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Ooma Inc (OOMA)

CUSIP: 683416101 | NYSE | Technology · Software - Application | Small Cap | 410 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC1,562,1935.7%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC1,562,193
5.7% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

MacKenzie Financial Corp815,582
0.0% of portfolio›$16.7M
Geode Capital Management, LLC631,211
0.0% of portfolio›$12.9M
Dimensional Fund Advisors LP426,663
0.0% of portfolio›$8.7M
Swedbank AB260,500
0.0% of portfolio›$5.3M
Creative Planning196,902
0.0% of portfolio›$4.0M
Russell Investments Group, Ltd.179,290
0.0% of portfolio›$3.7M
Perkins Capital Management Inc176,970
2.6% of portfolio›$3.6M
Y-Intercept (Hong Kong) Ltd143,298
0.1% of portfolio›$2.9M
Bank of New York Mellon Corp120,777
0.0% of portfolio›$2.5M
Inspire Investing, LLC111,390
0.1% of portfolio›$2.3M
Barclays PLC98,795
0.0% of portfolio›$2.0M
Assenagon Asset Management S.A.89,108
0.0% of portfolio›$1.8M
North Star Investment Management Corp.60,000
0.1% of portfolio›$1.2M
Principal Financial Group Inc52,845
0.0% of portfolio›$1.1M
Counterpoint Mutual Funds LLC48,029
0.1% of portfolio›$981.2K
Strs Ohio43,500
0.0% of portfolio›$888.7K
Sigma Planning Corp30,000
0.0% of portfolio›$612.9K
AlphaCore Capital LLC25,699
0.0% of portfolio›$525.0K
Amundi23,799
0.0% of portfolio›$486.2K
Jackson Creek Investment Advisors LLC23,182
0.0% of portfolio›$474
Bailard, Inc.16,700
0.0% of portfolio›$341.2K
Simplicity Wealth,LLC13,691
0.0% of portfolio›$279.7K
Davenport & Co LLC13,194
0.0% of portfolio›$269.6K
Wealth Enhancement Advisory Services, LLC10,988
0.0% of portfolio›$220.9K
Independent Financial Group, LLC10,880
0.0% of portfolio›$222.3K
Essential Partners LLC10,286
0.1% of portfolio›$210.1K
State of Wyoming7,228
0.0% of portfolio›$147.7K
Citigroup Inc7,002
0.0% of portfolio›$143.1K
Covestor Ltd4,482
0.0% of portfolio›$91
Versant Capital Management, Inc4,015
0.0% of portfolio›$82.0K
CFG Wealth Management Services, Inc.3,570
0.1% of portfolio›$74.1K
USA Financial Formulas2,357
0.0% of portfolio›$48.2K
New York State Teachers Retirement System2,288
0.0% of portfolio›$47
Nisa Investment Advisors, LLC1,709
0.0% of portfolio›$34.9K
State of Alaska, Department of Revenue1,311
0.0% of portfolio›$26
Sterling Capital Management LLC843
0.0% of portfolio›$17.2K
CoreCap Advisors, LLC717
0.0% of portfolio›$14.6K
PNC Financial Services Group, Inc.657
0.0% of portfolio›$13.4K
Allworth Financial LP617
0.0% of portfolio›$11.9K
Signaturefd, LLC523
0.0% of portfolio›$10.7K
Private Wealth Management Group, LLC398
0.0% of portfolio›$8.1K
Gamma Investing LLC364
0.0% of portfolio›$7.4K
EverSource Wealth Advisors, LLC254
0.0% of portfolio›$5.2K
Farther Finance Advisors, LLC145
0.0% of portfolio›$3.0K
Marquette Asset Management, LLC139
0.0% of portfolio›$2.8K
Parallel Advisors, LLC121
0.0% of portfolio›$2.5K
True Wealth Design, LLC107
0.0% of portfolio›$2.2K
Armstrong Advisory Group, Inc100
0.0% of portfolio›$2.0K
Root Financial Partners, LLC81
0.0% of portfolio›$1.7K
Torren Management, LLC31
0.0% of portfolio›$633
Zions Bancorporation, National Association30
0.0% of portfolio›$613
MassMutual Private Wealth & Trust, FSB28
0.0% of portfolio›$572
IFP Advisors, Inc22
0.0% of portfolio›$449
Provenance Wealth Advisors, LLC22
0.0% of portfolio›$449
SBI Securities Co., Ltd.17
0.0% of portfolio›$347
Fortitude Family Office, LLC7
0.0% of portfolio›$143
SJS Investment Consulting Inc.7
0.0% of portfolio›$144
Larson Financial Group LLC7
0.0% of portfolio›$143
James T. Borello RIA2
0.0% of portfolio›$41
StyleTurnoverLocationFiled
MacKenzie Financial Corp
815,582$16.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Geode Capital Management, LLC
631,211$12.9M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
426,663$8.7M0.0%IndexLowAustin, TX2026-11-04
Swedbank AB
260,500$5.3M0.0%GrowthLowStockholm, Sweden2026-10-27
Creative Planning
196,902$4.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Russell Investments Group, Ltd.
179,290$3.7M0.0%CoreLowSeattle, WA2026-11-06
Perkins Capital Management Inc
176,970$3.6M2.6%GrowthLowWayzata, MN2026-11-02
Y-Intercept (Hong Kong) Ltd
143,298$2.9M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Bank of New York Mellon Corp
120,777$2.5M0.0%CoreLowNew York, NY2026-11-05
Inspire Investing, LLC
111,390$2.3M0.1%GARPHighMeridian, ID2026-10-22
Barclays PLC
98,795$2.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
Assenagon Asset Management S.A.
89,108$1.8M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
North Star Investment Management Corp.
60,000$1.2M0.1%CoreLowChicago, IL2026-10-27
Principal Financial Group Inc
52,845$1.1M0.0%CoreLowDes Moines, IA2026-11-02
Counterpoint Mutual Funds LLC
48,029$981.2K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Strs Ohio
43,500$888.7K0.0%CoreMediumColumbus, OH2026-10-30
Sigma Planning Corp
30,000$612.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
AlphaCore Capital LLC
25,699$525.0K0.0%ETFLowLa Jolla, CA2026-11-04
Amundi
23,799$486.2K0.0%CoreMediumParis, India2026-11-06
Jackson Creek Investment Advisors LLC
23,182$4740.0%ValueVery HighCastle Rock, CO2026-11-04
Bailard, Inc.
16,700$341.2K0.0%GrowthMediumFoster City, CA2026-10-13
Simplicity Wealth,LLC
13,691$279.7K0.0%ETFLowSummit, NJ2026-10-23
Davenport & Co LLC
13,194$269.6K0.0%CoreMediumRichmond, VA2026-10-14
Wealth Enhancement Advisory Services, LLC
10,988$220.9K0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
10,880$222.3K0.0%GrowthLowSan Diego, CA2026-10-13
Essential Partners LLC
10,286$210.1K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
State of Wyoming
7,228$147.7K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
7,002$143.1K0.0%CoreMediumNew York, NY2026-11-04
Covestor Ltd
4,482$910.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
4,015$82.0K0.0%GARPLowPhoenix, AZ2026-10-02
CFG Wealth Management Services, Inc.
3,570$74.1K0.1%ETFLowIndianapolis, XX2026-10-21
USA Financial Formulas
2,357$48.2K0.0%ETFVery HighAda, MI2026-10-16
New York State Teachers Retirement System
2,288$470.0%CoreVery LowAlbany, NY2026-10-22
Nisa Investment Advisors, LLC
1,709$34.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Alaska, Department of Revenue
1,311$260.0%CoreVery LowJuneau, AK2026-10-15
Sterling Capital Management LLC
843$17.2K0.0%GARPMediumCharlotte, NC2026-10-22
CoreCap Advisors, LLC
717$14.6K0.0%ETFMediumSouthfield, MI2026-10-08
PNC Financial Services Group, Inc.
657$13.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Allworth Financial LP
617$11.9K0.0%IndexLowFolsom, CA2026-11-06
Signaturefd, LLC
523$10.7K0.0%IndexLowAtlanta, GA2026-10-23
Private Wealth Management Group, LLC
398$8.1K0.0%ETFLowPrinceton, NJ2026-10-19
Gamma Investing LLC
364$7.4K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
254$5.2K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
145$3.0K0.0%IndexLowSan Francisco, CA2026-10-08
Marquette Asset Management, LLC
139$2.8K0.0%ETFVery LowMinneapolis, MN2026-10-09
Parallel Advisors, LLC
121$2.5K0.0%IndexLowSan Francisco, CA2026-11-03
True Wealth Design, LLC
107$2.2K0.0%ETFMediumAkron, OH2026-10-13
Armstrong Advisory Group, Inc
100$2.0K0.0%ETFHighNeedham, MA2026-10-09
Root Financial Partners, LLC
81$1.7K0.0%ETFMediumEncinitas, CA2026-10-21
Torren Management, LLC
31$6330.0%ETFMediumSan Diego, CA2026-10-29
Zions Bancorporation, National Association
30$6130.0%CoreMediumSalt Lake City, UT2026-11-06
MassMutual Private Wealth & Trust, FSB
28$5720.0%CoreLowSpringfield, MA2026-10-05
IFP Advisors, Inc
22$4490.0%GrowthLowTampa, FL2026-10-16
Provenance Wealth Advisors, LLC
22$4490.0%ETFLowFort Lauderdale, FL2026-10-30
SBI Securities Co., Ltd.
17$3470.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
7$1430.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
7$1440.0%ETFVery LowSylvania, OH2026-10-26
Larson Financial Group LLC
7$1430.0%GrowthLowSt Louis, MO2026-11-05
James T. Borello RIA
2$410.0%ETFVery LowEast Dundee, IL2026-10-16