Ooma Inc (OOMA) Ownership

14.56 ↑0.02 (0.14%)

As of January 27, 2023, 3:39pm EST.

Institutions
Mutual Funds

Institutional Ownership

Trigran Investments Inc is the biggest individual institutional holder of Ooma Inc (OOMA), owning a total of 2.8 million shares. Combined, the top 23 institutional holders of OOMA own 71.56% of the company with a total of 17.7 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of OOMA by 1.3 million shares. 14 institutions bought 1,646,669 total additional shares and increased their ownership by an average of 23.23%. However 5 institutions sold 308,379 total shares and decreased their ownership by an average of 7.07%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Ooma increased by a net total of 1,338,290 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Trigran Investments Inc	11.350%	9.989%	2,814,766	255,636	2022-09-30
BlackRock Inc	10.891%	32.833%	2,701,018	667,631	2022-09-30
Awm Investment Company Inc	5.685%	0.000%	1,409,948	0	2022-09-30
Wellington Management Company LLP	5.283%	13.552%	1,310,287	156,378	2022-09-30
Woodson Capital Management, LP	5.242%	-7.143%	1,300,000	-100,000	2022-09-30
Vanguard Group Inc	4.526%	0.949%	1,122,495	10,553	2022-09-30
HCSF Management, LLC	3.816%	5.890%	946,468	52,649	2022-09-30
Renaissance Technologies Corp	3.411%	-17.944%	845,839	-184,964	2022-09-30
Wasatch Advisors Inc.	2.861%	11.841%	709,558	75,124	2022-09-30
Royce & Associates, LP	2.721%	14.744%	674,919	86,725	2022-09-30
Lord, Abbett & Co LLC	1.802%	6.367%	446,801	26,743	2022-09-30
State Street Corporation	1.796%	1.001%	445,391	4,413	2022-09-30
Acadian Asset Management LLC	1.635%	6.496%	405,542	24,736	2022-09-30
Geode Capital Management, LLC	1.575%	1.009%	390,672	3,904	2022-09-30
JPMorgan Chase & Co	1.427%	202.962%	353,772	237,001	2022-09-30
Dimensional Fund Advisors, Inc.	1.135%	7.169%	281,516	18,832	2022-09-30
Morgan Stanley - Brokerage Accounts	1.131%	10.371%	280,368	26,344	2022-09-30
Nuveen Asset Management, LLC	1.015%	-6.160%	251,831	-16,531	2022-09-30
Herald Investment Management Limited	0.909%	0.000%	225,400	0	2022-09-30
Northern Trust Corp	0.759%	-1.702%	188,203	-3,259	2022-09-30
Perkins Capital Management Inc	0.601%	-2.422%	146,050	-3,625	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Trigran Investments Inc	11.350%	9.989%	2,814,766	255,636	2022-09-30
BlackRock Inc	10.891%	32.833%	2,701,018	667,631	2022-09-30
Awm Investment Company Inc	5.685%	0.000%	1,409,948	0	2022-09-30
Wellington Management Company LLP	5.283%	13.552%	1,310,287	156,378	2022-09-30
Woodson Capital Management, LP	5.242%	-7.143%	1,300,000	-100,000	2022-09-30
Vanguard Group Inc	4.526%	0.949%	1,122,495	10,553	2022-09-30
HCSF Management, LLC	3.816%	5.890%	946,468	52,649	2022-09-30
Renaissance Technologies Corp	3.411%	-17.944%	845,839	-184,964	2022-09-30
Wasatch Advisors Inc.	2.861%	11.841%	709,558	75,124	2022-09-30
Royce & Associates, LP	2.721%	14.744%	674,919	86,725	2022-09-30
Lord, Abbett & Co LLC	1.802%	6.367%	446,801	26,743	2022-09-30
State Street Corporation	1.796%	1.001%	445,391	4,413	2022-09-30
Acadian Asset Management LLC	1.635%	6.496%	405,542	24,736	2022-09-30
Geode Capital Management, LLC	1.575%	1.009%	390,672	3,904	2022-09-30
JPMorgan Chase & Co	1.427%	202.962%	353,772	237,001	2022-09-30
Millennium Management LLC	1.308%	96.949%	317,809	156,443	2022-06-30
Dimensional Fund Advisors, Inc.	1.135%	7.169%	281,516	18,832	2022-09-30
Morgan Stanley - Brokerage Accounts	1.131%	10.371%	280,368	26,344	2022-09-30
Nuveen Asset Management, LLC	1.015%	-6.160%	251,831	-16,531	2022-09-30
Herald Investment Management Limited	0.909%	0.000%	225,400	0	2022-09-30
Northern Trust Corp	0.759%	-1.702%	188,203	-3,259	2022-09-30
Jacobs Levy Equity Management, Inc.	0.681%	0.536%	165,509	882	2022-06-30
Perkins Capital Management Inc	0.601%	-2.422%	146,050	-3,625	2022-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Ooma Inc (OOMA), owning a total of 671 thousand shares. Combined, the top 21 mutual fund holders of OOMA own 21.78% of the company with a total of 5.4 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of OOMA by 20 thousand shares. 1 funds bought 4,200 total additional shares and increased their ownership by an average of 1.96%. However 2 funds sold 24,577 total shares and decreased their ownership by an average of 6.44%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Ooma decreased by a net total of -20,377 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce Small-Cap Opportunity Invmt	1.727%	-2.836%	428,303	-12,500	2022-12-31
Legg Mason RY US SmCp Opp A USD Dis(A)	0.879%	1.965%	217,972	4,200	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.436%	-10.051%	108,075	-12,077	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.706%	1.915%	671,112	12,613	2022-09-30
Vanguard Total Stock Mkt Idx Inv	2.706%	0.000%	671,112	0	2022-11-30
iShares Russell 2000 ETF	2.163%	-0.832%	536,509	-4,500	2022-12-30
Royce Small-Cap Opportunity Invmt	1.727%	-2.836%	428,303	-12,500	2022-12-31
BlackRock Advantage Small Cap Core Instl	1.569%	4.658%	389,111	17,319	2022-11-30
Wasatch Micro Cap Value	1.417%	8.762%	351,300	28,300	2022-09-30
Vanguard Extended Market Index Investor	1.225%	0.000%	303,686	0	2022-11-30
CREF Stock R1	0.913%	3.399%	226,291	7,439	2022-11-30
Legg Mason RY US SmCp Opp A USD Dis(A)	0.879%	1.965%	217,972	4,200	2022-12-31
iShares Russell 2000 Growth ETF	0.803%	0.113%	199,197	224	2022-12-30
Lord Abbett Micro Cap Growth I	0.782%	1.910%	193,968	3,636	2022-11-30
Fidelity® Small Cap Index	0.737%	3.835%	182,642	6,746	2022-10-31
Wellington Emerging Companies	0.577%	-17.496%	143,075	-30,341	2022-09-30
BlackRock Advantage Small Cap Gr Instl	0.556%	-9.788%	137,813	-14,953	2022-11-30
Wellington CIF Micro Cap Equity	0.501%	28.838%	124,200	27,800	2022-09-30
Fidelity® Extended Market Index	0.482%	0.000%	119,588	0	2022-11-30
EAM Ultra Micro Cap	0.455%	0.000%	112,763	0	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.436%	-10.051%	108,075	-12,077	2022-12-31
DFA US Small Cap I	0.403%	1.229%	99,961	1,214	2022-11-30
JPMorgan US Small Company L	0.385%	-4.403%	95,540	-4,400	2022-11-30
State St Russell Sm Cap® Indx NL Cl C	0.361%	0.000%	87,736	0	2022-10-31