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Institutional Ownership · SEC Form 13F

Who owns Ooma, Inc. (OOMA)


Which tracked institutional funds hold OOMA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OOMA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

156
Institutional holders
19M
Shares held (tracked funds)
69.1%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on OOMA is one-sided between 2025-Q4 and 2026-Q1: 41 added or opened and 11 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OOMA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OOMA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in OOMA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 156 tracked filers holding OOMA, 96 increased or opened the position and 65 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OOMA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 9

  • VANGUARD CAPITAL MANAGEMENT LLC$16M
  • Hillsdale Investment Management Inc.$6M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$4M
  • VANGUARD FIDUCIARY TRUST CO$3M
  • JANE STREET GROUP, LLC$2M
  • LAZARD ASSET MANAGEMENT LLC$1M

Full exits 5

  • VANGUARD GROUP INC$18M
  • TWO SIGMA ADVISERS, LP$1M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$1M
  • Perritt Capital Management Inc$680K
  • Squarepoint Ops LLC$614K

Largest adds

  • BlackRock, Inc.$11M
  • RENAISSANCE TECHNOLOGIES LLC$4M
  • MARSHALL WACE, LLP$4M
  • ACADIAN ASSET MANAGEMENT LLC$3M
  • MORGAN STANLEY$2M
  • MACKENZIE FINANCIAL CORP$2M

Largest trims

  • Trigran Investments, Inc.$9M
  • Qube Research & Technologies Ltd$1M
  • Trexquant Investment LP$1M
  • HERALD INVESTMENT MANAGEMENT Ltd$865K
  • Rothschild Wealth LLC$465K
  • GSA CAPITAL PARTNERS LLP$421K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,747,622$55M18.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,090,539$16M5.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added1,046,329$15M5.1%2026-Q1
Trigran Investments, Inc. trimmed923,264$13M4.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added912,203$13M4.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added625,314$9M3.1%2026-Q1
MORGAN STANLEY added591,866$9M2.9%2026-Q1
JPMORGAN CHASE & CO trimmed567,206$8M2.7%2026-Q1
STATE STREET CORP added541,561$8M2.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP513,820$7M2.5%2026-Q1
MARSHALL WACE, LLP added455,994$7M2.2%2026-Q1
AWM Investment Company, Inc. trimmed411,108$6M2.0%2026-Q1
Hillsdale Investment Management Inc. added401,889$6M2.0%2026-Q1
GOLDMAN SACHS GROUP INC added387,484$6M1.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added379,007$6M1.9%2026-Q1
Nuveen, LLC added300,602$4M1.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new298,873$4M1.5%2026-Q1
MACKENZIE FINANCIAL CORP added294,343$4M1.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed244,499$4M1.2%2026-Q1
GLOBEFLEX CAPITAL L P220,363$3M1.1%2026-Q1
Assenagon Asset Management S.A. added206,481$3M1.0%2026-Q1
NORTHERN TRUST CORP added198,957$3M1.0%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed193,294$3M0.9%2026-Q1
Creative Planning added187,262$3M0.9%2026-Q1
AQR CAPITAL MANAGEMENT LLC added184,434$3M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new184,300$3M0.9%2026-Q1
PERKINS CAPITAL MANAGEMENT INC trimmed181,250$3M0.9%2026-Q1
NANO CAP NEW MILLENNIUM GROWTH FUND L P added168,000$2M0.8%2026-Q1
Russell Investments Group, Ltd. trimmed164,735$2M0.8%2026-Q1
HERALD INVESTMENT MANAGEMENT Ltd trimmed150,000$2M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed128,839$2M0.6%2026-Q1
Qube Research & Technologies Ltd trimmed122,890$2M0.6%2026-Q1
JANE STREET GROUP, LLC added119,703$2M0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added117,466$2M0.6%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed114,921$2M0.6%2026-Q1
BARCLAYS PLC trimmed101,858$1M0.5%2026-Q1
AMERIPRISE FINANCIAL INC added99,571$1M0.5%2026-Q1
Bank of New York Mellon Corp trimmed99,387$1M0.5%2026-Q1
LAZARD ASSET MANAGEMENT LLC added97,265$1M0.5%2026-Q1
Point72 Asset Management, L.P. added85,581$1M0.4%2026-Q1
HSBC HOLDINGS PLC trimmed83,155$1M0.4%2026-Q1
D. E. Shaw & Co., Inc. trimmed81,439$1M0.4%2026-Q1
Campbell & CO Investment Adviser LLC added77,943$1M0.4%2026-Q1
Cornerstone Capital, Inc. new75,000$1M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added73,846$1M0.4%2026-Q1
Quantinno Capital Management LP added70,703$1M0.3%2026-Q1
NORGES BANK75,900$994K0.3%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed60,971$887K0.3%2026-Q1
North Star Investment Management Corp. new60,000$873K0.3%2026-Q1
SEI INVESTMENTS CO added59,905$872K0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added59,547$866K0.3%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added57,100$831K0.3%2026-Q1
Engineers Gate Manager LP added56,998$829K0.3%2026-Q1
LSV ASSET MANAGEMENT added55,600$809K0.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed49,011$713K0.2%2026-Q1
Trexquant Investment LP trimmed43,301$630K0.2%2026-Q1
Invesco Ltd. added43,151$628K0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added41,166$599K0.2%2026-Q1
STRS OHIO trimmed40,800$594K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed39,459$574K0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed37,545$546K0.2%2026-Q1
Walleye Capital LLC added35,662$519K0.2%2026-Q1
MANGROVE PARTNERS IM, LLC added35,260$513K0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added33,684$490K0.2%2026-Q1
XTX Topco Ltd added31,638$460K0.2%2026-Q1
Amundi30,923$450K0.2%2026-Q1
UBS Group AG trimmed30,252$440K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed30,189$439K0.1%2026-Q1
BARD ASSOCIATES INC added27,740$404K0.1%2026-Q1
Jump Financial, LLC added27,500$400K0.1%2026-Q1
Integrated Quantitative Investments LLC trimmed23,519$342K0.1%2026-Q1
BAILARD, INC.23,000$335K0.1%2026-Q1
Numerai GP LLC new21,243$309K0.1%2026-Q1
Man Group plc added20,691$301K0.1%2026-Q1
Boston Partners trimmed19,453$283K0.1%2026-Q1
Verdad Advisers, LP new19,326$281K0.1%2026-Q1
Magnetar Financial LLC trimmed18,883$275K0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added18,426$268K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added18,124$264K0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH new17,400$253K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.21,390$251K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new16,207$236K0.1%2026-Q1
Rothschild Wealth LLC trimmed14,813$216K0.1%2026-Q1
VANGUARD GROUP INC added1,511,819$18M6.0%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed107,300$1M0.4%2025-Q4 stale
Cubist Systematic Strategies, LLC added100,619$1M0.4%2025-Q3 stale
LOS ANGELES CAPITAL MANAGEMENT LLC added108,028$1M0.4%2025-Q4 stale
Inspire Investing, LLC trimmed56,808$744K0.2%2025-Q1 stale
Perritt Capital Management Inc added58,000$680K0.2%2025-Q4 stale
PRUDENTIAL FINANCIAL INC trimmed53,490$641K0.2%2025-Q3 stale
Squarepoint Ops LLC trimmed52,307$614K0.2%2025-Q4 stale
ExodusPoint Capital Management, LP added34,138$440K0.1%2025-Q2 stale
Graham Capital Management, L.P. added35,588$417K0.1%2025-Q4 stale
Teton Advisors, Inc.30,000$387K0.1%2025-Q2 stale
AlphaQuest LLC added22,864$268K0.1%2025-Q4 stale
NewEdge Advisors, LLC added19,356$227K0.1%2025-Q4 stale
State of Tennessee, Department of Treasury18,760$225K0.1%2025-Q3 stale
PRELUDE CAPITAL MANAGEMENT, LLC added18,717$220K0.1%2025-Q4 stale
EntryPoint Capital, LLC added18,597$218K0.1%2025-Q4 stale
OCCUDO QUANTITATIVE STRATEGIES LP trimmed18,004$211K0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership