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, Q1 2025
Institutional positions in Ooma Inc as of Mar 31, 2025. 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
- 129
- +7 vs. Q4 2024
- Shares held
- 19.6M
- +379.4K (+2.0%) vs. Q4 2024
- Total value
- $256.3M
- −$13.7M (−5.1%) vs. Q4 2024
- New holders
- 22
- 47 more added
- Sold out
- 15
- 38 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $13 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 2 | $26 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10 | $131 | 0.00% | −5−33.3% | Reduced |
| Farther Finance Advisors, LLC | 14 | $185 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 19 | $249 | 0.00% | +19 | New |
| EverSource Wealth Advisors, LLC | 21 | $275 | 0.00% | +20+2,000.0% | Added |
| Quadrant Capital Group LLC | 23 | $302 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $406 | 0.00% | +31 | New |
| Rothschild Investment LLC | 35 | $458 | 0.00% | +20+133.3% | Added |
| Allworth Financial LP | 42 | $496 | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 40 | $524 | 0.00% | +40 | New |
| SRS Capital Advisors, Inc. | 72 | $943 | 0.00% | +72 | New |
| New York State Teachers Retirement System | 100 | $1.00K | 0.00% | +100 | New |
| Advisors Asset Management, Inc. | 115 | $1.50K | 0.00% | +36+45.6% | Added |
| Massmutual Trust Co FSB | 124 | $1.62K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 126 | $1.65K | 0.00% | +72+133.3% | Added |
| Bessemer Group Inc | 135 | $2.00K | 0.00% | −10−6.9% | Reduced |
| Simplex Trading, LLC | 183 | $2.00K | 0.00% | +183 | New |
| Coldstream Capital Management Inc | 201 | $2.63K | 0.00% | +201 | New |
| Sterling Capital Management LLC | 376 | $4.92K | 0.00% | −309−45.1% | Reduced |
| Private Wealth Management Group, LLC | 398 | $5.21K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 609 | $7.97K | 0.00% | +609 | New |
| Federated Hermes, Inc. | 697 | $9.12K | 0.00% | +84+13.7% | Added |
| Smartleaf Asset Management LLC | 709 | $9.15K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 817 | $10.0K | 0.00% | +817 | New |
| Amalgamated Bank | 864 | $11.0K | 0.00% | +97+12.6% | Added |
| Point72 (DIFC) Ltd | 1,106 | $14.5K | 0.00% | +523+89.7% | Added |
| Tower Research Capital LLC (TRC) | 1,113 | $14.6K | 0.00% | +452+68.4% | Added |
| Versant Capital Management, Inc | 1,245 | $16.3K | 0.00% | +787+171.8% | Added |
| Nisa Investment Advisors, LLC | 1,282 | $16.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,863 | $24.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,054 | $26.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $30.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,344 | $31.0K | 0.00% | +303+14.8% | Added |
| Meeder Asset Management Inc | 2,619 | $34.3K | 0.00% | +314+13.6% | Added |
| Covestor Ltd | 4,425 | $58.0K | 0.04% | −23−0.5% | Reduced |
| FMR LLC | 4,492 | $58.8K | 0.00% | +1,789+66.2% | Added |
| Advisor Group Holdings, Inc. | 4,600 | $60.2K | 0.00% | +100+2.2% | Added |
| Royal Bank of Canada | 6,533 | $85.0K | 0.00% | −1,312−16.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $88.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,203 | $94.3K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,952 | $117.2K | 0.08% | +8,952 | New |
| Price T Rowe Associates Inc | 10,822 | $142.0K | 0.00% | +10,822 | New |
| Algert Global LLC | 11,087 | $145.1K | 0.00% | −2,230−16.7% | Reduced |
| Quadrature Capital Ltd | 11,590 | $151.9K | 0.00% | −2,031−14.9% | Reduced |
| Corebridge Financial, Inc. | 12,274 | $160.7K | 0.00% | −182−1.5% | Reduced |
| Invesco Ltd. | 12,287 | $160.8K | 0.00% | +12,287 | New |
| Quantinno Capital Management LP | 12,485 | $163.4K | 0.00% | +12,485 | New |
| Intech Investment Management LLC | 12,656 | $165.7K | 0.00% | +12,656 | New |
| IHT Wealth Management, LLC | 13,105 | $171.5K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 13,700 | $179.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,830 | $194.1K | 0.00% | +624+4.4% | Added |
| Wells Fargo & Company | 15,619 | $204.5K | 0.00% | +324+2.1% | Added |
| Sherbrooke Park Advisers LLC | 15,944 | $208.7K | 0.10% | +15,944 | New |
| Bailard, Inc. | 16,392 | $214.6K | 0.01% | +4,335+36.0% | Added |
| Franklin Resources Inc | 17,393 | $227.7K | 0.00% | +256+1.5% | Added |
| Citigroup Inc | 17,432 | $228.2K | 0.00% | −1,982−10.2% | Reduced |
| Jump Financial, LLC | 18,379 | $240.6K | 0.00% | −2,392−11.5% | Reduced |
| Man Group plc | 18,717 | $245.0K | 0.00% | +18,717 | New |
| State of Tennessee, Treasury Department | 18,760 | $245.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,094 | $250.0K | 0.00% | +6,326+49.5% | Added |
| Citadel Advisors LLC | 19,342 | $253.2K | 0.00% | −136,408−87.6% | Reduced |
| Integrated Quantitative Investments LLC | 21,342 | $279.4K | 0.14% | −119−0.6% | Reduced |
| Deutsche Bank AG | 22,818 | $298.7K | 0.00% | −3,364−12.8% | Reduced |
| HSBC Holdings PLC | 23,669 | $306.8K | 0.00% | −932−3.8% | Reduced |
| State of Wyoming | 23,695 | $310.2K | 0.04% | +23,695 | New |
| Los Angeles Capital Management LLC | 25,289 | $331.0K | 0.00% | +25,289 | New |
| STRS Ohio | 25,400 | $332.5K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 28,257 | $369.9K | 0.14% | +1,582+5.9% | Added |
| ExodusPoint Capital Management, LP | 28,280 | $370.0K | 0.00% | +14,855+110.7% | Added |
| Amundi | 30,923 | $386.8K | 0.00% | +30,923 | New |
| Teton Advisors, Inc. | 30,000 | $392.7K | 0.25% | 00.0% | Unchanged |
| PDT Partners, LLC | 30,105 | $394.1K | 0.03% | +9,870+48.8% | Added |
| Jacobs Levy Equity Management, Inc | 30,808 | $403.3K | 0.00% | −91,720−74.9% | Reduced |
| Susquehanna International Group, LLP | 33,219 | $434.8K | 0.00% | +17,649+113.4% | Added |
| Jane Street Group, LLC | 34,227 | $448.0K | 0.00% | +21,192+162.6% | Added |
| Gsa Capital Partners LLP | 34,270 | $449.0K | 0.04% | −25,831−43.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,758 | $468.1K | 0.04% | −4,589−11.4% | Reduced |
| Engineers Gate Manager LP | 35,846 | $469.2K | 0.01% | +5,552+18.3% | Added |
| AQR Capital Management LLC | 36,545 | $478.4K | 0.00% | +36,545 | New |
| Rhumbline Advisers | 38,090 | $498.6K | 0.00% | −1,706−4.3% | Reduced |
| Perritt Capital Management Inc | 40,000 | $523.6K | 0.29% | 00.0% | Unchanged |
| Voya Investment Management LLC | 40,789 | $533.9K | 0.00% | +12,185+42.6% | Added |
| Squarepoint Ops LLC | 44,057 | $576.7K | 0.00% | +30,796+232.2% | Added |
| SEI Investments Co | 45,832 | $599.9K | 0.00% | +9,454+26.0% | Added |
| D. E. Shaw & Co., Inc. | 46,220 | $605.0K | 0.00% | −29,236−38.7% | Reduced |
| Cubist Systematic Strategies, LLC | 48,658 | $636.9K | 0.01% | −12,030−19.8% | Reduced |
| Two Sigma Investments, LP | 49,639 | $649.8K | 0.00% | −50,843−50.6% | Reduced |
| BNP Paribas Arbitrage, SA | 55,810 | $730.6K | 0.00% | −2,482−4.3% | Reduced |
| CWM Advisors, LLC | 56,808 | $743.6K | 0.09% | −207−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 70,866 | $927.6K | 0.00% | −90.0% | Reduced |
| Norges Bank | 75,900 | $993.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 78,489 | $1.03M | 0.00% | −20,180−20.5% | Reduced |
| Martingale Asset Management L P | 78,783 | $1.03M | 0.03% | −2,571−3.2% | Reduced |
| Barclays PLC | 86,405 | $1.13M | 0.00% | −13,486−13.5% | Reduced |
| Bank of New York Mellon Corp | 94,522 | $1.24M | 0.00% | −30.0% | Reduced |
| Two Sigma Advisers, LP | 96,700 | $1.27M | 0.00% | −37,800−28.1% | Reduced |
| Prudential Financial Inc | 99,368 | $1.30M | 0.00% | +73,543+284.8% | Added |
| UBS Group AG | 107,971 | $1.41M | 0.00% | +66,885+162.8% | Added |