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, Q4 2023
Institutional positions in Ooma Inc as of Dec 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
- 102
- −1 vs. Q3 2023
- Shares held
- 19.2M
- +138.3K (+0.7%) vs. Q3 2023
- Total value
- $206.4M
- −$42.1M (−17.0%) vs. Q3 2023
- New holders
- 11
- 38 more added
- Sold out
- 12
- 30 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trigran Investments, Inc. | 4,036,263 | $43.3M | 4.20% | +364,908+9.9% | Added |
| BlackRock Inc. | 3,417,651 | $36.7M | 0.00% | +107,081+3.2% | Added |
| AWM Investment Company, Inc. | 1,409,948 | $15.1M | 1.99% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,246,310 | $13.4M | 0.00% | +60,500+5.1% | Added |
| Vanguard Group Inc | 1,197,890 | $12.9M | 0.00% | +45,648+4.0% | Added |
| Royce & Associates LP | 881,576 | $9.46M | 0.09% | +35,208+4.2% | Added |
| Renaissance Technologies LLC | 860,703 | $9.23M | 0.01% | +67,800+8.6% | Added |
| Geode Capital Management, LLC | 482,297 | $5.18M | 0.00% | +27,857+6.1% | Added |
| State Street Corp | 445,101 | $4.78M | 0.00% | +11,339+2.6% | Added |
| Russell Investments Group, Ltd. | 421,773 | $4.53M | 0.01% | −256,732−37.8% | Reduced |
| Acadian Asset Management LLC | 395,778 | $4.25M | 0.02% | +14,918+3.9% | Added |
| Dimensional Fund Advisors LP | 365,765 | $3.92M | 0.00% | +18,883+5.4% | Added |
| JPMorgan Chase & Co | 332,369 | $3.57M | 0.00% | +24,291+7.9% | Added |
| Morgan Stanley | 314,970 | $3.38M | 0.00% | +30,708+10.8% | Added |
| Herald Investment Management Ltd | 260,000 | $2.79M | 0.53% | 00.0% | Unchanged |
| Northern Trust Corp | 212,622 | $2.28M | 0.00% | +8,604+4.2% | Added |
| Nuveen Asset Management, LLC | 197,641 | $2.12M | 0.00% | −3,800−1.9% | Reduced |
| Bank of New York Mellon Corp | 146,971 | $1.58M | 0.00% | +29,886+25.5% | Added |
| Perkins Capital Management Inc | 145,300 | $1.56M | 1.33% | −150−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 126,249 | $1.35M | 0.01% | −10,214−7.5% | Reduced |
| FMR LLC | 125,529 | $1.35M | 0.00% | −10,624−7.8% | Reduced |
| Assenagon Asset Management S.A. | 117,484 | $1.26M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 105,266 | $1.13M | 0.00% | −23,376−18.2% | Reduced |
| Charles Schwab Investment Management Inc | 98,916 | $1.06M | 0.00% | +2,229+2.3% | Added |
| Boston Partners | 95,980 | $1.03M | 0.00% | −112,168−53.9% | Reduced |
| Two Sigma Investments, LP | 90,484 | $970.9K | 0.00% | +4,225+4.9% | Added |
| Barclays PLC | 86,517 | $928.3K | 0.00% | +36,121+71.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 79,896 | $857.3K | 0.00% | +5,093+6.8% | Added |
| UBS Group AG | 77,139 | $827.7K | 0.00% | +37,511+94.7% | Added |
| Norges Bank | 75,900 | $814.4K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 71,367 | $765.8K | 0.04% | −2,752−3.7% | Reduced |
| Bank of America Corp | 70,121 | $752.4K | 0.00% | +8,245+13.3% | Added |
| Two Sigma Advisers, LP | 68,800 | $738.2K | 0.00% | +1,300+1.9% | Added |
| Kennedy Capital Management, Inc. | 65,530 | $703.1K | 0.02% | −887−1.3% | Reduced |
| Guggenheim Capital LLC | 56,654 | $607.9K | 0.00% | +30,030+112.8% | Added |
| Ameriprise Financial Inc | 55,165 | $591.9K | 0.00% | −8,533−13.4% | Reduced |
| BNP Paribas Arbitrage, SA | 42,653 | $457.7K | 0.00% | −19,681−31.6% | Reduced |
| Envestnet Asset Management Inc | 40,991 | $439.8K | 0.00% | −2,697−6.2% | Reduced |
| Petrus Trust Company, LTA | 40,336 | $432.8K | 0.04% | +27,464+213.4% | Added |
| Teton Advisors, Inc. | 40,000 | $429.2K | 0.14% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 39,192 | $420.5K | 0.00% | −11,337−22.4% | Reduced |
| Cornercap Investment Counsel Inc | 39,150 | $420.1K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 37,509 | $402.5K | 0.01% | +8,753+30.4% | Added |
| D. E. Shaw & Co., Inc. | 35,305 | $378.8K | 0.00% | −5,778−14.1% | Reduced |
| Rhumbline Advisers | 31,946 | $342.8K | 0.00% | −709−2.2% | Reduced |
| Voya Investment Management LLC | 31,174 | $334.5K | 0.00% | +3,864+14.1% | Added |
| Campbell & CO Investment Adviser LLC | 30,983 | $332.4K | 0.03% | +8,322+36.7% | Added |
| Millennium Management LLC | 29,064 | $311.9K | 0.00% | −6,425−18.1% | Reduced |
| State of Tennessee, Treasury Department | 28,260 | $303.2K | 0.00% | +14,852+110.8% | Added |
| Squarepoint Ops LLC | 25,536 | $274.0K | 0.00% | +25,536 | New |
| Perritt Capital Management Inc | 25,000 | $268.3K | 0.15% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 24,855 | $266.7K | 0.00% | −32,190−56.4% | Reduced |
| Gsa Capital Partners LLP | 22,898 | $246.0K | 0.02% | −37,421−62.0% | Reduced |
| Jane Street Group, LLC | 21,870 | $234.7K | 0.00% | +21,870 | New |
| Royal Bank of Canada | 21,359 | $230.0K | 0.00% | +1,839+9.4% | Added |
| Martingale Asset Management L P | 21,422 | $229.9K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 20,786 | $223.0K | 0.02% | −462−2.2% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $214.6K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 18,866 | $207.5K | 0.00% | +18,866 | New |
| Man Group plc | 18,600 | $199.6K | 0.00% | – | – |
| Corton Capital Inc. | 17,893 | $192.0K | 0.06% | +6,988+64.1% | Added |
| Qube Research & Technologies Ltd | 16,989 | $182.3K | 0.00% | +650+4.0% | Added |
| Occudo Quantitative Strategies LP | 16,163 | $173.4K | 0.02% | +16,163 | New |
| Engineers Gate Manager LP | 15,311 | $164.3K | 0.00% | +2,151+16.3% | Added |
| Deutsche Bank AG | 14,977 | $160.7K | 0.00% | −529−3.4% | Reduced |
| Alliancebernstein L.P. | 14,340 | $153.9K | 0.00% | −2,230−13.5% | Reduced |
| IHT Wealth Management, LLC | 13,105 | $140.6K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 12,883 | $138.2K | 0.00% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 12,578 | $135.0K | 0.11% | 00.0% | Unchanged |
| Franklin Resources Inc | 12,537 | $134.5K | 0.00% | +303+2.5% | Added |
| American International Group, Inc. | 11,990 | $128.7K | 0.00% | +84+0.7% | Added |
| HSBC Holdings PLC | 11,938 | $127.9K | 0.00% | −10,004−45.6% | Reduced |
| PDT Partners, LLC | 11,569 | $124.1K | 0.01% | +11,569 | New |
| Manufacturers Life Insurance Company, The | 10,320 | $110.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,154 | $109.0K | 0.00% | +10,154 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $107.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 8,800 | $94.0K | 0.00% | −11,900−57.5% | Reduced |
| Advisor Group Holdings, Inc. | 8,134 | $87.3K | 0.00% | −1,882−18.8% | Reduced |
| nVerses Capital, LLC | – | $86.9K | 0.24% | – | New |
| Wells Fargo & Company | 7,246 | $77.8K | 0.00% | +1,475+25.6% | Added |
| New York State Common Retirement Fund | 7,205 | $77.3K | 0.00% | −45−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,191 | $55.7K | 0.00% | +2,384+84.9% | Added |
| Covestor Ltd | 4,059 | $44.0K | 0.03% | +116+2.9% | Added |
| California State Teachers Retirement System | 3,970 | $42.6K | 0.00% | −1,294−24.6% | Reduced |
| Citigroup Inc | 3,505 | $37.6K | 0.00% | +2,401+217.5% | Added |
| Amalgamated Bank | 3,340 | $36.0K | 0.00% | −228−6.4% | Reduced |
| Legal & General Group Plc | 2,510 | $26.9K | 0.00% | −163−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,353 | $25.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $19.0K | 0.00% | +1,800 | New |
| The PNC Financial Services Group, Inc. | 1,543 | $16.6K | 0.00% | −170−9.9% | Reduced |
| Metropolitan Life Insurance Co | 1,284 | $13.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,242 | $13.3K | 0.00% | +27+2.2% | Added |
| Harbour Investments, Inc. | 1,129 | $12.1K | 0.00% | +1,129 | New |
| NBC Securities, Inc. | 1,181 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 775 | $8.32K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 729 | $7.82K | 0.00% | +729 | New |
| GPS Wealth Strategies Group, LLC | 405 | $4.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 54 | $1.00K | 0.00% | −122−69.3% | Reduced |
| First Horizon Advisors, Inc. | 88 | $944 | 0.00% | 00.0% | Unchanged |