Ooma Ownership | Who Owns Ooma?

Overview Forecast RevenueFinancials Chart Transcripts

Ooma Ownership Summary

Ooma is owned by 73.98% institutional investors, 7.96% insiders, and 18.06% 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	73.98%	7.96%	18.06%
Sector	Communication Services Stocks	38.61%	11.88%	49.51%
Industry	Telecom Stocks	36.34%	12.82%	50.84%

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 %
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%
Jun 30, 2023	99	-	19,056,271	0.42%	75	1.26%	62	24.00%	20	-31.03%

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%	18.60K
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	223.34K	0.83%	-
iShares Russell 2000 Value ETF	196.03K	0.73%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 29, 2023	Sabharwal Namrata	Chief Accounting Officer	Sell	$86.24K
Dec 15, 2023	STANG ERIC B	CEO and Pres.	Buy	$50.40K
Dec 13, 2023	STANG ERIC B	CEO and Pres.	Buy	$98.49K
Jun 16, 2023	Pearce William D	-	Sell	$71.67K
Jun 08, 2023	Gustke James A.	Vice President of Marketing	Sell	$198.79K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	2	1
2023 Q3	-	-

OOMA Ownership FAQ

Who Owns Ooma?

Ooma shareholders are primarily institutional investors at 73.98%, followed by 7.96% insiders and 18.06% retail investors. The average institutional ownership in Ooma's industry, Telecom Stocks , is 36.34%, which Ooma exceeds.

Who owns the most shares of Ooma?

Ooma’s largest shareholders are Trigran investments (4.11M shares, 15.68%), Blackrock (3.86M shares, 14.74%), and Awm investment company (1.29M shares, 4.92%). Together, they hold 35.34% of Ooma’s total shares outstanding.

Does Blackrock own Ooma?

Yes, BlackRock owns 14.74% of Ooma, totaling 3.86M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 38.37M$. In the last quarter, BlackRock increased its holdings by 294.64K shares, a 8.25% change.

Who is Ooma’s biggest shareholder by percentage of total assets invested?

Trigran investments is Ooma’s biggest shareholder by percentage of total assets invested, with 4.27% of its assets in 4.11M Ooma shares, valued at 40.82M$.

Who is the top mutual fund holder of Ooma shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Ooma shares, with 2.74% of its total shares outstanding invested in 734.22K Ooma shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools