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 |
|---|---|---|---|---|---|
| CWM, LLC | 4,400 | $52.0K | 0.00% | +1,378+45.6% | Added |
| Covestor Ltd | 4,337 | $51.0K | 0.03% | −685−13.6% | Reduced |
| FMR LLC | 3,721 | $43.6K | 0.00% | −271−6.8% | Reduced |
| Versant Capital Management, Inc | 3,186 | $37.4K | 0.00% | +597+23.1% | Added |
| IFC & Insurance Marketing, Inc. | 2,865 | $34.0K | 0.03% | +2,865 | New |
| Meeder Asset Management Inc | 2,619 | $30.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $27.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,288 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,951 | $22.9K | 0.00% | −237−10.8% | Reduced |
| California State Teachers Retirement System | 1,561 | $18.3K | 0.00% | −303−16.3% | Reduced |
| Federated Hermes, Inc. | 1,528 | $17.9K | 0.00% | −485−24.1% | Reduced |
| Quarry LP | 946 | $11.1K | 0.00% | −5,462−85.2% | Reduced |
| UBS Asset Management Americas Inc | 944 | $11.1K | 0.00% | +944 | New |
| Nisa Investment Advisors, LLC | 900 | $10.6K | 0.00% | +59+7.0% | Added |
| LSV Asset Management | 821 | $10.0K | 0.00% | +821 | New |
| WealthCollab, LLC | 833 | $9.77K | 0.00% | +833 | New |
| Amalgamated Bank | 797 | $9.00K | 0.00% | −67−7.8% | Reduced |
| Smartleaf Asset Management LLC | 511 | $5.93K | 0.00% | −198−27.9% | Reduced |
| Cygnus Capital Advisors, LLC | 444 | $5.00K | 0.00% | +444 | New |
| Signaturefd, LLC | 417 | $4.89K | 0.00% | +376+917.1% | Added |
| Private Wealth Management Group, LLC | 398 | $4.67K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 390 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 165 | $1.94K | 0.00% | +104+170.5% | Added |
| Advisors Asset Management, Inc. | 158 | $1.85K | 0.00% | −43−21.4% | Reduced |
| Allworth Financial LP | 140 | $1.64K | 0.00% | +107+324.2% | Added |
| Johnson Financial Group, Inc. | 138 | $1.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $1.46K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 116 | $1.36K | 0.00% | +116 | New |
| Harbour Investments, Inc. | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 58 | $680 | 0.00% | +58 | New |
| Rothschild Investment LLC | 55 | $645 | 0.00% | +15+37.5% | Added |
| EverSource Wealth Advisors, LLC | 55 | $645 | 0.00% | +19+52.8% | Added |
| The PNC Financial Services Group, Inc. | 40 | $469 | 0.00% | +21+110.5% | Added |
| True Wealth Design, LLC | 28 | $329 | 0.00% | −51−64.6% | Reduced |
| Private Wealth Asset Management, LLC | 19 | $223 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $176 | 0.00% | +1+7.1% | Added |
| Larson Financial Group LLC | 7 | $82 | 0.00% | +7 | New |
| MAI Capital Management | 4 | $47 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 3 | $36 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $23 | 0.00% | −2−50.0% | Reduced |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $12 | 0.00% | +1 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −107,921−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −73,604−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −65,775−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −53,490−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −18,760−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,402−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −12,637−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |