Ooma Inc: which funds bought and sold

Institutions that bought and sold Ooma shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 101 institutions that filed 13F reports for both quarters added to or opened positions in Ooma, and 55 cut or closed them. Together they added a net 920K shares, +4.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 34K shares (+0.7%); index fund managers were net buyers of 11K shares (+0.2%). 28 opened a new position and 17 sold out entirely.

Bought, Q2 2026 101 institutions, 28 of them new holders Sold, Q2 2026 55 institutions, 17 of them sold out

Net change, all compared +920K shares (+4.9%)

Net change, active managers +34K shares (+0.7%), 24 bought, 12 sold

Buyers versus sellers

institutions compared, 184

101 bought 28 55 sold

Active managers and hedge funds 24 bought · 12 sold · +34K

Index fund managers 6 bought · 3 sold · +11K

Other institutions 71 bought · 40 sold · +874K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	+516K +133.1%	903K	$17.4M
Morgan Stanley	+300K +50.7%	892K	$17.1M
Swedbank AB	+263K New position	263K	$5.1M
Lazard Asset Management LLC Active manager	+135K +138.6%	232K	$4.5M
Inspire Investing, LLC	+130K New position	130K	$2.5M
Hillsdale Investment Management Inc.	+128K +32.0%	530K	$10.2M
Arrowstreet Capital, Limited Partnership Hedge fund	+128K +24.8%	641K	$12.3M
Two Sigma Investments, LP Hedge fund	+103K +80.0%	232K	$4.5M
Jacobs Levy Equity Management, Inc Active manager	+97K +84.5%	212K	$4.1M
Assenagon Asset Management S.A.	+97K +46.8%	303K	$5.8M
Occudo Quantitative Strategies LP	+79K New position	79K	$1.5M
Vanguard Portfolio Management LLC Index funds	+79K +26.3%	378K	$7.3M
UBS Group AG	+73K +241.7%	103K	$2M
BNP Paribas Financial Markets	+67K +57.4%	185K	$3.6M
Charles Schwab Investment Management Inc Index funds	+67K +90.4%	141K	$2.7M
Informed Momentum Co LLC	+64K New position	64K	$1.2M
Susquehanna International Group, LLP	+60K +486.2%	73K	$1.4M
Mackenzie Financial Corp	+54K +18.2%	348K	$6.7M
Quantinno Capital Management LP	+49K +69.2%	120K	$2.3M
Dimensional Fund Advisors LP	+39K +10.2%	418K	$8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lazard Asset Management LLC Active manager	+135K +138.6%	232K	$4.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+128K +24.8%	641K	$12.3M
Two Sigma Investments, LP Hedge fund	+103K +80.0%	232K	$4.5M
Jacobs Levy Equity Management, Inc Active manager	+97K +84.5%	212K	$4.1M
Franklin Resources Inc Active manager	+37K New position	37K	$716,310
Magnetar Financial LLC Hedge fund	+34K +181.6%	53K	$1M
FMR LLC Active manager	+32K +502.4%	39K	$742,337
Schonfeld Strategic Advisors LLC Hedge fund	+26K New position	26K	$493,087
Man Group PLC Hedge fund	+25K +120.9%	46K	$878,392
Polen Capital Management LLC Active manager	+21K New position	21K	$404,370

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Trigran Investments, Inc.	−923K Sold out	0	—
Marshall Wace, LLP Hedge fund	−252K −55.3%	204K	$3.9M
Awm Investment Company, Inc.	−237K −57.7%	174K	$3.3M
Blackrock, Inc. Index funds	−158K −4.2%	3.6M	$69M
Renaissance Technologies LLC Hedge fund	−136K −14.9%	776K	$14.9M
Qube Research & Technologies Ltd Hedge fund	−123K Sold out	0	—
Jane Street Group, LLC	−58K −48.6%	62K	$1.2M
Connor, Clark & Lunn Investment Management Ltd.	−50K −20.3%	195K	$3.7M
Trexquant Investment LP Hedge fund	−43K Sold out	0	—
Millennium Management LLC Hedge fund	−39K −66.2%	20K	$386,476
Victory Capital Management Inc Active manager	−38K Sold out	0	—
Nuveen, LLC	−37K −12.2%	264K	$5.1M
Gsa Capital Partners LLP	−35K −56.8%	26K	$507,000
Xtx Topco Ltd	−32K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−31K −54.9%	26K	$494,146
Ameriprise Financial Inc	−30K −29.9%	70K	$1.3M
Vanguard Capital Management LLC Index funds	−23K −2.1%	1.1M	$20.5M
Mangrove Partners Im, LLC Hedge fund	−21K −60.5%	14K	$267,639
Point72 Asset Management, L.P. Hedge fund	−21K −24.4%	65K	$1.2M
State Board Of Administration Of Florida Retirement System	−18K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−252K −55.3%	204K	$3.9M
Renaissance Technologies LLC Hedge fund	−136K −14.9%	776K	$14.9M
Qube Research & Technologies Ltd Hedge fund	−123K Sold out	0	—
Trexquant Investment LP Hedge fund	−43K Sold out	0	—
Millennium Management LLC Hedge fund	−39K −66.2%	20K	$386,476
Victory Capital Management Inc Active manager	−38K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−31K −54.9%	26K	$494,146
Mangrove Partners Im, LLC Hedge fund	−21K −60.5%	14K	$267,639
Point72 Asset Management, L.P. Hedge fund	−21K −24.4%	65K	$1.2M
Segall Bryant & Hamill, LLC Active manager	−16K −8.4%	177K	$3.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Swedbank AB	263K	$5.1M
Inspire Investing, LLC	130K	$2.5M
Occudo Quantitative Strategies LP	79K	$1.5M
Informed Momentum Co LLC	64K	$1.2M
Franklin Resources IncActive manager	37K	$716,310
Aquatic Capital Management LLC	35K	$681,887
Susquehanna Fundamental Investments, LLC	29K	$549,404
Alphacore Capital LLC	27K	$510,944
Simplex Trading, LLC	26K	$504,659
Schonfeld Strategic Advisors LLCHedge fund	26K	$493,087

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Trigran Investments, Inc.	923K	$13.4M
Qube Research & Technologies LtdHedge fund	123K	$1.8M
Trexquant Investment LPHedge fund	43K	$630,030
Victory Capital Management IncActive manager	38K	$546,280
Xtx Topco Ltd	32K	$460,333
State Board Of Administration Of Florida Retirement System	18K	$268,098
Hightower Advisors, LLC	12K	$176,753
Ieq Capital, LLC	12K	$172,752
Mirabella Financial Services LLP	11K	$158,319
Archer Investment Corp	6,580	$95,739

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 168
Ten largest holders: 53.5%
Index fund managers: 34.1%
Active managers and hedge funds: 23.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	12	5	3	+34K	+0.7%
Index fund managers	6	3	0	0	+11K	+0.2%
Other institutions	71	40	23	14	+874K	+11.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Ooma.

Only managers that filed a holdings report for both quarters are compared (184 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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