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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: 133141 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44M +$783K +68,601 +2%
TI
2
Trigran Investments
Illinois
$22.9M -$3.21M -281,151 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.7M +$112K +9,856 +0.7%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.3M -$50.4K -4,420 -0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.54M -$635K -55,700 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.94M -$11.3K -989 -0.2%
JP Morgan Chase
7
JP Morgan Chase
New York
$6.76M +$252K +22,125 +4%
Morgan Stanley
8
Morgan Stanley
New York
$6.17M +$1.09M +95,899 +22%
State Street
9
State Street
Massachusetts
$6.14M -$41K -3,591 -0.7%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$6.03M
AIC
11
AWM Investment Company
New York
$5.86M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.93M +$196K +17,184 +5%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.56M -$36.8K -3,224 -1%
N
14
Nuveen
North Carolina
$3.52M
Goldman Sachs
15
Goldman Sachs
New York
$3.38M +$406K +35,612 +14%
HIM
16
Herald Investment Management
United Kingdom
$3.04M
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$3.04M -$515K -45,121 -15%
Marshall Wace
18
Marshall Wace
United Kingdom
$2.91M -$159K -13,906 -5%
GC
19
Globeflex Capital
California
$2.58M
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.46M -$250K -21,956 -9%
SBH
21
Segall Bryant & Hamill
Illinois
$2.32M -$856 -75 -0%
Northern Trust
22
Northern Trust
Illinois
$2.28M -$111K -9,757 -5%
PCM
23
Perkins Capital Management
Minnesota
$2.14M -$59.5K -5,220 -3%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$1.97M +$324K +28,396 +20%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.91M -$295K -25,832 -14%

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.