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Security record

OOMA

Ooma, Inc. · Communication Services · Telecommunications Services

20.04 0.0% mkt cap $550.60M quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
71Tracked holders
+3Δ holders
15.06MShares held
$289.52MReported value
+8New positions
−6Exits
Rising Conviction score 62/100 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.4% · share flow +10.0% · net new positions +2.8% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 71 +3 15.06M $289.52M +8 −6
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 — −1
Q2 2025 15 0 8.38M $108.09M — —
Q1 2025 12 +2 3.05M $39.99M +2 —
Q4 2024 10 0 2.85M $40.11M — —
Q3 2024 9 +1 1.96M $22.34M +2 −1
Q2 2024 8 — 1.83M $18.14M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 3.59M -4.2% $69.00M 0.0% ▼ Trim 5 SEC ↗ ×9
2 Vanguard Capital Management Llc 1.07M -2.1% $20.53M 0.0% ▼ Trim 2 SEC ↗
3 Goldman Sachs Group ✦ 903.24K +133.1% $17.36M 0.0% ▲ Add 4 SEC ↗ ×3
4 Morgan Stanley ✦ 891.75K +50.7% $17.14M 0.0% ▲ Add 4 SEC ↗ ×7
5 Renaissance Technologies ✦ 776.00K -14.9% $14.91M 0.0% ▼ Trim 9 SEC ↗
6 Arrowstreet Capital ✦ 641.35K +24.8% $12.33M 0.0% ▲ Add 8 SEC ↗
7 Geode Capital Management ✦ (passive) 639.44K +2.3% $12.29M 0.0% ▲ Add 9 SEC ↗ ×2
8 JPMorgan Chase ✦ 565.22K -0.3% $10.99M 0.0% ▼ Trim 4 SEC ↗ ×5
9 State Street Global Advisors ✦ (passive) 560.00K +3.4% $10.76M 0.0% ▲ Add 7 SEC ↗
10 Dimensional Fund Advisors Lp 417.72K +10.2% $8.03M 0.0% ▲ Add 3 SEC ↗ ×4
11 Mackenzie Financial Corp 348.01K +18.2% $6.69M 0.0% ▲ Add 3 SEC ↗
12 Assenagon Asset Management S.A. 303.10K +46.8% $5.83M 0.0% ▲ Add 3 SEC ↗ ×2
13 Nuveen, LLC 263.82K -12.2% $5.07M 0.0% ▼ Trim 3 SEC ↗ ×3
14 Swedbank AB 263.40K New $5.06M 0.0% New 1 SEC ↗ ×2
15 Lazard Asset Management Llc 232.10K +138.6% $4.46M 0.0% ▲ Add 2 SEC ↗
16 Two Sigma Investments ✦ 231.85K +80.0% $4.46M 0.0% ▲ Add 9 SEC ↗
17 Northern Trust Corp 213.00K +7.1% $4.09M 0.0% ▲ Add 3 SEC ↗ ×4
18 Marshall Wace ✦ 203.63K -55.3% $3.91M 0.0% ▼ Trim 8 SEC ↗ ×2
19 Connor, Clark & Lunn Investment… 194.92K -20.3% $3.75M 0.0% ▼ Trim 3 SEC ↗
20 AQR Capital Management ✦ 191.85K +1.4% $3.69M 0.0% ▲ Add 6 SEC ↗ ×5
21 Creative Planning 191.18K +2.1% $3.67M 0.0% ▲ Add 3 SEC ↗ ×2
22 Bnp Paribas Financial Markets 184.88K +57.4% $3.55M 0.0% ▲ Add 3 SEC ↗
23 Norges Bank ✦ (passive) 176.50K New $3.39M 0.0% New 1 SEC ↗
24 Russell Investments Group, Ltd. 169.01K +2.6% $3.26M 0.0% ▲ Add 3 SEC ↗ ×8
25 Charles Schwab Investment… 140.57K +90.4% $2.70M 0.0% ▲ Add 3 SEC ↗
26 Bank of New York Mellon Corp 120.44K +21.2% $2.31M 0.0% ▲ Add 3 SEC ↗ ×5
27 Quantinno Capital Management LP 119.65K +69.2% $2.30M 0.0% ▲ Add 3 SEC ↗
28 UBS Group AG 103.37K +241.7% $1.99M 0.0% ▲ Add 3 SEC ↗ ×3
29 Barclays Plc 102.53K +0.7% $1.97M 0.0% ▲ Add 3 SEC ↗ ×2
30 Sei Investments Co 97.56K +62.9% $1.88M 0.0% ▲ Add 3 SEC ↗ ×2
31 D. E. Shaw & Co. ✦ 78.85K -3.2% $1.52M 0.0% ▼ Trim 9 SEC ↗
32 Bank Of America Corp /De/ 74.74K +89.4% $1.44M 0.0% ▲ Add 3 SEC ↗
33 Hsbc Holdings Plc 72.56K -12.7% $1.40M 0.0% ▼ Trim 3 SEC ↗
34 Susquehanna International Group, Llp 72.54K +486.2% $1.39M 0.0% ▲ Add 2 SEC ↗ ×2
35 Ameriprise Financial Inc 69.78K -29.9% $1.34M 0.0% ▼ Trim 3 SEC ↗
36 Point72 Asset Management ✦ 64.74K -24.4% $1.24M 0.0% ▼ Trim 3 SEC ↗
37 Jane Street Group, Llc 61.53K -48.6% $1.18M 0.0% ▼ Trim 2 SEC ↗ ×2
38 American Century Companies Inc 52.65K +27.9% $1.01M 0.0% ▲ Add 3 SEC ↗
39 Voya Investment Management Llc 50.09K +2.2% $962,672 0.0% ▲ Add 3 SEC ↗
40 Man Group plc 45.70K +120.9% $878,392 0.0% ▲ Add 3 SEC ↗
41 Wells Fargo & Company/Mn 43.69K +327.8% $839,665 0.0% ▲ Add 3 SEC ↗ ×4
42 Fidelity (FMR) ✦ 38.62K +502.4% $742,337 0.0% ▲ Add 5 SEC ↗ ×2
43 Invesco Ltd. 38.42K -11.0% $738,413 0.0% ▼ Trim 3 SEC ↗ ×4
44 Franklin Resources Inc 37.27K New $716,310 0.0% New 1 SEC ↗ ×3
45 Citadel Advisors ✦ 32.17K +137.7% $618,365 0.0% ▲ Add 2 SEC ↗
46 Rhumbline Advisers 31.17K +3.2% $599,040 0.0% ▲ Add 3 SEC ↗
47 Simplex Trading, Llc 26.26K New $504,659 0.0% New 1 SEC ↗
48 Universal- Beteiligungs- und… 25.64K +47.4% $492,820 0.0% ▲ Add 2 SEC ↗
49 Deutsche Bank Ag\ 25.52K +215.2% $490,552 0.0% ▲ Add 3 SEC ↗ ×2
50 Boston Partners 22.41K +15.2% $430,720 0.0% ▲ Add 3 SEC ↗
51 Mercer Global Advisors Inc /Adv 22.12K +36.5% $425,166 0.0% ▲ Add 2 SEC ↗
52 Alliancebernstein L.P. 28.29K +32.3% $411,620 0.0% ▲ Add 3 SEC ↗
53 T. Rowe Price ✦ 21.12K +16.5% $406,000 0.0% ▲ Add 6 SEC ↗
54 Millennium Management ✦ 20.11K -66.2% $386,476 0.0% ▼ Trim 9 SEC ↗
55 Citigroup Inc 14.87K +686.0% $285,839 0.0% ▲ Add 3 SEC ↗ ×2
56 Squarepoint Ops LLC 12.68K New $243,690 0.0% New 1 SEC ↗
57 MIRAE ASSET GLOBAL ETFS HOLDINGS… 11.84K -2.2% $227,584 0.0% ▼ Trim 3 SEC ↗
58 Wealth Enhancement Advisory… 10.76K New $217,157 0.0% New 1 SEC ↗
59 Mariner, LLC 10.63K +6.1% $204,377 0.0% ▲ Add 2 SEC ↗
60 Canada Pension Plan Investment Board 10.60K 0.0% $203,732 0.0% Held 3 SEC ↗
61 Osaic Holdings, Inc. 8.09K +82.3% $155,393 0.0% ▲ Add 3 SEC ↗
62 New York State Common Retirement… 7.20K 0.0% $138,442 0.0% Held 3 SEC ↗
63 Royal Bank Of Canada 5.38K +50.2% $103,000 0.0% ▲ Add 3 SEC ↗ ×2
64 UBS AM, a distinct business unit of… 4.76K 0.0% $91,583 0.0% Held 3 SEC ↗
65 Legal & General Group Plc 2.62K -54.1% $50,414 0.0% ▼ Trim 3 SEC ↗
66 Federated Hermes, Inc. 1.55K +11.2% $29,733 0.0% ▲ Add 3 SEC ↗
67 Pnc Financial Services Group, Inc. 664 -2.1% $12,762 0.0% ▼ Trim 3 SEC ↗ ×3
68 Group One Trading Llc 543 New $10,436 0.0% New 1 SEC ↗
69 Jones Financial Companies Lllp 277 0.0% $5,111 0.0% Held 2 SEC ↗
70 Optiver Holding B.V. 94 -56.1% $1,807 0.0% ▼ Trim 3 SEC ↗
71 National Bank Of Canada /Fi/ 6 New $115 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

Swedbank AB $5.06M 0.0%
Norges Bank $3.39M 0.0%
Franklin Resources Inc $716,310 0.0%
Simplex Trading, Llc $504,659 0.0%
Squarepoint Ops LLC $243,690 0.0%
Wealth Enhancement Advisory… $217,157 0.0%
Group One Trading Llc $10,436 0.0%
National Bank Of Canada /Fi/ $115 0.0%

Exited

Qube Research & Technologies… $1.79M was 0.0%
Victory Capital Management Inc $546,280 was 0.0%
Amundi $449,930 was 0.0%
State Board Of Administration… $268,098 was 0.0%
HighTower Advisors, LLC $176,753 was 0.0%
Rockefeller Capital… $888 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.

Insider transactions

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: Q2 2026 · Methodology · Get this via the API