Security record · archived quarter
OOMA
Ooma, Inc. · Communication Services · Telecommunications Services
71Tracked holders
+10Δ holders
13.57MShares held
$197.27MReported value
+12New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +16.4% ·
share flow +7.1% ·
net new positions +14.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 100.10K | $2.04M | n/a | n/a |
| Q2 2026 | 72 | +2 | 15.09M | $290.11M | +8 | −5 |
| Q1 2026 | 71 | +10 | 13.57M | $197.27M | +12 | −2 |
| Q4 2025 | 61 | 0 | 13.10M | $153.58M | +1 | −1 |
| Q3 2025 | 17 | 0 | 10.40M | $124.66M | n/a | −1 |
| Q2 2025 | 15 | 0 | 8.38M | $108.09M | n/a | n/a |
| Q1 2025 | 12 | +2 | 3.05M | $39.99M | +2 | n/a |
| Q4 2024 | 10 | 0 | 2.85M | $40.11M | n/a | n/a |
| Q3 2024 | 9 | +1 | 1.96M | $22.34M | +2 | −1 |
| Q2 2024 | 8 | n/a | 1.83M | $18.14M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.75M | -0.1% | $54.53M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 2 | Vanguard Capital Management Llc | 1.09M | n/a | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 912.20K | +12.2% | $13.27M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 625.31K | +5.8% | $9.10M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 591.87K | +12.5% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 6 | JPMorgan Chase ✦ | 567.21K | -1.5% | $8.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | State Street Global Advisors ✦ (passive) | 541.56K | +3.5% | $7.88M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 513.82K | 0.0% | $7.48M | 0.0% | Held | 7 | SEC ↗ |
| 9 | Marshall Wace ✦ | 455.99K | +83.5% | $6.63M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 387.48K | +34.5% | $5.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Dimensional Fund Advisors Lp | 379.01K | +13.2% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Nuveen, LLC | 300.60K | +0.1% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Mackenzie Financial Corp | 294.34K | +73.2% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Connor, Clark & Lunn Investment… | 244.50K | -19.4% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Assenagon Asset Management S.A. | 206.48K | +32.3% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 198.96K | +2.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | AQR Capital Management ✦ | 189.30K | +169.8% | $2.75M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 18 | Creative Planning | 187.26K | +207.4% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 164.74K | -21.7% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 20 | Two Sigma Investments ✦ | 128.84K | -20.9% | $1.87M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 122.89K | -52.6% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 119.70K | New | $1.74M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Bnp Paribas Financial Markets | 117.47K | +21.4% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Barclays Plc | 101.86K | -27.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Ameriprise Financial Inc | 99.57K | +7.0% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 99.39K | -3.7% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 27 | Lazard Asset Management Llc | 97.27K | New | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 85.58K | +44.4% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 83.16K | -57.1% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 81.44K | -1.8% | $1.18M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 31 | Charles Schwab Investment… | 73.85K | +0.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 70.70K | +247.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Sei Investments Co | 59.91K | +0.6% | $871,614 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Millennium Management ✦ | 59.55K | +53.1% | $866,409 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | Voya Investment Management Llc | 49.01K | -0.5% | $713,110 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Invesco Ltd. | 43.15K | +0.6% | $627,847 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | American Century Companies Inc | 41.17K | +6.2% | $598,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 39.46K | -19.2% | $574,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Victory Capital Management Inc | 37.55K | -12.1% | $546,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Amundi | 30.92K | New | $449,930 | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS Group AG | 30.25K | -44.9% | $440,167 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Rhumbline Advisers | 30.19K | -1.2% | $439,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Man Group plc | 20.69K | +14.5% | $301,054 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Boston Partners | 19.45K | -3.7% | $283,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | State Board Of Administration Of… | 18.43K | New | $268,098 | 0.0% | New | 1 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 18.12K | +33.5% | $264,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Universal- Beteiligungs- und… | 17.40K | New | $253,170 | 0.0% | New | 1 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 21.39K | 0.0% | $250,905 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 16.21K | New | $235,812 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 13.53K | New | $196,920 | 0.0% | New | 1 | SEC ↗ |
| 51 | Cwm, Llc | 13.29K | +202.2% | $193,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 12.37K | New | $180,042 | 0.0% | New | 1 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 12.15K | New | $176,753 | 0.0% | New | 1 | SEC ↗ |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.11K | +2.5% | $176,171 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Canada Pension Plan Investment Board | 10.60K | 0.0% | $154,230 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 10.21K | -64.5% | $148,585 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Mariner, LLC | 10.02K | New | $145,802 | 0.0% | New | 1 | SEC ↗ |
| 58 | Deutsche Bank Ag\ | 8.10K | -60.7% | $117,826 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | New York State Common Retirement… | 7.20K | 0.0% | $104,804 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 6.41K | +72.3% | $93,298 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 61 | Legal & General Group Plc | 5.71K | -7.0% | $83,081 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | UBS AM, a distinct business unit of… | 4.76K | +404.8% | $69,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Osaic Holdings, Inc. | 4.43K | -2.2% | $64,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 3.58K | -19.9% | $52,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | Citigroup Inc | 1.89K | -88.3% | $27,529 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Federated Hermes, Inc. | 1.39K | -9.0% | $20,239 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | California State Teachers… | 1.37K | -12.0% | $19,977 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 678 | +1595.0% | $9,865 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | Jones Financial Companies Lllp | 277 | New | $3,878 | 0.0% | New | 1 | SEC ↗ |
| 70 | Optiver Holding B.V. | 214 | -45.1% | $3,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 61 | New | $888 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.74M | 0.0% |
| Lazard Asset Management Llc | $1.42M | 0.0% |
| Amundi | $449,930 | 0.0% |
| State Board Of Administration… | $268,098 | 0.0% |
| Universal- Beteiligungs- und… | $253,170 | 0.0% |
| Mercer Global Advisors Inc… | $235,812 | 0.0% |
| Citadel Advisors | $196,920 | 0.0% |
| Susquehanna International… | $180,042 | 0.0% |
| HighTower Advisors, LLC | $176,753 | 0.0% |
| Mariner, LLC | $145,802 | 0.0% |
| Jones Financial Companies Lllp | $3,878 | 0.0% |
| Rockefeller Capital… | $888 | 0.0% |
Exited
| Squarepoint Ops LLC | $613,561 | was 0.0% |
| Franklin Resources Inc | $146,519 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 153 holders, 18.11M shares, $246.20M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 24
Sabharwal Namrata
Officer · 1.50K sh · $33,237
Sep 22
Butenhoff Susan
Director · 9.00K sh · $198,225
Sep 17
Yeh Jenny C
Officer, Director · 1.75K sh · $40,181
Sep 14
STANG ERIC B
Officer, Director · 36.32K sh · $844,944
Sep 11
Yeh Jenny C
Officer, Director · 1.95K sh · $44,804
Sep 11
STANG ERIC B
Officer, Director · 10.36K sh · $235,713
Sep 10
STANG ERIC B
Officer, Director · 29.64K sh · $683,997
Sep 10
Sabharwal Namrata
Officer · 2.48K sh · $57,547
Sep 09
Yeh Jenny C
Officer, Director · 1.43K sh · $32,867
Sep 01
Hamamatsu Shigeyuki
Officer · 4.81K sh · $107,340
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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