Ooma Ownership | Who Owns Ooma?
Ooma Ownership Summary
Ooma is owned by 71.81% institutional investors, 7.96% insiders, and 20.23% retail investors. Trigran investments is the largest institutional shareholder, holding 15.68% of OOMA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.74% of its assets in Ooma shares.
OOMA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ooma | 71.81% | 7.96% | 20.23% |
| Sector | Communication Services Stocks | 41.93% | 12.83% | 45.23% |
| Industry | Telecom Stocks | 37.43% | 13.33% | 49.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Trigran investments | 4.11M | 15.68% | $40.82M |
| Blackrock | 3.86M | 14.74% | $38.37M |
| Awm investment company | 1.29M | 4.92% | $12.82M |
| Vanguard group | 1.24M | 4.73% | $12.32M |
| Renaissance | 845.20K | 3.22% | $8.39M |
| Boston partners | 671.24K | 2.56% | $6.66M |
| Jpmorgan chase | 620.49K | 2.37% | $6.16M |
| Russell investments group | 550.36K | 2.10% | $5.47M |
| Geode capital management | 541.84K | 2.07% | $5.38M |
| Acadian asset management | 535.40K | 2.04% | $5.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Trigran investments | 4.11M | 4.27% | $40.82M |
| Awm investment company | 1.29M | 1.73% | $12.82M |
| Perkins capital management | 154.80K | 1.45% | $1.54M |
| Herald investment management | 260.00K | 0.42% | $2.56M |
| Perritt capital management | 32.00K | 0.17% | $317.76K |
| Teton advisors | 40.00K | 0.17% | $397.20K |
| Corton capital | 20.57K | 0.11% | $204.31K |
| Merrion investment management | 12.58K | 0.09% | $124.90K |
| Covestor | 5.79K | 0.04% | $58.00K |
| Campbell & co investment adviser | 41.40K | 0.03% | $411.10K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 3.86M | 0.00% | 294.64K |
| Boston partners | 671.24K | 0.01% | 208.16K |
| Jpmorgan chase | 620.49K | 0.00% | 189.92K |
| Acadian asset management | 535.40K | 0.02% | 154.12K |
| Morgan stanley | 417.19K | 0.00% | 107.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 38.79K | 0.00% | -933.65K |
| Royce & associates lp | - | - | -396.90K |
| Awm investment company | 1.29M | 1.73% | -118.48K |
| Dana investment advisors | - | - | -80.75K |
| Dimensional fund advisors lp | 295.07K | 0.00% | -68.02K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 75.90K | 0.00% | 75.90K | $753.69K |
| Bridgeway capital management | 55.00K | 0.01% | 55.00K | $546.15K |
| Mackenzie financial | 24.02K | 0.00% | 24.02K | $238.47K |
| Globeflex capital l p | 13.47K | 0.01% | 13.47K | $133.80K |
| Corebridge financial | 13.29K | 0.00% | 13.29K | $131.95K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -23.00 |
| First horizon advisors | -88.00 |
| Cibc private wealth group | -100.00 |
| Eversource wealth advisors | -386.00 |
| Clear street markets | -428.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 117 | 8.33% | 19,070,190 | -1.71% | 71 | 1.31% | 68 | -6.85% | 25 | 19.05% |
| Jun 30, 2024 | 107 | 10.31% | 19,400,853 | 0.65% | 73 | 1.30% | 72 | 105.71% | 21 | -47.50% |
| Mar 31, 2024 | 97 | -3.96% | 19,275,378 | 0.26% | 75 | 1.32% | 35 | -30.00% | 40 | 33.33% |
| Dec 31, 2023 | 101 | -3.81% | 19,226,086 | 1.05% | 75 | 1.36% | 50 | 6.38% | 30 | -16.67% |
| Sep 30, 2023 | 105 | 6.06% | 19,026,903 | -0.15% | 74 | 1.30% | 47 | -24.19% | 36 | 80.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 734.22K | 2.74% | - |
| iShares Russell 2000 ETF | 610.42K | 2.28% | -1.37K |
| BlackRock Advantage Small Cap Core Instl | 437.24K | 1.63% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 343.94K | 1.28% | - |
| Column Small Cap Select | 271.89K | 1.01% | -50.84K |
| Herald Ord | 260.00K | 0.97% | - |
| Fidelity Small Cap Index | 254.36K | 0.95% | -4.38K |
| Royce Small-Cap Opportunity Invmt | 242.55K | 0.91% | -230.07K |
| BlackRock Advantage Small Cap Gr Instl | 216.57K | 0.81% | -6.76K |
| iShares Russell 2000 Value ETF | 196.03K | 0.73% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | Galligan Andrew H | - | Sell | $215.84K |
| Dec 10, 2024 | Hamamatsu Shigeyuki | Chief Financial Officer | Sell | $547.69K |
| Dec 10, 2024 | Pearce William D | - | Sell | $57.51K |
| Dec 09, 2024 | STANG ERIC B | CEO and Pres. | Sell | $601.24K |
| Dec 06, 2024 | STANG ERIC B | CEO and Pres. | Sell | $929.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 2 | 1 |
OOMA Ownership FAQ
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