OomaOOMA

13F holders, Q3 2024 (September 30)
116holders +12
26new positions
14sold out
4famous investors
$11.39avg. 13F price*

At the end of Q3 2024, 116 institutions reported holding Ooma Inc. (OOMA) in their 13F filings, up 12 from Q2 2024. 26 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($44.4M), Trigran Investments, Inc. ($43.6M) and AWM Investment Company, Inc. ($14.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions26$4.6M
Exits14$6.4M

All 13F filers, Q2 2024 → Q3 2024: 1,100,378 shares bought and 1,393,419 shares sold, net −293,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

BlackRock, Inc. 0.00% — 3,900,749 $44.4M
Trigran Investments, Inc. 4.77% Reduce -7.0% 3,824,279 $43.6M
AWM Investment Company, Inc. 1.77% Reduce -0.5% 1,284,580 $14.6M
Vanguard Group Inc. 0.00% Add +2.2% 1,267,478 $14.4M
Renaissance Technologies 0.01% Reduce -2.6% 822,903 $9.4M
JPMorgan Chase & Co. 0.00% Reduce -3.9% 596,602 $6.8M
Acadian Asset Management LLC 0.02% Add +10.8% 593,401 $6.8M
Boston Partners 0.01% Reduce -13.3% 581,924 $6.6M
Geode Capital Management, LLC 0.00% Add +0.9% 546,518 $6.2M
State Street Corp. 0.00% Add +2.9% 475,737 $5.4M
Russell Investments Group, Ltd. 0.01% Reduce -18.4% 448,920 $5.1M
Morgan Stanley 0.00% Reduce -10.2% 374,511 $4.3M
Dimensional Fund Advisors LP 0.00% Add +4.2% 307,515 $3.5M
Nuveen Asset Management, LLC 0.00% Add +28.5% 277,897 $3.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.51% No change 260,000 $3.0M
Goldman Sachs Group Inc. 0.00% Add +11.4% 220,471 $2.5M
Northern Trust Corp. 0.00% Reduce -2.1% 204,472 $2.3M
Jacobs Levy Equity Management, Inc. 0.01% Add +0.8% 179,679 $2.0M
Millennium Management 0.00% Add +189.5% 178,571 $2.0M
Perkins Capital Management Inc. 1.80% Add +8.6% 168,100 $1.9M
Assenagon Asset Management S.A. 0.00% Reduce -15.0% 164,648 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +69.1% 163,212 $1.9M
Ameriprise Financial Inc. 0.00% Add +137.4% 157,399 $1.8M
Bank of America Corp. 0.00% Reduce -1.2% 140,991 $1.6M
Citadel Advisors 0.00% Reduce -35.4% 102,821 $1.2M
Barclays PLC 0.00% Add +32.7% 98,964 $1.1M
Bank of New York Mellon Corp 0.00% Reduce -22.6% 98,906 $1.1M
Two Sigma Investments, LP 0.00% Reduce -0.7% 85,952 $979K
Norges Bank 0.00% No change 75,900 $865K
Two Sigma Advisers, LP 0.00% Add +11.9% 72,400 $825K
Charles Schwab Investment Management Inc. 0.00% Add +4.6% 70,829 $807K
Arrowstreet Capital, Limited Partnership 0.00% New 65,771 $749K
Martingale Asset Management L P 0.02% Add +38.6% 63,127 $719K
Bridgeway Capital Management, LLC 0.01% Add +5.3% 57,900 $659K
Walleye Capital LLC 0.01% Add +101.6% 55,029 $627K
Marshall Wace, LLP 0.00% New 50,856 $579K
BNP Paribas Financial Markets 0.00% Add +24.9% 42,284 $482K
Cubist Systematic Strategies, LLC 0.01% Add +247.6% 41,769 $476K
Jane Street Group, LLC 0.00% Add +2.1% 40,547 $462K
Perritt Capital Management Inc 0.23% Add +25.0% 40,000 $456K
Rhumbline Advisers 0.00% Add +5.6% 39,739 $453K
Trexquant Investment LP 0.01% New 36,699 $418K
Engineers Gate Manager LP 0.01% Add +41.1% 35,136 $400K
Teton Advisors, Inc. 0.17% Reduce -17.5% 33,000 $376K
HSBC Holdings PLC 0.00% Add +12.3% 32,927 $375K
D. E. Shaw & Co. 0.00% Add +80.1% 31,680 $361K
Lazard Asset Management LLC 0.00% New 30,640 $348K
Campbell & CO Investment Adviser LLC 0.03% Reduce -27.3% 30,086 $343K
Voya Investment Management LLC 0.00% Add +0.1% 30,060 $342K
UBS Group AG 0.00% Add +16.3% 29,078 $331K
Gsa Capital Partners LLP 0.02% Reduce -26.8% 25,821 $294K
Dynamic Technology Lab Private Ltd 0.03% New 24,635 $280K
Mackenzie Financial Corp. 0.00% Reduce -1.0% 23,778 $271K
State of Tennessee, Department of Treasury 0.00% No change 23,528 $268K
Jump Financial, LLC 0.01% Add +92.4% 21,400 $244K
Qube Research & Technologies Ltd 0.00% Add +2.0% 20,994 $239K
Bard Associates Inc. 0.08% New 20,347 $232K
Occudo Quantitative Strategies LP 0.04% Add +43.7% 20,124 $229K
Essex Investment Management Co. LLC 0.04% New 20,071 $229K
Bailard, Inc. 0.01% Add +79.8% 19,600 $223K
Sei Investments Co. 0.00% New 18,103 $206K
Citigroup Inc. 0.00% Add +225.3% 17,965 $205K
Franklin Resources Inc. 0.00% New 17,017 $197K
Alliancebernstein L.P. 0.00% No change 16,590 $189K
XTX Topco Ltd 0.01% New 16,254 $185K
AJOVista, LLC 0.76% New 15,665 $178K
PDT Partners, LLC 0.02% New 14,935 $170K
Allspring Global Investments Holdings, LLC 0.00% Reduce -45.6% 14,692 $167K
Gladius Capital Management LP 0.10% New 14,488 $165K
Corton Capital Inc. 0.08% Reduce -31.1% 14,166 $161K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 13,598 $155K
Globeflex Capital L P 0.01% No change 13,474 $153K
Deutsche Bank AG 0.00% New 13,402 $153K
MetLife Investment Management, LLC 0.00% No change 13,331 $152K
Algert Global LLC 0.00% New 13,317 $152K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 13,206 $150K
IHT Wealth Management, LLC 0.00% No change 13,105 $149K
Merrion Investment Management Co, LLC 0.09% No change 12,578 $143K
Susquehanna International Group, LLP 0.00% Add +2.0% 11,843 $135K
Wells Fargo & Company 0.00% Add +3.3% 11,829 $135K
Paloma Partners Management Co 0.01% New 11,062 $126K
Sherbrooke Park Advisers LLC 0.03% Reduce -18.2% 10,521 $120K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.9% 10,322 $118K
SG Americas Securities, LLC 0.00% New 10,105 $115K
Public Employees Retirement System of Ohio 0.00% No change 9,100 $104K
Virtus Investment Advisers, LLC 0.08% New 8,601 $98K
New York State Common Retirement Fund 0.00% No change 7,203 $82K
Royal Bank of Canada 0.00% Add +10.6% 6,685 $77K
Covestor Ltd 0.04% Reduce -2.3% 5,660 $64K
Osaic Holdings, Inc. 0.00% Reduce -10.0% 4,500 $51K
FMR LLC 0.00% Add +15.7% 2,663 $30K
Ameritas Investment Partners, Inc. 0.00% No change 2,353 $27K
Legal & General Group Plc 0.00% No change 2,125 $24K
Cwm, LLC 0.00% Add +5.0% 1,977 $23K
Meeder Asset Management Inc. 0.00% New 1,847 $21K
California State Teachers Retirement System 0.00% No change 1,790 $20K
nVerses Capital, LLC 0.01% New 1,500 $17K
Nisa Investment Advisors, LLC 0.00% Add +22.1% 1,337 $15K
Tower Research Capital LLC (TRC) 0.00% Reduce -78.8% 1,078 $12K
Point72 (DIFC) Ltd 0.00% New 990 $11K
Amalgamated Bank 0.00% No change 767 $9K
Private Wealth Management Group, LLC 0.00% No change 398 $5K
Global Retirement Partners, LLC 0.00% No change 300 $3K
Bessemer Group Inc. 0.00% New 145 $2K
Smartleaf Asset Management LLC 0.00% New 161 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 124 $1K
Sterling Capital Management LLC 0.00% — 71 $809
PNC Financial Services Group, Inc. 0.00% Add +23.3% 53 $604
Advisors Asset Management, Inc. 0.00% New 44 $501
Blue Trust, Inc. 0.00% New 31 $308
Quadrant Capital Group LLC 0.00% No change 23 $262
Rothschild Investment LLC 0.00% No change 15 $171
Farther Finance Advisors, LLC 0.00% No change 14 $159
Earned Wealth Advisors, LLC 0.00% New 11 $125
Huntington National Bank 0.00% No change 1 $11
Simplex Trading, LLC 0.00% Reduce -75.8% 39 $0

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