OomaOOMA
13F holders, Q2 2024 (June 30)104holders +8
24new positions
18sold out
4famous investors
$9.93avg. 13F price*
At the end of Q2 2024, 104 institutions reported holding Ooma Inc. (OOMA) in their 13F filings, up 8 from Q1 2024. 24 opened new positions and 18 sold out. The largest holders were Trigran Investments, Inc. ($40.8M), BlackRock Inc. ($38.4M) and AWM Investment Company, Inc. ($12.8M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $2.6M |
| Exits | 18 | $2.9M |
All 13F filers, Q1 2024 → Q2 2024: 1,976,897 shares bought and 1,951,752 shares sold, net +25,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Trigran Investments, Inc. | 4.27% | Add +0.7% | 4,111,118 | $40.8M |
| BlackRock Inc. | 0.00% | Add +8.3% | 3,864,325 | $38.4M |
| AWM Investment Company, Inc. | 1.73% | Reduce -8.4% | 1,291,468 | $12.8M |
| Vanguard Group Inc. | 0.00% | Reduce -2.0% | 1,240,707 | $12.3M |
| Renaissance Technologies | 0.01% | Add +4.1% | 845,203 | $8.4M |
| Boston Partners | 0.01% | Add +45.0% | 671,242 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +44.1% | 620,486 | $6.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.0% | 550,361 | $5.5M |
| Geode Capital Management, LLC | 0.00% | Add +7.5% | 541,835 | $5.4M |
| Acadian Asset Management LLC | 0.02% | Add +40.4% | 535,404 | $5.3M |
| State Street Corp. | 0.00% | Add +3.0% | 462,497 | $4.6M |
| Morgan Stanley | 0.00% | Add +34.7% | 417,188 | $4.1M |
| Royce & Associates LP | 0.04% | Reduce -47.8% | 396,904 | $3.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -18.7% | 295,069 | $2.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.42% | No change | 260,000 | $2.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +14.8% | 216,307 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 208,949 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +97.0% | 197,968 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | Add +64.8% | 193,645 | $1.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +41.5% | 178,315 | $1.8M |
| Citadel Advisors | 0.00% | Add +340.9% | 159,102 | $1.6M |
| Perkins Capital Management Inc. | 1.45% | Reduce -1.1% | 154,800 | $1.5M |
| Bank of America Corp. | 0.00% | Add +25.0% | 142,674 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.9% | 127,698 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +23.2% | 96,534 | $959K |
| Two Sigma Investments, LP | 0.00% | Add +16.3% | 86,582 | $860K |
| Norges Bank | 0.00% | No change | 75,900 | $754K |
| Barclays PLC | 0.00% | Add +5.3% | 74,562 | $740K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.3% | 67,691 | $672K |
| Ameriprise Financial Inc. | 0.00% | Add +23.6% | 66,302 | $658K |
| Two Sigma Advisers, LP | 0.00% | Reduce -9.6% | 64,700 | $642K |
| Guggenheim Capital LLC | 0.00% | Reduce -19.4% | 64,698 | $642K |
| Petrus Trust Company, LTA | 0.06% | Add +40.9% | 64,478 | $640K |
| Millennium Management | 0.00% | Add +103.9% | 61,676 | $612K |
| Bridgeway Capital Management, LLC | 0.01% | New | 55,000 | $546K |
| Martingale Asset Management L P | 0.01% | Add +128.6% | 45,537 | $452K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +52.6% | 41,400 | $411K |
| Teton Advisors, Inc. | 0.17% | No change | 40,000 | $397K |
| Jane Street Group, LLC | 0.00% | New | 39,729 | $395K |
| Invesco Ltd. | 0.00% | Add +69.2% | 39,279 | $390K |
| Wellington Management Group LLP | 0.00% | Reduce -96.0% | 38,793 | $385K |
| Rhumbline Advisers | 0.00% | Add +17.1% | 37,636 | $374K |
| Gsa Capital Partners LLP | 0.02% | New | 35,266 | $350K |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.8% | 33,845 | $336K |
| Perritt Capital Management Inc | 0.17% | Add +28.0% | 32,000 | $318K |
| Voya Investment Management LLC | 0.00% | Add +1.5% | 30,018 | $298K |
| HSBC Holdings PLC | 0.00% | Add +93.3% | 29,312 | $281K |
| Walleye Capital LLC | 0.00% | Reduce -13.3% | 27,302 | $271K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +33.2% | 26,995 | $268K |
| UBS Group AG | 0.00% | Reduce -23.1% | 24,999 | $248K |
| Engineers Gate Manager LP | 0.01% | Add +79.7% | 24,898 | $247K |
| Mackenzie Financial Corp. | 0.00% | New | 24,015 | $238K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 23,528 | $234K |
| Qube Research & Technologies Ltd | 0.00% | Add +38.0% | 20,584 | $204K |
| Corton Capital Inc. | 0.11% | Add +50.4% | 20,575 | $204K |
| D. E. Shaw & Co. | 0.00% | Add +11.1% | 17,590 | $175K |
| Alliancebernstein L.P. | 0.00% | Add +25.2% | 16,590 | $165K |
| Occudo Quantitative Strategies LP | 0.02% | Add +37.3% | 14,008 | $139K |
| Globeflex Capital L P | 0.01% | New | 13,474 | $134K |
| MetLife Investment Management, LLC | 0.00% | Add +65.1% | 13,331 | $132K |
| Corebridge Financial, Inc. | 0.00% | — | 13,288 | $132K |
| Verition Fund Management LLC | 0.00% | New | 13,155 | $131K |
| IHT Wealth Management, LLC | 0.00% | No change | 13,105 | $130K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 13,016 | $129K |
| Sherbrooke Park Advisers LLC | 0.02% | Add +10.5% | 12,857 | $128K |
| Merrion Investment Management Co, LLC | 0.09% | No change | 12,578 | $125K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 12,015 | $119K |
| Susquehanna International Group, LLP | 0.00% | New | 11,615 | $115K |
| Wells Fargo & Company | 0.00% | Add +39.4% | 11,449 | $114K |
| Quadrature Capital Ltd | 0.00% | New | 11,410 | $114K |
| Jump Financial, LLC | 0.00% | New | 11,124 | $110K |
| Bailard, Inc. | 0.00% | New | 10,900 | $108K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.1% | 10,850 | $108K |
| Bank of Montreal | 0.00% | New | 10,388 | $103K |
| Public Employees Retirement System of Ohio | 0.00% | New | 9,100 | $90K |
| New York State Common Retirement Fund | 0.00% | Reduce -13.8% | 7,203 | $72K |
| Royal Bank of Canada | 0.00% | Reduce -55.2% | 6,046 | $60K |
| Covestor Ltd | 0.04% | Reduce -6.5% | 5,794 | $58K |
| Citigroup Inc. | 0.00% | Add +37.3% | 5,523 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +97.7% | 5,076 | $50K |
| Osaic Holdings, Inc. | 0.00% | Add +47.1% | 5,000 | $50K |
| Walleye Trading LLC | 0.00% | Reduce -42.1% | 3,076 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,353 | $23K |
| FMR LLC | 0.00% | Add +226.4% | 2,301 | $23K |
| Legal & General Group Plc | 0.00% | Reduce -15.3% | 2,125 | $21K |
| Cwm, LLC | 0.00% | Add +23425.0% | 1,882 | $19K |
| California State Teachers Retirement System | 0.00% | Reduce -26.2% | 1,790 | $18K |
| Picton Mahoney Asset Management | 0.00% | New | 1,260 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | Add +9.5% | 1,095 | $11K |
| Amalgamated Bank | 0.00% | No change | 767 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -32.1% | 526 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 386 | $4K |
| Summit Securities Group LLC | 0.00% | New | 428 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 398 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 300 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 124 | $1K |
| Simplex Trading, LLC | 0.00% | New | 161 | $1K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 60 | $596 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -97.2% | 43 | $427 |
| Quadrant Capital Group LLC | 0.00% | New | 23 | $229 |
| Innealta Capital, LLC | 0.00% | New | 23 | $228 |
| Rothschild Investment LLC | 0.00% | New | 15 | $149 |
| Farther Finance Advisors, LLC | 0.00% | New | 14 | $128 |
| Huntington National Bank | 0.00% | Reduce -99.9% | 1 | $10 |
"% of holder's portfolio" is OOMA's weight in each manager's 13F, not the share of Ooma Inc. the manager owns.