OOMA · Company research
Ooma, Inc. (OOMA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23457 | 450844 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANGROVE PARTNERS IM, LLC | 1535392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13925 | 267639 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18754 | 360452 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56 | 1076 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 545038 | 10479304 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 1922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PERKINS CAPITAL MANAGEMENT INC | 884300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176970 | 3401363 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338 | 6496 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30923 | 594340 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140575 | 2701852 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 776003 | 14914778 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78786 | 1514267 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Numerai GP LLC | 1668527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42645 | 819637 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 617 | 11859 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12579 | 241768 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 391220 | 7519248 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24451 | 469948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48423 | 930690 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1392 | 26754 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13388 | 257317 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63881 | 1227793 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114 | 2191 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BAILARD, INC. | 750641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17700 | 340194 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2623 | 50414 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 365000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101869 | 1957922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEGALL BRYANT & HAMILL, LLC | 1006378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177039 | 3402690 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rothschild Wealth LLC | 1811345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13853 | 266255 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57100 | 1097462 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Semanteon Capital Management, LP | 1738809 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13035 | 250533 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 1277890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155000 | 2979100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11841 | 227584 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205255 | 3945001 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55600 | 1069 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 1865 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15133 | 290856 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 641350 | 12326747 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15074 | 289722 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6804 | 354 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| WealthCollab, LLC | 2017870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 708 | 13608 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1067921 | 20525442 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7203 | 138442 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1210208 | 23260198 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 277 | 5111 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25641 | 492820 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97210 | 1868376 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 423 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 231848 | 4456119 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45702 | 878392 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 19 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Johnson Financial Group, Inc. | 1477024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138 | 2653 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Horizon Investment Services, LLC | 1426940 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23365 | 449075 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PDT Partners, LLC | 1564702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11618 | 223298 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Informed Momentum Co LLC | 1510989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63562 | 1221662 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21117 | 406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 464 | 8918000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MARTINGALE ASSET MANAGEMENT L P | 936944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33717 | 648041 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12679 | 243690 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1048896 | 20148 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78848 | 1515459 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26944 | 517864 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2353 | 45225 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 1730 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 11532 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72678 | 1396871 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32173 | 618365 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169556 | 3258867 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151552 | 2912829 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| GLOBEFLEX CAPITAL L P | 921531 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220363 | 4235377 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8106 | 155797000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20108 | 386476 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188778 | 3628313 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21871 | 420000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13453 | 258567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 377590 | 7257280 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35478 | 681887 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119654 | 2299750 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198 | 3806000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266709 | 5184823 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Boston Partners | 1386060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22410 | 430720 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.