Institutional Ownership Ooma Inc (OOMA)
This table provides information about the institutional ownership of Ooma Inc (OOMA). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
2,619
shares
|
$32,763
0.0% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,353
shares
|
$29,436
0.0% of portfolio
|
Q3 2023
Added 58.13%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
2,288
shares
|
$28,622
0.0% of portfolio
|
Q2 2025
Added 2188.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,008
shares
|
$25,120
0.0% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$25,020
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
1,863
shares
|
$23,306
0.0% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,400
shares
|
$17,514
0.0% of portfolio
|
Q2 2020
Reduced 17.88%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
870
shares
|
$10,883
0.0% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
864
shares
|
$10,808
0.0% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
841
shares
|
$10,520
0.0% of portfolio
|
Q2 2025
Reduced 34.4%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
663
shares
|
$8,294
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
483
shares
|
$6,042
0.0% of portfolio
|
Q2 2025
Added 2200.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
458
shares
|
$5,729
0.0% of portfolio
|
Q2 2025
Reduced 63.21%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
398
shares
|
$4,978
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
306
shares
|
$3,828
0.0% of portfolio
|
Q2 2025
Reduced 56.84%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
216
shares
|
$2,702
0.0% of portfolio
|
Q2 2025
Added 87.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
205
shares
|
$2,564
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
187
shares
|
$2,339
0.0% of portfolio
|
Q2 2025
Reduced 37.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
142
shares
|
$1,776
0.0% of portfolio
|
Q2 2025
Added 97.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
135
shares
|
$1,688
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
124
shares
|
$1,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
111
shares
|
$1,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
61
shares
|
$763
0.0% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
60
shares
|
$750
0.0% of portfolio
|
Q4 2020
Reduced 62.5%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
42
shares
|
$525
0.0% of portfolio
|
Q1 2025
New holding
|