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, Q4 2024
Institutional positions in Ooma Inc as of Dec 31, 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
- 124
- +9 vs. Q3 2024
- Shares held
- 19.5M
- +341.0K (+1.8%) vs. Q3 2024
- Total value
- $273.8M
- +$55.9M (+25.6%) vs. Q3 2024
- New holders
- 20
- 51 more added
- Sold out
- 11
- 32 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $14 | 0.00% | 0 | New |
| EverSource Wealth Advisors, LLC | 1 | $14 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $28 | 0.00% | +2 | New |
| Larson Financial Group LLC | 12 | $169 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 14 | $197 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15 | $211 | 0.00% | −38−71.7% | Reduced |
| Rothschild Investment LLC | 15 | $211 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $324 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $759 | 0.00% | +54 | New |
| Advisors Asset Management, Inc. | 79 | $1.11K | 0.00% | +35+79.5% | Added |
| Massmutual Trust Co FSB | 124 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 145 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 300 | $4.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 398 | $5.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 458 | $6.44K | 0.00% | +458 | New |
| Point72 (DIFC) Ltd | 583 | $8.20K | 0.00% | −407−41.1% | Reduced |
| Federated Hermes, Inc. | 613 | $8.62K | 0.00% | +613 | New |
| Tower Research Capital LLC (TRC) | 661 | $9.29K | 0.00% | −417−38.7% | Reduced |
| Sterling Capital Management LLC | 685 | $9.63K | 0.00% | +614+864.8% | Added |
| Smartleaf Asset Management LLC | 709 | $10.1K | 0.00% | +548+340.4% | Added |
| R Squared Ltd | 740 | $10.4K | 0.01% | +740 | New |
| Amalgamated Bank | 767 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,282 | $18.0K | 0.00% | −55−4.1% | Reduced |
| California State Teachers Retirement System | 1,863 | $26.2K | 0.00% | +73+4.1% | Added |
| Legal & General Group Plc | 2,054 | $28.9K | 0.00% | −71−3.3% | Reduced |
| CWM, LLC | 2,041 | $29.0K | 0.00% | +64+3.2% | Added |
| Meeder Asset Management Inc | 2,305 | $32.4K | 0.00% | +458+24.8% | Added |
| Ameritas Investment Partners, Inc. | 2,353 | $33.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,703 | $38.0K | 0.00% | +40+1.5% | Added |
| Covestor Ltd | 4,448 | $63.0K | 0.04% | −1,212−21.4% | Reduced |
| Advisor Group Holdings, Inc. | 4,500 | $63.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,547 | $92.1K | 0.00% | +6,547 | New |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $95.1K | 0.00% | +6,765 | New |
| New York State Common Retirement Fund | 7,203 | $101.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,845 | $110.0K | 0.00% | +1,160+17.4% | Added |
| Virtus Investment Advisers, Inc. | 8,601 | $120.9K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 9,100 | $127.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 10,879 | $153.0K | 0.06% | +10,879 | New |
| Oxford Asset Management LLP | 11,932 | $167.8K | 0.07% | +11,932 | New |
| Bailard, Inc. | 12,057 | $169.5K | 0.00% | −7,543−38.5% | Reduced |
| Corebridge Financial, Inc. | 12,456 | $175.1K | 0.00% | −750−5.7% | Reduced |
| Merrion Investment Management Co, LLC | 12,578 | $176.8K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,768 | $180.0K | 0.00% | +2,663+26.4% | Added |
| Jane Street Group, LLC | 13,035 | $183.3K | 0.00% | −27,512−67.9% | Reduced |
| IHT Wealth Management, LLC | 13,105 | $184.3K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,261 | $186.4K | 0.00% | +13,261 | New |
| Algert Global LLC | 13,317 | $187.2K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,425 | $189.0K | 0.00% | +13,425 | New |
| Quadrature Capital Ltd | 13,621 | $191.3K | 0.00% | +13,621 | New |
| MetLife Investment Management | 13,700 | $192.6K | 0.00% | +369+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,206 | $199.7K | 0.00% | +608+4.5% | Added |
| XTX Topco Ltd | 14,875 | $209.1K | 0.02% | −1,379−8.5% | Reduced |
| Wells Fargo & Company | 15,295 | $215.0K | 0.00% | +3,466+29.3% | Added |
| Susquehanna International Group, LLP | 15,570 | $218.9K | 0.00% | +3,727+31.5% | Added |
| Walleye Capital LLC | 16,322 | $229.5K | 0.00% | −38,707−70.3% | Reduced |
| Franklin Resources Inc | 17,137 | $240.9K | 0.00% | +120+0.7% | Added |
| Essex Investment Management Co LLC | 17,626 | $247.8K | 0.04% | −2,445−12.2% | Reduced |
| State of Tennessee, Treasury Department | 18,760 | $263.8K | 0.00% | −4,768−20.3% | Reduced |
| Citigroup Inc | 19,414 | $273.0K | 0.00% | +1,449+8.1% | Added |
| PDT Partners, LLC | 20,235 | $284.5K | 0.03% | +5,300+35.5% | Added |
| Jump Financial, LLC | 20,771 | $292.0K | 0.01% | −629−2.9% | Reduced |
| Integrated Quantitative Investments LLC | 21,461 | $301.7K | 0.15% | +21,461 | New |
| Occudo Quantitative Strategies LP | 22,957 | $322.8K | 0.06% | +2,833+14.1% | Added |
| HSBC Holdings PLC | 24,601 | $347.1K | 0.00% | −8,326−25.3% | Reduced |
| STRS Ohio | 25,400 | $357.1K | 0.00% | +25,400 | New |
| Prudential Financial Inc | 25,825 | $363.1K | 0.00% | +25,825 | New |
| Deutsche Bank AG | 26,182 | $368.1K | 0.00% | +12,780+95.4% | Added |
| Bard Associates Inc | 26,675 | $375.1K | 0.13% | +6,328+31.1% | Added |
| Voya Investment Management LLC | 28,604 | $402.2K | 0.00% | −1,456−4.8% | Reduced |
| Teton Advisors, Inc. | 30,000 | $421.8K | 0.22% | −3,000−9.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,174 | $424.0K | 0.07% | +5,539+22.5% | Added |
| Engineers Gate Manager LP | 30,294 | $425.9K | 0.01% | −4,842−13.8% | Reduced |
| Connective Capital Management, LLC | 30,644 | $430.9K | 0.50% | +30,644 | New |
| SEI Investments Co | 36,378 | $511.5K | 0.00% | +18,275+101.0% | Added |
| Rhumbline Advisers | 39,796 | $559.5K | 0.00% | +57+0.1% | Added |
| Perritt Capital Management Inc | 40,000 | $562.4K | 0.29% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 40,347 | $567.3K | 0.04% | +10,261+34.1% | Added |
| UBS Group AG | 41,086 | $577.7K | 0.00% | +12,008+41.3% | Added |
| Mackenzie Financial Corp | 47,109 | $662.4K | 0.00% | +23,331+98.1% | Added |
| Bridgeway Capital Management, LLC | 56,100 | $788.8K | 0.02% | −1,800−3.1% | Reduced |
| Qube Research & Technologies Ltd | 56,727 | $797.6K | 0.00% | +35,733+170.2% | Added |
| CWM Advisors, LLC | 57,015 | $801.6K | 0.09% | +57,015 | New |
| BNP Paribas Arbitrage, SA | 58,292 | $819.6K | 0.00% | +16,008+37.9% | Added |
| Gsa Capital Partners LLP | 60,101 | $845.0K | 0.06% | +34,280+132.8% | Added |
| Cubist Systematic Strategies, LLC | 60,688 | $853.3K | 0.01% | +18,919+45.3% | Added |
| Charles Schwab Investment Management Inc | 70,875 | $996.5K | 0.00% | +46+0.1% | Added |
| D. E. Shaw & Co., Inc. | 75,456 | $1.06M | 0.00% | +43,776+138.2% | Added |
| Norges Bank | 75,900 | $1.07M | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 77,305 | $1.09M | 0.09% | +63,831+473.7% | Added |
| Martingale Asset Management L P | 81,354 | $1.14M | 0.03% | +18,227+28.9% | Added |
| Bank of New York Mellon Corp | 94,525 | $1.33M | 0.00% | −4,381−4.4% | Reduced |
| Trexquant Investment LP | 98,133 | $1.38M | 0.02% | +61,434+167.4% | Added |
| Bank of America Corp | 98,669 | $1.39M | 0.00% | −42,322−30.0% | Reduced |
| Barclays PLC | 99,891 | $1.40M | 0.00% | +927+0.9% | Added |
| Two Sigma Investments, LP | 100,482 | $1.41M | 0.00% | +14,530+16.9% | Added |
| Jacobs Levy Equity Management, Inc | 122,528 | $1.72M | 0.01% | −57,151−31.8% | Reduced |
| Alliancebernstein L.P. | 128,430 | $1.81M | 0.00% | +111,840+674.1% | Added |
| Two Sigma Advisers, LP | 134,500 | $1.89M | 0.00% | +62,100+85.8% | Added |
| Marshall Wace, LLP | 146,621 | $2.06M | 0.00% | +95,765+188.3% | Added |