OomaOOMA

13F holders, Q1 2024 (March 31)
96holders
4famous investors
$8.53avg. 13F price*

At the end of Q1 2024, 96 institutions reported holding Ooma Inc. (OOMA) in their 13F filings. The largest holders were Trigran Investments, Inc. ($34.8M), BlackRock Inc. ($30.4M) and AWM Investment Company, Inc. ($12.0M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Ooma Inc.
CUSIP
683416101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 96Q1 2024Q2 2024: 104Q2 2024Q3 2024: 116Q3 2024Q4 2024: 123Q4 2024Q1 2025: 128Q1 2025Q2 2025: 132Q2 2025Q3 2025: 133Q3 2025Q4 2025: 141Q4 2025Q1 2026: 157Q1 2026Q2 2026: 167Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$1.0M
Exits13$2.2M

Ownership 96 holders

Trigran Investments, Inc. 3.38% Add +1.2% 4,084,732 $34.8M
BlackRock Inc. 0.00% Add +4.5% 3,569,680 $30.4M
AWM Investment Company, Inc. 1.58% No change 1,409,948 $12.0M
Vanguard Group Inc. 0.00% Add +5.7% 1,266,320 $10.8M
Wellington Management Group LLP 0.00% Reduce -22.0% 972,444 $8.3M
Renaissance Technologies 0.01% Reduce -5.7% 812,103 $6.9M
Royce & Associates LP 0.06% Reduce -13.8% 760,052 $6.5M
Russell Investments Group, Ltd. 0.01% Add +37.4% 579,342 $4.9M
Geode Capital Management, LLC 0.00% Add +4.6% 504,269 $4.3M
Boston Partners 0.00% Add +382.5% 463,079 $3.9M
State Street Corp. 0.00% Add +0.8% 448,857 $3.8M
JPMorgan Chase & Co. 0.00% Add +29.5% 430,564 $3.7M
Acadian Asset Management LLC 0.01% Reduce -3.7% 381,287 $3.3M
Dimensional Fund Advisors LP 0.00% Reduce -0.7% 363,086 $3.1M
Morgan Stanley 0.00% Reduce -1.7% 309,702 $2.6M
HERALD INVESTMENT MANAGEMENT Ltd 0.36% No change 260,000 $2.2M
Northern Trust Corp. 0.00% Reduce -3.1% 205,957 $1.8M
Nuveen Asset Management, LLC 0.00% Reduce -4.7% 188,357 $1.6M
Perkins Capital Management Inc. 1.11% Add +7.7% 156,550 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -1.4% 144,982 $1.2M
Jacobs Levy Equity Management, Inc. 0.00% Reduce -0.2% 126,024 $1.1M
Assenagon Asset Management S.A. 0.00% No change 117,484 $1.0M
Bank of America Corp. 0.00% Add +62.8% 114,157 $974K
Goldman Sachs Group Inc. 0.00% Reduce -4.6% 100,467 $857K
Dana Investment Advisors, Inc. 0.02% Add +13.2% 80,755 $689K
Guggenheim Capital LLC 0.00% Add +41.6% 80,226 $684K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -2.0% 78,327 $668K
Norges Bank 0.00% No change 75,900 $647K
Two Sigma Investments, LP 0.00% Reduce -17.7% 74,479 $635K
Two Sigma Advisers, LP 0.00% Add +4.1% 71,600 $611K
Barclays PLC 0.00% Reduce -18.1% 70,815 $604K
Charles Schwab Investment Management Inc. 0.00% Reduce -36.2% 63,094 $538K
BNP Paribas Financial Markets 0.00% Add +31.8% 56,196 $479K
Ameriprise Financial Inc. 0.00% Reduce -2.7% 53,661 $458K
Petrus Trust Company, LTA 0.04% Add +13.4% 45,760 $390K
Envestnet Asset Management Inc. 0.00% Add +3.8% 42,540 $363K
Teton Advisors, Inc. 0.12% No change 40,000 $341K
Cornercap Investment Counsel Inc. 0.05% Reduce -1.7% 38,472 $328K
Citadel Advisors 0.00% New 36,085 $308K
UBS Group AG 0.00% Reduce -57.9% 32,487 $277K
Rhumbline Advisers 0.00% Add +0.6% 32,142 $274K
Walleye Capital LLC 0.00% Reduce -16.0% 31,509 $269K
Millennium Management 0.00% Add +4.1% 30,253 $258K
Voya Investment Management LLC 0.00% Reduce -5.1% 29,584 $252K
Campbell & CO Investment Adviser LLC 0.02% Reduce -12.4% 27,136 $231K
Pitcairn Co. 0.01% Add +30.5% 27,122 $231K
Perritt Capital Management Inc 0.12% No change 25,000 $213K
Panagora Asset Management Inc. 0.00% No change 24,855 $212K
State of Tennessee, Department of Treasury 0.00% Reduce -16.7% 23,528 $201K
Invesco Ltd. 0.00% New 23,213 $198K
State Board of Administration of Florida Retirement System 0.00% New 15,237 $191K
Allspring Global Investments Holdings, LLC 0.00% Reduce -48.3% 20,263 $173K
Paradigm Capital Management Inc. 0.01% No change 20,000 $171K
Martingale Asset Management L P 0.00% Reduce -7.0% 19,922 $170K
XTX Topco Ltd 0.02% New 17,099 $146K
Deutsche Bank AG 0.00% Add +8.7% 16,286 $139K
D. E. Shaw & Co. 0.00% Reduce -55.1% 15,833 $135K
HSBC Holdings PLC 0.00% Add +27.0% 15,162 $129K
Qube Research & Technologies Ltd 0.00% Reduce -12.2% 14,919 $127K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 10,025 $124K
Engineers Gate Manager LP 0.00% Reduce -9.5% 13,855 $118K
Corton Capital Inc. 0.04% Reduce -23.6% 13,677 $117K
Royal Bank of Canada 0.00% Reduce -36.9% 13,489 $115K
Alliancebernstein L.P. 0.00% Reduce -7.6% 13,250 $113K
IHT Wealth Management, LLC 0.00% No change 13,105 $112K
Merrion Investment Management Co, LLC 0.08% No change 12,578 $107K
PDT Partners, LLC 0.01% Add +7.0% 12,382 $106K
American International Group, Inc. 0.00% Reduce -0.8% 11,888 $101K
Sherbrooke Park Advisers LLC 0.02% New 11,633 $99K
Manufacturers Life Insurance Company, The 0.00% No change 10,320 $88K
Occudo Quantitative Strategies LP 0.02% Reduce -36.9% 10,204 $87K
New York State Common Retirement Fund 0.00% Add +16.0% 8,360 $71K
Wells Fargo & Company 0.00% Add +13.3% 8,213 $70K
MetLife Investment Management, LLC 0.00% Reduce -37.3% 8,073 $69K
Covestor Ltd 0.03% Add +52.7% 6,197 $53K
Walleye Trading LLC 0.00% New 5,317 $45K
Citigroup Inc. 0.00% Add +14.8% 4,022 $34K
Osaic Holdings, Inc. 0.00% Reduce -58.2% 3,400 $29K
Gladius Capital Management LP 0.03% New 3,209 $27K
Tower Research Capital LLC (TRC) 0.00% Reduce -50.5% 2,568 $22K
Legal & General Group Plc 0.00% No change 2,510 $21K
California State Teachers Retirement System 0.00% Reduce -38.9% 2,425 $21K
Ameritas Investment Partners, Inc. 0.00% No change 2,353 $20K
PNC Financial Services Group, Inc. 0.00% Reduce -0.4% 1,537 $13K
Lanark Financial, Inc. 0.00% No change 1,181 $11K
Metropolitan Life Insurance Co 0.00% No change 1,284 $11K
Huntington National Bank 0.00% Reduce -0.6% 1,234 $11K
Nisa Investment Advisors, LLC 0.00% No change 1,000 $9K
Amalgamated Bank 0.00% Reduce -77.0% 767 $7K
UMB Bank, n.a. 0.00% No change 775 $7K
FMR LLC 0.00% Reduce -99.4% 705 $6K
Avior Wealth Management, LLC 0.00% New 591 $5K
CIBC Private Wealth Group LLC 0.00% New 100 $850
First Horizon Advisors, Inc. 0.00% No change 88 $750
Institutional & Family Asset Management, LLC 0.00% No change 60 $512
Cwm, LLC 0.00% Reduce -85.2% 8 $0

"% of holder's portfolio" is OOMA's weight in each manager's 13F, not the share of Ooma Inc. the manager owns.