Ooma Inc (OOMA) Hedge Fund Ownership (Q1 2026)

Ooma Inc (OOMA)

155 + Investors. Track Smart Money conviction in OOMA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OOMA

Based on 156 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added OOMA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

156 hedge funds hold OOMA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 60% buying

95 buying63 selling

Last quarter: 95 funds were net buyers (38 opened a brand new position + 57 added to an existing one). Only 63 were sellers (40 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new OOMA position: 14 → 20 → 25 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 21% medium ■ 28% new

80 out of 156 hedge funds have held OOMA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+12% value, -3% shares)

Value

+12%

-3%

Last quarter: total value of institutional OOMA holdings rose +12% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

23 → 14 → 20 → 25 → 38 new funds/Q

New funds entering each quarter: 14 → 20 → 25 → 38. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 57% veterans vs 32% newcomers

■ 57% veterans ■ 11% 1-2yr ■ 32% new

Entry-cohort mix of 158 holders: 90 (57%) are 2+ year veterans, 18 entered 1–2 years ago, and 50 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

41 of 156 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in OOMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	155	141	9.93%
13F Shares	18M	19M	-3.49%
Total Value	$248M	$222M	11.89%
New Positions	37	25	+12
Increased Positions	58	46	+12
Closed Positions	23	17	+6
Reduced Positions	39	49	-10
Total Calls	2	1	100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

155

141

9.93%

13F Shares

18M

19M

-3.49%

Total Value

$248M

$222M

11.89%

New Positions

+12

Increased Positions

+12

Closed Positions

Reduced Positions

-10

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

155 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OOMA. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OOMA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Perkins Capital Management Inc	2.56%	176,970	$3.4M
2	Nano Cap New Millennium Growth Fund L P	2.29%	155,000	$3.0M
3	Semanteon Capital Management, LP	1.13%	13,035	$251K
4	Verdad Advisers, LP	0.60%	32,810	$631K
5	Globeflex Capital L P	0.54%	220,363	$4.2M
6	HERALD INVESTMENT MANAGEMENT Ltd	0.39%	150,000	$2.9M
7	nVerses Capital, LLC	0.34%	11,641	$224K
8	AWM Investment Company, Inc.	0.29%	173,820	$3.3M
9	Hillsdale Investment Management Inc.	0.23%	530,300	$10.2M
10	Cornerstone Capital, Inc.	0.13%	75,000	$1.4M
11	Horizon Investment Services, LLC	0.12%	23,365	$449K
12	Bard Associates Inc	0.12%	29,021	$558K
13	Informed Momentum Co LLC	0.11%	63,562	$1.2M
14	Inspire Investing, LLC	0.10%	130,464	$2.5M
15	Integrated Quantitative Investments LLC	0.08%	26,084	$501K
16	Campbell & CO Investment Adviser LLC	0.08%	80,001	$1.5M
17	Occudo Quantitative Strategies LP	0.08%	78,786	$1.5M
18	Essential Partners LLC	0.07%	8,106	$156K
19	Virtus Advisers, LLC	0.07%	9,177	$176K
20	Numerai GP LLC	0.07%	42,645	$820K
21	North Star Investment Management Corp.	0.06%	60,000	$1.2M
22	State of Wyoming	0.05%	26,944	$518K
23	Inceptionr LLC	0.05%	10,025	$193K
24	Segall Bryant & Hamill, LLC	0.04%	177,039	$3.4M
25	Aquatic Capital Management LLC	0.02%	35,478	$682K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ooma Inc (OOMA)

What does the Smart Money Trend signal show for OOMA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OOMA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OOMA?

More buyers than sellers — 60% buying: Last quarter: 95 funds were net buyers (38 opened a brand new position + 57 added to an existing one). Only 63 were sellers (40 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OOMA holders?

Elite ownership — 52% AUM from top-100 funds: 41 of 156 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in OOMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OOMA?

51% of holders stayed for 2+ years: 80 out of 156 hedge funds have held OOMA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ooma Inc (OOMA)

Smart Money Signals — OOMA

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+13 vs last Q)

51% of holders stayed for 2+ years

Price up while funds trimmed (+12% value, -3% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 57% veterans vs 32% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — OOMA

Hedge Fund Ownership: OOMA

Market Analysis: OOMA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OOMA

Hedge Fund Positioning: OOMA

Statistics: OOMA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ooma Inc (OOMA)

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