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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 155,750 | $2.19M | 0.00% | +52,929+51.5% | Added |
| Assenagon Asset Management S.A. | 160,600 | $2.26M | 0.00% | −4,048−2.5% | Reduced |
| Ameriprise Financial Inc | 166,101 | $2.34M | 0.00% | +8,702+5.5% | Added |
| Millennium Management LLC | 174,344 | $2.45M | 0.00% | −4,227−2.4% | Reduced |
| Perkins Capital Management Inc | 190,409 | $2.68M | 2.37% | +22,309+13.3% | Added |
| Northern Trust Corp | 215,579 | $3.03M | 0.00% | +11,107+5.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 229,221 | $3.22M | 0.01% | +66,009+40.4% | Added |
| Goldman Sachs Group Inc | 237,312 | $3.34M | 0.00% | +16,841+7.6% | Added |
| Arrowstreet Capital, Limited Partnership | 253,016 | $3.56M | 0.00% | +187,245+284.7% | Added |
| Herald Investment Management Ltd | 260,000 | $3.65M | 0.60% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 264,737 | $3.72M | 0.00% | −13,160−4.7% | Reduced |
| Dimensional Fund Advisors LP | 285,517 | $4.01M | 0.00% | −21,998−7.2% | Reduced |
| Russell Investments Group, Ltd. | 325,557 | $4.58M | 0.01% | −123,363−27.5% | Reduced |
| Morgan Stanley | 356,599 | $5.01M | 0.00% | −17,912−4.8% | Reduced |
| Boston Partners | 382,579 | $5.38M | 0.01% | −199,345−34.3% | Reduced |
| State Street Corp | 490,499 | $6.90M | 0.00% | +14,762+3.1% | Added |
| Geode Capital Management, LLC | 554,211 | $7.79M | 0.00% | +7,693+1.4% | Added |
| JPMorgan Chase & Co | 585,020 | $8.23M | 0.00% | −11,582−1.9% | Reduced |
| Acadian Asset Management LLC | 675,335 | $9.49M | 0.03% | +81,934+13.8% | Added |
| Renaissance Technologies LLC | 826,103 | $11.6M | 0.02% | +3,200+0.4% | Added |
| AWM Investment Company, Inc. | 1,284,580 | $18.1M | 2.20% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,338,725 | $18.8M | 0.00% | +71,247+5.6% | Added |
| Trigran Investments, Inc. | 3,487,277 | $49.0M | 5.64% | −337,002−8.8% | Reduced |
| BlackRock, Inc. | 3,818,885 | $53.7M | 0.00% | −81,864−2.1% | Reduced |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −30,640−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −14,692−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −14,488−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −14,166−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,062−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,521−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| AJOVista, LLC | – | – | – | – | Not filed |