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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, Q3 2024

Institutional positions in Ooma Inc as of Sep 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
116
+14 vs. Q2 2024
Shares held
19.1M
+3.61M (+23.2%) vs. Q2 2024
Total value
$218.1M
+$63.8M (+41.4%) vs. Q2 2024
New holders
28
41 more added
Sold out
14
26 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 116 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 heldQ3 2024: $218.1M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q2 2024.

Institutions holding OOMA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.3,900,749$44.4M0.00%+3,900,749New
Trigran Investments, Inc.3,824,279$43.6M4.77%−286,839−7.0%Reduced
AWM Investment Company, Inc.1,284,580$14.6M1.77%−6,888−0.5%Reduced
Vanguard Group Inc1,267,478$14.4M0.00%+26,771+2.2%Added
Renaissance Technologies LLC822,903$9.37M0.01%−22,300−2.6%Reduced
JPMorgan Chase & Co596,602$6.80M0.00%−23,884−3.8%Reduced
Acadian Asset Management LLC593,401$6.75M0.02%+57,997+10.8%Added
Boston Partners581,924$6.63M0.01%−89,318−13.3%Reduced
Geode Capital Management, LLC546,518$6.23M0.00%+4,683+0.9%Added
State Street Corp475,737$5.42M0.00%+13,240+2.9%Added
Russell Investments Group, Ltd.448,920$5.11M0.01%−101,441−18.4%Reduced
Morgan Stanley374,511$4.27M0.00%−42,677−10.2%Reduced
Dimensional Fund Advisors LP307,515$3.50M0.00%+12,446+4.2%Added
Nuveen Asset Management, LLC277,897$3.17M0.00%+61,590+28.5%Added
Herald Investment Management Ltd260,000$2.96M0.51%00.0%Unchanged
Goldman Sachs Group Inc220,471$2.51M0.00%+22,503+11.4%Added
Northern Trust Corp204,472$2.33M0.00%−4,477−2.1%Reduced
Jacobs Levy Equity Management, Inc179,679$2.05M0.01%+1,364+0.8%Added
Millennium Management LLC178,571$2.03M0.00%+116,895+189.5%Added
Perkins Capital Management Inc168,100$1.91M1.80%+13,300+8.6%Added
Assenagon Asset Management S.A.164,648$1.88M0.00%−28,997−15.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.163,212$1.86M0.01%+66,678+69.1%Added
Ameriprise Financial Inc157,399$1.79M0.00%+91,097+137.4%Added
Bank of America Corp140,991$1.61M0.00%−1,683−1.2%Reduced
Citadel Advisors LLC102,821$1.17M0.00%−56,281−35.4%Reduced
Barclays PLC98,964$1.13M0.00%+24,402+32.7%Added
Bank of New York Mellon Corp98,906$1.13M0.00%−28,792−22.5%Reduced
Two Sigma Investments, LP85,952$979.0K0.00%−630−0.7%Reduced
Norges Bank75,900$864.5K0.00%00.0%Unchanged
Two Sigma Advisers, LP72,400$824.6K0.00%+7,700+11.9%Added
Charles Schwab Investment Management Inc70,829$806.7K0.00%+3,138+4.6%Added
Arrowstreet Capital, Limited Partnership65,771$749.1K0.00%+65,771New
Martingale Asset Management L P63,127$719.0K0.02%+17,590+38.6%Added
Bridgeway Capital Management, LLC57,900$659.5K0.01%+2,900+5.3%Added
Walleye Capital LLC55,029$626.8K0.01%+27,727+101.6%Added
Marshall Wace, LLP50,856$579.3K0.00%+50,856New
BNP Paribas Arbitrage, SA42,284$481.6K0.00%+8,439+24.9%Added
Cubist Systematic Strategies, LLC41,769$475.8K0.01%+29,754+247.6%Added
Jane Street Group, LLC40,547$461.8K0.00%+818+2.1%Added
Perritt Capital Management Inc40,000$455.6K0.23%+8,000+25.0%Added
Rhumbline Advisers39,739$452.6K0.00%+2,103+5.6%Added
Trexquant Investment LP36,699$418.0K0.01%+36,699New
Engineers Gate Manager LP35,136$400.2K0.01%+10,238+41.1%Added
Teton Advisors, Inc.33,000$375.9K0.17%−7,000−17.5%Reduced
HSBC Holdings PLC32,927$374.7K0.00%+3,615+12.3%Added
D. E. Shaw & Co., Inc.31,680$360.8K0.00%+14,090+80.1%Added
Lazard Asset Management LLC30,640$348.0K0.00%+30,640New
Campbell & CO Investment Adviser LLC30,086$342.7K0.03%−11,314−27.3%Reduced
Voya Investment Management LLC30,060$342.4K0.00%+42+0.1%Added
UBS Group AG29,078$331.2K0.00%+4,079+16.3%Added
Gsa Capital Partners LLP25,821$294.0K0.02%−9,445−26.8%Reduced
Dynamic Technology Lab Private Ltd24,635$280.0K0.03%+24,635New
Mackenzie Financial Corp23,778$270.8K0.00%−237−1.0%Reduced
State of Tennessee, Treasury Department23,528$268.0K0.00%00.0%Unchanged
Jump Financial, LLC21,400$243.7K0.00%+10,276+92.4%Added
Qube Research & Technologies Ltd20,994$239.1K0.00%+410+2.0%Added
Bard Associates Inc20,347$231.8K0.08%+20,347New
Occudo Quantitative Strategies LP20,124$229.2K0.04%+6,116+43.7%Added
Essex Investment Management Co LLC20,071$228.6K0.04%+20,071New
Bailard, Inc.19,600$223.2K0.01%+8,700+79.8%Added
SEI Investments Co18,103$206.2K0.00%+18,103New
Citigroup Inc17,965$204.6K0.00%+12,442+225.3%Added
Franklin Resources Inc17,017$197.4K0.00%+17,017New
Alliancebernstein L.P.16,590$189.0K0.00%00.0%Unchanged
XTX Topco Ltd16,254$185.1K0.01%+16,254New
AJOVista, LLC15,665$178.4K0.76%+15,665New
PDT Partners, LLC14,935$170.1K0.02%+14,935New
Allspring Global Investments Holdings, LLC14,692$167.3K0.00%−12,303−45.6%Reduced
Gladius Capital Management LP14,488$165.0K0.10%+14,488New
Corton Capital Inc.14,166$161.4K0.08%−6,409−31.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.13,598$154.9K0.00%+582+4.5%Added
Globeflex Capital L P13,474$153.5K0.01%00.0%Unchanged
Deutsche Bank AG13,402$152.6K0.00%+13,402New
MetLife Investment Management13,331$151.8K0.00%00.0%Unchanged
Algert Global LLC13,317$151.7K0.00%+13,317New
Corebridge Financial, Inc.13,206$150.4K0.00%−82−0.6%Reduced
IHT Wealth Management, LLC13,105$149.3K0.00%00.0%Unchanged
Merrion Investment Management Co, LLC12,578$143.3K0.09%00.0%Unchanged
Susquehanna International Group, LLP11,843$134.9K0.00%+228+2.0%Added
Wells Fargo & Company11,829$134.7K0.00%+380+3.3%Added
Paloma Partners Management Co11,062$126.0K0.01%+11,062New
Sherbrooke Park Advisers LLC10,521$119.8K0.03%−2,336−18.2%Reduced
Manufacturers Life Insurance Company, The10,322$117.6K0.00%−528−4.9%Reduced
SG Americas Securities, LLC10,105$115.0K0.00%+10,105New
Public Employees Retirement System of Ohio9,100$103.6K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.8,601$98.0K0.08%+8,601New
New York State Common Retirement Fund7,203$82.0K0.00%00.0%Unchanged
Royal Bank of Canada6,685$77.0K0.00%+639+10.6%Added
Covestor Ltd5,660$64.0K0.04%−134−2.3%Reduced
Advisor Group Holdings, Inc.4,500$51.3K0.00%−500−10.0%Reduced
FMR LLC2,663$30.3K0.00%+362+15.7%Added
Ameritas Investment Partners, Inc.2,353$26.8K0.00%00.0%Unchanged
Legal & General Group Plc2,125$24.2K0.00%00.0%Unchanged
CWM, LLC1,977$23.0K0.00%+95+5.0%Added
Meeder Asset Management Inc1,847$21.0K0.00%+1,847New
California State Teachers Retirement System1,790$20.4K0.00%00.0%Unchanged
nVerses Capital, LLC1,500$17.1K0.01%+1,500New
Nisa Investment Advisors, LLC1,337$15.2K0.00%+242+22.1%Added
Tower Research Capital LLC (TRC)1,078$12.3K0.00%−3,998−78.8%Reduced
Point72 (DIFC) Ltd990$11.3K0.00%+990New