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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $10 | 0.00% | −1,233−99.9% | Reduced |
| Farther Finance Advisors, LLC | 14 | $128 | 0.00% | +14 | New |
| Rothschild Investment LLC | 15 | $149 | 0.00% | +15 | New |
| Innealta Capital, LLC | 23 | $228 | 0.00% | +23 | New |
| Quadrant Capital Group LLC | 23 | $229 | 0.00% | +23 | New |
| The PNC Financial Services Group, Inc. | 43 | $427 | 0.00% | −1,494−97.2% | Reduced |
| Institutional & Family Asset Management, LLC | 60 | $596 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 161 | $1.00K | 0.00% | +161 | New |
| Massmutual Trust Co FSB | 124 | $1.23K | 0.00% | +124 | New |
| Global Retirement Partners, LLC | 300 | $2.98K | 0.00% | +300 | New |
| Private Wealth Management Group, LLC | 398 | $3.95K | 0.00% | +398 | New |
| Clear Street Markets LLC | 428 | $4.00K | 0.00% | +428 | New |
| EverSource Wealth Advisors, LLC | 386 | $4.01K | 0.00% | +386 | New |
| Umb Bank N A | 526 | $5.22K | 0.00% | −249−32.1% | Reduced |
| Amalgamated Bank | 767 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,095 | $10.9K | 0.00% | +95+9.5% | Added |
| Picton Mahoney Asset Management | 1,260 | $13.0K | 0.00% | +1,260 | New |
| California State Teachers Retirement System | 1,790 | $17.8K | 0.00% | −635−26.2% | Reduced |
| CWM, LLC | 1,882 | $19.0K | 0.00% | +1,874+23,425.0% | Added |
| Legal & General Group Plc | 2,125 | $21.1K | 0.00% | −385−15.3% | Reduced |
| FMR LLC | 2,301 | $22.8K | 0.00% | +1,596+226.4% | Added |
| Ameritas Investment Partners, Inc. | 2,353 | $23.4K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,076 | $30.5K | 0.00% | −2,241−42.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,000 | $49.6K | 0.00% | +1,600+47.1% | Added |
| Tower Research Capital LLC (TRC) | 5,076 | $50.4K | 0.00% | +2,508+97.7% | Added |
| Citigroup Inc | 5,523 | $54.8K | 0.00% | +1,501+37.3% | Added |
| Covestor Ltd | 5,794 | $58.0K | 0.04% | −403−6.5% | Reduced |
| Royal Bank of Canada | 6,046 | $60.0K | 0.00% | −7,443−55.2% | Reduced |
| New York State Common Retirement Fund | 7,203 | $71.5K | 0.00% | −1,157−13.8% | Reduced |
| Public Employees Retirement System of Ohio | 9,100 | $90.4K | 0.00% | +9,100 | New |
| Bank of Montreal | 10,388 | $103.4K | 0.00% | +10,388 | New |
| Manufacturers Life Insurance Company, The | 10,850 | $107.7K | 0.00% | +530+5.1% | Added |
| Bailard, Inc. | 10,900 | $108.2K | 0.00% | +10,900 | New |
| Jump Financial, LLC | 11,124 | $110.5K | 0.00% | +11,124 | New |
| Quadrature Capital Ltd | 11,410 | $113.5K | 0.00% | +11,410 | New |
| Wells Fargo & Company | 11,449 | $113.7K | 0.00% | +3,236+39.4% | Added |
| Susquehanna International Group, LLP | 11,615 | $115.3K | 0.00% | +11,615 | New |
| Cubist Systematic Strategies, LLC | 12,015 | $119.3K | 0.00% | +12,015 | New |
| Merrion Investment Management Co, LLC | 12,578 | $124.9K | 0.09% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 12,857 | $127.7K | 0.02% | +1,224+10.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,016 | $129.2K | 0.00% | +13,016 | New |
| IHT Wealth Management, LLC | 13,105 | $130.1K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,155 | $130.6K | 0.00% | +13,155 | New |
| Corebridge Financial, Inc. | 13,288 | $131.9K | 0.00% | +13,288 | New |
| MetLife Investment Management | 13,331 | $132.4K | 0.00% | +5,258+65.1% | Added |
| Globeflex Capital L P | 13,474 | $133.8K | 0.01% | +13,474 | New |
| Occudo Quantitative Strategies LP | 14,008 | $139.1K | 0.02% | +3,804+37.3% | Added |
| Alliancebernstein L.P. | 16,590 | $164.7K | 0.00% | +3,340+25.2% | Added |
| D. E. Shaw & Co., Inc. | 17,590 | $174.7K | 0.00% | +1,757+11.1% | Added |
| Corton Capital Inc. | 20,575 | $204.3K | 0.11% | +6,898+50.4% | Added |
| Qube Research & Technologies Ltd | 20,584 | $204.4K | 0.00% | +5,665+38.0% | Added |
| State of Tennessee, Treasury Department | 23,528 | $233.6K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 24,015 | $238.5K | 0.00% | +24,015 | New |
| Engineers Gate Manager LP | 24,898 | $247.2K | 0.01% | +11,043+79.7% | Added |
| UBS Group AG | 24,999 | $248.2K | 0.00% | −7,488−23.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 26,995 | $268.1K | 0.00% | +6,732+33.2% | Added |
| Walleye Capital LLC | 27,302 | $271.1K | 0.00% | −4,207−13.4% | Reduced |
| HSBC Holdings PLC | 29,312 | $281.1K | 0.00% | +14,150+93.3% | Added |
| Voya Investment Management LLC | 30,018 | $298.1K | 0.00% | +434+1.5% | Added |
| Perritt Capital Management Inc | 32,000 | $317.8K | 0.17% | +7,000+28.0% | Added |
| BNP Paribas Arbitrage, SA | 33,845 | $336.1K | 0.00% | −22,351−39.8% | Reduced |
| Gsa Capital Partners LLP | 35,266 | $350.0K | 0.02% | +35,266 | New |
| Rhumbline Advisers | 37,636 | $373.7K | 0.00% | +5,494+17.1% | Added |
| Wellington Management Group LLP | 38,793 | $385.2K | 0.00% | −933,651−96.0% | Reduced |
| Invesco Ltd. | 39,279 | $390.0K | 0.00% | +16,066+69.2% | Added |
| Jane Street Group, LLC | 39,729 | $394.5K | 0.00% | +39,729 | New |
| Teton Advisors, Inc. | 40,000 | $397.2K | 0.17% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 41,400 | $411.1K | 0.03% | +14,264+52.6% | Added |
| Martingale Asset Management L P | 45,537 | $452.2K | 0.01% | +25,615+128.6% | Added |
| Bridgeway Capital Management, LLC | 55,000 | $546.1K | 0.01% | +55,000 | New |
| Millennium Management LLC | 61,676 | $612.4K | 0.00% | +31,423+103.9% | Added |
| Petrus Trust Company, LTA | 64,478 | $640.3K | 0.06% | +18,718+40.9% | Added |
| Guggenheim Capital LLC | 64,698 | $642.5K | 0.00% | −15,528−19.4% | Reduced |
| Two Sigma Advisers, LP | 64,700 | $642.5K | 0.00% | −6,900−9.6% | Reduced |
| Ameriprise Financial Inc | 66,302 | $658.4K | 0.00% | +12,641+23.6% | Added |
| Charles Schwab Investment Management Inc | 67,691 | $672.2K | 0.00% | +4,597+7.3% | Added |
| Barclays PLC | 74,562 | $740.4K | 0.00% | +3,747+5.3% | Added |
| Norges Bank | 75,900 | $753.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 86,582 | $859.8K | 0.00% | +12,103+16.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 96,534 | $958.6K | 0.00% | +18,207+23.2% | Added |
| Bank of New York Mellon Corp | 127,698 | $1.27M | 0.00% | −17,284−11.9% | Reduced |
| Bank of America Corp | 142,674 | $1.42M | 0.00% | +28,517+25.0% | Added |
| Perkins Capital Management Inc | 154,800 | $1.54M | 1.45% | −1,750−1.1% | Reduced |
| Citadel Advisors LLC | 159,102 | $1.58M | 0.00% | +123,017+340.9% | Added |
| Jacobs Levy Equity Management, Inc | 178,315 | $1.77M | 0.01% | +52,291+41.5% | Added |
| Assenagon Asset Management S.A. | 193,645 | $1.92M | 0.00% | +76,161+64.8% | Added |
| Goldman Sachs Group Inc | 197,968 | $1.97M | 0.00% | +97,501+97.0% | Added |
| Northern Trust Corp | 208,949 | $2.07M | 0.00% | +2,992+1.5% | Added |
| Nuveen Asset Management, LLC | 216,307 | $2.15M | 0.00% | +27,950+14.8% | Added |
| Herald Investment Management Ltd | 260,000 | $2.56M | 0.42% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 295,069 | $2.93M | 0.00% | −68,017−18.7% | Reduced |
| Royce & Associates LP | 396,904 | $3.94M | 0.04% | −363,148−47.8% | Reduced |
| Morgan Stanley | 417,188 | $4.14M | 0.00% | +107,486+34.7% | Added |
| State Street Corp | 462,497 | $4.59M | 0.00% | +13,640+3.0% | Added |
| Acadian Asset Management LLC | 535,404 | $5.31M | 0.02% | +154,117+40.4% | Added |
| Geode Capital Management, LLC | 541,835 | $5.38M | 0.00% | +37,566+7.4% | Added |
| Russell Investments Group, Ltd. | 550,361 | $5.47M | 0.01% | −28,981−5.0% | Reduced |
| JPMorgan Chase & Co | 620,486 | $6.16M | 0.00% | +189,922+44.1% | Added |
| Boston Partners | 671,242 | $6.66M | 0.01% | +208,163+45.0% | Added |
| Renaissance Technologies LLC | 845,203 | $8.39M | 0.01% | +33,100+4.1% | Added |