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, Q1 2024
Institutional positions in Ooma Inc as of Mar 31, 2024. 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
- 96
- −6 vs. Q4 2023
- Shares held
- 19.4M
- +125.2K (+0.7%) vs. Q4 2023
- Total value
- $165.1M
- −$41.2M (−20.0%) vs. Q4 2023
- New holders
- 9
- 26 more added
- Sold out
- 15
- 41 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trigran Investments, Inc. | 4,084,732 | $34.8M | 3.38% | +48,469+1.2% | Added |
| BlackRock Inc. | 3,569,680 | $30.4M | 0.00% | +152,029+4.4% | Added |
| AWM Investment Company, Inc. | 1,409,948 | $12.0M | 1.58% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,266,320 | $10.8M | 0.00% | +68,430+5.7% | Added |
| Wellington Management Group LLP | 972,444 | $8.29M | 0.00% | −273,866−22.0% | Reduced |
| Renaissance Technologies LLC | 812,103 | $6.93M | 0.01% | −48,600−5.6% | Reduced |
| Royce & Associates LP | 760,052 | $6.48M | 0.06% | −121,524−13.8% | Reduced |
| Russell Investments Group, Ltd. | 579,342 | $4.94M | 0.01% | +157,569+37.4% | Added |
| Geode Capital Management, LLC | 504,269 | $4.30M | 0.00% | +21,972+4.6% | Added |
| Boston Partners | 463,079 | $3.94M | 0.00% | +367,099+382.5% | Added |
| State Street Corp | 448,857 | $3.83M | 0.00% | +3,756+0.8% | Added |
| JPMorgan Chase & Co | 430,564 | $3.67M | 0.00% | +98,195+29.5% | Added |
| Acadian Asset Management LLC | 381,287 | $3.25M | 0.01% | −14,491−3.7% | Reduced |
| Dimensional Fund Advisors LP | 363,086 | $3.10M | 0.00% | −2,679−0.7% | Reduced |
| Morgan Stanley | 309,702 | $2.64M | 0.00% | −5,268−1.7% | Reduced |
| Herald Investment Management Ltd | 260,000 | $2.21M | 0.36% | 00.0% | Unchanged |
| Northern Trust Corp | 205,957 | $1.76M | 0.00% | −6,665−3.1% | Reduced |
| Nuveen Asset Management, LLC | 188,357 | $1.61M | 0.00% | −9,284−4.7% | Reduced |
| Perkins Capital Management Inc | 156,550 | $1.33M | 1.11% | +11,250+7.7% | Added |
| Bank of New York Mellon Corp | 144,982 | $1.24M | 0.00% | −1,989−1.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 126,024 | $1.07M | 0.00% | −225−0.2% | Reduced |
| Assenagon Asset Management S.A. | 117,484 | $1.00M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 114,157 | $973.8K | 0.00% | +44,036+62.8% | Added |
| Goldman Sachs Group Inc | 100,467 | $857.0K | 0.00% | −4,799−4.6% | Reduced |
| Dana Investment Advisors, Inc. | 80,755 | $688.8K | 0.02% | +9,388+13.2% | Added |
| Guggenheim Capital LLC | 80,226 | $684.3K | 0.00% | +23,572+41.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 78,327 | $668.1K | 0.00% | −1,569−2.0% | Reduced |
| Norges Bank | 75,900 | $647.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 74,479 | $635.3K | 0.00% | −16,005−17.7% | Reduced |
| Two Sigma Advisers, LP | 71,600 | $610.7K | 0.00% | +2,800+4.1% | Added |
| Barclays PLC | 70,815 | $604.1K | 0.00% | −15,702−18.1% | Reduced |
| Charles Schwab Investment Management Inc | 63,094 | $538.2K | 0.00% | −35,822−36.2% | Reduced |
| BNP Paribas Arbitrage, SA | 56,196 | $479.4K | 0.00% | +13,543+31.8% | Added |
| Ameriprise Financial Inc | 53,661 | $457.7K | 0.00% | −1,504−2.7% | Reduced |
| Petrus Trust Company, LTA | 45,760 | $390.3K | 0.04% | +5,424+13.4% | Added |
| Envestnet Asset Management Inc | 42,540 | $362.9K | 0.00% | +1,549+3.8% | Added |
| Teton Advisors, Inc. | 40,000 | $341.2K | 0.12% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 38,472 | $328.2K | 0.05% | −678−1.7% | Reduced |
| Citadel Advisors LLC | 36,085 | $307.8K | 0.00% | +36,085 | New |
| UBS Group AG | 32,487 | $277.1K | 0.00% | −44,652−57.9% | Reduced |
| Rhumbline Advisers | 32,142 | $274.2K | 0.00% | +196+0.6% | Added |
| Walleye Capital LLC | 31,509 | $268.8K | 0.00% | −6,000−16.0% | Reduced |
| Millennium Management LLC | 30,253 | $258.1K | 0.00% | +1,189+4.1% | Added |
| Voya Investment Management LLC | 29,584 | $252.4K | 0.00% | −1,590−5.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 27,136 | $231.5K | 0.02% | −3,847−12.4% | Reduced |
| Pitcairn Co | 27,122 | $231.4K | 0.01% | +6,336+30.5% | Added |
| Perritt Capital Management Inc | 25,000 | $213.3K | 0.12% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 24,855 | $212.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 23,528 | $200.7K | 0.00% | −4,732−16.7% | Reduced |
| Invesco Ltd. | 23,213 | $198.0K | 0.00% | +23,213 | New |
| State Board of Administration of Florida Retirement System | 15,237 | $190.6K | 0.00% | +15,237 | New |
| Allspring Global Investments Holdings, LLC | 20,263 | $172.8K | 0.00% | −18,929−48.3% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $170.6K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 19,922 | $169.9K | 0.00% | −1,500−7.0% | Reduced |
| XTX Topco Ltd | 17,099 | $145.9K | 0.02% | +17,099 | New |
| Deutsche Bank AG | 16,286 | $138.9K | 0.00% | +1,309+8.7% | Added |
| D. E. Shaw & Co., Inc. | 15,833 | $135.1K | 0.00% | −19,472−55.2% | Reduced |
| HSBC Holdings PLC | 15,162 | $129.3K | 0.00% | +3,224+27.0% | Added |
| Qube Research & Technologies Ltd | 14,919 | $127.3K | 0.00% | −2,070−12.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,025 | $124.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,855 | $118.2K | 0.00% | −1,456−9.5% | Reduced |
| Corton Capital Inc. | 13,677 | $116.7K | 0.04% | −4,216−23.6% | Reduced |
| Royal Bank of Canada | 13,489 | $115.0K | 0.00% | −7,870−36.8% | Reduced |
| Alliancebernstein L.P. | 13,250 | $113.0K | 0.00% | −1,090−7.6% | Reduced |
| IHT Wealth Management, LLC | 13,105 | $111.8K | 0.00% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 12,578 | $107.3K | 0.08% | 00.0% | Unchanged |
| PDT Partners, LLC | 12,382 | $105.6K | 0.01% | +813+7.0% | Added |
| American International Group, Inc. | 11,888 | $101.4K | 0.00% | −102−0.9% | Reduced |
| Sherbrooke Park Advisers LLC | 11,633 | $99.2K | 0.02% | +11,633 | New |
| Manufacturers Life Insurance Company, The | 10,320 | $88.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,204 | $87.0K | 0.02% | −5,959−36.9% | Reduced |
| New York State Common Retirement Fund | 8,360 | $71.3K | 0.00% | +1,155+16.0% | Added |
| Wells Fargo & Company | 8,213 | $70.1K | 0.00% | +967+13.3% | Added |
| MetLife Investment Management | 8,073 | $68.9K | 0.00% | −4,810−37.3% | Reduced |
| Covestor Ltd | 6,197 | $53.0K | 0.03% | +2,138+52.7% | Added |
| Walleye Trading LLC | 5,317 | $45.4K | 0.00% | +5,317 | New |
| Citigroup Inc | 4,022 | $34.3K | 0.00% | +517+14.8% | Added |
| Advisor Group Holdings, Inc. | 3,400 | $29.0K | 0.00% | −4,734−58.2% | Reduced |
| Gladius Capital Management LP | 3,209 | $27.4K | 0.03% | +3,209 | New |
| Tower Research Capital LLC (TRC) | 2,568 | $21.9K | 0.00% | −2,623−50.5% | Reduced |
| Legal & General Group Plc | 2,510 | $21.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,425 | $20.7K | 0.00% | −1,545−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,353 | $20.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,537 | $13.1K | 0.00% | −6−0.4% | Reduced |
| NBC Securities, Inc. | 1,181 | $11.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,284 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,234 | $10.5K | 0.00% | −8−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $8.53K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 767 | $7.00K | 0.00% | −2,573−77.0% | Reduced |
| Umb Bank N A | 775 | $6.61K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 705 | $6.01K | 0.00% | −124,824−99.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 591 | $5.04K | 0.00% | +591 | New |
| CIBC Private Wealth Group, LLC | 100 | $850 | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 88 | $750 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $512 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8 | $0 | 0.00% | −46−85.2% | Reduced |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −65,530−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,536−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,898−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,870−100.0% | Sold out |