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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3,620 | $46.7K | 0.00% | +2,507+225.2% | Added |
| FMR LLC | 3,059 | $39.5K | 0.00% | −1,433−31.9% | Reduced |
| Meeder Asset Management Inc | 2,619 | $33.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $30.4K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,288 | $30.0K | 0.00% | +2,188+2,188.0% | Added |
| CWM, LLC | 2,008 | $26.0K | 0.00% | −336−14.3% | Reduced |
| California State Teachers Retirement System | 1,863 | $24.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 870 | $11.2K | 0.00% | −236−21.3% | Reduced |
| Amalgamated Bank | 864 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 841 | $10.8K | 0.00% | −441−34.4% | Reduced |
| Federated Hermes, Inc. | 663 | $8.55K | 0.00% | −34−4.9% | Reduced |
| EverSource Wealth Advisors, LLC | 483 | $6.23K | 0.00% | +462+2,200.0% | Added |
| Versant Capital Management, Inc | 458 | $5.91K | 0.00% | −787−63.2% | Reduced |
| Private Wealth Management Group, LLC | 398 | $5.13K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 306 | $3.85K | 0.00% | −403−56.8% | Reduced |
| Advisors Asset Management, Inc. | 216 | $2.79K | 0.00% | +101+87.8% | Added |
| Global Retirement Partners, LLC | 187 | $2.41K | 0.00% | +187 | New |
| Bessemer Group Inc | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 142 | $1.83K | 0.00% | +70+97.2% | Added |
| Massmutual Trust Co FSB | 124 | $1.60K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 111 | $1.43K | 0.00% | +111 | New |
| Sterling Capital Management LLC | 61 | $787 | 0.00% | −315−83.8% | Reduced |
| IFP Advisors, Inc | 0 | $684 | 0.00% | 0 | Unchanged |
| Allworth Financial LP | 42 | $542 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 41 | $529 | 0.00% | +41 | New |
| The PNC Financial Services Group, Inc. | 22 | $284 | 0.00% | +12+120.0% | Added |
| Private Wealth Asset Management, LLC | 19 | $245 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $194 | 0.00% | −20−57.1% | Reduced |
| True Wealth Design, LLC | 14 | $181 | 0.00% | −17−54.8% | Reduced |
| Farther Finance Advisors, LLC | 14 | $181 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 13 | $168 | 0.00% | −113−89.7% | Reduced |
| SBI Securities Co., Ltd. | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −56,808−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −16,392−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −12,274−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,087−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |