Ooma Inc

OOMA

Exchange: NYSE
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001327688

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Ooma Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of OOMA: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	104	2	116	+14
Shares	19.4M	3.86M	19.1M	+3.61M (+23.2%)
Value	$192.6M	$38.4M	$218.1M	+$63.8M (+41.4%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Ooma Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to OOMA in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	3,900,749	$44.4M	0.00%
Arrowstreet Capital, Limited Partnership	65,771	$749.1K	0.00%
Marshall Wace, LLP	50,856	$579.3K	0.00%
Trexquant Investment LP	36,699	$418.0K	0.01%
Lazard Asset Management LLC	30,640	$348.0K	0.00%
Dynamic Technology Lab Private Ltd	24,635	$280.0K	0.03%
Bard Associates Inc	20,347	$231.8K	0.08%
Essex Investment Management Co LLC	20,071	$228.6K	0.04%
SEI Investments Co	18,103	$206.2K	0.00%
Franklin Resources Inc	17,017	$197.4K	0.00%
XTX Topco Ltd	16,254	$185.1K	0.01%
AJOVista, LLC	15,665	$178.4K	0.76%
PDT Partners, LLC	14,935	$170.1K	0.02%
Gladius Capital Management LP	14,488	$165.0K	0.10%
Deutsche Bank AG	13,402	$152.6K	0.00%
Algert Global LLC	13,317	$151.7K	0.00%
Paloma Partners Management Co	11,062	$126.0K	0.01%
SG Americas Securities, LLC	10,105	$115.0K	0.00%
Virtus Investment Advisers, Inc.	8,601	$98.0K	0.08%
Meeder Asset Management Inc	1,847	$21.0K	0.00%
nVerses Capital, LLC	1,500	$17.1K	0.01%
Point72 (DIFC) Ltd	990	$11.3K	0.00%
Bessemer Group Inc	145	$2.00K	0.00%
Smartleaf Asset Management LLC	161	$1.83K	0.00%
Sterling Capital Management LLC	71	$809	0.00%
Advisors Asset Management, Inc.	44	$501	0.00%
Ronald Blue Trust, Inc.	31	$308	0.00%
Capital Performance Advisors LLP	11	$125	0.00%

Sold out (14)

Institutions that held Ooma Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of OOMA in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Royce & Associates LP	396,904	$3.94M
Guggenheim Capital LLC	64,698	$642.5K
Petrus Trust Company, LTA	64,478	$640.3K
Invesco Ltd.	39,279	$390.0K
Wellington Management Group LLP	38,793	$385.2K
Verition Fund Management LLC	13,155	$130.6K
Quadrature Capital Ltd	11,410	$113.5K
Bank of Montreal	10,388	$103.4K
Walleye Trading LLC	3,076	$30.5K
Picton Mahoney Asset Management	1,260	$13.0K
Umb Bank N A	526	$5.22K
EverSource Wealth Advisors, LLC	386	$4.01K
Clear Street Markets LLC	428	$4.00K
Innealta Capital, LLC	23	$228

Not filed for Q3 2024 yet (2)

Institutions that held Ooma Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OOMA in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	3,864,325	$38.4M
Institutional & Family Asset Management, LLC	60	$596