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