Ooma Inc. 13F holders
167 funds reported a position in Ooma Inc. in their 13F for the quarter ended 30 June 2026, together 20.0 million shares worth $383.6 million. Against the quarter before, 27 opened a position, 70 added, 38 trimmed and 17 sold out; together they bought a net 819,506 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Acadian Asset Management LLC.
Funds holding167+10 on Q1 2026
Shares they held20.0Mworth $383.6 million
Net bought on the quarter819,506 sharesabout $15.8 million at the funds' values
Funds buying to selling97 to 55opened or added, to cut or sold
Opened 27Added 70Held 32Trimmed 38Sold out 17
What each fund did in OOMA against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in OOMA in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 37 reported a position in Ooma Inc.: 11 opened one, 8 added, 6 trimmed and 1 sold out, a net 157,261 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 8 reported a position in Ooma Inc. in a 13F for the quarter ended 30 June 2026. The largest: Renaissance Technologies, 776,003 shares worth $14.9 million, 0.0% of its reported book. In the quarter, 4 funds added or opened a position and 3 trimmed or sold out; together they sold a net 28,495 shares, about $547,674 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies | 776,003 | $14.9 million | 0.0% | -136,200 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 639,444 | $12.3 million | 0.0% | +14,130 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 231,848 | $4.5 million | 0.0% | +103,009 | added | 30 June 2026 | 13F |
| Norges Bank | 176,500 | $3.4 million | 0.0% | held | 30 June 2026 | 13F | |
| Point72 Asset Management | 64,736 | $1.2 million | 0.0% | -20,845 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 38,623 | $742,337 | 0.0% | +32,211 | added | 30 June 2026 | 13F |
| Citadel Advisors | 32,173 | $618,365 | 0.0% | +18,639 | added | 30 June 2026 | 13F |
| Millennium Management | 20,108 | $386,476 | 0.0% | -39,439 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3,590,063 | 17.99% | $69.0 million | 0.00% | -157,559 | 13F |
| Vanguard Capital Management LLC | 1,067,921 | 5.35% | $20.5 million | 0.00% | -22,618 | 13F |
| Acadian Asset Management LLC | 1,048,896 | 5.26% | $20.1 million | 0.02% | +2,567 | 13F |
| Goldman Sachs Group Inc. | 903,242 | 4.53% | $17.4 million | 0.00% | +515,758 | 13F |
| Morgan Stanley | 891,750 | 4.47% | $17.1 million | 0.00% | +299,884 | 13F |
| Renaissance Technologies LLC | 776,003 | 3.89% | $14.9 million | 0.02% | -136,200 | 13F |
| Arrowstreet Capital, Limited Partnership | 641,350 | 3.21% | $12.3 million | 0.01% | +127,530 | 13F |
| Geode Capital Management, LLC | 639,444 | 3.20% | $12.3 million | 0.00% | +14,130 | 13F |
| JPMorgan Chase & Co. | 565,222 | 2.83% | $11.0 million | 0.00% | -1,984 | 13F |
| State Street Corp. | 559,995 | 2.81% | $10.8 million | 0.00% | +18,434 | 13F |
| Hillsdale Investment Management Inc. | 530,300 | 2.66% | $10.2 million | 0.23% | +128,411 | 13F |
| Dimensional Fund Advisors LP | 417,723 | 2.09% | $8.0 million | 0.00% | +38,716 | 13F |
| Vanguard Portfolio Management LLC | 377,590 | 1.89% | $7.3 million | 0.00% | +78,717 | 13F |
| Mackenzie Financial Corp. | 348,010 | 1.74% | $6.7 million | 0.01% | +53,667 | 13F |
| Assenagon Asset Management S.A. | 303,104 | 1.52% | $5.8 million | 0.00% | 13F | |
| Nuveen, LLC | 263,825 | 1.32% | $5.1 million | 0.00% | -36,777 | 13F |
| Swedbank AB | 263,400 | 1.32% | $5.1 million | 0.00% | new | 13F |
| Lazard Asset Management LLC | 232,102 | 1.16% | $4.5 million | 0.01% | +134,837 | 13F |
| Two Sigma Investments, LP | 231,848 | 1.16% | $4.5 million | 0.00% | +103,009 | 13F |
| Globeflex Capital L P | 220,363 | 1.10% | $4.2 million | 0.54% | no change | 13F |
| Northern Trust Corp. | 212,996 | 1.07% | $4.1 million | 0.00% | +14,039 | 13F |
| Jacobs Levy Equity Management, Inc. | 212,078 | 1.06% | $4.1 million | 0.01% | +97,157 | 13F |
| Marshall Wace, LLP | 203,631 | 1.02% | $3.9 million | 0.00% | -252,363 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 194,921 | 0.98% | $3.7 million | 0.01% | -49,578 | 13F |
| AQR Capital Management LLC | 191,849 | 0.96% | $3.7 million | 0.00% | +2,552 | 13F |
| Creative Planning | 191,175 | 0.96% | $3.7 million | 0.00% | +3,913 | 13F |
| BNP Paribas Financial Markets | 184,883 | 0.93% | $3.6 million | 0.00% | +67,417 | 13F |
| Vanguard Fiduciary Trust Co. | 182,792 | 0.92% | $3.5 million | 0.00% | -1,508 | 13F |
| Segall Bryant & Hamill, LLC | 177,039 | 0.89% | $3.4 million | 0.04% | -16,255 | 13F |
| Perkins Capital Management Inc. | 176,970 | 0.89% | $3.4 million | 2.56% | -4,280 | 13F |
| Norges Bank | 176,500 | 0.88% | $3.4 million | 0.00% | 13F | |
| AWM Investment Company, Inc. | 173,820 | 0.87% | $3.3 million | 0.29% | -237,288 | 13F |
| Russell Investments Group, Ltd. | 169,007 | 0.85% | $3.3 million | 0.00% | +4,272 | 13F |
| Nano Cap New Millennium Growth Fund L P | 155,000 | 0.78% | $3.0 million | 2.29% | -13,000 | 13F |
| Herald Investment Management Ltd | 150,000 | 0.75% | $2.9 million | 0.39% | no change | 13F |
| Charles Schwab Investment Management Inc. | 140,575 | 0.70% | $2.7 million | 0.00% | +66,729 | 13F |
| Inspire Investing, LLC | 130,464 | 0.65% | $2.5 million | 0.10% | new | 13F |
| Bank of New York Mellon Corp | 120,444 | 0.60% | $2.3 million | 0.00% | +21,057 | 13F |
| Quantinno Capital Management LP | 119,654 | 0.60% | $2.3 million | 0.00% | +48,951 | 13F |
| UBS Group AG | 103,372 | 0.52% | $2.0 million | 0.00% | +73,120 | 13F |
| Barclays PLC | 102,530 | 0.51% | $2.0 million | 0.00% | +672 | 13F |
| Sei Investments Co. | 97,558 | 0.49% | $1.9 million | 0.00% | +37,653 | 13F |
| Campbell & CO Investment Adviser LLC | 80,001 | 0.40% | $1.5 million | 0.08% | +2,058 | 13F |
| D. E. Shaw & Co., Inc. | 78,848 | 0.40% | $1.5 million | 0.00% | -2,591 | 13F |
| Occudo Quantitative Strategies LP | 78,786 | 0.39% | $1.5 million | 0.08% | new | 13F |
| Cornerstone Capital, Inc. | 75,000 | 0.38% | $1.4 million | 0.13% | no change | 13F |
| Bank of America Corp. | 74,738 | 0.37% | $1.4 million | 0.00% | +35,279 | 13F |
| HSBC Holdings PLC | 72,557 | 0.36% | $1.4 million | 0.00% | -10,598 | 13F |
| Susquehanna International Group, LLP | 72,537 | 0.36% | $1.4 million | 0.00% | +60,163 | 13F |
| Ameriprise Financial Inc. | 69,780 | 0.35% | $1.3 million | 0.00% | -29,791 | 13F |
The 50 largest of the 167 funds that reported a position in OOMA in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on OOMA
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 20,600 | $395,932 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 October 2026 | 13G/A | BlackRock Portfolio Management LLC and 1 other | 1.6 million | 5.7% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 May 2026 | 13G/A | Trigran Investments, Inc. and 11 others | 923,264 | 3.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 7 November 2025 | 13G/A | Trigran Investments, Inc. and 11 others | 2.2 million | 8.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 September 2026 | 81 | $21.77 | SEC |
| 20 August 2026 | 52 | $20.20 | SEC |
| 17 August 2026 | 2,781 | $20.83 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.