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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,747,622 | $55M | 18.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,090,539 | $16M | 5.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,046,329 | $15M | 5.1% | 2026-Q1 |
| Trigran Investments, Inc. trimmed | 923,264 | $13M | 4.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 912,203 | $13M | 4.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 625,314 | $9M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 591,866 | $9M | 2.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 567,206 | $8M | 2.7% | 2026-Q1 |
| STATE STREET CORP added | 541,561 | $8M | 2.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 513,820 | $7M | 2.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 455,994 | $7M | 2.2% | 2026-Q1 |
| AWM Investment Company, Inc. trimmed | 411,108 | $6M | 2.0% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 401,889 | $6M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 387,484 | $6M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 379,007 | $6M | 1.9% | 2026-Q1 |
| Nuveen, LLC added | 300,602 | $4M | 1.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 298,873 | $4M | 1.5% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 294,343 | $4M | 1.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 244,499 | $4M | 1.2% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 220,363 | $3M | 1.1% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 206,481 | $3M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 198,957 | $3M | 1.0% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 193,294 | $3M | 0.9% | 2026-Q1 |
| Creative Planning added | 187,262 | $3M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 184,434 | $3M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 184,300 | $3M | 0.9% | 2026-Q1 |
| PERKINS CAPITAL MANAGEMENT INC trimmed | 181,250 | $3M | 0.9% | 2026-Q1 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 168,000 | $2M | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 164,735 | $2M | 0.8% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 150,000 | $2M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 128,839 | $2M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 122,890 | $2M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 119,703 | $2M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 117,466 | $2M | 0.6% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 114,921 | $2M | 0.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 101,858 | $1M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 99,571 | $1M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 99,387 | $1M | 0.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 97,265 | $1M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 85,581 | $1M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 83,155 | $1M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 81,439 | $1M | 0.4% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 77,943 | $1M | 0.4% | 2026-Q1 |
| Cornerstone Capital, Inc. new | 75,000 | $1M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 73,846 | $1M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 70,703 | $1M | 0.3% | 2026-Q1 |
| NORGES BANK | 75,900 | $994K | 0.3% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 60,971 | $887K | 0.3% | 2026-Q1 |
| North Star Investment Management Corp. new | 60,000 | $873K | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 59,905 | $872K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 59,547 | $866K | 0.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 57,100 | $831K | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 56,998 | $829K | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 55,600 | $809K | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 49,011 | $713K | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 43,301 | $630K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 43,151 | $628K | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 41,166 | $599K | 0.2% | 2026-Q1 |
| STRS OHIO trimmed | 40,800 | $594K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 39,459 | $574K | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 37,545 | $546K | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 35,662 | $519K | 0.2% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC added | 35,260 | $513K | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 33,684 | $490K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 31,638 | $460K | 0.2% | 2026-Q1 |
| Amundi | 30,923 | $450K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 30,252 | $440K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 30,189 | $439K | 0.1% | 2026-Q1 |
| BARD ASSOCIATES INC added | 27,740 | $404K | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 27,500 | $400K | 0.1% | 2026-Q1 |
| Integrated Quantitative Investments LLC trimmed | 23,519 | $342K | 0.1% | 2026-Q1 |
| BAILARD, INC. | 23,000 | $335K | 0.1% | 2026-Q1 |
| Numerai GP LLC new | 21,243 | $309K | 0.1% | 2026-Q1 |
| Man Group plc added | 20,691 | $301K | 0.1% | 2026-Q1 |
| Boston Partners trimmed | 19,453 | $283K | 0.1% | 2026-Q1 |
| Verdad Advisers, LP new | 19,326 | $281K | 0.1% | 2026-Q1 |
| Magnetar Financial LLC trimmed | 18,883 | $275K | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 18,426 | $268K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,124 | $264K | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 17,400 | $253K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 21,390 | $251K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 16,207 | $236K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 14,813 | $216K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,511,819 | $18M | 6.0% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 107,300 | $1M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 100,619 | $1M | 0.4% | 2025-Q3 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 108,028 | $1M | 0.4% | 2025-Q4 stale |
| Inspire Investing, LLC trimmed | 56,808 | $744K | 0.2% | 2025-Q1 stale |
| Perritt Capital Management Inc added | 58,000 | $680K | 0.2% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 53,490 | $641K | 0.2% | 2025-Q3 stale |
| Squarepoint Ops LLC trimmed | 52,307 | $614K | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 34,138 | $440K | 0.1% | 2025-Q2 stale |
| Graham Capital Management, L.P. added | 35,588 | $417K | 0.1% | 2025-Q4 stale |
| Teton Advisors, Inc. | 30,000 | $387K | 0.1% | 2025-Q2 stale |
| AlphaQuest LLC added | 22,864 | $268K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 19,356 | $227K | 0.1% | 2025-Q4 stale |
| State of Tennessee, Department of Treasury | 18,760 | $225K | 0.1% | 2025-Q3 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 18,717 | $220K | 0.1% | 2025-Q4 stale |
| EntryPoint Capital, LLC added | 18,597 | $218K | 0.1% | 2025-Q4 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 18,004 | $211K | 0.1% | 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.
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.