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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 767 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 398 | $4.53K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 300 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 145 | $2.00K | 0.00% | +145 | New |
| Smartleaf Asset Management LLC | 161 | $1.83K | 0.00% | +161 | New |
| Massmutual Trust Co FSB | 124 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 71 | $809 | 0.00% | +71 | New |
| The PNC Financial Services Group, Inc. | 53 | $604 | 0.00% | +10+23.3% | Added |
| Advisors Asset Management, Inc. | 44 | $501 | 0.00% | +44 | New |
| Ronald Blue Trust, Inc. | 31 | $308 | 0.00% | +31 | New |
| Quadrant Capital Group LLC | 23 | $262 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $171 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $159 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $125 | 0.00% | +11 | New |
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 39 | $0 | 0.00% | −122−75.8% | Reduced |
| Royce & Associates LP | 0 | $0 | 0.00% | −396,904−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −64,698−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −64,478−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −39,279−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −38,793−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,155−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,388−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |