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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$9.87K +$8K +638 +1,595%
S
127
SignatureFD
Georgia
$8.12K +$1.77K +141 +34%
AF
128
Allworth Financial
California
$7.28K +$4.51K +360 +257%
PWMG
129
Private Wealth Management Group
New Jersey
$5.79K
GI
130
GAMMA Investing
California
$4.74K +$3.36K +268 +462%
HI
131
Harbour Investments
Wisconsin
$4.1K +$2.28K +182 +182%
AAP
132
Arax Advisory Partners
Colorado
$4.04K +$3.49K +278 New
Jones Financial Companies
133
Jones Financial Companies
Missouri
$3.88K +$3.47K +277 New
EWA
134
EverSource Wealth Advisors
Alabama
$3.46K +$2.29K +183 +333%
Optiver Holding
135
Optiver Holding
Netherlands
$3.11K -$2.21K -176 -45%
RIL
136
Rothschild Investment LLC
Illinois
$2.77K +$1.69K +135 +245%
SCM
137
Sterling Capital Management
North Carolina
$2.4K
MAM
138
Marquette Asset Management
Minnesota
$2.02K +$1.74K +139 New
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.01K
AAM
140
Advisors Asset Management
Colorado
$1.99K -$263 -21 -13%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$1.8K
PA
142
Parallel Advisors
California
$1.48K +$1.28K +102 New
TWD
143
True Wealth Design
Ohio
$1.47K +$916 +73 +261%
JWM
144
JPL Wealth Management
Colorado
$1.41K +$1.22K +97 New
FFA
145
Farther Finance Advisors
California
$948 +$615 +49 +327%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$888 +$765 +61 New
RFP
147
Root Financial Partners
California
$786 +$677 +54 New
MCM
148
MAI Capital Management
Ohio
$612 +$477 +38 +950%
TM
149
Torren Management
California
$451 -$1.07K -85 -73%
ZBNA
150
Zions Bancorporation, National Association
Utah
$437 +$376 +30 New

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.