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, Q2 2025
Institutional positions in Ooma Inc as of Jun 30, 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
- 133
- +4 vs. Q1 2025
- Shares held
- 19.3M
- −310.2K (−1.6%) vs. Q1 2025
- Total value
- $248.6M
- −$7.71M (−3.0%) vs. Q1 2025
- New holders
- 14
- 49 more added
- Sold out
- 10
- 47 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $26 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 13 | $168 | 0.00% | −113−89.7% | Reduced |
| True Wealth Design, LLC | 14 | $181 | 0.00% | −17−54.8% | Reduced |
| Farther Finance Advisors, LLC | 14 | $181 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $194 | 0.00% | −20−57.1% | Reduced |
| Private Wealth Asset Management, LLC | 19 | $245 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22 | $284 | 0.00% | +12+120.0% | Added |
| Signaturefd, LLC | 41 | $529 | 0.00% | +41 | New |
| Allworth Financial LP | 42 | $542 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $684 | 0.00% | 0 | Unchanged |
| Sterling Capital Management LLC | 61 | $787 | 0.00% | −315−83.8% | Reduced |
| WealthCollab, LLC | 111 | $1.43K | 0.00% | +111 | New |
| Massmutual Trust Co FSB | 124 | $1.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 142 | $1.83K | 0.00% | +70+97.2% | Added |
| Bessemer Group Inc | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 187 | $2.41K | 0.00% | +187 | New |
| Advisors Asset Management, Inc. | 216 | $2.79K | 0.00% | +101+87.8% | Added |
| Smartleaf Asset Management LLC | 306 | $3.85K | 0.00% | −403−56.8% | Reduced |
| Private Wealth Management Group, LLC | 398 | $5.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 458 | $5.91K | 0.00% | −787−63.2% | Reduced |
| EverSource Wealth Advisors, LLC | 483 | $6.23K | 0.00% | +462+2,200.0% | Added |
| Federated Hermes, Inc. | 663 | $8.55K | 0.00% | −34−4.9% | Reduced |
| Nisa Investment Advisors, LLC | 841 | $10.8K | 0.00% | −441−34.4% | Reduced |
| Amalgamated Bank | 864 | $11.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 870 | $11.2K | 0.00% | −236−21.3% | Reduced |
| California State Teachers Retirement System | 1,863 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,008 | $26.0K | 0.00% | −336−14.3% | Reduced |
| New York State Teachers Retirement System | 2,288 | $30.0K | 0.00% | +2,188+2,188.0% | Added |
| Ameritas Investment Partners, Inc. | 2,353 | $30.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,619 | $33.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,059 | $39.5K | 0.00% | −1,433−31.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,620 | $46.7K | 0.00% | +2,507+225.2% | Added |
| Royal Bank of Canada | 4,476 | $58.0K | 0.00% | −2,057−31.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,556 | $58.8K | 0.00% | −44−1.0% | Reduced |
| Covestor Ltd | 4,812 | $62.0K | 0.04% | +387+8.7% | Added |
| Lazard Asset Management LLC | 4,927 | $63.0K | 0.00% | +4,110+503.1% | Added |
| Legal & General Group Plc | 6,226 | $80.3K | 0.00% | +4,172+203.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $87.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,203 | $92.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,282 | $107.0K | 0.00% | −10,812−56.6% | Reduced |
| Essential Partners LLC | 8,347 | $107.7K | 0.04% | +8,347 | New |
| Virtus ETF Advisers LLC | 8,952 | $115.5K | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 9,043 | $116.7K | 0.00% | −8,389−48.1% | Reduced |
| Manufacturers Life Insurance Company, The | 10,212 | $131.7K | 0.00% | +10,212 | New |
| Cornerstone Investment Partners, LLC | 10,771 | $138.9K | 0.01% | +10,771 | New |
| Longboard Asset Management, LP | 11,432 | $147.5K | 0.37% | +11,432 | New |
| PDT Partners, LLC | 11,618 | $149.9K | 0.01% | −18,487−61.4% | Reduced |
| Graham Capital Management, L.P. | 11,814 | $152.4K | 0.00% | +11,814 | New |
| Price T Rowe Associates Inc | 12,027 | $156.0K | 0.00% | +1,205+11.1% | Added |
| Intech Investment Management LLC | 12,325 | $159.0K | 0.00% | −331−2.6% | Reduced |
| Quantinno Capital Management LP | 12,350 | $159.3K | 0.00% | −135−1.1% | Reduced |
| Sherbrooke Park Advisers LLC | 12,821 | $165.4K | 0.07% | −3,123−19.6% | Reduced |
| IHT Wealth Management, LLC | 12,869 | $166.0K | 0.00% | −236−1.8% | Reduced |
| State of Wyoming | 12,968 | $167.3K | 0.02% | −10,727−45.3% | Reduced |
| MetLife Investment Management | 13,700 | $176.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,892 | $179.2K | 0.00% | −938−6.3% | Reduced |
| Wells Fargo & Company | 14,114 | $182.1K | 0.00% | −1,505−9.6% | Reduced |
| XTX Topco Ltd | 15,104 | $194.8K | 0.01% | +15,104 | New |
| Man Group plc | 16,486 | $212.7K | 0.00% | −2,231−11.9% | Reduced |
| Franklin Resources Inc | 17,640 | $227.6K | 0.00% | +247+1.4% | Added |
| Quest Partners LLC | 18,159 | $234.3K | 0.02% | +18,159 | New |
| Deutsche Bank AG | 18,407 | $237.5K | 0.00% | −4,411−19.3% | Reduced |
| State of Tennessee, Treasury Department | 18,760 | $242.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 21,032 | $271.3K | 0.03% | +21,032 | New |
| Integrated Quantitative Investments LLC | 21,255 | $274.2K | 0.08% | −87−0.4% | Reduced |
| American Century Companies Inc | 21,617 | $278.9K | 0.00% | +21,617 | New |
| Invesco Ltd. | 23,250 | $299.9K | 0.00% | +10,963+89.2% | Added |
| Bard Associates Inc | 25,331 | $326.8K | 0.11% | −2,926−10.4% | Reduced |
| Bank of America Corp | 26,441 | $341.1K | 0.00% | −52,048−66.3% | Reduced |
| Jump Financial, LLC | 27,217 | $351.1K | 0.00% | +8,838+48.1% | Added |
| AQR Capital Management LLC | 29,006 | $374.2K | 0.00% | −7,539−20.6% | Reduced |
| Teton Advisors, Inc. | 30,000 | $387.0K | 0.24% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 30,623 | $395.0K | 0.00% | −185−0.6% | Reduced |
| Amundi | 30,923 | $402.3K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 31,957 | $412.2K | 0.00% | −14,263−30.9% | Reduced |
| ExodusPoint Capital Management, LP | 34,138 | $440.0K | 0.01% | +5,858+20.7% | Added |
| Boston Partners | 34,908 | $450.3K | 0.00% | −239,814−87.3% | Reduced |
| Two Sigma Investments, LP | 36,307 | $468.4K | 0.00% | −13,332−26.9% | Reduced |
| Magnetar Financial LLC | 36,749 | $474.1K | 0.00% | +36,749 | New |
| HSBC Holdings PLC | 37,288 | $479.1K | 0.00% | +13,619+57.5% | Added |
| Susquehanna International Group, LLP | 37,748 | $486.9K | 0.00% | +4,529+13.6% | Added |
| Rhumbline Advisers | 37,757 | $487.1K | 0.00% | −333−0.9% | Reduced |
| Engineers Gate Manager LP | 39,618 | $511.1K | 0.01% | +3,772+10.5% | Added |
| Perritt Capital Management Inc | 40,000 | $516.0K | 0.27% | 00.0% | Unchanged |
| STRS Ohio | 42,000 | $541.8K | 0.00% | +16,600+65.4% | Added |
| Los Angeles Capital Management LLC | 47,699 | $615.3K | 0.00% | +22,410+88.6% | Added |
| Voya Investment Management LLC | 49,397 | $637.2K | 0.00% | +8,608+21.1% | Added |
| Campbell & CO Investment Adviser LLC | 54,170 | $698.8K | 0.04% | +18,412+51.5% | Added |
| SEI Investments Co | 59,557 | $768.3K | 0.00% | +13,725+29.9% | Added |
| BNP Paribas Arbitrage, SA | 61,350 | $791.4K | 0.00% | +5,540+9.9% | Added |
| Two Sigma Advisers, LP | 61,700 | $795.9K | 0.00% | −35,000−36.2% | Reduced |
| Citadel Advisors LLC | 62,193 | $802.3K | 0.00% | +42,851+221.5% | Added |
| Cubist Systematic Strategies, LLC | 63,707 | $821.8K | 0.01% | +15,049+30.9% | Added |
| Norges Bank | 67,800 | $874.6K | 0.00% | −8,100−10.7% | Reduced |
| Jane Street Group, LLC | 71,820 | $926.5K | 0.00% | +37,593+109.8% | Added |
| Charles Schwab Investment Management Inc | 73,444 | $947.4K | 0.00% | +2,578+3.6% | Added |
| Squarepoint Ops LLC | 73,564 | $949.0K | 0.00% | +29,507+67.0% | Added |
| Segall Bryant & Hamill, LLC | 81,461 | $1.05M | 0.01% | +81,461 | New |
| Bank of New York Mellon Corp | 89,545 | $1.16M | 0.00% | −4,977−5.3% | Reduced |