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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 8,197 | $119.3K | 0.04% | +626+8.3% | Added |
| Deutsche Bank AG | 8,098 | $117.8K | 0.00% | −12,499−60.7% | Reduced |
| New York State Common Retirement Fund | 7,203 | $104.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $98.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 6,580 | $95.7K | 0.02% | +6,580 | New |
| FMR LLC | 6,412 | $93.3K | 0.00% | +2,691+72.3% | Added |
| Legal & General Group Plc | 5,710 | $83.1K | 0.00% | −428−7.0% | Reduced |
| Kemnay Advisory Services Inc. | 5,683 | $82.7K | 0.01% | +636+12.6% | Added |
| UBS Asset Management Americas Inc | 4,765 | $69.3K | 0.00% | +3,821+404.8% | Added |
| Advisor Group Holdings, Inc. | 4,435 | $64.5K | 0.00% | −100−2.2% | Reduced |
| Covestor Ltd | 4,284 | $63.0K | 0.04% | −53−1.2% | Reduced |
| Versant Capital Management, Inc | 3,985 | $58.0K | 0.01% | +799+25.1% | Added |
| Royal Bank of Canada | 3,579 | $52.0K | 0.00% | −887−19.9% | Reduced |
| Meeder Asset Management Inc | 3,359 | $48.9K | 0.00% | +740+28.3% | Added |
| Ameritas Investment Partners, Inc. | 2,353 | $34.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,288 | $33.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,912 | $27.8K | 0.00% | −17,444−90.1% | Reduced |
| Citigroup Inc | 1,892 | $27.5K | 0.00% | −14,311−88.3% | Reduced |
| Federated Hermes, Inc. | 1,391 | $20.2K | 0.00% | −137−9.0% | Reduced |
| California State Teachers Retirement System | 1,373 | $20.0K | 0.00% | −188−12.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,342 | $19.5K | 0.00% | −609−31.2% | Reduced |
| Nisa Investment Advisors, LLC | 900 | $13.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 708 | $10.3K | 0.00% | −125−15.0% | Reduced |
| Smartleaf Asset Management LLC | 709 | $10.1K | 0.00% | +198+38.7% | Added |
| Quantbot Technologies LP | 691 | $10.1K | 0.00% | +691 | New |
| The PNC Financial Services Group, Inc. | 678 | $9.87K | 0.00% | +638+1,595.0% | Added |
| Signaturefd, LLC | 558 | $8.12K | 0.00% | +141+33.8% | Added |
| Allworth Financial LP | 500 | $7.28K | 0.00% | +360+257.1% | Added |
| Private Wealth Management Group, LLC | 398 | $5.79K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 326 | $4.74K | 0.00% | +268+462.1% | Added |
| Harbour Investments, Inc. | 282 | $4.10K | 0.00% | +182+182.0% | Added |
| SRS Capital Advisors, Inc. | 278 | $4.04K | 0.00% | +278 | New |
| Jones Financial Companies LLLP | 277 | $3.88K | 0.00% | +277 | New |
| EverSource Wealth Advisors, LLC | 238 | $3.46K | 0.00% | +183+332.7% | Added |
| Optiver Holding B.V. | 214 | $3.11K | 0.00% | −176−45.1% | Reduced |
| Rothschild Investment LLC | 190 | $2.77K | 0.00% | +135+245.5% | Added |
| Sterling Capital Management LLC | 165 | $2.40K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 139 | $2.02K | 0.00% | +139 | New |
| Johnson Financial Group, Inc. | 138 | $2.01K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 137 | $1.99K | 0.00% | −21−13.3% | Reduced |
| Massmutual Trust Co FSB | 124 | $1.80K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 102 | $1.48K | 0.00% | +102 | New |
| True Wealth Design, LLC | 101 | $1.47K | 0.00% | +73+260.7% | Added |
| JPL Wealth Management, LLC | 97 | $1.41K | 0.00% | +97 | New |
| Farther Finance Advisors, LLC | 64 | $948 | 0.00% | +49+326.7% | Added |
| Rockefeller Capital Management L.P. | 61 | $888 | 0.00% | +61 | New |
| Root Financial Partners, LLC | 54 | $786 | 0.00% | +54 | New |
| MAI Capital Management | 42 | $612 | 0.00% | +38+950.0% | Added |
| Torren Management, LLC | 31 | $451 | 0.00% | −85−73.3% | Reduced |
| Zions Bancorporation, National Association | 30 | $437 | 0.00% | +30 | New |
| IFP Advisors, Inc | 23 | $335 | 0.00% | +21+1,050.0% | Added |
| Advisory Services Network, LLC | 13 | $189 | 0.00% | +13 | New |
| Basecamp Wealth Advisors LLC | 12 | $175 | 0.00% | +12 | New |
| Wealth Preservation Advisors, LLC | 11 | $160 | 0.00% | +11 | New |
| Larson Financial Group LLC | 7 | $102 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $102 | 0.00% | +6+600.0% | Added |
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −107,300−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −108,028−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −52,307−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −35,588−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −22,864−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −18,717−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −18,597−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,004−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −17,939−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −17,803−100.0% | Sold out |
| Teton Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −12,806−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −12,491−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Perritt Capital Management Inc | – | – | – | – | Not filed |