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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.

Institutional holdersQ1 2025: 129 institutions
Q1 2021: 86 institutionsQ2 2021: 104 institutionsQ3 2021: 101 institutionsQ4 2021: 103 institutionsQ1 2022: 102 institutionsQ2 2022: 100 institutionsQ3 2022: 93 institutionsQ4 2022: 100 institutionsQ1 2023: 98 institutionsQ2 2023: 97 institutionsQ3 2023: 103 institutionsQ4 2023: 102 institutionsQ1 2024: 96 institutionsQ2 2024: 104 institutionsQ3 2024: 116 institutionsQ4 2024: 124 institutionsQ1 2025: 129 institutionsQ2 2025: 133 institutionsQ3 2025: 133 institutionsQ4 2025: 142 institutionsQ1 2026: 157 institutionsQ2 2026: 167 institutions
Value heldQ1 2025: $256.3M
Q1 2021: $301.4MQ2 2021: $365.1MQ3 2021: $352.8MQ4 2021: $389.5MQ1 2022: $287.5MQ2 2022: $231.5MQ3 2022: $239.5MQ4 2022: $257.4MQ1 2023: $237.4MQ2 2023: $285.6MQ3 2023: $248.5MQ4 2023: $206.4MQ1 2024: $165.1MQ2 2024: $192.6MQ3 2024: $218.1MQ4 2024: $273.8MQ1 2025: $256.3MQ2 2025: $248.6MQ3 2025: $230.5MQ4 2025: $222.3MQ1 2026: $274.4MQ2 2026: $380.7M
Institutions holding OOMA and their total value by quarter
QuarterHoldersValue
Q2 2026167$380.7M
Q1 2026157$274.4M
Q4 2025142$222.3M
Q3 2025133$230.5M
Q2 2025133$248.6M
Q1 2025129$256.3M
Q4 2024124$273.8M
Q3 2024116$218.1M
Q2 2024104$192.6M
Q1 202496$165.1M
Q4 2023102$206.4M
Q3 2023103$248.5M
Q2 202397$285.6M
Q1 202398$237.4M
Q4 2022100$257.4M
Q3 202293$239.5M
Q2 2022100$231.5M
Q1 2022102$287.5M
Q4 2021103$389.5M
Q3 2021101$352.8M
Q2 2021104$365.1M
Q1 202186$301.4M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q4 2024.

Institutions holding OOMA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)1,113$14.6K0.00%+452+68.4%Added
Point72 (DIFC) Ltd1,106$14.5K0.00%+523+89.7%Added
Amalgamated Bank864$11.0K0.00%+97+12.6%Added
Lazard Asset Management LLC817$10.0K0.00%+817New
Smartleaf Asset Management LLC709$9.15K0.00%00.0%Unchanged
Federated Hermes, Inc.697$9.12K0.00%+84+13.7%Added
Point72 Asia (Singapore) Pte. Ltd.609$7.97K0.00%+609New
Private Wealth Management Group, LLC398$5.21K0.00%00.0%Unchanged
Sterling Capital Management LLC376$4.92K0.00%−309−45.1%Reduced
Coldstream Capital Management Inc201$2.63K0.00%+201New
Bessemer Group Inc135$2.00K0.00%−10−6.9%Reduced
Simplex Trading, LLC183$2.00K0.00%+183New
GAMMA Investing LLC126$1.65K0.00%+72+133.3%Added
Massmutual Trust Co FSB124$1.62K0.00%00.0%Unchanged
Advisors Asset Management, Inc.115$1.50K0.00%+36+45.6%Added
New York State Teachers Retirement System100$1.00K0.00%+100New
SRS Capital Advisors, Inc.72$9430.00%+72New
Parkside Financial Bank & Trust40$5240.00%+40New
Allworth Financial LP42$4960.00%+42New
Rothschild Investment LLC35$4580.00%+20+133.3%Added
True Wealth Design, LLC31$4060.00%+31New
Quadrant Capital Group LLC23$3020.00%00.0%Unchanged
EverSource Wealth Advisors, LLC21$2750.00%+20+2,000.0%Added
Private Wealth Asset Management, LLC19$2490.00%+19New
Farther Finance Advisors, LLC14$1850.00%00.0%Unchanged
The PNC Financial Services Group, Inc.10$1310.00%−5−33.3%Reduced
SBI Securities Co., Ltd.2$260.00%00.0%Unchanged
Huntington National Bank1$130.00%00.0%Unchanged
IFP Advisors, Inc0$130.00%0Unchanged
Bridgeway Capital Management, LLC0$00.00%−56,100−100.0%Sold out
Connective Capital Management, LLC0$00.00%−30,644−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−30,174−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−22,957−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−17,626−100.0%Sold out
Walleye Capital LLC0$00.00%−16,322−100.0%Sold out
XTX Topco Ltd0$00.00%−14,875−100.0%Sold out
Merrion Investment Management Co, LLC0$00.00%−12,578−100.0%Sold out
Oxford Asset Management LLP0$00.00%−11,932−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−10,879−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−9,100−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−8,601−100.0%Sold out
Quantbot Technologies LP0$00.00%−6,547−100.0%Sold out
R Squared Ltd0$00.00%−740−100.0%Sold out
Larson Financial Group LLC0$00.00%−12−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed