Institutional Ownership Ooma Inc (OOMA)
This table provides information about the institutional ownership of Ooma Inc (OOMA). We have compiled data on the 140 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
79
shares
|
$890
0.0% of portfolio
|
Q3 2025
Added 464.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
61
shares
|
$687
0.0% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
60
shares
|
$676
0.0% of portfolio
|
Q4 2020
Reduced 62.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
41
shares
|
$462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
40
shares
|
$450
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
36
shares
|
$405
0.0% of portfolio
|
Q3 2025
Reduced 92.55%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
33
shares
|
$371
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
19
shares
|
$214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
19
shares
|
$214
0.0% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14
shares
|
$157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|