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, 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 |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 31 | $333 | 0.00% | +31 | New |
| Institutional & Family Asset Management, LLC | 60 | $644 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 88 | $944 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 54 | $1.00K | 0.00% | −122−69.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 405 | $4.34K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 729 | $7.82K | 0.00% | +729 | New |
| Umb Bank N A | 775 | $8.32K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,181 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,129 | $12.1K | 0.00% | +1,129 | New |
| Huntington National Bank | 1,242 | $13.3K | 0.00% | +27+2.2% | Added |
| Metropolitan Life Insurance Co | 1,284 | $13.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,543 | $16.6K | 0.00% | −170−9.9% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $19.0K | 0.00% | +1,800 | New |
| Ameritas Investment Partners, Inc. | 2,353 | $25.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,510 | $26.9K | 0.00% | −163−6.1% | Reduced |
| Amalgamated Bank | 3,340 | $36.0K | 0.00% | −228−6.4% | Reduced |
| Citigroup Inc | 3,505 | $37.6K | 0.00% | +2,401+217.5% | Added |
| California State Teachers Retirement System | 3,970 | $42.6K | 0.00% | −1,294−24.6% | Reduced |
| Covestor Ltd | 4,059 | $44.0K | 0.03% | +116+2.9% | Added |
| Tower Research Capital LLC (TRC) | 5,191 | $55.7K | 0.00% | +2,384+84.9% | Added |
| New York State Common Retirement Fund | 7,205 | $77.3K | 0.00% | −45−0.6% | Reduced |
| Wells Fargo & Company | 7,246 | $77.8K | 0.00% | +1,475+25.6% | Added |
| nVerses Capital, LLC | – | $86.9K | 0.24% | – | New |
| Advisor Group Holdings, Inc. | 8,134 | $87.3K | 0.00% | −1,882−18.8% | Reduced |
| STRS Ohio | 8,800 | $94.0K | 0.00% | −11,900−57.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $107.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,154 | $109.0K | 0.00% | +10,154 | New |
| Manufacturers Life Insurance Company, The | 10,320 | $110.7K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,569 | $124.1K | 0.01% | +11,569 | New |
| HSBC Holdings PLC | 11,938 | $127.9K | 0.00% | −10,004−45.6% | Reduced |
| American International Group, Inc. | 11,990 | $128.7K | 0.00% | +84+0.7% | Added |
| Franklin Resources Inc | 12,537 | $134.5K | 0.00% | +303+2.5% | Added |
| Merrion Investment Management Co, LLC | 12,578 | $135.0K | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 12,883 | $138.2K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,105 | $140.6K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 14,340 | $153.9K | 0.00% | −2,230−13.5% | Reduced |
| Deutsche Bank AG | 14,977 | $160.7K | 0.00% | −529−3.4% | Reduced |
| Engineers Gate Manager LP | 15,311 | $164.3K | 0.00% | +2,151+16.3% | Added |
| Occudo Quantitative Strategies LP | 16,163 | $173.4K | 0.02% | +16,163 | New |
| Qube Research & Technologies Ltd | 16,989 | $182.3K | 0.00% | +650+4.0% | Added |
| Corton Capital Inc. | 17,893 | $192.0K | 0.06% | +6,988+64.1% | Added |
| Man Group plc | 18,600 | $199.6K | 0.00% | – | – |
| Bank of Montreal | 18,866 | $207.5K | 0.00% | +18,866 | New |
| Paradigm Capital Management Inc | 20,000 | $214.6K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 20,786 | $223.0K | 0.02% | −462−2.2% | Reduced |
| Martingale Asset Management L P | 21,422 | $229.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,359 | $230.0K | 0.00% | +1,839+9.4% | Added |
| Jane Street Group, LLC | 21,870 | $234.7K | 0.00% | +21,870 | New |
| Gsa Capital Partners LLP | 22,898 | $246.0K | 0.02% | −37,421−62.0% | Reduced |
| Panagora Asset Management Inc | 24,855 | $266.7K | 0.00% | −32,190−56.4% | Reduced |
| Perritt Capital Management Inc | 25,000 | $268.3K | 0.15% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 25,536 | $274.0K | 0.00% | +25,536 | New |
| State of Tennessee, Treasury Department | 28,260 | $303.2K | 0.00% | +14,852+110.8% | Added |
| Millennium Management LLC | 29,064 | $311.9K | 0.00% | −6,425−18.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 30,983 | $332.4K | 0.03% | +8,322+36.7% | Added |
| Voya Investment Management LLC | 31,174 | $334.5K | 0.00% | +3,864+14.1% | Added |
| Rhumbline Advisers | 31,946 | $342.8K | 0.00% | −709−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 35,305 | $378.8K | 0.00% | −5,778−14.1% | Reduced |
| Walleye Capital LLC | 37,509 | $402.5K | 0.01% | +8,753+30.4% | Added |
| Cornercap Investment Counsel Inc | 39,150 | $420.1K | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 39,192 | $420.5K | 0.00% | −11,337−22.4% | Reduced |
| Teton Advisors, Inc. | 40,000 | $429.2K | 0.14% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 40,336 | $432.8K | 0.04% | +27,464+213.4% | Added |
| Envestnet Asset Management Inc | 40,991 | $439.8K | 0.00% | −2,697−6.2% | Reduced |
| BNP Paribas Arbitrage, SA | 42,653 | $457.7K | 0.00% | −19,681−31.6% | Reduced |
| Ameriprise Financial Inc | 55,165 | $591.9K | 0.00% | −8,533−13.4% | Reduced |
| Guggenheim Capital LLC | 56,654 | $607.9K | 0.00% | +30,030+112.8% | Added |
| Kennedy Capital Management, Inc. | 65,530 | $703.1K | 0.02% | −887−1.3% | Reduced |
| Two Sigma Advisers, LP | 68,800 | $738.2K | 0.00% | +1,300+1.9% | Added |
| Bank of America Corp | 70,121 | $752.4K | 0.00% | +8,245+13.3% | Added |
| Dana Investment Advisors, Inc. | 71,367 | $765.8K | 0.04% | −2,752−3.7% | Reduced |
| Norges Bank | 75,900 | $814.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 77,139 | $827.7K | 0.00% | +37,511+94.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 79,896 | $857.3K | 0.00% | +5,093+6.8% | Added |
| Barclays PLC | 86,517 | $928.3K | 0.00% | +36,121+71.7% | Added |
| Two Sigma Investments, LP | 90,484 | $970.9K | 0.00% | +4,225+4.9% | Added |
| Boston Partners | 95,980 | $1.03M | 0.00% | −112,168−53.9% | Reduced |
| Charles Schwab Investment Management Inc | 98,916 | $1.06M | 0.00% | +2,229+2.3% | Added |
| Goldman Sachs Group Inc | 105,266 | $1.13M | 0.00% | −23,376−18.2% | Reduced |
| Assenagon Asset Management S.A. | 117,484 | $1.26M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 125,529 | $1.35M | 0.00% | −10,624−7.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 126,249 | $1.35M | 0.01% | −10,214−7.5% | Reduced |
| Perkins Capital Management Inc | 145,300 | $1.56M | 1.33% | −150−0.1% | Reduced |
| Bank of New York Mellon Corp | 146,971 | $1.58M | 0.00% | +29,886+25.5% | Added |
| Nuveen Asset Management, LLC | 197,641 | $2.12M | 0.00% | −3,800−1.9% | Reduced |
| Northern Trust Corp | 212,622 | $2.28M | 0.00% | +8,604+4.2% | Added |
| Herald Investment Management Ltd | 260,000 | $2.79M | 0.53% | 00.0% | Unchanged |
| Morgan Stanley | 314,970 | $3.38M | 0.00% | +30,708+10.8% | Added |
| JPMorgan Chase & Co | 332,369 | $3.57M | 0.00% | +24,291+7.9% | Added |
| Dimensional Fund Advisors LP | 365,765 | $3.92M | 0.00% | +18,883+5.4% | Added |
| Acadian Asset Management LLC | 395,778 | $4.25M | 0.02% | +14,918+3.9% | Added |
| Russell Investments Group, Ltd. | 421,773 | $4.53M | 0.01% | −256,732−37.8% | Reduced |
| State Street Corp | 445,101 | $4.78M | 0.00% | +11,339+2.6% | Added |
| Geode Capital Management, LLC | 482,297 | $5.18M | 0.00% | +27,857+6.1% | Added |
| Renaissance Technologies LLC | 860,703 | $9.23M | 0.01% | +67,800+8.6% | Added |
| Royce & Associates LP | 881,576 | $9.46M | 0.09% | +35,208+4.2% | Added |
| Vanguard Group Inc | 1,197,890 | $12.9M | 0.00% | +45,648+4.0% | Added |
| Wellington Management Group LLP | 1,246,310 | $13.4M | 0.00% | +60,500+5.1% | Added |
| AWM Investment Company, Inc. | 1,409,948 | $15.1M | 1.99% | 00.0% | Unchanged |