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DaveManuel.com · Institutional Ownership · Who Owns It

OOMA INC (OOMA)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

169
Reporting holders
$388.2M
Reported value
72.6%
Of shares outstanding
1.2%
Calls
0.0%
Puts
+10
Holder change

Institutions report 19,957,014 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.

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
BlackRock, Inc.$69.0M3,590,0630.00%8q-4.2%-$3.0M
VANGUARD CAPITAL MANAGEMENT LLC$20.5M1,067,9210.00%2q-2.1%-$434.7K
ACADIAN ASSET MANAGEMENT LLC$20.1M1,048,8960.02%30qHELD
GOLDMAN SACHS GROUP INC$17.4M903,2420.00%31q+133.1%+$9.9M
MORGAN STANLEY$17.1M891,7500.00%35q+50.7%+$5.8M
RENAISSANCE TECHNOLOGIES LLC$14.9M776,0030.02%31q-14.9%-$2.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$12.3M641,3500.01%8q+24.8%+$2.5M
GEODE CAPITAL MANAGEMENT, LLC$12.3M639,4440.00%31q+2.3%+$271.7K
JPMORGAN CHASE & CO$11.0M565,2220.00%31qHELD
STATE STREET CORP$10.8M559,9950.00%31q+3.4%+$354.3K
Hillsdale Investment Management Inc.$10.2M530,3000.23%2q+32.0%+$2.5M
DIMENSIONAL FUND ADVISORS LP$8.0M417,7230.00%23q+10.2%+$744.2K
VANGUARD PORTFOLIO MANAGEMENT LLC$7.3M377,5900.00%2q+26.3%+$1.5M
MACKENZIE FINANCIAL CORP$6.7M348,0100.01%9q+18.2%+$1.0M
Assenagon Asset Management S.A.$5.8M303,1040.00%25q+46.8%+$1.9M
Nuveen, LLC$5.1M263,8250.00%6q-12.2%-$706.9K
Swedbank AB$5.1M263,4000.00%newNEW
LAZARD ASSET MANAGEMENT LLC$4.5M232,1020.01%2q+138.6%+$2.6M
TWO SIGMA INVESTMENTS, LP$4.5M231,8480.00%30q+80.0%+$2.0M
GLOBEFLEX CAPITAL L P$4.2M220,3630.54%9qHELD
NORTHERN TRUST CORP$4.1M212,9960.00%31q+7.1%+$269.8K
JACOBS LEVY EQUITY MANAGEMENT, INC$4.1M212,0780.01%3q+84.5%+$1.9M
MARSHALL WACE, LLP$3.9M203,6310.00%8q-55.3%-$4.9M
Connor, Clark & Lunn Investment Management Ltd.$3.7M194,9210.01%16q-20.3%-$952.9K
AQR CAPITAL MANAGEMENT LLC$3.7M191,8490.00%6q+1.3%+$49.0K
Creative Planning$3.7M191,1750.00%4q+2.1%+$75.2K
BNP PARIBAS FINANCIAL MARKETS$3.6M184,8830.00%31q+57.4%+$1.3M
VANGUARD FIDUCIARY TRUST CO$3.5M182,7920.00%2q-0.8%-$29.0K
SEGALL BRYANT & HAMILL, LLC$3.4M177,0390.04%5q-8.4%-$312.4K
PERKINS CAPITAL MANAGEMENT INC$3.4M176,9702.56%30q-2.4%-$82.3K
NORGES BANK$3.4M176,5000.00%newNEW
AWM Investment Company, Inc.$3.3M173,8200.29%31q-57.7%-$4.6M
Russell Investments Group, Ltd.$3.3M169,0070.00%31q+2.6%+$82.3K
NANO CAP NEW MILLENNIUM GROWTH FUND L P$3.0M155,0002.29%3q-7.7%-$249.9K
HERALD INVESTMENT MANAGEMENT Ltd$2.9M150,0000.39%26qHELD
Walleye Capital LLC$2.8M
incl. $1.7M options CALL+PUT
54,7450.01%4q+53.5%+$970.4K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.7M140,5750.00%31q+90.4%+$1.3M
Inspire Investing, LLC$2.5M130,4640.10%newNEW
Bank of New York Mellon Corp$2.3M120,4440.00%31q+21.2%+$404.7K
Quantinno Capital Management LP$2.3M119,6540.00%6q+69.2%+$940.8K
PEAK6 LLC$2.2M CALLoptions only0.00%newOPTIONS
UBS Group AG$2.0M103,3720.00%23q+241.7%+$1.4M
BARCLAYS PLC$2.0M102,5300.00%31q+0.7%+$12.9K
SEI INVESTMENTS CO$1.9M97,5580.00%8q+62.9%+$723.7K
Campbell & CO Investment Adviser LLC$1.5M80,0010.08%16q+2.6%+$39.6K
D. E. Shaw & Co., Inc.$1.5M78,8480.00%21q-3.2%-$49.8K
OCCUDO QUANTITATIVE STRATEGIES LP$1.5M78,7860.08%newNEW
Cornerstone Capital, Inc.$1.4M75,0000.13%2qHELD
BANK OF AMERICA CORP /DE/$1.4M74,7380.00%31q+89.4%+$678.1K
HSBC HOLDINGS PLC$1.4M72,5570.00%12q-12.7%-$203.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M72,5370.00%2q+486.2%+$1.2M
AMERIPRISE FINANCIAL INC$1.3M69,7800.00%12q-29.9%-$572.6K
Point72 Asset Management, L.P.$1.2M64,7360.00%3q-24.4%-$400.6K
Informed Momentum Co LLC$1.2M63,5620.11%newNEW
JANE STREET GROUP, LLC$1.2M61,5330.00%2q-48.6%-$1.1M
North Star Investment Management Corp.$1.2M60,0000.06%2qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.1M57,1000.02%3qHELD
LSV ASSET MANAGEMENT$1.1M55,6000.00%3qHELD
Magnetar Financial LLC$1.0M53,1700.01%2q+181.6%+$659.0K
CITADEL ADVISORS LLC$1.0M
incl. $395.9K options CALL
32,1730.00%10q+137.7%+$587.6K
AMERICAN CENTURY COMPANIES INC$1.0M52,6510.00%5q+27.9%+$220.7K
VOYA INVESTMENT MANAGEMENT LLC$962.7K50,0870.00%17q+2.2%+$20.7K
Man Group plc$878.4K45,7020.00%6q+120.9%+$480.7K
WELLS FARGO & COMPANY/MN$839.7K43,6870.00%31q+327.8%+$643.4K
Numerai GP LLC$819.6K42,6450.07%2q+100.7%+$411.3K
STRS OHIO$745.7K38,8000.00%7q-4.9%-$38.4K
FMR LLC$742.3K38,6230.00%18q+502.4%+$619.1K
Invesco Ltd.$738.4K38,4190.00%6q-11.0%-$90.9K
FRANKLIN RESOURCES INC$716.3K37,2690.00%newNEW
Aquatic Capital Management LLC$681.9K35,4780.02%newNEW
MARTINGALE ASSET MANAGEMENT L P$648.0K33,7170.02%20qHELD
Verdad Advisers, LP$630.6K32,8100.60%2q+69.8%+$259.2K
RHUMBLINE ADVISERS$599.0K31,1680.00%31q+3.2%+$18.8K
Amundi$594.3K30,9230.00%3qHELD
SIMPLEX TRADING, LLC$591.1K
incl. $86.5K options CALL
26,2570.00%newNEW
BARD ASSOCIATES INC$557.8K29,0210.12%8q+4.6%+$24.6K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$549.4K28,5850.01%newNEW
State of Wyoming$517.9K26,9440.05%6q+133.0%+$295.6K
AlphaCore Capital LLC$510.9K26,5840.01%newNEW
GSA CAPITAL PARTNERS LLP$507.0K26,3680.03%9q-56.8%-$665.3K
Integrated Quantitative Investments LLC$501.3K26,0840.08%7q+10.9%+$49.3K
Engineers Gate Manager LP$494.1K25,7100.01%29q-54.9%-$601.4K
Schonfeld Strategic Advisors LLC$493.1K25,6550.00%newNEW
Universal- Beteiligungs- und Servicegesellschaft mbH$492.8K25,6410.00%2q+47.4%+$158.4K
DEUTSCHE BANK AG\$490.6K25,5230.00%8q+215.2%+$334.9K
Horizon Investment Services, LLC$449.1K23,3650.12%newNEW
Boston Partners$430.7K22,4100.00%31q+15.2%+$56.8K
MERCER GLOBAL ADVISORS INC /ADV$425.2K22,1210.00%2q+36.5%+$113.7K
SG Americas Securities, LLC$420.0K21,8710.00%newNEW
ALLIANCEBERNSTEIN L.P.$411.6K28,2900.00%30q+32.3%+$100.4K
Quantbot Technologies LP$410.6K21,3640.02%2q+2991.8%+$397.3K
PRICE T ROWE ASSOCIATES INC /MD/$406.0K21,1170.00%6q+16.5%+$57.5K
POLEN CAPITAL MANAGEMENT LLC$404.4K21,0390.00%newNEW
MILLENNIUM MANAGEMENT LLC$386.5K20,1080.00%24q-66.2%-$758.0K
Quadrature Capital Ltd$369.5K19,2260.00%2q+65.2%+$145.9K
Y-Intercept (Hong Kong) Ltd$360.5K18,7540.01%newNEW
BAILARD, INC.$340.2K17,7000.01%4q-23.0%-$101.9K
MetLife Investment Management, LLC$290.9K15,1330.00%27q+10.3%+$27.1K
Jump Financial, LLC$290.7K15,1240.00%2q-45.0%-$237.9K
CITIGROUP INC$285.8K14,8720.00%31q+686.0%+$249.5K

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-2713G/ABlackRock Portfolio Management LLC5.7%

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
2026-09-01Hamamatsu ShigeyukiSVP & Chief Financial OfficerSold4,807$107.3K

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 202637$17.2M844,07313860.0%
Q2 2026169$388.2M19,957,0143071371.2%
Q1 2026159$274.9M18,875,0173255410.2%
Q4 2025145$223.7M19,062,4402244460.1%
Q3 2025134$237.8M19,778,0531953310.3%
Q2 2025134$249.0M19,280,1321349460.1%
Q1 2025129$256.9M19,626,6242145360.0%
Q4 2024125$274.8M19,565,6531748320.0%
Q3 2024115$225.2M19,742,6922740250.2%
Q2 2024104$199.4M20,023,2212545230.3%
Q1 202495$174.4M20,401,246927370.2%
Q4 2023101$213.2M19,873,425939290.0%
Q3 2023105$249.8M19,102,8031033330.5%
Q2 202398$285.8M19,080,0351842210.1%
Q1 202397$243.4M19,458,7501140280.0%
Q4 2022100$264.2M19,388,6211631320.1%
Q3 202291$270.0M21,946,8291431250.0%
Q2 202297$261.2M22,057,6221043270.1%
Q1 2022101$355.6M23,693,7011232330.0%
Q4 2021101$535.0M26,177,943833370.0%
Q3 202199$459.6M24,654,6911237300.1%
Q2 2021102$561.0M29,688,1762531290.1%
Q1 202184$436.1M27,515,092626360.0%
Q4 202089$397.1M27,509,624833290.2%
Q3 202092$352.2M26,937,5111419430.2%
Q2 202095$520.6M31,533,6102639220.2%
Q1 202082$509.2M42,609,5851322330.1%
Q4 201980$291.2M21,954,4451333190.3%
Q3 201975$161.9M15,542,190622270.1%
Q2 201979$234.8M22,397,1761330250.0%
Q1 201983$291.9M22,005,1241023320.2%
Q4 201881$307.1M22,083,6562130.2%