OOMA Ooma, Inc.
Ooma, Inc. (OOMA) Institutional Ownership
What the institutions did with OOMA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MACKENZIE FINANCIAL CORP | 815.6K | 19.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 631.2K | 15.3% |
| Aberdeen Group plc | 458.1K | 11.1% |
| DIMENSIONAL FUND ADVISORS LP | 426.7K | 10.3% |
| Swedbank AB | 260.5K | 6.3% |
| Creative Planning | 196.9K | 4.8% |
| Russell Investments Group, Ltd. | 179.3K | 4.3% |
| PERKINS CAPITAL MANAGEMENT INC | 177.0K | 4.3% |
| Y-Intercept (Hong Kong) Ltd | 143.3K | 3.5% |
| Bank of New York Mellon Corp | 120.8K | 2.9% |
| Inspire Investing, LLC | 111.4K | 2.7% |
| BARCLAYS PLC | 98.8K | 2.4% |
| Assenagon Asset Management S.A. | 89.1K | 2.2% |
| PRINCIPAL FINANCIAL GROUP INC | 52.8K | 1.3% |
| Counterpoint Mutual Funds LLC | 48.0K | 1.2% |
| STRS OHIO | 43.5K | 1.1% |
| LSV ASSET MANAGEMENT | 41.0K | 1.0% |
| Sigma Planning Corp | 30.0K | 0.7% |
| AlphaCore Capital LLC | 25.7K | 0.6% |
| Amundi | 23.8K | 0.6% |
| Jackson Creek Investment Advisors LLC | 23.2K | 0.6% |
| DEUTSCHE BANK AG\ | 22.4K | 0.5% |
| BAILARD, INC. | 16.7K | 0.4% |
| Simplicity Wealth,LLC | 13.7K | 0.3% |
| DAVENPORT & Co LLC | 13.2K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MACKENZIE FINANCIAL CORP | Increased | 348.0K | 815.6K | +467.6K |
| Aberdeen Group plc | New | 0 | 458.1K | +458.1K |
| Assenagon Asset Management S.A. | Reduced | 303.1K | 89.1K | -214.0K |
| Y-Intercept (Hong Kong) Ltd | Increased | 18.8K | 143.3K | +124.5K |
| PRINCIPAL FINANCIAL GROUP INC | New | 0 | 52.8K | +52.8K |
| Counterpoint Mutual Funds LLC | New | 0 | 48.0K | +48.0K |
| Sigma Planning Corp | New | 0 | 30.0K | +30.0K |
| SIMPLEX TRADING, LLC | Sold Out | 26.3K | 0 | -26.3K |
| Jackson Creek Investment Advisors LLC | New | 0 | 23.2K | +23.2K |
| State of Wyoming | Reduced | 26.9K | 7.2K | -19.7K |
| Inspire Investing, LLC | Reduced | 130.5K | 111.4K | -19.1K |
| LSV ASSET MANAGEMENT | Reduced | 55.6K | 41.0K | -14.6K |
| Simplicity Wealth,LLC | New | 0 | 13.7K | +13.7K |
| DAVENPORT & Co LLC | New | 0 | 13.2K | +13.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | New | 0 | 10.9K | +10.9K |
| Russell Investments Group, Ltd. | Increased | 169.0K | 179.3K | +10.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 417.7K | 426.7K | +8.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 639.4K | 631.2K | -8.2K |
| CITIGROUP INC | Reduced | 14.9K | 7.0K | -7.9K |
| Amundi | Reduced | 30.9K | 23.8K | -7.1K |
| Creative Planning | Increased | 191.2K | 196.9K | +5.7K |
| STRS OHIO | Increased | 38.8K | 43.5K | +4.7K |
| BARCLAYS PLC | Reduced | 102.5K | 98.8K | -3.7K |
| CFG Wealth Management Services, Inc. | New | 0 | 3.6K | +3.6K |
| DEUTSCHE BANK AG\ | Reduced | 25.5K | 22.4K | -3.1K |
| Swedbank AB | Reduced | 263.4K | 260.5K | -2.9K |
| Essential Partners LLC | Increased | 8.1K | 10.3K | +2.2K |
| State of Alaska, Department of Revenue | New | 0 | 1.3K | +1.3K |
| BAILARD, INC. | Reduced | 17.7K | 16.7K | -1.0K |
| AlphaCore Capital LLC | Reduced | 26.6K | 25.7K | -885 |
| Sterling Capital Management LLC | Increased | 90 | 843 | +753 |
| CoreCap Advisors, LLC | New | 0 | 717 | +717 |
| Bank of New York Mellon Corp | Increased | 120.4K | 120.8K | +333 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 10.8K | 11.0K | +227 |
| SIGNATUREFD, LLC | Increased | 338 | 523 | +185 |
| ARMSTRONG ADVISORY GROUP, INC | New | 0 | 100 | +100 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 124 | 28 | -96 |
| Root Financial Partners, LLC | New | 0 | 81 | +81 |
| Farther Finance Advisors, LLC | Increased | 80 | 145 | +65 |
| Covestor Ltd | Increased | 4.4K | 4.5K | +48 |
| Versant Capital Management, Inc | Increased | 4.0K | 4.0K | +30 |
| GAMMA Investing LLC | Increased | 338 | 364 | +26 |
| Provenance Wealth Advisors, LLC | New | 0 | 22 | +22 |
| Parallel Advisors, LLC | Reduced | 139 | 121 | -18 |
| SBI Securities Co., Ltd. | New | 0 | 17 | +17 |
| PNC Financial Services Group, Inc. | Reduced | 664 | 657 | -7 |
| EverSource Wealth Advisors, LLC | Increased | 250 | 254 | +4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.