Ooma Ownership 2024 | Who Owns Ooma Now?
Institutional Ownership
73.98%
Insider Ownership
8.24%
Retail Ownership
17.78%
Institutional Holders
106.00
Ooma Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIGRAN INVESTMENTS, INC. | 15.68% | 4.27% | 4,111,118 | 26,386 | 0.65% | 40,823,402 | Jun 30, 2024 |
| BLACKROCK INC. | 14.74% | 0.00% | 3,864,325 | 294,645 | 8.25% | 38,372,746 | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 4.92% | 1.73% | 1,291,468 | -118,480 | -8.40% | 12,824,277 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.73% | 0.00% | 1,240,707 | -25,613 | -2.02% | 12,320,220 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 3.22% | 0.01% | 845,203 | 33,100 | 4.08% | 8,392,866 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.56% | 0.01% | 671,242 | 208,163 | 44.95% | 6,664,512 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.37% | 0.00% | 620,486 | 189,922 | 44.11% | 6,161,426 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 2.10% | 0.01% | 550,361 | -28,981 | -5.00% | 5,465,083 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 541,835 | 37,566 | 7.45% | 5,381,046 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.04% | 0.02% | 535,404 | 154,117 | 40.42% | 5,314,000 | Jun 30, 2024 |
| STATE STREET CORP | 1.76% | 0.00% | 462,497 | 13,640 | 3.04% | 4,592,595,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.59% | 0.00% | 417,188 | 107,486 | 34.71% | 4,142,677 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.51% | 0.04% | 396,904 | -363,148 | -47.78% | 3,941,257 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.13% | 0.00% | 295,069 | -68,017 | -18.73% | 2,929,707 | Jun 30, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 0.99% | 0.42% | 260,000 | - | - | 2,563,600 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.82% | 0.00% | 216,307 | 27,950 | 14.84% | 2,147,929 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.80% | 0.00% | 208,949 | 2,992 | 1.45% | 2,074,863,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.75% | 0.00% | 197,968 | 97,501 | 97.05% | 1,965,823 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.74% | 0.00% | 193,645 | 76,161 | 64.83% | 1,922,895 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.68% | 0.01% | 178,315 | 52,291 | 41.49% | 1,770,668 | Jun 30, 2024 |
Ooma's largest institutional shareholder is TRIGRAN INVESTMENTS, INC., holding 15.68% of the company's total share outstanding, currently valued at $40.82M. The top 10 institutional shareholders own together 54.42% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIGRAN INVESTMENTS, INC. | 15.68% | 4.27% | 4,111,118 | 26,386 | 0.65% | 40,823,402 | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 4.92% | 1.73% | 1,291,468 | -118,480 | -8.40% | 12,824,277 | Jun 30, 2024 |
| PERKINS CAPITAL MANAGEMENT INC | 0.59% | 1.45% | 154,800 | -1,750 | -1.12% | 1,537,000 | Jun 30, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 0.99% | 0.42% | 260,000 | - | - | 2,563,600 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.12% | 0.17% | 32,000 | 7,000 | 28.00% | 317,760 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.15% | 0.17% | 40,000 | - | - | 397,200 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.08% | 0.11% | 20,575 | 6,898 | 50.44% | 204,310 | Jun 30, 2024 |
| MERRION INVESTMENT MANAGEMENT CO, LLC | 0.05% | 0.09% | 12,578 | - | - | 124,900 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.25% | 0.06% | 64,478 | 18,718 | 40.90% | 640,267 | Jun 30, 2024 |
| COVESTOR LTD | 0.02% | 0.04% | 5,794 | -403 | -6.50% | 58,000 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.51% | 0.04% | 396,904 | -363,148 | -47.78% | 3,941,257 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.16% | 0.03% | 41,400 | 14,264 | 52.56% | 411,102 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.05% | 0.02% | 14,008 | 3,804 | 37.28% | 139,099 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.13% | 0.02% | 35,266 | 35,266 | 100.00% | 350,000 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.05% | 0.02% | 12,857 | 1,224 | 10.52% | 127,670 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.04% | 0.02% | 535,404 | 154,117 | 40.42% | 5,314,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 3.22% | 0.01% | 845,203 | 33,100 | 4.08% | 8,392,866 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.05% | 0.01% | 13,474 | 13,474 | 100.00% | 133,797 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.21% | 0.01% | 55,000 | 55,000 | 100.00% | 546,150 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.17% | 0.01% | 45,537 | 25,615 | 128.58% | 452,183 | Jun 30, 2024 |
The largest Ooma shareholder by % of total assets is TRIGRAN INVESTMENTS, INC.. The company owns 4.11M shares of Ooma (OOMA), representing 4.27% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.74% | 0.00% | 3,864,325 | 294,645 | 8.25% | 38,372,746 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.56% | 0.01% | 671,242 | 208,163 | 44.95% | 6,664,512 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.37% | 0.00% | 620,486 | 189,922 | 44.11% | 6,161,426 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.04% | 0.02% | 535,404 | 154,117 | 40.42% | 5,314,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.59% | 0.00% | 417,188 | 107,486 | 34.71% | 4,142,677 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.75% | 0.00% | 197,968 | 97,501 | 97.05% | 1,965,823 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.74% | 0.00% | 193,645 | 76,161 | 64.83% | 1,922,895 | Jun 30, 2024 |
| NORGES BANK | 0.29% | 0.00% | 75,900 | 75,900 | 100.00% | 753,687 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.21% | 0.01% | 55,000 | 55,000 | 100.00% | 546,150 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.68% | 0.01% | 178,315 | 52,291 | 41.49% | 1,770,668 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 541,835 | 37,566 | 7.45% | 5,381,046 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.13% | 0.02% | 35,266 | 35,266 | 100.00% | 350,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 3.22% | 0.01% | 845,203 | 33,100 | 4.08% | 8,392,866 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.24% | 0.00% | 61,676 | 31,423 | 103.87% | 612,443 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.54% | 0.00% | 142,674 | 28,517 | 24.98% | 1,416,754 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.82% | 0.00% | 216,307 | 27,950 | 14.84% | 2,147,929 | Jun 30, 2024 |
| TRIGRAN INVESTMENTS, INC. | 15.68% | 4.27% | 4,111,118 | 26,386 | 0.65% | 40,823,402 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.17% | 0.01% | 45,537 | 25,615 | 128.58% | 452,183 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.09% | 0.00% | 24,015 | 24,015 | 100.00% | 238,469 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.25% | 0.06% | 64,478 | 18,718 | 40.90% | 640,267 | Jun 30, 2024 |
As of Jun 30 2024, Ooma's largest institutional buyer is BLACKROCK INC.. The company purchased 294.64K stocks of OOMA, valued at $38.37M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 0.15% | 0.00% | 38,793 | -933,651 | -96.01% | 385,214 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.51% | 0.04% | 396,904 | -363,148 | -47.78% | 3,941,257 | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 4.92% | 1.73% | 1,291,468 | -118,480 | -8.40% | 12,824,277 | Jun 30, 2024 |
| DANA INVESTMENT ADVISORS, INC. | - | - | - | -80,755 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.13% | 0.00% | 295,069 | -68,017 | -18.73% | 2,929,707 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -42,540 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -38,472 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 2.10% | 0.01% | 550,361 | -28,981 | -5.00% | 5,465,083 | Jun 30, 2024 |
| PITCAIRN CO | - | - | - | -27,122 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.73% | 0.00% | 1,240,707 | -25,613 | -2.02% | 12,320,220 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -24,855 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.13% | 0.00% | 33,845 | -22,351 | -39.77% | 336,081 | Jun 30, 2024 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.49% | 0.00% | 127,698 | -17,284 | -11.92% | 1,268,041 | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -17,099 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -16,286 | -100.00% | - | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | 0.25% | 0.00% | 64,698 | -15,528 | -19.36% | 642,451 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -15,237 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -12,382 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,888 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Ooma's biggest institutional seller is WELLINGTON MANAGEMENT GROUP LLP. The company sold -0.93M shares of OOMA, valued at $385.21K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.29% | 0.00% | 75,900 | 75,900 | 100.00% | 753,687 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.21% | 0.01% | 55,000 | 55,000 | 100.00% | 546,150 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.09% | 0.00% | 24,015 | 24,015 | 100.00% | 238,469 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.05% | 0.01% | 13,474 | 13,474 | 100.00% | 133,797 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 13,288 | 13,288 | 100.00% | 131,950 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.05% | 0.00% | 13,155 | 13,155 | 100.00% | 130,629 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 13,016 | 13,016 | 100.00% | 129,249 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.04% | 0.00% | 11,410 | 11,410 | 100.00% | 113,530 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.04% | 0.00% | 11,124 | 11,124 | 100.00% | 110,461 | Jun 30, 2024 |
| BAILARD, INC. | 0.04% | 0.00% | 10,900 | 10,900 | 100.00% | 108,237 | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.03% | 0.00% | 9,100 | 9,100 | 100.00% | 90,363 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 1,260 | 1,260 | 100.00% | 13,000 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.00% | 428 | 428 | 100.00% | 4,000 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | 0.00% | 0.00% | 386 | 386 | 100.00% | 4,014 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 300 | 300 | 100.00% | 2,979 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 161 | 161 | 100.00% | 1,000 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | - | 23 | 23 | 100.00% | 229 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 23 | 23 | 100.00% | 228 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | - | 15 | 15 | 100.00% | 149 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 14 | 14 | 100.00% | 128 | Jun 30, 2024 |
Ooma's largest new institutional shareholder by number of shares is NORGES BANK, purchased 75.90K shares, valued at $753.69K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS, INC. | - | - | - | -80,755 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -42,540 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -38,472 | -100.00% | - | Jun 30, 2024 |
| PITCAIRN CO | - | - | - | -27,122 | -100.00% | - | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -24,855 | -100.00% | - | Jun 30, 2024 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -17,099 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -16,286 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -15,237 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -12,382 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,888 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -10,025 | -100.00% | - | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | - | - | - | -3,209 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,284 | -100.00% | - | Jun 30, 2024 |
| NBC SECURITIES, INC. | - | - | - | -1,181 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -591 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | - | - | - | -88 | -100.00% | - | Jun 30, 2024 |
Ooma's largest sold out institutional shareholder by shares sold is DANA INVESTMENT ADVISORS, INC., sold -80.75K shares, valued at -, as of undefined.
Ooma Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ALLIED ASSET ADVISORS FUNDS | 1.52% | 17,130 | - | - | Feb 29, 2024 |
| PERRITT FUNDS INC | 0.20% | 25,000 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.19% | 35,519 | 18,829 | 112.82% | Mar 28, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.13% | 61,500 | - | - | Mar 31, 2024 |
| Columbia Seligman Premium Technology Growth Fund, Inc. | 0.11% | 20,387 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.07% | 472,621 | -85,952 | -15.39% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.06% | 40,000 | - | - | Dec 29, 2023 |
| OBERWEIS FUNDS | 0.06% | 61,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 19,530 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.03% | 154,845 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.03% | 16,037 | - | - | Apr 30, 2021 |
| VALUED ADVISERS TRUST | 0.03% | 24,674 | 2,152 | 9.56% | Jan 31, 2024 |
| WASATCH FUNDS TRUST | 0.02% | 167,332 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 38,000 | - | - | Mar 28, 2024 |
| AMG FUNDS III | 0.02% | 83,163 | - | - | Mar 28, 2024 |
| AMG Funds I | 0.01% | 29,368 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 83,256 | - | - | Aug 31, 2023 |
| RYDEX VARIABLE TRUST | 0.01% | 11,163 | 6,049 | 118.28% | Dec 31, 2023 |
| Federated Hermes MDT Series | 0.01% | 18,956 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 42,780 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,495 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 52,878 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 70,949 | -7 | -0.01% | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 34,069 | - | - | Mar 28, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 243,219 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 661 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,073,657 | -285,329 | -21.00% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 93,745 | -2,942 | -3.04% | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 27,110 | -1,090 | -3.87% | Mar 31, 2023 |
| PFM Multi-Manager Series Trust | 0.00% | 1,663 | - | - | Dec 31, 2023 |
| RYDEX SERIES FUNDS | 0.00% | 6,711 | 3,105 | 86.11% | Dec 31, 2023 |
| Columbia Funds Series Trust II | 0.00% | 436,122 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 206,274 | 11,144 | 5.71% | Feb 29, 2024 |
| North Square Investments Trust | 0.00% | 9,200 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 29,584 | -1,590 | -5.10% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,353 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 18,798 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 4,385 | - | - | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 121,590 | - | - | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 69,247 | -23,031 | -24.96% | Feb 29, 2024 |
| Voya INVESTORS TRUST | 0.00% | 33,683 | 6,411 | 23.51% | Mar 31, 2024 |
| ALPS Series Trust | 0.00% | 4,700 | - | - | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 154,846 | 154,846 | - | Feb 29, 2024 |
| SEASONS SERIES TRUST | 0.00% | 11,227 | 2,294 | 25.68% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 13,218 | -1,115 | -7.78% | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 7,140 | - | - | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 8,644 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 102,821 | -25,775 | -20.04% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 345,381 | 112,620 | 48.38% | Jan 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 1,247 | 626 | 100.81% | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 6,464 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,314 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 10,025 | - | - | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 958 | - | - | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 28,390 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 20,250 | -788 | -3.75% | Feb 29, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 630 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 16,021 | -144 | -0.89% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 12,197 | 630 | 5.45% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 365 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 57,501 | 4,670 | 8.84% | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 511 | - | - | Mar 28, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 135,249 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 25,024 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,600 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 557 | - | - | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 32,664 | - | - | Jan 31, 2024 |
| GLENMEDE FUND INC | 0.00% | 883 | - | - | Jan 31, 2024 |
| JPMorgan Trust I | 0.00% | 115,710 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 10,200 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,297 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 15,595 | 3,603 | 30.05% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,529 | 165 | 12.10% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 9,584 | -1,220 | -11.29% | Mar 28, 2024 |
| LAZARD FUNDS INC | 0.00% | 2,362 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 110,496 | 14,101 | 14.63% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 865,717 | -47,000 | -5.15% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 56,510 | -1,309 | -2.26% | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 2,473 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 2,119 | - | - | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,745 | - | - | Dec 31, 2023 |
| VALIC Co I | 0.00% | 9,257 | 65 | 0.71% | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 108 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 3,428 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 700 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,965 | -18 | -0.60% | Jan 31, 2024 |
| GUGGENHEIM FUNDS TRUST | 0.00% | 12,413 | 6,528 | 110.93% | Dec 31, 2023 |
| Guggenheim Active Allocation Fund | 0.00% | 130 | - | - | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 100 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 142,048 | 11,774 | 9.04% | Mar 28, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 48,877 | -5,978 | -10.90% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 22,185 | 16,801 | 312.05% | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 550 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 51,333 | -1,213 | -2.31% | Jan 31, 2024 |
| ProFunds | 0.00% | 187 | -16 | -7.88% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 3,536 | 453 | 14.69% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 3,074 | 599 | 24.20% | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 940 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 2,733 | 19 | 0.70% | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 15,216 | -413 | -2.64% | Mar 31, 2024 |
Ooma's largest mutual fund holder by % of total assets is "ALLIED ASSET ADVISORS FUNDS", owning 17.13K shares, compromising 1.52% of its total assets.
Ooma Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 106 | 9.28% |
| 31 Mar, 24 | 97 | -3.96% |
| 31 Dec, 23 | 101 | -3.81% |
| 30 Sep, 23 | 105 | 6.06% |
| 30 Jun, 23 | 99 | - |
| 31 Mar, 23 | 99 | -1.00% |
| 31 Dec, 22 | 100 | 6.38% |
| 30 Sep, 22 | 94 | -5.05% |
| 30 Jun, 22 | 99 | -3.88% |
| 31 Mar, 22 | 103 | - |
| 31 Dec, 21 | 103 | 0.98% |
| 30 Sep, 21 | 102 | -2.86% |
| 30 Jun, 21 | 105 | 22.09% |
| 31 Mar, 21 | 86 | -8.51% |
| 31 Dec, 20 | 94 | -3.09% |
| 30 Sep, 20 | 97 | -1.02% |
| 30 Jun, 20 | 98 | 18.07% |
| 31 Mar, 20 | 83 | - |
| 31 Dec, 19 | 83 | 10.67% |
| 30 Sep, 19 | 75 | -7.41% |
| 30 Jun, 19 | 81 | -4.71% |
| 31 Mar, 19 | 85 | - |
| 31 Dec, 18 | 85 | -3.41% |
| 30 Sep, 18 | 88 | 14.29% |
| 30 Jun, 18 | 77 | 20.31% |
| 31 Mar, 18 | 64 | -14.67% |
| 31 Dec, 17 | 75 | 1.35% |
| 30 Sep, 17 | 74 | -2.63% |
| 30 Jun, 17 | 76 | 10.14% |
| 31 Mar, 17 | 69 | 43.75% |
| 31 Dec, 16 | 48 | 14.29% |
| 30 Sep, 16 | 42 | 23.53% |
| 30 Jun, 16 | 34 | -5.56% |
| 31 Mar, 16 | 36 | 28.57% |
| 31 Dec, 15 | 28 | - |
| 30 Sep, 15 | 28 | - |
As of 30 Jun 24, 106 institutions are holding Ooma's shares, representing an increase of 9.28% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 19,400,729 | 0.65% |
| 31 Mar, 24 | 19,275,378 | 0.26% |
| 31 Dec, 23 | 19,226,086 | 1.05% |
| 30 Sep, 23 | 19,026,903 | -0.15% |
| 30 Jun, 23 | 19,056,271 | 0.42% |
| 31 Mar, 23 | 18,977,477 | 0.41% |
| 31 Dec, 22 | 18,899,707 | -2.95% |
| 30 Sep, 22 | 19,473,319 | -0.46% |
| 30 Jun, 22 | 19,563,014 | 1.97% |
| 31 Mar, 22 | 19,184,569 | 0.72% |
| 31 Dec, 21 | 19,047,030 | 0.54% |
| 30 Sep, 21 | 18,944,980 | -2.15% |
| 30 Jun, 21 | 19,360,955 | 1.77% |
| 31 Mar, 21 | 19,024,957 | 1.20% |
| 31 Dec, 20 | 18,799,792 | 6.84% |
| 30 Sep, 20 | 17,595,855 | -1.58% |
| 30 Jun, 20 | 17,878,321 | 7.01% |
| 31 Mar, 20 | 16,707,449 | 3.95% |
| 31 Dec, 19 | 16,072,964 | 3.66% |
| 30 Sep, 19 | 15,506,100 | -3.47% |
| 30 Jun, 19 | 16,064,035 | 2.50% |
| 31 Mar, 19 | 15,671,583 | 0.92% |
| 31 Dec, 18 | 15,528,272 | 3.30% |
| 30 Sep, 18 | 15,032,494 | 2.87% |
| 30 Jun, 18 | 14,613,095 | 1.32% |
| 31 Mar, 18 | 14,422,327 | 3.57% |
| 31 Dec, 17 | 13,924,589 | 1.45% |
| 30 Sep, 17 | 13,725,662 | 2.45% |
| 30 Jun, 17 | 13,397,351 | 9.23% |
| 31 Mar, 17 | 12,265,430 | 133.84% |
| 31 Dec, 16 | 5,245,231 | 19.23% |
| 30 Sep, 16 | 4,399,387 | 11.21% |
| 30 Jun, 16 | 3,955,776 | 5.00% |
| 31 Mar, 16 | 3,767,251 | 2.56% |
| 31 Dec, 15 | 3,673,316 | -7.84% |
| 30 Sep, 15 | 3,985,836 | - |
Ooma (OOMA) has 19.40M shares outstanding as of 30 Jun 24, up 0.65% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 73.98% | 1.30% |
| 31 Mar, 24 | 75.37% | 1.32% |
| 31 Dec, 23 | 75.49% | 1.36% |
| 30 Sep, 23 | 74.39% | 1.30% |
| 30 Jun, 23 | 75.69% | 1.26% |
| 31 Mar, 23 | 77.44% | 1.30% |
| 31 Dec, 22 | 77.12% | 1.23% |
| 30 Sep, 22 | 79.13% | 1.23% |
| 30 Jun, 22 | 80.21% | 1.27% |
| 31 Mar, 22 | 79.55% | 1.21% |
| 31 Dec, 21 | 81.14% | 1.26% |
| 30 Sep, 21 | 80.21% | 1.17% |
| 30 Jun, 21 | 82.88% | 1.22% |
| 31 Mar, 21 | 82.53% | 1.17% |
| 31 Dec, 20 | 84.07% | 1.38% |
| 30 Sep, 20 | 78.10% | 1.21% |
| 30 Jun, 20 | 80.42% | 1.38% |
| 31 Mar, 20 | 76.30% | 1.38% |
| 31 Dec, 19 | 74.48% | 1.40% |
| 30 Sep, 19 | 72.89% | 1.23% |
| 30 Jun, 19 | 77.05% | 1.32% |
| 31 Mar, 19 | 76.52% | 1.24% |
| 31 Dec, 18 | 78.43% | 1.38% |
| 30 Sep, 18 | 75.30% | 1.36% |
| 30 Jun, 18 | 74.28% | 1.33% |
| 31 Mar, 18 | 74.65% | 1.40% |
| 31 Dec, 17 | 73.09% | 1.36% |
| 30 Sep, 17 | 73.30% | 1.38% |
| 30 Jun, 17 | 72.97% | 1.59% |
| 31 Mar, 17 | 67.66% | 7.92% |
| 31 Dec, 16 | 29.23% | 4.70% |
| 30 Sep, 16 | 24.93% | 4.76% |
| 30 Jun, 16 | 22.89% | 4.69% |
| 31 Mar, 16 | 22.08% | 4.66% |
| 31 Dec, 15 | 21.77% | 3.90% |
| 30 Sep, 15 | 23.62% | - |
As of 30 Jun 24, Ooma is held by 73.98% institutional shareholders, representing a 1.30% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 71 | 102.86% |
| 31 Mar, 24 | 35 | -30.00% |
| 31 Dec, 23 | 50 | 6.38% |
| 30 Sep, 23 | 47 | -24.19% |
| 30 Jun, 23 | 62 | 24.00% |
| 31 Mar, 23 | 50 | -1.96% |
| 31 Dec, 22 | 51 | - |
| 30 Sep, 22 | 51 | -12.07% |
| 30 Jun, 22 | 58 | 23.40% |
| 31 Mar, 22 | 47 | 11.90% |
| 31 Dec, 21 | 42 | -16.00% |
| 30 Sep, 21 | 50 | -9.09% |
| 30 Jun, 21 | 55 | 61.76% |
| 31 Mar, 21 | 34 | -19.05% |
| 31 Dec, 20 | 42 | 20.00% |
| 30 Sep, 20 | 35 | -46.15% |
| 30 Jun, 20 | 65 | 75.68% |
| 31 Mar, 20 | 37 | -24.49% |
| 31 Dec, 19 | 49 | 58.06% |
| 30 Sep, 19 | 31 | -27.91% |
| 30 Jun, 19 | 43 | 22.86% |
| 31 Mar, 19 | 35 | -14.63% |
| 31 Dec, 18 | 41 | -18.00% |
| 30 Sep, 18 | 50 | - |
| 30 Jun, 18 | 50 | 38.89% |
| 31 Mar, 18 | 36 | -12.20% |
| 31 Dec, 17 | 41 | 7.89% |
| 30 Sep, 17 | 38 | -24.00% |
| 30 Jun, 17 | 50 | -9.09% |
| 31 Mar, 17 | 55 | 89.66% |
| 31 Dec, 16 | 29 | 11.54% |
| 30 Sep, 16 | 26 | 36.84% |
| 30 Jun, 16 | 19 | 26.67% |
| 31 Mar, 16 | 15 | 15.38% |
| 31 Dec, 15 | 13 | -51.85% |
| 30 Sep, 15 | 27 | - |
71 institutional shareholders have increased their position in OOMA stock as of 30 Jun 24 compared to 35 in the previous quarter (a 102.86% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 21 | -47.50% |
| 31 Mar, 24 | 40 | 33.33% |
| 31 Dec, 23 | 30 | -16.67% |
| 30 Sep, 23 | 36 | 80.00% |
| 30 Jun, 23 | 20 | -31.03% |
| 31 Mar, 23 | 29 | -9.38% |
| 31 Dec, 22 | 32 | 23.08% |
| 30 Sep, 22 | 26 | -10.34% |
| 30 Jun, 22 | 29 | -19.44% |
| 31 Mar, 22 | 36 | -7.69% |
| 31 Dec, 21 | 39 | 25.81% |
| 30 Sep, 21 | 31 | -3.13% |
| 30 Jun, 21 | 32 | -15.79% |
| 31 Mar, 21 | 38 | 18.75% |
| 31 Dec, 20 | 32 | -28.89% |
| 30 Sep, 20 | 45 | 95.65% |
| 30 Jun, 20 | 23 | -30.30% |
| 31 Mar, 20 | 33 | 43.48% |
| 31 Dec, 19 | 23 | -20.69% |
| 30 Sep, 19 | 29 | 7.41% |
| 30 Jun, 19 | 27 | -12.90% |
| 31 Mar, 19 | 31 | 10.71% |
| 31 Dec, 18 | 28 | 3.70% |
| 30 Sep, 18 | 27 | 50.00% |
| 30 Jun, 18 | 18 | 50.00% |
| 31 Mar, 18 | 12 | -33.33% |
| 31 Dec, 17 | 18 | -5.26% |
| 30 Sep, 17 | 19 | 11.76% |
| 30 Jun, 17 | 17 | 240.00% |
| 31 Mar, 17 | 5 | -54.55% |
| 31 Dec, 16 | 11 | 57.14% |
| 30 Sep, 16 | 7 | -22.22% |
| 30 Jun, 16 | 9 | -30.77% |
| 31 Mar, 16 | 13 | 30.00% |
| 31 Dec, 15 | 10 | - |
| 30 Sep, 15 | - | - |
21 institutional shareholders have reduced their position in OOMA stock as of 30 Jun 24 compared to 40 in the previous quarter (a -47.50% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 106 | 9.28% | 19,400,729 | 0.65% | 73.98% | 1.30% | 71 | 102.86% | 21 | -47.50% |
| 31 Mar, 24 | 97 | -3.96% | 19,275,378 | 0.26% | 75.37% | 1.32% | 35 | -30.00% | 40 | 33.33% |
| 31 Dec, 23 | 101 | -3.81% | 19,226,086 | 1.05% | 75.49% | 1.36% | 50 | 6.38% | 30 | -16.67% |
| 30 Sep, 23 | 105 | 6.06% | 19,026,903 | -0.15% | 74.39% | 1.30% | 47 | -24.19% | 36 | 80.00% |
| 30 Jun, 23 | 99 | - | 19,056,271 | 0.42% | 75.69% | 1.26% | 62 | 24.00% | 20 | -31.03% |
| 31 Mar, 23 | 99 | -1.00% | 18,977,477 | 0.41% | 77.44% | 1.30% | 50 | -1.96% | 29 | -9.38% |
| 31 Dec, 22 | 100 | 6.38% | 18,899,707 | -2.95% | 77.12% | 1.23% | 51 | - | 32 | 23.08% |
| 30 Sep, 22 | 94 | -5.05% | 19,473,319 | -0.46% | 79.13% | 1.23% | 51 | -12.07% | 26 | -10.34% |
| 30 Jun, 22 | 99 | -3.88% | 19,563,014 | 1.97% | 80.21% | 1.27% | 58 | 23.40% | 29 | -19.44% |
| 31 Mar, 22 | 103 | - | 19,184,569 | 0.72% | 79.55% | 1.21% | 47 | 11.90% | 36 | -7.69% |
| 31 Dec, 21 | 103 | 0.98% | 19,047,030 | 0.54% | 81.14% | 1.26% | 42 | -16.00% | 39 | 25.81% |
| 30 Sep, 21 | 102 | -2.86% | 18,944,980 | -2.15% | 80.21% | 1.17% | 50 | -9.09% | 31 | -3.13% |
| 30 Jun, 21 | 105 | 22.09% | 19,360,955 | 1.77% | 82.88% | 1.22% | 55 | 61.76% | 32 | -15.79% |
| 31 Mar, 21 | 86 | -8.51% | 19,024,957 | 1.20% | 82.53% | 1.17% | 34 | -19.05% | 38 | 18.75% |
| 31 Dec, 20 | 94 | -3.09% | 18,799,792 | 6.84% | 84.07% | 1.38% | 42 | 20.00% | 32 | -28.89% |
| 30 Sep, 20 | 97 | -1.02% | 17,595,855 | -1.58% | 78.10% | 1.21% | 35 | -46.15% | 45 | 95.65% |
| 30 Jun, 20 | 98 | 18.07% | 17,878,321 | 7.01% | 80.42% | 1.38% | 65 | 75.68% | 23 | -30.30% |
| 31 Mar, 20 | 83 | - | 16,707,449 | 3.95% | 76.30% | 1.38% | 37 | -24.49% | 33 | 43.48% |
| 31 Dec, 19 | 83 | 10.67% | 16,072,964 | 3.66% | 74.48% | 1.40% | 49 | 58.06% | 23 | -20.69% |
| 30 Sep, 19 | 75 | -7.41% | 15,506,100 | -3.47% | 72.89% | 1.23% | 31 | -27.91% | 29 | 7.41% |
| 30 Jun, 19 | 81 | -4.71% | 16,064,035 | 2.50% | 77.05% | 1.32% | 43 | 22.86% | 27 | -12.90% |
| 31 Mar, 19 | 85 | - | 15,671,583 | 0.92% | 76.52% | 1.24% | 35 | -14.63% | 31 | 10.71% |
| 31 Dec, 18 | 85 | -3.41% | 15,528,272 | 3.30% | 78.43% | 1.38% | 41 | -18.00% | 28 | 3.70% |
| 30 Sep, 18 | 88 | 14.29% | 15,032,494 | 2.87% | 75.30% | 1.36% | 50 | - | 27 | 50.00% |
| 30 Jun, 18 | 77 | 20.31% | 14,613,095 | 1.32% | 74.28% | 1.33% | 50 | 38.89% | 18 | 50.00% |
| 31 Mar, 18 | 64 | -14.67% | 14,422,327 | 3.57% | 74.65% | 1.40% | 36 | -12.20% | 12 | -33.33% |
| 31 Dec, 17 | 75 | 1.35% | 13,924,589 | 1.45% | 73.09% | 1.36% | 41 | 7.89% | 18 | -5.26% |
| 30 Sep, 17 | 74 | -2.63% | 13,725,662 | 2.45% | 73.30% | 1.38% | 38 | -24.00% | 19 | 11.76% |
| 30 Jun, 17 | 76 | 10.14% | 13,397,351 | 9.23% | 72.97% | 1.59% | 50 | -9.09% | 17 | 240.00% |
| 31 Mar, 17 | 69 | 43.75% | 12,265,430 | 133.84% | 67.66% | 7.92% | 55 | 89.66% | 5 | -54.55% |
| 31 Dec, 16 | 48 | 14.29% | 5,245,231 | 19.23% | 29.23% | 4.70% | 29 | 11.54% | 11 | 57.14% |
| 30 Sep, 16 | 42 | 23.53% | 4,399,387 | 11.21% | 24.93% | 4.76% | 26 | 36.84% | 7 | -22.22% |
| 30 Jun, 16 | 34 | -5.56% | 3,955,776 | 5.00% | 22.89% | 4.69% | 19 | 26.67% | 9 | -30.77% |
| 31 Mar, 16 | 36 | 28.57% | 3,767,251 | 2.56% | 22.08% | 4.66% | 15 | 15.38% | 13 | 30.00% |
| 31 Dec, 15 | 28 | - | 3,673,316 | -7.84% | 21.77% | 3.90% | 13 | -51.85% | 10 | - |
| 30 Sep, 15 | 28 | - | 3,985,836 | - | 23.62% | - | 27 | - | - | - |
Ooma Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Ooma's stock was made by Gustke James A. on Jun 24 2024, selling 10,013 shares at $6.04 per share (valued at $60.48K).
Ooma Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 6 | 5 | 120.00% |
| Q1 2024 | 8 | 15 | 53.33% |
| Q4 2023 | 2 | 16 | 12.50% |
| Q3 2023 | - | 15 | - |
| Q2 2023 | 6 | 17 | 35.29% |
| Q1 2023 | 8 | 10 | 80.00% |
| Q4 2022 | - | 10 | - |
| Q3 2022 | - | 10 | - |
| Q2 2022 | 6 | 12 | 50.00% |
| Q1 2022 | 7 | 7 | 100.00% |
| Q4 2021 | 3 | 12 | 25.00% |
| Q3 2021 | 2 | 6 | 33.33% |
| Q2 2021 | 14 | 32 | 43.75% |
| Q1 2021 | 12 | 9 | 133.33% |
| Q4 2020 | 1 | 8 | 12.50% |
| Q3 2020 | 6 | 21 | 28.57% |
| Q2 2020 | 7 | 7 | 100.00% |
| Q1 2020 | 13 | 19 | 68.42% |
| Q4 2019 | - | 5 | - |
| Q3 2019 | 5 | 13 | 38.46% |
6 total buy trades, and 5 total sell trades (buy/sell ratio of 1.20%) were made by Ooma's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 2 | 1 | 200.00% |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 3 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 17 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 4 | - |
| Q3 2020 | - | 14 | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | - | 14 | - |
| Q4 2019 | - | 5 | - |
| Q3 2019 | - | 6 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Ooma's stocks.
OOMA Ownership FAQ
Who Owns Ooma?
Ooma is owned by institutional shareholders (73.98%), insiders (8.24%), and public (17.78%). The largest institutional shareholder of Ooma is TRIGRAN INVESTMENTS, INC. (15.68% of total shares) and the top mutual fund owner is ALLIED ASSET ADVISORS FUNDS (1.52% of total shares).
Who are the major institutional shareholders of Ooma?
Ooma's major institutional shareholders are TRIGRAN INVESTMENTS, INC., BLACKROCK INC., AWM INVESTMENT COMPANY, INC., VANGUARD GROUP INC, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 43.29% of the company's share outstanding.
How many Ooma shareholders are there?
As of Jun 2024, there are 106 institutional shareholders of Ooma.
What percentage of Ooma is owned by TRIGRAN INVESTMENTS, INC?
TRIGRAN INVESTMENTS, INC owns 4.11M shares of Ooma, representing 15.68% of the company's total shares outstanding, valued at $40.82M (as of Jun 2024).
What percentage of Ooma is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.86M shares of Ooma (OOMA), compromising 14.74% of the company, valued at $38.37M.
What percentage of Ooma is owned by AWM INVESTMENT COMPANY, INC?
AWM INVESTMENT COMPANY, INC is the third largest holder of Ooma. The company owns 1.29M of the company's shares outstanding (worth $12.82M).