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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, Q2 2024

Institutional positions in Ooma Inc as of Jun 30, 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
104
+8 vs. Q1 2024
Shares held
19.4M
+51.4K (+0.3%) vs. Q1 2024
Total value
$192.6M
+$27.5M (+16.6%) vs. Q1 2024
New holders
26
47 more added
Sold out
18
22 more reduced

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 104 institutions
Q1 2021: 86 institutionsQ2 2021: 104 institutionsQ3 2021: 101 institutionsQ4 2021: 103 institutionsQ1 2022: 102 institutionsQ2 2022: 100 institutionsQ3 2022: 93 institutionsQ4 2022: 100 institutionsQ1 2023: 98 institutionsQ2 2023: 97 institutionsQ3 2023: 103 institutionsQ4 2023: 102 institutionsQ1 2024: 96 institutionsQ2 2024: 104 institutionsQ3 2024: 116 institutionsQ4 2024: 124 institutionsQ1 2025: 129 institutionsQ2 2025: 133 institutionsQ3 2025: 133 institutionsQ4 2025: 142 institutionsQ1 2026: 157 institutionsQ2 2026: 167 institutions
Value heldQ2 2024: $192.6M
Q1 2021: $301.4MQ2 2021: $365.1MQ3 2021: $352.8MQ4 2021: $389.5MQ1 2022: $287.5MQ2 2022: $231.5MQ3 2022: $239.5MQ4 2022: $257.4MQ1 2023: $237.4MQ2 2023: $285.6MQ3 2023: $248.5MQ4 2023: $206.4MQ1 2024: $165.1MQ2 2024: $192.6MQ3 2024: $218.1MQ4 2024: $273.8MQ1 2025: $256.3MQ2 2025: $248.6MQ3 2025: $230.5MQ4 2025: $222.3MQ1 2026: $274.4MQ2 2026: $380.7M
Institutions holding OOMA and their total value by quarter
QuarterHoldersValue
Q2 2026167$380.7M
Q1 2026157$274.4M
Q4 2025142$222.3M
Q3 2025133$230.5M
Q2 2025133$248.6M
Q1 2025129$256.3M
Q4 2024124$273.8M
Q3 2024116$218.1M
Q2 2024104$192.6M
Q1 202496$165.1M
Q4 2023102$206.4M
Q3 2023103$248.5M
Q2 202397$285.6M
Q1 202398$237.4M
Q4 2022100$257.4M
Q3 202293$239.5M
Q2 2022100$231.5M
Q1 2022102$287.5M
Q4 2021103$389.5M
Q3 2021101$352.8M
Q2 2021104$365.1M
Q1 202186$301.4M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q1 2024.

Institutions holding OOMA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Trigran Investments, Inc.4,111,118$40.8M4.27%+26,386+0.6%Added
BlackRock Inc.3,864,325$38.4M0.00%+294,645+8.3%Added
AWM Investment Company, Inc.1,291,468$12.8M1.73%−118,480−8.4%Reduced
Vanguard Group Inc1,240,707$12.3M0.00%−25,613−2.0%Reduced
Renaissance Technologies LLC845,203$8.39M0.01%+33,100+4.1%Added
Boston Partners671,242$6.66M0.01%+208,163+45.0%Added
JPMorgan Chase & Co620,486$6.16M0.00%+189,922+44.1%Added
Russell Investments Group, Ltd.550,361$5.47M0.01%−28,981−5.0%Reduced
Geode Capital Management, LLC541,835$5.38M0.00%+37,566+7.4%Added
Acadian Asset Management LLC535,404$5.31M0.02%+154,117+40.4%Added
State Street Corp462,497$4.59M0.00%+13,640+3.0%Added
Morgan Stanley417,188$4.14M0.00%+107,486+34.7%Added
Royce & Associates LP396,904$3.94M0.04%−363,148−47.8%Reduced
Dimensional Fund Advisors LP295,069$2.93M0.00%−68,017−18.7%Reduced
Herald Investment Management Ltd260,000$2.56M0.42%00.0%Unchanged
Nuveen Asset Management, LLC216,307$2.15M0.00%+27,950+14.8%Added
Northern Trust Corp208,949$2.07M0.00%+2,992+1.5%Added
Goldman Sachs Group Inc197,968$1.97M0.00%+97,501+97.0%Added
Assenagon Asset Management S.A.193,645$1.92M0.00%+76,161+64.8%Added
Jacobs Levy Equity Management, Inc178,315$1.77M0.01%+52,291+41.5%Added
Citadel Advisors LLC159,102$1.58M0.00%+123,017+340.9%Added
Perkins Capital Management Inc154,800$1.54M1.45%−1,750−1.1%Reduced
Bank of America Corp142,674$1.42M0.00%+28,517+25.0%Added
Bank of New York Mellon Corp127,698$1.27M0.00%−17,284−11.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.96,534$958.6K0.00%+18,207+23.2%Added
Two Sigma Investments, LP86,582$859.8K0.00%+12,103+16.3%Added
Norges Bank75,900$753.7K0.00%00.0%Unchanged
Barclays PLC74,562$740.4K0.00%+3,747+5.3%Added
Charles Schwab Investment Management Inc67,691$672.2K0.00%+4,597+7.3%Added
Ameriprise Financial Inc66,302$658.4K0.00%+12,641+23.6%Added
Two Sigma Advisers, LP64,700$642.5K0.00%−6,900−9.6%Reduced
Guggenheim Capital LLC64,698$642.5K0.00%−15,528−19.4%Reduced
Petrus Trust Company, LTA64,478$640.3K0.06%+18,718+40.9%Added
Millennium Management LLC61,676$612.4K0.00%+31,423+103.9%Added
Bridgeway Capital Management, LLC55,000$546.1K0.01%+55,000New
Martingale Asset Management L P45,537$452.2K0.01%+25,615+128.6%Added
Campbell & CO Investment Adviser LLC41,400$411.1K0.03%+14,264+52.6%Added
Teton Advisors, Inc.40,000$397.2K0.17%00.0%Unchanged
Jane Street Group, LLC39,729$394.5K0.00%+39,729New
Invesco Ltd.39,279$390.0K0.00%+16,066+69.2%Added
Wellington Management Group LLP38,793$385.2K0.00%−933,651−96.0%Reduced
Rhumbline Advisers37,636$373.7K0.00%+5,494+17.1%Added
Gsa Capital Partners LLP35,266$350.0K0.02%+35,266New
BNP Paribas Arbitrage, SA33,845$336.1K0.00%−22,351−39.8%Reduced
Perritt Capital Management Inc32,000$317.8K0.17%+7,000+28.0%Added
Voya Investment Management LLC30,018$298.1K0.00%+434+1.5%Added
HSBC Holdings PLC29,312$281.1K0.00%+14,150+93.3%Added
Walleye Capital LLC27,302$271.1K0.00%−4,207−13.4%Reduced
Allspring Global Investments Holdings, LLC26,995$268.1K0.00%+6,732+33.2%Added
UBS Group AG24,999$248.2K0.00%−7,488−23.0%Reduced
Engineers Gate Manager LP24,898$247.2K0.01%+11,043+79.7%Added
Mackenzie Financial Corp24,015$238.5K0.00%+24,015New
State of Tennessee, Treasury Department23,528$233.6K0.00%00.0%Unchanged
Qube Research & Technologies Ltd20,584$204.4K0.00%+5,665+38.0%Added
Corton Capital Inc.20,575$204.3K0.11%+6,898+50.4%Added
D. E. Shaw & Co., Inc.17,590$174.7K0.00%+1,757+11.1%Added
Alliancebernstein L.P.16,590$164.7K0.00%+3,340+25.2%Added
Occudo Quantitative Strategies LP14,008$139.1K0.02%+3,804+37.3%Added
Globeflex Capital L P13,474$133.8K0.01%+13,474New
MetLife Investment Management13,331$132.4K0.00%+5,258+65.1%Added
Corebridge Financial, Inc.13,288$131.9K0.00%+13,288New
Verition Fund Management LLC13,155$130.6K0.00%+13,155New
IHT Wealth Management, LLC13,105$130.1K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.13,016$129.2K0.00%+13,016New
Sherbrooke Park Advisers LLC12,857$127.7K0.02%+1,224+10.5%Added
Merrion Investment Management Co, LLC12,578$124.9K0.09%00.0%Unchanged
Cubist Systematic Strategies, LLC12,015$119.3K0.00%+12,015New
Susquehanna International Group, LLP11,615$115.3K0.00%+11,615New
Wells Fargo & Company11,449$113.7K0.00%+3,236+39.4%Added
Quadrature Capital Ltd11,410$113.5K0.00%+11,410New
Jump Financial, LLC11,124$110.5K0.00%+11,124New
Bailard, Inc.10,900$108.2K0.00%+10,900New
Manufacturers Life Insurance Company, The10,850$107.7K0.00%+530+5.1%Added
Bank of Montreal10,388$103.4K0.00%+10,388New
Public Employees Retirement System of Ohio9,100$90.4K0.00%+9,100New
New York State Common Retirement Fund7,203$71.5K0.00%−1,157−13.8%Reduced
Royal Bank of Canada6,046$60.0K0.00%−7,443−55.2%Reduced
Covestor Ltd5,794$58.0K0.04%−403−6.5%Reduced
Citigroup Inc5,523$54.8K0.00%+1,501+37.3%Added
Tower Research Capital LLC (TRC)5,076$50.4K0.00%+2,508+97.7%Added
Advisor Group Holdings, Inc.5,000$49.6K0.00%+1,600+47.1%Added
Walleye Trading LLC3,076$30.5K0.00%−2,241−42.1%Reduced
Ameritas Investment Partners, Inc.2,353$23.4K0.00%00.0%Unchanged
FMR LLC2,301$22.8K0.00%+1,596+226.4%Added
Legal & General Group Plc2,125$21.1K0.00%−385−15.3%Reduced
CWM, LLC1,882$19.0K0.00%+1,874+23,425.0%Added
California State Teachers Retirement System1,790$17.8K0.00%−635−26.2%Reduced
Picton Mahoney Asset Management1,260$13.0K0.00%+1,260New
Nisa Investment Advisors, LLC1,095$10.9K0.00%+95+9.5%Added
Amalgamated Bank767$8.00K0.00%00.0%Unchanged
Umb Bank N A526$5.22K0.00%−249−32.1%Reduced
EverSource Wealth Advisors, LLC386$4.01K0.00%+386New
Clear Street Markets LLC428$4.00K0.00%+428New
Private Wealth Management Group, LLC398$3.95K0.00%+398New
Global Retirement Partners, LLC300$2.98K0.00%+300New
Massmutual Trust Co FSB124$1.23K0.00%+124New
Simplex Trading, LLC161$1.00K0.00%+161New
Institutional & Family Asset Management, LLC60$5960.00%00.0%Unchanged
The PNC Financial Services Group, Inc.43$4270.00%−1,494−97.2%Reduced
Quadrant Capital Group LLC23$2290.00%+23New