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, Q1 2026
Institutional positions in Ooma Inc as of Mar 31, 2026. 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
- 157
- +17 vs. Q4 2025
- Shares held
- 18.9M
- +1.51M (+8.7%) vs. Q4 2025
- Total value
- $274.4M
- +$70.5M (+34.6%) vs. Q4 2025
- New holders
- 37
- 58 more added
- Sold out
- 20
- 43 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $102 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $102 | 0.00% | +6+600.0% | Added |
| Wealth Preservation Advisors, LLC | 11 | $160 | 0.00% | +11 | New |
| Basecamp Wealth Advisors LLC | 12 | $175 | 0.00% | +12 | New |
| Advisory Services Network, LLC | 13 | $189 | 0.00% | +13 | New |
| IFP Advisors, Inc | 23 | $335 | 0.00% | +21+1,050.0% | Added |
| Zions Bancorporation, National Association | 30 | $437 | 0.00% | +30 | New |
| Torren Management, LLC | 31 | $451 | 0.00% | −85−73.3% | Reduced |
| MAI Capital Management | 42 | $612 | 0.00% | +38+950.0% | Added |
| Root Financial Partners, LLC | 54 | $786 | 0.00% | +54 | New |
| Rockefeller Capital Management L.P. | 61 | $888 | 0.00% | +61 | New |
| Farther Finance Advisors, LLC | 64 | $948 | 0.00% | +49+326.7% | Added |
| JPL Wealth Management, LLC | 97 | $1.41K | 0.00% | +97 | New |
| True Wealth Design, LLC | 101 | $1.47K | 0.00% | +73+260.7% | Added |
| Parallel Advisors, LLC | 102 | $1.48K | 0.00% | +102 | New |
| Massmutual Trust Co FSB | 124 | $1.80K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 137 | $1.99K | 0.00% | −21−13.3% | Reduced |
| Johnson Financial Group, Inc. | 138 | $2.01K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 139 | $2.02K | 0.00% | +139 | New |
| Sterling Capital Management LLC | 165 | $2.40K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 190 | $2.77K | 0.00% | +135+245.5% | Added |
| Optiver Holding B.V. | 214 | $3.11K | 0.00% | −176−45.1% | Reduced |
| EverSource Wealth Advisors, LLC | 238 | $3.46K | 0.00% | +183+332.7% | Added |
| Jones Financial Companies LLLP | 277 | $3.88K | 0.00% | +277 | New |
| SRS Capital Advisors, Inc. | 278 | $4.04K | 0.00% | +278 | New |
| Harbour Investments, Inc. | 282 | $4.10K | 0.00% | +182+182.0% | Added |
| GAMMA Investing LLC | 326 | $4.74K | 0.00% | +268+462.1% | Added |
| Private Wealth Management Group, LLC | 398 | $5.79K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $7.28K | 0.00% | +360+257.1% | Added |
| Signaturefd, LLC | 558 | $8.12K | 0.00% | +141+33.8% | Added |
| The PNC Financial Services Group, Inc. | 678 | $9.87K | 0.00% | +638+1,595.0% | Added |
| Quantbot Technologies LP | 691 | $10.1K | 0.00% | +691 | New |
| Smartleaf Asset Management LLC | 709 | $10.1K | 0.00% | +198+38.7% | Added |
| WealthCollab, LLC | 708 | $10.3K | 0.00% | −125−15.0% | Reduced |
| Nisa Investment Advisors, LLC | 900 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,342 | $19.5K | 0.00% | −609−31.2% | Reduced |
| California State Teachers Retirement System | 1,373 | $20.0K | 0.00% | −188−12.0% | Reduced |
| Federated Hermes, Inc. | 1,391 | $20.2K | 0.00% | −137−9.0% | Reduced |
| Citigroup Inc | 1,892 | $27.5K | 0.00% | −14,311−88.3% | Reduced |
| GWM Advisors LLC | 1,912 | $27.8K | 0.00% | −17,444−90.1% | Reduced |
| New York State Teachers Retirement System | 2,288 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $34.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,359 | $48.9K | 0.00% | +740+28.3% | Added |
| Royal Bank of Canada | 3,579 | $52.0K | 0.00% | −887−19.9% | Reduced |
| Versant Capital Management, Inc | 3,985 | $58.0K | 0.01% | +799+25.1% | Added |
| Covestor Ltd | 4,284 | $63.0K | 0.04% | −53−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,435 | $64.5K | 0.00% | −100−2.2% | Reduced |
| UBS Asset Management Americas Inc | 4,765 | $69.3K | 0.00% | +3,821+404.8% | Added |
| Kemnay Advisory Services Inc. | 5,683 | $82.7K | 0.01% | +636+12.6% | Added |
| Legal & General Group Plc | 5,710 | $83.1K | 0.00% | −428−7.0% | Reduced |
| FMR LLC | 6,412 | $93.3K | 0.00% | +2,691+72.3% | Added |
| Archer Investment Corp | 6,580 | $95.7K | 0.02% | +6,580 | New |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $98.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,203 | $104.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,098 | $117.8K | 0.00% | −12,499−60.7% | Reduced |
| Essential Partners LLC | 8,197 | $119.3K | 0.04% | +626+8.3% | Added |
| Virtus ETF Advisers LLC | 8,952 | $130.3K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 10,023 | $145.8K | 0.00% | +10,023 | New |
| Wells Fargo & Company | 10,212 | $148.6K | 0.00% | −18,543−64.5% | Reduced |
| Semanteon Capital Management, LP | 10,372 | $150.9K | 2.03% | +10,372 | New |
| Canada Pension Plan Investment Board | 10,600 | $154.2K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 10,881 | $158.3K | 0.02% | +10,881 | New |
| Vanguard Global Advisers, LLC | 11,070 | $161.1K | 0.00% | +11,070 | New |
| State of Wyoming | 11,566 | $168.3K | 0.02% | +122+1.1% | Added |
| PDT Partners, LLC | 11,618 | $169.0K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,635 | $169.3K | 0.00% | +11,635 | New |
| Ieq Capital, LLC | 11,873 | $172.8K | 0.00% | +11,873 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,108 | $176.2K | 0.00% | +294+2.5% | Added |
| HighTower Advisors, LLC | 12,148 | $176.8K | 0.00% | +12,148 | New |
| Brevan Howard Capital Management LP | 12,215 | $177.7K | 0.00% | −7,107−36.8% | Reduced |
| Susquehanna International Group, LLP | 12,374 | $180.0K | 0.00% | +12,374 | New |
| CWM, LLC | 13,295 | $193.4K | 0.00% | +8,895+202.2% | Added |
| Citadel Advisors LLC | 13,534 | $196.9K | 0.00% | +13,534 | New |
| MetLife Investment Management | 13,723 | $199.7K | 0.00% | +274+2.0% | Added |
| Sentinus, LLC | 14,813 | $215.5K | 0.02% | −43,187−74.5% | Reduced |
| Mercer Global Advisors Inc | 16,207 | $235.8K | 0.00% | +16,207 | New |
| Alliancebernstein L.P. | 21,390 | $250.9K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,400 | $253.2K | 0.00% | +17,400 | New |
| Price T Rowe Associates Inc | 18,124 | $264.0K | 0.00% | +4,548+33.5% | Added |
| State Board of Administration of Florida Retirement System | 18,426 | $268.1K | 0.00% | +18,426 | New |
| Magnetar Financial LLC | 18,883 | $274.7K | 0.00% | +18,883 | New |
| Verdad Advisers, LP | 19,326 | $281.2K | 0.32% | +19,326 | New |
| Boston Partners | 19,453 | $283.0K | 0.00% | −755−3.7% | Reduced |
| Man Group plc | 20,691 | $301.1K | 0.00% | +2,618+14.5% | Added |
| Numerai GP LLC | 21,243 | $309.1K | 0.03% | +21,243 | New |
| Bailard, Inc. | 23,000 | $334.6K | 0.01% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 23,519 | $342.2K | 0.06% | −13,775−36.9% | Reduced |
| Jump Financial, LLC | 27,500 | $400.1K | 0.01% | +27,500 | New |
| Bard Associates Inc | 27,740 | $403.6K | 0.10% | +2,017+7.8% | Added |
| Rhumbline Advisers | 30,189 | $439.2K | 0.00% | −371−1.2% | Reduced |
| UBS Group AG | 30,252 | $440.2K | 0.00% | −24,628−44.9% | Reduced |
| Amundi | 30,923 | $449.9K | 0.00% | – | – |
| XTX Topco Ltd | 31,638 | $460.3K | 0.01% | +13,650+75.9% | Added |
| Martingale Asset Management L P | 33,684 | $490.1K | 0.01% | +471+1.4% | Added |
| Mangrove Partners | 35,260 | $513.0K | 0.04% | +20,556+139.8% | Added |
| Walleye Capital LLC | 35,662 | $518.9K | 0.00% | +13,829+63.3% | Added |
| Victory Capital Management Inc | 37,545 | $546.3K | 0.00% | −5,171−12.1% | Reduced |
| Bank of America Corp | 39,459 | $574.1K | 0.00% | −9,388−19.2% | Reduced |
| STRS Ohio | 40,800 | $593.6K | 0.00% | −1,200−2.9% | Reduced |