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 15 sales; 167 institutions reported holding it in 13F filings for Q2 2026, worth $380.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Ooma Inc as of Jun 30, 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
- 167
- +11 vs. Q1 2026
- Shares held
- 19.8M
- +943.7K (+5.0%) vs. Q1 2026
- Total value
- $380.7M
- +$106.5M (+38.8%) vs. Q1 2026
- New holders
- 28
- 72 more added
- Sold out
- 17
- 39 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ooma Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 6 | $115 | 0.00% | +6 | New |
| Larson Financial Group LLC | 7 | $135 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $135 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $135 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 19 | $365 | 0.00% | +7+58.3% | Added |
| IFP Advisors, Inc | 22 | $423 | 0.00% | −1−4.3% | Reduced |
| Zions Bancorporation, National Association | 30 | $577 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 31 | $596 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 35 | $673 | 0.00% | +35 | New |
| C M Bidwell & Associates Ltd | 56 | $1.08K | 0.00% | +56 | New |
| Farther Finance Advisors, LLC | 80 | $1.54K | 0.00% | +16+25.0% | Added |
| Sterling Capital Management LLC | 90 | $1.73K | 0.00% | −75−45.5% | Reduced |
| Optiver Holding B.V. | 94 | $1.81K | 0.00% | −120−56.1% | Reduced |
| JPL Wealth Management, LLC | 97 | $1.86K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 100 | $1.92K | 0.00% | −37−27.0% | Reduced |
| True Wealth Design, LLC | 107 | $2.06K | 0.00% | +6+5.9% | Added |
| Picton Mahoney Asset Management | 114 | $2.19K | 0.00% | +114 | New |
| Massmutual Trust Co FSB | 124 | $2.38K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 138 | $2.65K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 139 | $2.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 139 | $2.67K | 0.00% | +37+36.3% | Added |
| Rothschild Investment LLC | 198 | $3.81K | 0.00% | +8+4.2% | Added |
| EverSource Wealth Advisors, LLC | 250 | $4.80K | 0.00% | +12+5.0% | Added |
| Jones Financial Companies LLLP | 277 | $5.11K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 338 | $6.50K | 0.00% | −220−39.4% | Reduced |
| GAMMA Investing LLC | 338 | $6.50K | 0.00% | +12+3.7% | Added |
| California State Teachers Retirement System | 354 | $6.80K | 0.00% | −1,019−74.2% | Reduced |
| Private Wealth Management Group, LLC | 398 | $7.65K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 464 | $8.92K | 0.00% | +182+64.5% | Added |
| Group One Trading, L.P. | 543 | $10.4K | 0.00% | +543 | New |
| McGuire Capital Advisors Inc | 585 | $11.2K | 0.01% | +585 | New |
| Allworth Financial LP | 617 | $11.9K | 0.00% | +117+23.4% | Added |
| The PNC Financial Services Group, Inc. | 664 | $12.8K | 0.00% | −14−2.1% | Reduced |
| WealthCollab, LLC | 708 | $13.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 709 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,492 | $28.7K | 0.00% | +150+11.2% | Added |
| Federated Hermes, Inc. | 1,547 | $29.7K | 0.00% | +156+11.2% | Added |
| Nisa Investment Advisors, LLC | 1,709 | $32.8K | 0.00% | +809+89.9% | Added |
| GWM Advisors LLC | 1,881 | $36.2K | 0.00% | −31−1.6% | Reduced |
| New York State Teachers Retirement System | 2,288 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,353 | $45.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,623 | $50.4K | 0.00% | −3,087−54.1% | Reduced |
| Versant Capital Management, Inc | 3,985 | $76.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,062 | $78.1K | 0.00% | +3,784+1,361.2% | Added |
| Covestor Ltd | 4,434 | $86.0K | 0.05% | +150+3.5% | Added |
| UBS Asset Management Americas Inc | 4,765 | $91.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,376 | $103.0K | 0.00% | +1,797+50.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,765 | $130.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,203 | $138.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,085 | $155.4K | 0.00% | +3,650+82.3% | Added |
| Essential Partners LLC | 8,106 | $155.8K | 0.07% | −91−1.1% | Reduced |
| Virtus ETF Advisers LLC | 9,177 | $176.4K | 0.07% | +225+2.5% | Added |
| Inceptionr LLC | 10,025 | $192.7K | 0.05% | +10,025 | New |
| Canada Pension Plan Investment Board | 10,600 | $203.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,633 | $204.4K | 0.00% | +610+6.1% | Added |
| Brevan Howard Capital Management LP | 11,190 | $215.1K | 0.00% | −1,025−8.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,761 | $217.2K | 0.00% | +10,761 | New |
| PDT Partners, LLC | 11,618 | $223.3K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 11,641 | $223.7K | 0.34% | +11,641 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,841 | $227.6K | 0.00% | −267−2.2% | Reduced |
| Graham Capital Management, L.P. | 12,579 | $241.8K | 0.01% | +12,579 | New |
| Squarepoint Ops LLC | 12,679 | $243.7K | 0.00% | +12,679 | New |
| Semanteon Capital Management, LP | 13,035 | $250.5K | 1.13% | +2,663+25.7% | Added |
| Vanguard Global Advisers, LLC | 13,453 | $258.6K | 0.00% | +2,383+21.5% | Added |
| Sentinus, LLC | 13,853 | $266.3K | 0.02% | −960−6.5% | Reduced |
| Mangrove Partners | 13,925 | $267.6K | 0.02% | −21,335−60.5% | Reduced |
| Cornerstone Investment Partners, LLC | 14,324 | $275.3K | 0.01% | +14,324 | New |
| Citigroup Inc | 14,872 | $285.8K | 0.00% | +12,980+686.0% | Added |
| Jump Financial, LLC | 15,124 | $290.7K | 0.00% | −12,376−45.0% | Reduced |
| MetLife Investment Management | 15,133 | $290.9K | 0.00% | +1,410+10.3% | Added |
| Bailard, Inc. | 17,700 | $340.2K | 0.01% | −5,300−23.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,754 | $360.5K | 0.01% | +18,754 | New |
| Quadrature Capital Ltd | 19,226 | $369.5K | 0.00% | +7,591+65.2% | Added |
| Millennium Management LLC | 20,108 | $386.5K | 0.00% | −39,439−66.2% | Reduced |
| Polen Capital Management LLC | 21,039 | $404.4K | 0.00% | +21,039 | New |
| Price T Rowe Associates Inc | 21,117 | $406.0K | 0.00% | +2,993+16.5% | Added |
| Quantbot Technologies LP | 21,364 | $410.6K | 0.02% | +20,673+2,991.8% | Added |
| Alliancebernstein L.P. | 28,290 | $411.6K | 0.00% | +6,900+32.3% | Added |
| SG Americas Securities, LLC | 21,871 | $420.0K | 0.00% | +21,871 | New |
| Mercer Global Advisors Inc | 22,121 | $425.2K | 0.00% | +5,914+36.5% | Added |
| Boston Partners | 22,410 | $430.7K | 0.00% | +2,957+15.2% | Added |
| Horizon Investment Services, LLC | 23,365 | $449.1K | 0.12% | +23,365 | New |
| Deutsche Bank AG | 25,523 | $490.6K | 0.00% | +17,425+215.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,641 | $492.8K | 0.00% | +8,241+47.4% | Added |
| Schonfeld Strategic Advisors LLC | 25,655 | $493.1K | 0.00% | +25,655 | New |
| Engineers Gate Manager LP | 25,710 | $494.1K | 0.01% | −31,288−54.9% | Reduced |
| Integrated Quantitative Investments LLC | 26,084 | $501.3K | 0.08% | +2,565+10.9% | Added |
| Simplex Trading, LLC | 26,257 | $504.7K | 0.01% | +26,257 | New |
| Gsa Capital Partners LLP | 26,368 | $507.0K | 0.03% | −34,603−56.8% | Reduced |
| AlphaCore Capital LLC | 26,584 | $510.9K | 0.01% | +26,584 | New |
| State of Wyoming | 26,944 | $517.9K | 0.05% | +15,378+133.0% | Added |
| Susquehanna Fundamental Investments, LLC | 28,585 | $549.4K | 0.01% | +28,585 | New |
| Bard Associates Inc | 29,021 | $557.8K | 0.12% | +1,281+4.6% | Added |
| Amundi | 30,923 | $594.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 31,168 | $599.0K | 0.00% | +979+3.2% | Added |
| Citadel Advisors LLC | 32,173 | $618.4K | 0.00% | +18,639+137.7% | Added |
| Verdad Advisers, LP | 32,810 | $630.6K | 0.60% | +13,484+69.8% | Added |
| Martingale Asset Management L P | 33,717 | $648.0K | 0.02% | +33+0.1% | Added |
| Aquatic Capital Management LLC | 35,478 | $681.9K | 0.02% | +35,478 | New |