Who owns Ooma (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OOMA is one-sided between 2026-Q1 and 2026-Q2: 64 added or opened and 12 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 2026-Q1 and 2026-Q2, across 161 tracked filers holding OOMA, 99 increased or opened the position and 61 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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
- Swedbank AB$5M
- Inspire Investing, LLC$3M
- OCCUDO QUANTITATIVE STRATEGIES LP$2M
- Informed Momentum Co LLC$1M
- FRANKLIN RESOURCES INC$716K
- Aquatic Capital Management LLC$682K
Full exits 7
- ACADIAN ASSET MANAGEMENT LLC$15M
- Trigran Investments, Inc.$13M
- Qube Research & Technologies Ltd$2M
- GSA CAPITAL PARTNERS LLP$887K
- LSV ASSET MANAGEMENT$809K
- Trexquant Investment LP$630K
Largest adds
- BlackRock, Inc.$14M
- GOLDMAN SACHS GROUP INC$12M
- MORGAN STANLEY$9M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- Hillsdale Investment Management Inc.$4M
Largest trims
- MARSHALL WACE, LLP$3M
- AWM Investment Company, Inc.$3M
- JANE STREET GROUP, LLC$559K
- MILLENNIUM MANAGEMENT LLC$480K
- Engineers Gate Manager LP$335K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,590,063 | $69M | 19.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,067,921 | $21M | 5.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 903,242 | $17M | 4.9% | 2026-Q2 |
| MORGAN STANLEY added | 891,750 | $17M | 4.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 776,003 | $15M | 4.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 641,350 | $12M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 639,444 | $12M | 3.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 565,222 | $11M | 3.1% | 2026-Q2 |
| STATE STREET CORP added | 559,995 | $11M | 3.0% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 530,300 | $10M | 2.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 417,723 | $8M | 2.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 377,590 | $7M | 2.0% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 348,010 | $7M | 1.9% | 2026-Q2 |
| Nuveen, LLC trimmed | 263,825 | $5M | 1.4% | 2026-Q2 |
| Swedbank AB new | 263,400 | $5M | 1.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 232,102 | $4M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 231,848 | $4M | 1.3% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 220,363 | $4M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 212,996 | $4M | 1.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 212,078 | $4M | 1.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 203,631 | $4M | 1.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 194,921 | $4M | 1.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 191,849 | $4M | 1.0% | 2026-Q2 |
| Creative Planning added | 191,175 | $4M | 1.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 184,883 | $4M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 182,792 | $4M | 1.0% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 177,039 | $3M | 1.0% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC trimmed | 176,970 | $3M | 1.0% | 2026-Q2 |
| NORGES BANK added | 176,500 | $3M | 1.0% | 2026-Q2 |
| AWM Investment Company, Inc. trimmed | 173,820 | $3M | 0.9% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 169,007 | $3M | 0.9% | 2026-Q2 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P trimmed | 155,000 | $3M | 0.8% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 151,552 | $3M | 0.8% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd | 150,000 | $3M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 140,575 | $3M | 0.8% | 2026-Q2 |
| Inspire Investing, LLC added | 130,464 | $3M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 120,444 | $2M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 119,654 | $2M | 0.6% | 2026-Q2 |
| UBS Group AG added | 103,372 | $2M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 102,530 | $2M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 97,558 | $2M | 0.5% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 80,001 | $2M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 78,848 | $2M | 0.4% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 78,786 | $2M | 0.4% | 2026-Q2 |
| Cornerstone Capital, Inc. | 75,000 | $1M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 74,738 | $1M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 72,557 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,537 | $1M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 69,780 | $1M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 64,736 | $1M | 0.4% | 2026-Q2 |
| Informed Momentum Co LLC new | 63,562 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 61,533 | $1M | 0.3% | 2026-Q2 |
| North Star Investment Management Corp. | 60,000 | $1M | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 57,100 | $1M | 0.3% | 2026-Q2 |
| Walleye Capital LLC added | 54,745 | $1M | 0.3% | 2026-Q2 |
| Magnetar Financial LLC added | 53,170 | $1M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 52,651 | $1M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 50,087 | $963K | 0.3% | 2026-Q2 |
| Man Group plc added | 45,702 | $878K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 43,687 | $840K | 0.2% | 2026-Q2 |
| Numerai GP LLC added | 42,645 | $820K | 0.2% | 2026-Q2 |
| STRS OHIO trimmed | 38,800 | $746K | 0.2% | 2026-Q2 |
| FMR LLC added | 38,623 | $742K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 38,419 | $738K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 37,269 | $716K | 0.2% | 2026-Q2 |
| Aquatic Capital Management LLC new | 35,478 | $682K | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 33,717 | $648K | 0.2% | 2026-Q2 |
| Verdad Advisers, LP added | 32,810 | $631K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 32,173 | $618K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 31,168 | $599K | 0.2% | 2026-Q2 |
| BARD ASSOCIATES INC added | 29,021 | $558K | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 28,585 | $549K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 28,290 | $412K | 0.1% | 2026-Q2 |
| State of Wyoming added | 26,944 | $518K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC new | 26,584 | $511K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 26,257 | $505K | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 26,084 | $501K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 25,710 | $494K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 25,655 | $493K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 25,641 | $493K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 25,523 | $491K | 0.1% | 2026-Q2 |
| Horizon Investment Services, LLC new | 23,365 | $449K | 0.1% | 2026-Q2 |
| Boston Partners added | 22,410 | $431K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 22,121 | $425K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 21,364 | $411K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 21,117 | $406K | 0.1% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC new | 21,039 | $404K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 20,108 | $386K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 19,226 | $370K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 18,754 | $360K | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 17,700 | $340K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 15,133 | $291K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 15,124 | $291K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 14,872 | $286K | 0.1% | 2026-Q2 |
| Cornerstone Investment Partners, LLC added | 14,324 | $275K | 0.1% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC trimmed | 13,925 | $268K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 13,853 | $266K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 13,453 | $259K | 0.1% | 2026-Q2 |
| Semanteon Capital Management, LP added | 13,035 | $251K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 12,679 | $244K | 0.1% | 2026-Q2 |
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.
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.