management Ltd | 260,000 | $3.37M | 0.72% | +34,600+15.4% | Added |
| Morgan Stanley | 284,262 | $3.70M | 0.00% | −38,135−11.8% | Reduced |
| JPMorgan Chase & Co | 308,078 | $4.01M | 0.00% | −71,535−18.8% | Reduced |
| Dimensional Fund Advisors LP | 346,882 | $4.51M | 0.00% | +7,845+2.3% | Added |
| Wasatch Advisors Inc | 358,975 | $4.67M | 0.03% | −8,104−2.2% | Reduced |
| Acadian Asset Management LLC | 380,860 | $4.95M | 0.02% | +33,519+9.7% | Added |
| State Street Corp | 433,762 | $5.64M | 0.00% | +5,225+1.2% | Added |
| Geode Capital Management, LLC | 454,440 | $5.91M | 0.00% | +11,470+2.6% | Added |
| Russell Investments Group, Ltd. | 678,505 | $8.83M | 0.02% | −1,067−0.2% | Reduced |
| Renaissance Technologies LLC | 792,903 | $10.3M | 0.02% | +2,337+0.3% | Added |
| Royce & Associates LP | 846,368 | $11.0M | 0.11% | +65,847+8.4% | Added |
| Vanguard Group Inc | 1,152,242 | $15.0M | 0.00% | +3,793+0.3% | Added |
| Wellington Management Group LLP | 1,185,810 | $15.4M | 0.00% | +5,419+0.5% | Added |