OOMA INC (OOMA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
163
Reporting holders
$368.7M
Reported value
68.9%
Of shares outstanding
1.3%
Held as options
+12
Holder change
Institutions report 18,939,564 shares against 27,500,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $69.0M | 3,590,063 | 0.00% | 8q | -4.2%-$3.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $20.5M | 1,067,921 | 0.00% | 2q | -2.1%-$434.7K |
| GOLDMAN SACHS GROUP INC | $17.4M | 903,242 | 0.00% | 31q | +133.1%+$9.9M |
| MORGAN STANLEY | $17.1M | 891,750 | 0.00% | 35q | +50.7%+$5.8M |
| RENAISSANCE TECHNOLOGIES LLC | $14.9M | 776,003 | 0.02% | 31q | -14.9%-$2.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12.3M | 641,350 | 0.01% | 8q | +24.8%+$2.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $12.3M | 639,444 | 0.00% | 31q | +2.3%+$271.7K |
| JPMORGAN CHASE & CO | $11.0M | 565,222 | 0.00% | 31q | HELD |
| STATE STREET CORP | $10.8M | 559,995 | 0.00% | 31q | +3.4%+$354.3K |
| Hillsdale Investment Management Inc. | $10.2M | 530,300 | 0.23% | 2q | +32.0%+$2.5M |
| DIMENSIONAL FUND ADVISORS LP | $8.0M | 417,723 | 0.00% | 23q | +10.2%+$744.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.3M | 377,590 | 0.00% | 2q | +26.3%+$1.5M |
| MACKENZIE FINANCIAL CORP | $6.7M | 348,010 | 0.01% | 9q | +18.2%+$1.0M |
| Assenagon Asset Management S.A. | $5.8M | 303,104 | 0.00% | 25q | +46.8%+$1.9M |
| Nuveen, LLC | $5.1M | 263,825 | 0.00% | 6q | -12.2%-$706.9K |
| Swedbank AB | $5.1M | 263,400 | 0.00% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $4.5M | 232,102 | 0.01% | 2q | +138.6%+$2.6M |
| TWO SIGMA INVESTMENTS, LP | $4.5M | 231,848 | 0.00% | 30q | +80.0%+$2.0M |
| GLOBEFLEX CAPITAL L P | $4.2M | 220,363 | 0.54% | 9q | HELD |
| NORTHERN TRUST CORP | $4.1M | 212,996 | 0.00% | 31q | +7.1%+$269.8K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.1M | 212,078 | 0.01% | 3q | +84.5%+$1.9M |
| MARSHALL WACE, LLP | $3.9M | 203,631 | 0.00% | 8q | -55.3%-$4.9M |
| Connor, Clark & Lunn Investment Management Ltd. | $3.7M | 194,921 | 0.01% | 16q | -20.3%-$952.9K |
| AQR CAPITAL MANAGEMENT LLC | $3.7M | 191,849 | 0.00% | 6q | +1.3%+$49.0K |
| Creative Planning | $3.7M | 191,175 | 0.00% | 4q | +2.1%+$75.2K |
| BNP PARIBAS FINANCIAL MARKETS | $3.6M | 184,883 | 0.00% | 31q | +57.4%+$1.3M |
| VANGUARD FIDUCIARY TRUST CO | $3.5M | 182,792 | 0.00% | 2q | -0.8%-$29.0K |
| SEGALL BRYANT & HAMILL, LLC | $3.4M | 177,039 | 0.04% | 5q | -8.4%-$312.4K |
| PERKINS CAPITAL MANAGEMENT INC | $3.4M | 176,970 | 2.56% | 30q | -2.4%-$82.3K |
| NORGES BANK | $3.4M | 176,500 | 0.00% | new | NEW |
| AWM Investment Company, Inc. | $3.3M | 173,820 | 0.29% | 31q | -57.7%-$4.6M |
| Russell Investments Group, Ltd. | $3.3M | 169,007 | 0.00% | 31q | +2.6%+$82.3K |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $3.0M | 155,000 | 2.29% | 3q | -7.7%-$249.9K |
| HERALD INVESTMENT MANAGEMENT Ltd | $2.9M | 150,000 | 0.39% | 26q | HELD |
| Walleye Capital LLC | $2.8M | 54,745 | 0.01% | 4q | +53.5%+$970.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.7M | 140,575 | 0.00% | 31q | +90.4%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $2.7M | 140,575 | 0.00% | new | NEW |
| Inspire Investing, LLC | $2.5M | 130,464 | 0.10% | new | NEW |
| Bank of New York Mellon Corp | $2.3M | 120,444 | 0.00% | 31q | +21.2%+$404.7K |
| Quantinno Capital Management LP | $2.3M | 119,654 | 0.00% | 6q | +69.2%+$940.8K |
| PEAK6 LLC | $2.2M | options only | 0.00% | new | OPTIONS |
| UBS Group AG | $2.0M | 103,372 | 0.00% | 23q | +241.7%+$1.4M |
| BARCLAYS PLC | $2.0M | 102,530 | 0.00% | 31q | +0.7%+$12.9K |
| SEI INVESTMENTS CO | $1.9M | 97,558 | 0.00% | 8q | +62.9%+$723.7K |
| Campbell & CO Investment Adviser LLC | $1.5M | 80,001 | 0.08% | 16q | +2.6%+$39.6K |
| D. E. Shaw & Co., Inc. | $1.5M | 78,848 | 0.00% | 21q | -3.2%-$49.8K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.5M | 78,786 | 0.08% | new | NEW |
| Cornerstone Capital, Inc. | $1.4M | 75,000 | 0.13% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.4M | 74,738 | 0.00% | 31q | +89.4%+$678.1K |
| HSBC HOLDINGS PLC | $1.4M | 72,557 | 0.00% | 12q | -12.7%-$203.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 72,537 | 0.00% | 2q | +486.2%+$1.2M |
| AMERIPRISE FINANCIAL INC | $1.3M | 69,780 | 0.00% | 12q | -65.0%-$2.5M |
| Point72 Asset Management, L.P. | $1.2M | 64,736 | 0.00% | 3q | -24.4%-$400.6K |
| Informed Momentum Co LLC | $1.2M | 63,562 | 0.11% | new | NEW |
| JANE STREET GROUP, LLC | $1.2M | 61,533 | 0.00% | 2q | -48.6%-$1.1M |
| North Star Investment Management Corp. | $1.2M | 60,000 | 0.06% | 2q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.1M | 57,100 | 0.02% | 3q | HELD |
| Magnetar Financial LLC | $1.0M | 53,170 | 0.01% | 2q | +181.6%+$659.0K |
| CITADEL ADVISORS LLC | $1.0M | 32,173 | 0.00% | 10q | +137.7%+$587.6K |
| AMERICAN CENTURY COMPANIES INC | $1.0M | 52,651 | 0.00% | 5q | +27.9%+$220.7K |
| VOYA INVESTMENT MANAGEMENT LLC | $962.7K | 50,087 | 0.00% | 17q | +2.2%+$20.7K |
| Man Group plc | $878.4K | 45,702 | 0.00% | 6q | +120.9%+$480.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $850.3K | 44,242 | 0.00% | 2q | +173.0%+$538.8K |
| WELLS FARGO & COMPANY/MN | $839.7K | 43,687 | 0.00% | 31q | +113.9%+$447.1K |
| Numerai GP LLC | $819.6K | 42,645 | 0.07% | 2q | +100.7%+$411.3K |
| STRS OHIO | $745.7K | 38,800 | 0.00% | 7q | -4.9%-$38.4K |
| FMR LLC | $742.3K | 38,623 | 0.00% | 18q | +502.4%+$619.1K |
| Invesco Ltd. | $738.4K | 38,419 | 0.00% | 6q | -11.0%-$90.9K |
| FRANKLIN RESOURCES INC | $716.3K | 37,269 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $681.9K | 35,478 | 0.02% | new | NEW |
| MARTINGALE ASSET MANAGEMENT L P | $648.0K | 33,717 | 0.02% | 20q | HELD |
| Verdad Advisers, LP | $630.6K | 32,810 | 0.60% | 2q | +69.8%+$259.2K |
| RHUMBLINE ADVISERS | $599.0K | 31,168 | 0.00% | 31q | +3.2%+$18.8K |
| Amundi | $594.3K | 30,923 | 0.00% | 3q | HELD |
| SIMPLEX TRADING, LLC | $591.1K | 26,257 | 0.00% | new | NEW |
| BARD ASSOCIATES INC | $557.8K | 29,021 | 0.12% | 8q | +4.6%+$24.6K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $549.4K | 28,585 | 0.01% | new | NEW |
| State of Wyoming | $517.9K | 26,944 | 0.05% | 6q | +133.0%+$295.6K |
| AlphaCore Capital LLC | $510.9K | 26,584 | 0.01% | new | NEW |
| Integrated Quantitative Investments LLC | $501.3K | 26,084 | 0.08% | 7q | +10.9%+$49.3K |
| Engineers Gate Manager LP | $494.1K | 25,710 | 0.01% | 29q | -54.9%-$601.4K |
| Schonfeld Strategic Advisors LLC | $493.1K | 25,655 | 0.00% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $492.8K | 25,641 | 0.00% | 2q | +47.4%+$158.4K |
| DEUTSCHE BANK AG\ | $490.6K | 25,523 | 0.00% | 8q | +215.2%+$334.9K |
| Horizon Investment Services, LLC | $449.1K | 23,365 | 0.12% | new | NEW |
| Boston Partners | $430.7K | 22,410 | 0.00% | 31q | +15.2%+$56.8K |
| ALLIANCEBERNSTEIN L.P. | $411.6K | 28,290 | 0.00% | 30q | +32.3%+$100.4K |
| Quantbot Technologies LP | $410.6K | 21,364 | 0.02% | 2q | +2991.8%+$397.3K |
| POLEN CAPITAL MANAGEMENT LLC | $404.4K | 21,039 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $386.5K | 20,108 | 0.00% | 24q | -66.2%-$758.0K |
| Quadrature Capital Ltd | $369.5K | 19,226 | 0.00% | 2q | +65.2%+$145.9K |
| Y-Intercept (Hong Kong) Ltd | $360.5K | 18,754 | 0.01% | new | NEW |
| BAILARD, INC. | $340.2K | 17,700 | 0.01% | 4q | -23.0%-$101.9K |
| MetLife Investment Management, LLC | $290.9K | 15,133 | 0.00% | 27q | +10.3%+$27.1K |
| Jump Financial, LLC | $290.7K | 15,124 | 0.00% | 2q | -45.0%-$237.9K |
| CITIGROUP INC | $285.8K | 14,872 | 0.00% | 31q | +686.0%+$249.5K |
| Cornerstone Investment Partners, LLC | $275.3K | 14,324 | 0.01% | new | NEW |
| MANGROVE PARTNERS IM, LLC | $267.6K | 13,925 | 0.02% | 3q | -60.5%-$410.1K |
| Rothschild Wealth LLC | $266.3K | 13,853 | 0.02% | 3q | -6.5%-$18.5K |
| Vanguard Global Advisers, LLC | $258.6K | 13,453 | 0.00% | 2q | +21.5%+$45.8K |
Showing the largest 100 of 170 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 163 | $368.7M | 18,939,564 | 32 | 68 | 34 | 1.3% |
| Q1 2026 | 151 | $259.2M | 17,795,260 | 31 | 53 | 38 | 0.2% |
| Q4 2025 | 135 | $209.8M | 17,887,454 | 21 | 43 | 43 | 0.1% |
| Q3 2025 | 126 | $223.4M | 18,590,123 | 17 | 49 | 30 | 0.3% |
| Q2 2025 | 123 | $233.8M | 18,103,955 | 13 | 42 | 44 | 0.1% |
| Q1 2025 | 118 | $243.5M | 18,610,785 | 17 | 40 | 33 | 0.0% |
| Q4 2024 | 117 | $264.0M | 18,810,019 | 16 | 44 | 31 | 0.0% |
| Q3 2024 | 107 | $217.6M | 19,087,537 | 24 | 38 | 23 | 0.2% |
| Q2 2024 | 95 | $192.1M | 19,287,459 | 20 | 44 | 21 | 0.3% |
| Q1 2024 | 89 | $162.8M | 19,043,161 | 9 | 25 | 34 | 0.2% |
| Q4 2023 | 91 | $197.8M | 18,429,512 | 8 | 36 | 25 | 0.0% |
| Q3 2023 | 96 | $231.4M | 17,713,611 | 10 | 30 | 31 | 0.5% |
| Q2 2023 | 90 | $265.1M | 17,717,467 | 17 | 40 | 16 | 0.1% |
| Q1 2023 | 80 | $210.9M | 16,877,275 | 7 | 32 | 23 | 0.0% |
| Q4 2022 | 79 | $205.9M | 15,129,131 | 14 | 27 | 21 | 0.1% |
| Q3 2022 | 94 | $239.5M | 19,473,231 | 14 | 32 | 25 | 0.0% |
| Q2 2022 | 99 | $231.7M | 19,562,995 | 10 | 44 | 27 | 0.1% |
| Q1 2022 | 103 | $287.6M | 19,184,553 | 12 | 33 | 34 | 0.1% |
| Q4 2021 | 103 | $390.5M | 19,106,244 | 8 | 34 | 37 | 0.0% |
| Q3 2021 | 101 | $353.3M | 18,944,979 | 12 | 38 | 30 | 0.1% |
| Q2 2021 | 104 | $365.8M | 19,360,937 | 25 | 31 | 30 | 0.2% |
| Q1 2021 | 86 | $301.5M | 19,024,938 | 6 | 26 | 38 | 0.0% |
| Q4 2020 | 91 | $271.9M | 18,816,167 | 8 | 33 | 30 | 0.4% |
| Q3 2020 | 94 | $230.3M | 17,595,814 | 14 | 20 | 43 | 0.3% |
| Q2 2020 | 97 | $295.6M | 17,878,321 | 26 | 39 | 23 | 0.3% |
| Q1 2020 | 83 | $200.8M | 16,784,630 | 13 | 23 | 33 | 0.3% |
| Q4 2019 | 82 | $218.4M | 16,451,067 | 14 | 33 | 20 | 0.3% |
| Q3 2019 | 76 | $161.9M | 15,545,300 | 6 | 23 | 27 | 0.1% |
| Q2 2019 | 81 | $168.4M | 16,064,017 | 13 | 30 | 26 | 0.0% |
| Q1 2019 | 85 | $208.0M | 15,673,658 | 10 | 24 | 32 | 0.3% |
| Q4 2018 | 83 | $219.2M | 15,748,226 | 2 | 1 | 3 | 0.3% |