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, Q3 2025
Institutional positions in Ooma Inc as of Sep 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
- +2 vs. Q2 2025
- Shares held
- 19.2M
- +46.3K (+0.2%) vs. Q2 2025
- Total value
- $230.5M
- −$16.9M (−6.8%) vs. Q2 2025
- New holders
- 20
- 56 more added
- Sold out
- 18
- 31 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $48 | 0.00% | +4 | Added |
| Farther Finance Advisors, LLC | 14 | $168 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19 | $228 | 0.00% | −3−13.6% | Reduced |
| Private Wealth Asset Management, LLC | 19 | $228 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 20 | $240 | 0.00% | +20 | New |
| Allworth Financial LP | 33 | $396 | 0.00% | −9−21.4% | Reduced |
| EverSource Wealth Advisors, LLC | 36 | $432 | 0.00% | −447−92.5% | Reduced |
| Rothschild Investment LLC | 40 | $480 | 0.00% | +25+166.7% | Added |
| Signaturefd, LLC | 41 | $492 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 61 | $731 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $948 | 0.00% | +65+464.3% | Added |
| Harbour Investments, Inc. | 100 | $1.20K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 124 | $1.49K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 136 | $1.63K | 0.00% | +136 | New |
| Johnson Financial Group, Inc. | 138 | $1.66K | 0.00% | +138 | New |
| Point72 Europe (London) LLP | 150 | $1.80K | 0.00% | +150 | New |
| Advisors Asset Management, Inc. | 201 | $2.41K | 0.00% | −15−6.9% | Reduced |
| Parallel Advisors, LLC | 383 | $4.59K | 0.00% | +383 | New |
| Optiver Holding B.V. | 390 | $4.68K | 0.00% | +390 | New |
| Private Wealth Management Group, LLC | 398 | $4.77K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 612 | $7.34K | 0.00% | −258−29.7% | Reduced |
| Smartleaf Asset Management LLC | 709 | $8.63K | 0.00% | +403+131.7% | Added |
| Amalgamated Bank | 864 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 841 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 994 | $11.9K | 0.00% | +852+600.0% | Added |
| Citigroup Inc | 1,125 | $13.5K | 0.00% | −7,918−87.6% | Reduced |
| Cornerstone Planning Group LLC | 449 | $17.0K | 0.00% | +449 | New |
| Simplex Trading, LLC | 1,534 | $18.0K | 0.00% | +1,534 | New |
| California State Teachers Retirement System | 1,864 | $22.3K | 0.00% | +1+0.1% | Added |
| Federated Hermes, Inc. | 2,013 | $24.1K | 0.00% | +1,350+203.6% | Added |
| Tower Research Capital LLC (TRC) | 2,188 | $26.2K | 0.00% | −1,432−39.6% | Reduced |
| New York State Teachers Retirement System | 2,288 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $28.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,589 | $31.0K | 0.00% | +2,131+465.3% | Added |
| Meeder Asset Management Inc | 2,619 | $31.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,022 | $36.0K | 0.00% | +1,014+50.5% | Added |
| Royal Bank of Canada | 3,599 | $43.0K | 0.00% | −877−19.6% | Reduced |
| FMR LLC | 3,992 | $47.9K | 0.00% | +933+30.5% | Added |
| Advisor Group Holdings, Inc. | 4,516 | $55.0K | 0.00% | −40−0.9% | Reduced |
| Covestor Ltd | 5,022 | $60.0K | 0.03% | +210+4.4% | Added |
| Legal & General Group Plc | 6,226 | $74.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6,408 | $76.8K | 0.02% | +6,408 | New |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $81.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,203 | $86.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7,533 | $90.3K | 0.03% | −814−9.8% | Reduced |
| Virtus ETF Advisers LLC | 8,952 | $107.3K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 11,042 | $132.4K | 0.01% | −7,117−39.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,557 | $138.6K | 0.00% | −2,335−16.8% | Reduced |
| PDT Partners, LLC | 11,618 | $139.3K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,637 | $151.5K | 0.00% | −232−1.8% | Reduced |
| Price T Rowe Associates Inc | 13,576 | $163.0K | 0.00% | +1,549+12.9% | Added |
| MetLife Investment Management | 13,700 | $164.3K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 14,247 | $170.8K | 0.00% | +14,247 | New |
| HRT Financial LP | 15,402 | $184.0K | 0.00% | +15,402 | New |
| EntryPoint Capital, LLC | 15,385 | $184.5K | 0.07% | +15,385 | New |
| Creative Planning | 16,373 | $196.3K | 0.00% | +16,373 | New |
| Wells Fargo & Company | 16,587 | $198.9K | 0.00% | +2,473+17.5% | Added |
| Man Group plc | 17,193 | $206.1K | 0.00% | +707+4.3% | Added |
| GWM Advisors LLC | 17,729 | $212.6K | 0.00% | +17,729 | New |
| Deutsche Bank AG | 18,407 | $220.7K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 18,760 | $224.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 19,350 | $232.0K | 0.00% | +19,350 | New |
| Quantinno Capital Management LP | 19,629 | $235.4K | 0.00% | +7,279+58.9% | Added |
| Teton Advisors, LLC | 20,000 | $239.8K | 0.15% | +20,000 | New |
| State of Wyoming | 20,215 | $242.4K | 0.03% | +7,247+55.9% | Added |
| Occudo Quantitative Strategies LP | 20,600 | $247.0K | 0.03% | −432−2.1% | Reduced |
| Bailard, Inc. | 20,800 | $249.4K | 0.01% | +20,800 | New |
| Integrated Quantitative Investments LLC | 21,255 | $254.8K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 22,111 | $265.1K | 0.01% | +7,007+46.4% | Added |
| Bard Associates Inc | 25,816 | $309.5K | 0.08% | +485+1.9% | Added |
| R Squared Ltd | 25,847 | $309.9K | 0.13% | +25,847 | New |
| Franklin Resources Inc | 28,577 | $342.6K | 0.00% | +10,937+62.0% | Added |
| Graham Capital Management, L.P. | 28,747 | $344.7K | 0.01% | +16,933+143.3% | Added |
| Boston Partners | 30,362 | $364.0K | 0.00% | −4,546−13.0% | Reduced |
| American Century Companies Inc | 33,742 | $404.6K | 0.00% | +12,125+56.1% | Added |
| Bank of America Corp | 34,155 | $409.5K | 0.00% | +7,714+29.2% | Added |
| Rhumbline Advisers | 36,040 | $432.1K | 0.00% | −1,717−4.5% | Reduced |
| PharVision Advisers, LLC | 36,246 | $434.6K | 0.24% | +36,246 | New |
| Martingale Asset Management L P | 37,904 | $454.5K | 0.01% | −54,930−59.2% | Reduced |
| Perritt Capital Management Inc | 40,000 | $479.6K | 0.23% | 00.0% | Unchanged |
| Invesco Ltd. | 40,780 | $489.0K | 0.00% | +17,530+75.4% | Added |
| Engineers Gate Manager LP | 41,945 | $502.9K | 0.01% | +2,327+5.9% | Added |
| STRS Ohio | 42,000 | $503.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 46,716 | $558.3K | 0.00% | +9,428+25.3% | Added |
| Voya Investment Management LLC | 48,382 | $580.1K | 0.00% | −1,015−2.1% | Reduced |
| AQR Capital Management LLC | 49,616 | $594.9K | 0.00% | +20,610+71.1% | Added |
| Campbell & CO Investment Adviser LLC | 52,841 | $633.6K | 0.05% | −1,329−2.5% | Reduced |
| Prudential Financial Inc | 53,490 | $641.3K | 0.00% | −81,900−60.5% | Reduced |
| SEI Investments Co | 59,557 | $714.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 62,204 | $745.8K | 0.00% | −30,621−33.0% | Reduced |
| Citadel Advisors LLC | 65,775 | $788.6K | 0.00% | +3,582+5.8% | Added |
| Magnetar Financial LLC | 73,604 | $882.5K | 0.01% | +36,855+100.3% | Added |
| Charles Schwab Investment Management Inc | 73,907 | $886.1K | 0.00% | +463+0.6% | Added |
| Los Angeles Capital Management LLC | 77,475 | $928.9K | 0.00% | +29,776+62.4% | Added |
| Bank of New York Mellon Corp | 90,241 | $1.08M | 0.00% | +696+0.8% | Added |
| Ameriprise Financial Inc | 93,620 | $1.12M | 0.00% | −17,631−15.8% | Reduced |
| Cubist Systematic Strategies, LLC | 100,619 | $1.21M | 0.02% | +36,912+57.9% | Added |
| Jane Street Group, LLC | 107,921 | $1.29M | 0.00% | +36,101+50.3% | Added |
| Gsa Capital Partners LLP | 110,455 | $1.32M | 0.11% | −2,354−2.1% | Reduced |