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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 39 | $0 | 0.00% | −122−75.8% | Reduced |
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $125 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 14 | $159 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $171 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $262 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $308 | 0.00% | +31 | New |
| Advisors Asset Management, Inc. | 44 | $501 | 0.00% | +44 | New |
| The PNC Financial Services Group, Inc. | 53 | $604 | 0.00% | +10+23.3% | Added |
| Sterling Capital Management LLC | 71 | $809 | 0.00% | +71 | New |
| Massmutual Trust Co FSB | 124 | $1.41K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 161 | $1.83K | 0.00% | +161 | New |
| Bessemer Group Inc | 145 | $2.00K | 0.00% | +145 | New |
| Global Retirement Partners, LLC | 300 | $3.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 398 | $4.53K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 767 | $9.00K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 990 | $11.3K | 0.00% | +990 | New |
| Tower Research Capital LLC (TRC) | 1,078 | $12.3K | 0.00% | −3,998−78.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,337 | $15.2K | 0.00% | +242+22.1% | Added |
| nVerses Capital, LLC | 1,500 | $17.1K | 0.01% | +1,500 | New |
| California State Teachers Retirement System | 1,790 | $20.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,847 | $21.0K | 0.00% | +1,847 | New |
| CWM, LLC | 1,977 | $23.0K | 0.00% | +95+5.0% | Added |
| Legal & General Group Plc | 2,125 | $24.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $26.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,663 | $30.3K | 0.00% | +362+15.7% | Added |
| Advisor Group Holdings, Inc. | 4,500 | $51.3K | 0.00% | −500−10.0% | Reduced |
| Covestor Ltd | 5,660 | $64.0K | 0.04% | −134−2.3% | Reduced |
| Royal Bank of Canada | 6,685 | $77.0K | 0.00% | +639+10.6% | Added |
| New York State Common Retirement Fund | 7,203 | $82.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 8,601 | $98.0K | 0.08% | +8,601 | New |
| Public Employees Retirement System of Ohio | 9,100 | $103.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,105 | $115.0K | 0.00% | +10,105 | New |
| Manufacturers Life Insurance Company, The | 10,322 | $117.6K | 0.00% | −528−4.9% | Reduced |
| Sherbrooke Park Advisers LLC | 10,521 | $119.8K | 0.03% | −2,336−18.2% | Reduced |
| Paloma Partners Management Co | 11,062 | $126.0K | 0.01% | +11,062 | New |
| Wells Fargo & Company | 11,829 | $134.7K | 0.00% | +380+3.3% | Added |
| Susquehanna International Group, LLP | 11,843 | $134.9K | 0.00% | +228+2.0% | Added |
| Merrion Investment Management Co, LLC | 12,578 | $143.3K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,105 | $149.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 13,206 | $150.4K | 0.00% | −82−0.6% | Reduced |
| Algert Global LLC | 13,317 | $151.7K | 0.00% | +13,317 | New |
| MetLife Investment Management | 13,331 | $151.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,402 | $152.6K | 0.00% | +13,402 | New |
| Globeflex Capital L P | 13,474 | $153.5K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,598 | $154.9K | 0.00% | +582+4.5% | Added |
| Corton Capital Inc. | 14,166 | $161.4K | 0.08% | −6,409−31.1% | Reduced |
| Gladius Capital Management LP | 14,488 | $165.0K | 0.10% | +14,488 | New |
| Allspring Global Investments Holdings, LLC | 14,692 | $167.3K | 0.00% | −12,303−45.6% | Reduced |
| PDT Partners, LLC | 14,935 | $170.1K | 0.02% | +14,935 | New |
| AJOVista, LLC | 15,665 | $178.4K | 0.76% | +15,665 | New |
| XTX Topco Ltd | 16,254 | $185.1K | 0.01% | +16,254 | New |
| Alliancebernstein L.P. | 16,590 | $189.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 17,017 | $197.4K | 0.00% | +17,017 | New |
| Citigroup Inc | 17,965 | $204.6K | 0.00% | +12,442+225.3% | Added |
| SEI Investments Co | 18,103 | $206.2K | 0.00% | +18,103 | New |
| Bailard, Inc. | 19,600 | $223.2K | 0.01% | +8,700+79.8% | Added |
| Essex Investment Management Co LLC | 20,071 | $228.6K | 0.04% | +20,071 | New |
| Occudo Quantitative Strategies LP | 20,124 | $229.2K | 0.04% | +6,116+43.7% | Added |
| Bard Associates Inc | 20,347 | $231.8K | 0.08% | +20,347 | New |
| Qube Research & Technologies Ltd | 20,994 | $239.1K | 0.00% | +410+2.0% | Added |
| Jump Financial, LLC | 21,400 | $243.7K | 0.00% | +10,276+92.4% | Added |
| State of Tennessee, Treasury Department | 23,528 | $268.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 23,778 | $270.8K | 0.00% | −237−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,635 | $280.0K | 0.03% | +24,635 | New |
| Gsa Capital Partners LLP | 25,821 | $294.0K | 0.02% | −9,445−26.8% | Reduced |
| UBS Group AG | 29,078 | $331.2K | 0.00% | +4,079+16.3% | Added |
| Voya Investment Management LLC | 30,060 | $342.4K | 0.00% | +42+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 30,086 | $342.7K | 0.03% | −11,314−27.3% | Reduced |
| Lazard Asset Management LLC | 30,640 | $348.0K | 0.00% | +30,640 | New |
| D. E. Shaw & Co., Inc. | 31,680 | $360.8K | 0.00% | +14,090+80.1% | Added |
| HSBC Holdings PLC | 32,927 | $374.7K | 0.00% | +3,615+12.3% | Added |
| Teton Advisors, Inc. | 33,000 | $375.9K | 0.17% | −7,000−17.5% | Reduced |
| Engineers Gate Manager LP | 35,136 | $400.2K | 0.01% | +10,238+41.1% | Added |
| Trexquant Investment LP | 36,699 | $418.0K | 0.01% | +36,699 | New |
| Rhumbline Advisers | 39,739 | $452.6K | 0.00% | +2,103+5.6% | Added |
| Perritt Capital Management Inc | 40,000 | $455.6K | 0.23% | +8,000+25.0% | Added |
| Jane Street Group, LLC | 40,547 | $461.8K | 0.00% | +818+2.1% | Added |
| Cubist Systematic Strategies, LLC | 41,769 | $475.8K | 0.01% | +29,754+247.6% | Added |
| BNP Paribas Arbitrage, SA | 42,284 | $481.6K | 0.00% | +8,439+24.9% | Added |
| Marshall Wace, LLP | 50,856 | $579.3K | 0.00% | +50,856 | New |
| Walleye Capital LLC | 55,029 | $626.8K | 0.01% | +27,727+101.6% | Added |
| Bridgeway Capital Management, LLC | 57,900 | $659.5K | 0.01% | +2,900+5.3% | Added |
| Martingale Asset Management L P | 63,127 | $719.0K | 0.02% | +17,590+38.6% | Added |
| Arrowstreet Capital, Limited Partnership | 65,771 | $749.1K | 0.00% | +65,771 | New |
| Charles Schwab Investment Management Inc | 70,829 | $806.7K | 0.00% | +3,138+4.6% | Added |
| Two Sigma Advisers, LP | 72,400 | $824.6K | 0.00% | +7,700+11.9% | Added |
| Norges Bank | 75,900 | $864.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 85,952 | $979.0K | 0.00% | −630−0.7% | Reduced |
| Bank of New York Mellon Corp | 98,906 | $1.13M | 0.00% | −28,792−22.5% | Reduced |
| Barclays PLC | 98,964 | $1.13M | 0.00% | +24,402+32.7% | Added |
| Citadel Advisors LLC | 102,821 | $1.17M | 0.00% | −56,281−35.4% | Reduced |
| Bank of America Corp | 140,991 | $1.61M | 0.00% | −1,683−1.2% | Reduced |
| Ameriprise Financial Inc | 157,399 | $1.79M | 0.00% | +91,097+137.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 163,212 | $1.86M | 0.01% | +66,678+69.1% | Added |
| Assenagon Asset Management S.A. | 164,648 | $1.88M | 0.00% | −28,997−15.0% | Reduced |
| Perkins Capital Management Inc | 168,100 | $1.91M | 1.80% | +13,300+8.6% | Added |
| Millennium Management LLC | 178,571 | $2.03M | 0.00% | +116,895+189.5% | Added |
| Jacobs Levy Equity Management, Inc | 179,679 | $2.05M | 0.01% | +1,364+0.8% | Added |
| Northern Trust Corp | 204,472 | $2.33M | 0.00% | −4,477−2.1% | Reduced |