SEC 13F Intelligence

OOMAOOMA INC

CUSIP 683416101 · Yahoo Finance ↗ · Google Finance ↗

Ooma Inc (OOMA) has 155 institutional holders in Filings Flow’s 13F database, together reporting 18.81M shares worth $255M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
155
Q1 2026
Reported Value
$255M
Ticker
OOMA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 65Q4 ’18Q1 ’19: 66Q2 ’19: 63Q2 ’19Q3 ’19: 59Q2 ’21: 88Q2 ’21Q4 ’21: 86Q4 ’22: 88Q4 ’22Q4 ’25: 140Q1 ’26: 155Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $130MQ4 ’18Q1 ’19: $176MQ2 ’19: $128MQ2 ’19Q3 ’19: $132MQ2 ’21: $321MQ2 ’21Q4 ’21: $885MQ4 ’22: $109MQ4 ’22Q4 ’25: $207MQ1 ’26: $255MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Trigran Investments, Inc.$418M AUM3.21%$13M923.3KQ1 2026OLDER
PERKINS CAPITAL MANAGEMENT INC$107M AUM2.47%$3M181.3KQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM2.29%$2M168.0KQ1 2026OLDER
AWM Investment Company, Inc.$903M AUM0.66%$6M411.1KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.49%$3M220.4KQ1 2026OLDER
HERALD INVESTMENT MANAGEMENT Ltd$718M AUM0.30%$2M150.0KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.16%$6M401.9KQ1 2026OLDER
Teton Advisors, LLC$142M AUM0.12%$175,95015.0KQ4 2025OLDER
Cornerstone Capital, Inc.$1.0B AUM0.11%$1M75.0KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.10%$403,61727.7KQ1 2026OLDER
R Squared Ltd$182M AUM0.10%$210,42417.9KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.09%$218,14318.6KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$1M77.9KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.06%$342,20123.5KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.06%$130,2529.0KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.05%$873,00060.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.04%$107,6768.3KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.04%$513,03335.3KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.04%$3M193.3KQ1 2026OLDER
Heron Bay Capital Management$1.1B AUM0.04%$208,82917.8KQ4 2025OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.03%$342.9KQ4 2025OLDER
Numerai GP LLC$997M AUM0.03%$309,08621.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M912.2KQ1 2026OLDER
Archer Investment Corp$469M AUM0.02%$95,7396.6KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$168,28511.6KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.02%$215,52914.8KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$830,80557.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$219,55018.7KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$158,31910.9KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$211,18718.0KQ4 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$82,6885.7KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$490,10333.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$829,32157.0KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.01%$169,04211.6KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$417,44735.6KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M244.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$460,33331.6KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$334,65023.0KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$2M114.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$76,5924.0KQ2 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$7M456.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$1M100.6KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$400,12527.5KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$4M294.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$630,03043.3KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$10,302708Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1M108.0KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$7M513.8KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.00%$151,51812.6KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M151.6KQ2 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$48,8733.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$274,74818.9KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$17,008449Q3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M164.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$593,64040.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M97.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$518,88235.7KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$169,28911.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M122.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M187.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$11,097946Q4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M70.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M85.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$177,72812.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,791398Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M128.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M189.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M300.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$6M379.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$34,2362.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$199,67013.7KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$55M3.75MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$98,4316.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M117.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$871,61459.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$172,75211.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$641,34553.5KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$224,93318.8KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$713,11049.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M81.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M184.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$613,56152.3KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M387.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M83.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$9M625.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$301,05420.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M567.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$193,44213.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$19,5261.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$268,09818.4KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$7,338612Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$253,17017.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$10,054691Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,470101Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$16M1.09MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M199.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$439,24430.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M525.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$10,132709Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$866,40959.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M101.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$546,28037.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$235,81216.2KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,672139Q2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M99.6KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,41297Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$598,96541.2KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$283,04019.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$8M541.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M99.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$18M1.51MQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$6,496338Q2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$176,17112.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$4M298.9KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$45131Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M119.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$176,75312.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$145,80210.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M73.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$104,8047.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,765190Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$16011Q1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$24020Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$8,119558Q1 2026OLDER
Amundi$367.1B AUM0.00%$449,93030.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,045278Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,462238Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$27,8201.9KQ2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$154,23010.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$627,84743.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$64,5294.4KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$1,798150Q3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$161,06911.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$250,90521.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$455,91031.3KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$2,008138Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$440,16730.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,103282Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,383124Q2 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$13,095900Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$2,401165Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$574,12839.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$117,8268.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$328,45222.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$78654Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$146,51912.5KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$1,993137Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$20,2391.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$26418.1KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$7,275500Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$43730Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$148,58510.2KQ2 2026
Parallel Advisors, LLC$5.6B AUM0.00%$1,484102Q2 2026
Private Wealth Asset Management, LLC$935M AUM0.00%$22319Q4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$19,9771.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$83,0815.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$69,3314.8KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1027Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$27,5291.9KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$181.5KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$52,0003.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$94864Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$33523Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$9,865678Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$93,2986.4KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$61242Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1027Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$18913Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,878277Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$88861Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,114214Q2 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$363Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$151Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.