HolderBook

OOMA INC (OOMA)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

7
Reporting holders
$112.5K
Reported value
0.0%
Calls
0.0%
Puts
-163
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Versant Capital Management, Inc$82.0K4,0150.01%8q+0.8%
CoreCap Advisors, LLC$14.6K7170.00%newNEW
GAMMA Investing LLC$7.4K3640.00%4q+7.7%
Farther Finance Advisors, LLC$3.0K1450.00%10q+81.2%+$1.3K
Marquette Asset Management, LLC$2.8K1390.00%3qHELD
ARMSTRONG ADVISORY GROUP, INC$2.0K1000.00%newNEW
MassMutual Private Wealth & Trust, FSB$572280.00%10q-77.4%-$2.0K

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-14STANG ERIC BPresident & CEOSold36,322$844.9K
2026-09-10STANG ERIC BPresident & CEOSold29,639$684.0K
2026-06-24STANG ERIC BCEO and Pres.Sold27,666$511.8K
2026-08-27Yeh Jenny CSVP & Chief Legal OfficerSold20,966$504.3K ×3
2026-06-02Hamamatsu ShigeyukiChief Financial OfficerSold27,696$488.6K
2026-07-10STANG ERIC BCEO and Pres.Sold23,212$464.2K
2026-06-24Mann RussellDirectorSold20,000$367.0K ×2
2026-07-01Yeh Jenny CSVP & Chief Legal OfficerSold12,840$251.3K
2026-09-11STANG ERIC BPresident & CEOSold10,361$235.7K
2026-09-22Butenhoff SusanDirectorSold9,000$198.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20267$112.5K5,5082310.0%
Q2 2026170$403.1M20,712,3063370351.2%
Q1 2026157$276.5M18,982,8563155400.2%
Q4 2025145$223.9M19,074,0982245450.1%
Q3 2025134$238.0M19,792,3001953310.3%
Q2 2025134$249.3M19,307,3491349460.1%
Q1 2025129$257.3M19,656,0902145360.0%
Q4 2024125$275.0M19,579,0491748320.0%
Q3 2024115$225.4M19,756,0532740250.2%
Q2 2024104$199.4M20,023,2212545230.3%
Q1 202495$174.4M20,401,246927370.2%
Q4 2023101$213.2M19,873,425939290.0%
Q3 2023105$250.0M19,122,7111033330.5%
Q2 202398$286.2M19,103,9131842210.1%
Q1 202397$243.7M19,480,2581140280.0%
Q4 2022100$264.6M19,414,9391634280.1%
Q3 202294$239.5M19,473,2311432250.0%
Q2 202299$231.7M19,562,9951044270.1%
Q1 2022103$287.6M19,184,5531233340.1%
Q4 2021103$390.5M19,106,244834370.0%
Q3 2021101$353.3M18,944,9791238300.1%
Q2 2021104$365.8M19,360,9372531300.2%
Q1 202186$301.5M19,024,938626380.0%
Q4 202091$271.9M18,816,167833300.4%
Q3 202094$230.3M17,595,8141420430.3%
Q2 202097$295.6M17,878,3212639230.3%
Q1 202083$200.8M16,784,6301323330.3%
Q4 201982$218.4M16,451,0671433200.3%
Q3 201976$161.9M15,545,300623270.1%
Q2 201981$168.4M16,064,0171330260.0%
Q1 201985$208.0M15,673,6581024320.3%
Q4 201883$219.2M15,748,2262130.3%