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Ooma
OOMA

141 hedge funds and large institutions have $222M invested in Ooma in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 133 → 141 (+8)

4% less capital invested

Capital invested by funds: $230M → $222M (-$8.16M)

6% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 49

1.05% less ownership

Funds ownership: 69.65% → 68.6% (-1%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
46
Reduced
49
Closed
12
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$340K

Top Buyers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.72M
2
Morgan Stanley
Morgan Stanley
New York
+$1.09M
3
BlackRock
BlackRock
New York
+$783K
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$676K
5
SL
Sentinus LLC
Illinois
+$662K

Top Sellers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
-$3.21M
2
Millennium Management
Millennium Management
New York
-$2.01M
3
Jane Street
Jane Street
New York
-$1.29M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.24M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCNMGF
26
Nano-Cap New Millennium Growth Fund
New York
$1.88M +$1.83M +160,000 New
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$1.83M -$1.24M -108,279 -41%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.77M +$1.72M +151,207 New
TI
29
Trexquant Investment
Connecticut
$1.72M -$237K -20,764 -12%
Barclays
30
Barclays
United Kingdom
$1.65M +$163K +14,324 +11%
GCP
31
GSA Capital Partners
United Kingdom
$1.31M +$12.2K +1,067 +1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.26M -$103K -9,000 -8%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.21M +$148K +12,957 +14%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$1.19M +$349K +30,553 +39%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$1.13M -$478K -41,919 -30%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$1.13M +$572K +50,114 +107%
Ameriprise
37
Ameriprise
Minnesota
$1.09M -$5.94K -521 -0.6%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$973K -$439K -38,519 -32%
Charles Schwab
39
Charles Schwab
California
$864K -$3.13K -274 -0.4%
AQR Capital Management
40
AQR Capital Management
Connecticut
$823K +$234K +20,540 +41%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$735K +$112K +9,816 +19%
Creative Planning
42
Creative Planning
Kansas
$714K +$508K +44,537 +272%
SEI Investments
43
SEI Investments
Pennsylvania
$699K – – –
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$695K +$676K +59,267 New
PCM
45
Perritt Capital Management
Illinois
$680K +$205K +18,000 +45%
SL
46
Sentinus LLC
Illinois
$680K +$662K +58,000 New
UBS Group
47
UBS Group
Switzerland
$644K -$83.5K -7,324 -12%
Squarepoint
48
Squarepoint
New York
$614K +$597K +52,307 New
VOYA Investment Management
49
VOYA Investment Management
Georgia
$578K +$9.98K +875 +2%
Bank of America
50
Bank of America
North Carolina
$573K +$168K +14,692 +43%
1
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3 4 5

OOMA Hedge Fund Activity: Q4 2025 in Review

141 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2025, worth a combined $222M — down 3.5% from $230M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OOMA positions and 12 closed out — a net gain of 12 holders — while 46 added to existing stakes and 49 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $1.72M. The largest seller was Trigran Investments, cutting an estimated $3.21M.

  • 141 institutional investors held Ooma (OOMA) as of Q4 2025, up from 133 in Q3 2025.
  • Funds reported $222M of Ooma stock for Q4 2025, down 3.5% quarter-over-quarter.
  • 24 funds opened new Ooma positions in Q4 2025 and 12 closed out, a net change of +12 holders.
  • The largest Ooma buyer in Q4 2025 was Jacobs Levy Equity Management, an estimated $1.72M added.
  • The largest Ooma seller in Q4 2025 was Trigran Investments, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2025.