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, Q4 2025
Institutional positions in Ooma Inc as of Dec 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
- 142
- +13 vs. Q3 2025
- Shares held
- 18.9M
- −188.0K (−1.0%) vs. Q3 2025
- Total value
- $222.3M
- −$6.94M (−3.0%) vs. Q3 2025
- New holders
- 25
- 46 more added
- Sold out
- 12
- 49 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $12 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $23 | 0.00% | −2−50.0% | Reduced |
| Clearstead Advisors, LLC | 3 | $36 | 0.00% | +3 | New |
| MAI Capital Management | 4 | $47 | 0.00% | +4 | New |
| Larson Financial Group LLC | 7 | $82 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 15 | $176 | 0.00% | +1+7.1% | Added |
| Private Wealth Asset Management, LLC | 19 | $223 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $329 | 0.00% | −51−64.6% | Reduced |
| The PNC Financial Services Group, Inc. | 40 | $469 | 0.00% | +21+110.5% | Added |
| Rothschild Investment LLC | 55 | $645 | 0.00% | +15+37.5% | Added |
| EverSource Wealth Advisors, LLC | 55 | $645 | 0.00% | +19+52.8% | Added |
| GAMMA Investing LLC | 58 | $680 | 0.00% | +58 | New |
| Harbour Investments, Inc. | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 116 | $1.36K | 0.00% | +116 | New |
| Massmutual Trust Co FSB | 124 | $1.46K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 138 | $1.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $1.64K | 0.00% | +107+324.2% | Added |
| Advisors Asset Management, Inc. | 158 | $1.85K | 0.00% | −43−21.4% | Reduced |
| Sterling Capital Management LLC | 165 | $1.94K | 0.00% | +104+170.5% | Added |
| Optiver Holding B.V. | 390 | $4.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 398 | $4.67K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 417 | $4.89K | 0.00% | +376+917.1% | Added |
| Cygnus Capital Advisors, LLC | 444 | $5.00K | 0.00% | +444 | New |
| Smartleaf Asset Management LLC | 511 | $5.93K | 0.00% | −198−27.9% | Reduced |
| Amalgamated Bank | 797 | $9.00K | 0.00% | −67−7.8% | Reduced |
| WealthCollab, LLC | 833 | $9.77K | 0.00% | +833 | New |
| LSV Asset Management | 821 | $10.0K | 0.00% | +821 | New |
| Nisa Investment Advisors, LLC | 900 | $10.6K | 0.00% | +59+7.0% | Added |
| UBS Asset Management Americas Inc | 944 | $11.1K | 0.00% | +944 | New |
| Quarry LP | 946 | $11.1K | 0.00% | −5,462−85.2% | Reduced |
| Federated Hermes, Inc. | 1,528 | $17.9K | 0.00% | −485−24.1% | Reduced |
| California State Teachers Retirement System | 1,561 | $18.3K | 0.00% | −303−16.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,951 | $22.9K | 0.00% | −237−10.8% | Reduced |
| New York State Teachers Retirement System | 2,288 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $27.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,619 | $30.7K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 2,865 | $34.0K | 0.03% | +2,865 | New |
| Versant Capital Management, Inc | 3,186 | $37.4K | 0.00% | +597+23.1% | Added |
| FMR LLC | 3,721 | $43.6K | 0.00% | −271−6.8% | Reduced |
| Covestor Ltd | 4,337 | $51.0K | 0.03% | −685−13.6% | Reduced |
| CWM, LLC | 4,400 | $52.0K | 0.00% | +1,378+45.6% | Added |
| Royal Bank of Canada | 4,466 | $53.0K | 0.00% | +867+24.1% | Added |
| Advisor Group Holdings, Inc. | 4,535 | $53.2K | 0.00% | +19+0.4% | Added |
| Kemnay Advisory Services Inc. | 5,047 | $59.2K | 0.01% | +5,047 | New |
| Legal & General Group Plc | 6,138 | $72.0K | 0.00% | −88−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $79.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,203 | $84.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7,571 | $88.8K | 0.03% | +38+0.5% | Added |
| Virtus ETF Advisers LLC | 8,952 | $105.0K | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10,600 | $124.3K | 0.00% | +10,600 | New |
| State of Wyoming | 11,444 | $134.2K | 0.01% | −8,771−43.4% | Reduced |
| Algert Global LLC | 11,500 | $134.9K | 0.00% | −2,747−19.3% | Reduced |
| PDT Partners, LLC | 11,618 | $136.3K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,814 | $138.6K | 0.00% | +257+2.2% | Added |
| Franklin Resources Inc | 12,491 | $146.5K | 0.00% | −16,086−56.3% | Reduced |
| PharVision Advisers, LLC | 12,806 | $150.2K | 0.08% | −23,440−64.7% | Reduced |
| MetLife Investment Management | 13,449 | $157.8K | 0.00% | −251−1.8% | Reduced |
| Price T Rowe Associates Inc | 13,576 | $160.0K | 0.00% | 00.0% | Unchanged |
| Mangrove Partners | 14,704 | $172.5K | 0.01% | +14,704 | New |
| Teton Advisors, LLC | 15,000 | $175.9K | 0.12% | −5,000−25.0% | Reduced |
| Citigroup Inc | 16,203 | $190.1K | 0.00% | +15,078+1,340.3% | Added |
| Heron Bay Capital Management | 17,803 | $208.8K | 0.04% | +17,803 | New |
| R Squared Ltd | 17,939 | $210.4K | 0.10% | −7,908−30.6% | Reduced |
| XTX Topco Ltd | 17,988 | $211.0K | 0.01% | −4,123−18.6% | Reduced |
| Occudo Quantitative Strategies LP | 18,004 | $211.2K | 0.01% | −2,596−12.6% | Reduced |
| Man Group plc | 18,073 | $212.0K | 0.00% | +880+5.1% | Added |
| EntryPoint Capital, LLC | 18,597 | $218.1K | 0.09% | +3,212+20.9% | Added |
| Prelude Capital Management, LLC | 18,717 | $219.6K | 0.02% | +18,717 | New |
| Brevan Howard Capital Management LP | 19,322 | $226.6K | 0.00% | +19,322 | New |
| GWM Advisors LLC | 19,356 | $227.0K | 0.00% | +1,627+9.2% | Added |
| Boston Partners | 20,208 | $237.0K | 0.00% | −10,154−33.4% | Reduced |
| Quantinno Capital Management LP | 20,356 | $238.8K | 0.00% | +727+3.7% | Added |
| Deutsche Bank AG | 20,597 | $241.6K | 0.00% | +2,190+11.9% | Added |
| Alliancebernstein L.P. | 21,390 | $250.9K | 0.00% | −102,880−82.8% | Reduced |
| Walleye Capital LLC | 21,833 | $256.1K | 0.00% | +2,483+12.8% | Added |
| Quest Partners LLC | 22,864 | $268.2K | 0.02% | +11,822+107.1% | Added |
| Bailard, Inc. | 23,000 | $269.8K | 0.01% | +2,200+10.6% | Added |
| Bard Associates Inc | 25,723 | $301.7K | 0.08% | −93−0.4% | Reduced |
| Wells Fargo & Company | 28,755 | $337.3K | 0.00% | +12,168+73.4% | Added |
| Rhumbline Advisers | 30,560 | $358.5K | 0.00% | −5,480−15.2% | Reduced |
| Amundi | – | $362.7K | 0.00% | – | New |
| Martingale Asset Management L P | 33,213 | $389.6K | 0.01% | −4,691−12.4% | Reduced |
| Graham Capital Management, L.P. | 35,588 | $417.4K | 0.01% | +6,841+23.8% | Added |
| Engineers Gate Manager LP | 36,312 | $425.9K | 0.01% | −5,633−13.4% | Reduced |
| Integrated Quantitative Investments LLC | 37,294 | $437.5K | 0.09% | +16,039+75.5% | Added |
| American Century Companies Inc | 38,777 | $454.9K | 0.00% | +5,035+14.9% | Added |
| Millennium Management LLC | 38,886 | $456.1K | 0.00% | −175,987−81.9% | Reduced |
| STRS Ohio | 42,000 | $492.7K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 42,716 | $501.1K | 0.00% | +42,716 | New |
| Invesco Ltd. | 42,896 | $503.2K | 0.00% | +2,116+5.2% | Added |
| Bridgeway Capital Management, LLC | 47,100 | $552.5K | 0.01% | +47,100 | New |
| Bank of America Corp | 48,847 | $573.0K | 0.00% | +14,692+43.0% | Added |
| Voya Investment Management LLC | 49,257 | $577.8K | 0.00% | +875+1.8% | Added |
| Squarepoint Ops LLC | 52,307 | $613.6K | 0.00% | +52,307 | New |
| UBS Group AG | 54,880 | $643.7K | 0.00% | −7,324−11.8% | Reduced |
| Perritt Capital Management Inc | 58,000 | $680.3K | 1.14% | +18,000+45.0% | Added |
| Sentinus, LLC | 58,000 | $680.3K | 0.07% | +58,000 | New |
| Point72 Asset Management, L.P. | 59,267 | $695.2K | 0.00% | +59,267 | New |
| SEI Investments Co | 59,557 | $698.6K | 0.00% | 00.0% | Unchanged |