We are live on ! Find out more

157 hedge funds and large institutions have $274M invested in Ooma in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

23% more capital invested

Capital invested by funds: $222M → $274M (+$52M)

11% more funds holding

Funds holding: 141157 (+16)

0.22% less ownership

Funds ownership: 68.6%68.39% (-0.22%)

Holders
157
Holders Change
+16
Holders Change %
+11.35%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
58
Reduced
43
Closed
20
Calls
$525K
Puts
Net Calls
+$525K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54.5M -$43.2K -3,444 -0.1%
VCM
2
Vanguard Capital Management
Pennsylvania
$15.9M +$13.7M +1,090,539 New
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$15.2M +$9.22K +735 +0.1%
TI
4
Trigran Investments
Illinois
$13.4M -$12.9M -1,024,797 -53%
Renaissance Technologies
5
Renaissance Technologies
New York
$13.3M +$1.24M +99,100 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.1M +$427K +34,044 +6%
Morgan Stanley
7
Morgan Stanley
New York
$8.61M +$827K +65,945 +13%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.11M -$111K -8,835 -2%
State Street
9
State Street
Massachusetts
$7.88M +$228K +18,153 +3%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$7.48M
Marshall Wace
11
Marshall Wace
United Kingdom
$6.63M +$2.6M +207,504 +84%
AIC
12
AWM Investment Company
New York
$5.98M -$1.11M -88,591 -18%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$5.85M +$5.04M +401,889 New
Goldman Sachs
14
Goldman Sachs
New York
$5.64M +$1.25M +99,295 +34%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$5.51M +$553K +44,097 +13%
N
16
Nuveen
North Carolina
$4.37M +$4.78K +381 +0.1%
VPM
17
Vanguard Portfolio Management
Pennsylvania
$4.35M +$3.75M +298,873 New
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$4.28M +$1.56M +124,406 +73%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.56M -$738K -58,836 -19%
GC
20
Globeflex Capital
California
$3.21M
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$3M +$632K +50,413 +32%
Northern Trust
22
Northern Trust
Illinois
$2.89M +$61.7K +4,916 +3%
SBH
23
Segall Bryant & Hamill
Illinois
$2.81M -$60.9K -4,859 -2%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.75M +$1.49M +119,141 +170%
Creative Planning
25
Creative Planning
Kansas
$2.72M +$1.58M +126,352 +207%

OOMA Hedge Fund Activity: Q1 2026 in Review

157 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2026, worth a combined $274M — up 23% from $222M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OOMA positions and 20 closed out — a net gain of 18 holders — while 58 added to existing stakes and 43 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $5.04M. The largest seller was Trigran Investments, cutting an estimated $12.9M.

  • 157 institutional investors held Ooma (OOMA) as of Q1 2026, up from 141 in Q4 2025.
  • Funds reported $274M of Ooma stock for Q1 2026, up 23% quarter-over-quarter.
  • 38 funds opened new Ooma positions in Q1 2026 and 20 closed out, a net change of +18 holders.
  • The largest Ooma buyer in Q1 2026 was Hillsdale Investment Management, an estimated $5.04M added.
  • The largest Ooma seller in Q1 2026 was Trigran Investments, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2026.