OOMANYSEServices-Computer Processing & Data PreparationFiscal year ends January 31
OOMA INC
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026
$19.69−0.03 (-0.15%)
Close on Oct 19, 2026
- Market cap
- $568.60M
- P/E (TTM)
- 51.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.3%
20M of 28M shares
Institutional holders
168
29 new, 17 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 27 sales
Net sold $5.70M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Steven G. Simon | 3,487,277 | 12.90% | 13G (passive) amendment | Dec 31, 2024 |
| Trigran Investments, Inc. | 2,229,212 | 8.10% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock Portfolio Management LLC | 1,874,331 | 6.90% | 13G (passive) | Mar 31, 2025 |
| BlackRock, Inc. | 1,863,945 | 6.90% | 13G (passive) amendment | Jan 31, 2025 |
| Eric B. Stang | 1,521,092 | 5.76% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OOMA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,590,063 | 13.01% | $69.00M | −157,559 | 0.00% |
| Vanguard Capital Management LLC | 1,067,921 | 3.87% | $20.53M | −22,618 | 0.00% |
| Acadian Asset Management LLC | 1,048,896 | 3.80% | $20.15K | +2,567 | 0.02% |
| Goldman Sachs Group Inc | 903,242 | 3.27% | $17.36M | +515,758 | 0.00% |
| Morgan Stanley | 891,750 | 3.23% | $17.14M | +299,884 | 0.00% |
| Renaissance Technologies LLC | 776,003 | 2.81% | $14.91M | −136,200 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 641,350 | 2.32% | $12.33M | +127,530 | 0.01% |
| Geode Capital Management, LLC | 639,444 | 2.32% | $12.29M | +14,130 | 0.00% |
| JPMorgan Chase & Co | 565,222 | 2.05% | $10.99M | −1,984 | 0.00% |
| State Street Corp | 559,995 | 2.03% | $10.76M | +18,434 | 0.00% |
| Hillsdale Investment Management Inc. | 530,300 | 1.92% | $10.19M | +128,411 | 0.23% |
| Dimensional Fund Advisors LP | 417,723 | 1.51% | $8.03M | +38,716 | 0.00% |
| Vanguard Portfolio Management LLC | 377,590 | 1.37% | $7.26M | +78,717 | 0.00% |
| Mackenzie Financial Corp | 348,010 | 1.26% | $6.69M | +53,667 | 0.01% |
| Assenagon Asset Management S.A. | 303,104 | 1.10% | $5.83M | +96,623 | 0.00% |
| Nuveen, LLC | 263,825 | 0.96% | $5.07M | −36,777 | 0.00% |
| Swedbank AB | 263,400 | 0.95% | $5.06M | New | 0.00% |
| Lazard Asset Management LLC | 232,102 | 0.84% | $4.46M | +134,837 | 0.01% |
| Two Sigma Investments, LP | 231,848 | 0.84% | $4.46M | +103,009 | 0.00% |
| Globeflex Capital L P | 220,363 | 0.80% | $4.24M | – | 0.54% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 168 | 20M | 72.3% | 29 / 73 | 38 / 17 | 4M | 2M |
| Q1 2026 | 157 | 19M | 68.4% | 38 / 58 | 43 / 20 | 4M | 3M |
| Q4 2025 | 141 | 19M | 69.0% | 24 / 45 | 50 / 12 | 1M | 2M |
| Q3 2025 | 133 | 20M | 71.7% | 21 / 55 | 31 / 19 | 2M | 2M |
| Q2 2025 | 132 | 19M | 69.9% | 14 / 49 | 47 / 10 | 1M | 2M |
| Q1 2025 | 128 | 20M | 71.1% | 22 / 46 | 39 / 15 | 2M | 1M |
| Q4 2024 | 123 | 20M | 70.9% | 19 / 51 | 32 / 11 | 2M | 2M |
| Q3 2024 | 116 | 20M | 71.5% | 28 / 41 | 26 / 14 | 5M | 1M |
| Q2 2024 | 104 | 20M | 72.5% | 26 / 46 | 23 / 18 | 2M | 2M |
| Q1 2024 | 96 | 20M | 73.9% | 9 / 27 | 40 / 14 | 2M | 1M |
| Q4 2023 | 101 | 20M | 72.0% | 11 / 38 | 30 / 12 | 2M | 1M |
| Q3 2023 | 102 | 19M | 69.2% | 10 / 36 | 35 / 4 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OOMA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 753,971 | 2.73% | $14.49M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 639,004 | 2.32% | $12.28M | 0.01% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 403,658 | 1.46% | $7.12M | 0.14% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 286,803 | 1.04% | $5.51M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 279,905 | 1.01% | $6.09M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 241,492 | 0.87% | $4.64M | 0.03% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 205,255 | 0.74% | $3.95M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 132,378 | 0.48% | $2.34M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 130,585 | 0.47% | $2.30M | 0.01% | May 31, 2026 |
| Goldman Sachs Small Cap Equity Insights Fund | 116,820 | 0.42% | $2.54M | 0.25% | Jul 31, 2026 |
| JPMorgan U.S. Small Company Fund | 111,102 | 0.40% | $2.14M | 0.19% | Jun 30, 2026 |
| Small Company Growth Portfolio | 99,679 | 0.36% | $1.92M | 0.11% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 92,277 | 0.33% | $2.01M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 91,785 | 0.33% | $2.00M | 0.01% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 86,307 | 0.31% | $1.66M | 0.11% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Eric B. Stang | President & CEO, Director | 1,962,632 | 7.11% | Sep 23, 2026 |
| Jenny C. Yeh | SVP & Chief Legal Officer, Director | 222,540 | 0.81% | Sep 21, 2026 |
| Namrata Sabharwal | VP & Chief Accounting Officer | 83,455 | 0.30% | Sep 28, 2026 |
| Shigeyuki Hamamatsu | SVP & Chief Financial Officer | 167,032 | 0.61% | Sep 17, 2026 |
| James A. Gustke | SVP of Marketing | 26,916 | 0.10% | Dec 9, 2024 |
| Susan Butenhoff | Director | 109,483 | 0.40% | Sep 24, 2026 |
| Russell Mann | Director | 123,613 | 0.45% | Jun 24, 2026 |
| William D. Pearce | Director | 181,652 | 0.66% | Jun 11, 2026 |
| Judi Hand | Director | 82,071 | 0.30% | Jun 8, 2026 |
| Andrew H. Galligan | Director | 250,824 | 0.91% | Jun 8, 2026 |
| Peter J. Goettner | Director | 174,010 | 0.63% | Jun 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Namrata Sabharwal VP & Chief Accounting Officer | Sep 24, 2026 | Sale | −1,500 | $22.16 | $33.24K | 83,455 |
| Namrata Sabharwal VP & Chief Accounting Officer | Sep 24, 2026 | Option exercise | +1,500 | $10.52 | $15.78K | 84,955 |
| Susan Butenhoff Director | Sep 22, 2026 | Sale | −9,000 | $22.03 | $198.27K | 109,483 |
| Eric B. Stang President & CEO, Director | Sep 21, 2026 | Option exercise | +50,000 | $10.20 | $510.00K | 809,374 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −1,747 | $23.00 | $40.18K | 222,540 |
| Shigeyuki Hamamatsu SVP & Chief Financial Officer | Sep 15, 2026 | Tax withholding | −3,058 | $22.66 | $69.29K | 167,032 |
| Namrata Sabharwal VP & Chief Accounting Officer | Sep 15, 2026 | Tax withholding | −472 | $22.66 | $10.70K | 83,455 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 15, 2026 | Tax withholding | −1,691 | $22.66 | $38.32K | 224,287 |
| Eric B. Stang President & CEO, Director | Sep 15, 2026 | Tax withholding | −8,191 | $22.66 | $185.61K | 759,374 |
| Eric B. Stang President & CEO, Director | Sep 14, 2026 | Sale | −36,322 | $23.26 | $844.85K | 1,153,258 |
| Eric B. Stang President & CEO, Director | Sep 11, 2026 | Sale | −10,361 | $22.75 | $235.71K | 1,189,580 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 11, 2026 | Sale(10b5-1 plan) | −1,948 | $23.00 | $44.80K | 225,978 |
| Eric B. Stang President & CEO, Director | Sep 10, 2026 | Tax withholding | −9,431 | $22.67 | $213.80K | 767,565 |
| Eric B. Stang President & CEO, Director | Sep 10, 2026 | Sale | −29,639 | $23.08 | $684.07K | 1,199,941 |
| Namrata Sabharwal VP & Chief Accounting Officer | Sep 10, 2026 | Tax withholding | −600 | $22.67 | $13.60K | 86,408 |
| Namrata Sabharwal VP & Chief Accounting Officer | Sep 10, 2026 | Sale | −2,481 | $23.20 | $57.56K | 83,927 |
| Shigeyuki Hamamatsu SVP & Chief Financial Officer | Sep 10, 2026 | Tax withholding | −3,058 | $22.67 | $69.32K | 170,090 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 10, 2026 | Tax withholding | −1,933 | $22.67 | $43.82K | 227,926 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −1,429 | $23.00 | $32.87K | 229,859 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 8, 2026 | Tax withholding | −1,313 | $22.86 | $30.02K | 231,288 |
| Eric B. Stang President & CEO, Director | Sep 8, 2026 | Tax withholding | −8,397 | $22.86 | $191.96K | 776,996 |
| Shigeyuki Hamamatsu SVP & Chief Financial Officer | Sep 8, 2026 | Tax withholding | −3,191 | $22.86 | $72.95K | 173,148 |
| Namrata Sabharwal VP & Chief Accounting Officer | Sep 8, 2026 | Tax withholding | −234 | $22.86 | $5.35K | 87,008 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 3, 2026 | Sale(10b5-1 plan) | −1,226 | $23.00 | $28.20K | 232,601 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 1, 2026 | Tax withholding | −1,583 | $21.88 | $34.64K | 236,066 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Sep 1, 2026 | Tax withholding | −2,239 | $21.88 | $48.99K | 233,827 |
| Namrata Sabharwal VP & Chief Accounting Officer | Sep 1, 2026 | Tax withholding | −725 | $21.88 | $15.86K | 87,242 |
| Shigeyuki Hamamatsu SVP & Chief Financial Officer | Sep 1, 2026 | Tax withholding | −3,081 | $21.88 | $67.41K | 176,339 |
| Shigeyuki Hamamatsu SVP & Chief Financial Officer | Sep 1, 2026 | Sale(10b5-1 plan) | −4,807 | $22.33 | $107.34K | 179,420 |
| Eric B. Stang President & CEO, Director | Sep 1, 2026 | Tax withholding | −10,113 | $21.88 | $221.27K | 785,393 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −8,600 | $25.00 | $215.00K | 237,649 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −9,141 | $23.18 | $211.89K | 249,474 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −3,225 | $24.01 | $77.43K | 246,249 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Jul 28, 2026 | Sale(10b5-1 plan) | −1,757 | $22.00 | $38.65K | 258,615 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Jul 16, 2026 | Sale(10b5-1 plan) | −1,762 | $21.00 | $37.00K | 260,372 |
| Eric B. Stang CEO and Pres., Director | Jul 10, 2026 | Sale | −23,212 | $20.00 | $464.24K | 795,506 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Jul 7, 2026 | Sale | −2,481 | $20.03 | $49.69K | 262,134 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Jul 1, 2026 | Sale | −12,840 | $19.57 | $251.28K | 264,615 |
| Eric B. Stang CEO and Pres., Director | Jun 24, 2026 | Sale | −27,666 | $18.50 | $511.82K | 818,718 |
| Russell Mann Director | Jun 24, 2026 | Sale | −12,502 | $18.38 | $229.79K | 123,613 |
| Russell Mann Director | Jun 24, 2026 | Sale | −7,498 | $18.31 | $137.29K | 116,115 |
| Namrata Sabharwal Chief Accounting Officer | Jun 15, 2026 | Tax withholding | −415 | $17.15 | $7.12K | 87,967 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Jun 15, 2026 | Tax withholding | −1,647 | $17.15 | $28.25K | 277,455 |
| Shigeyuki Hamamatsu Chief Financial Officer | Jun 15, 2026 | Tax withholding | −2,971 | $17.15 | $50.95K | 184,227 |
| Eric B. Stang CEO and Pres., Director | Jun 15, 2026 | Tax withholding | −8,317 | $17.15 | $142.64K | 846,384 |
| William D. Pearce Director | Jun 10, 2026 | Sale | −3,000 | $17.98 | $53.94K | 181,652 |
| Shigeyuki Hamamatsu Chief Financial Officer | Jun 10, 2026 | Tax withholding | −2,961 | $17.53 | $51.91K | 187,198 |
| Namrata Sabharwal Chief Accounting Officer | Jun 10, 2026 | Tax withholding | −674 | $17.53 | $11.82K | 88,382 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Jun 10, 2026 | Tax withholding | −1,894 | $17.53 | $33.20K | 279,102 |
| Eric B. Stang CEO and Pres., Director | Jun 10, 2026 | Tax withholding | −9,366 | $17.53 | $164.19K | 854,701 |
| Shigeyuki Hamamatsu Chief Financial Officer | Jun 8, 2026 | Tax withholding | −3,124 | $16.73 | $52.26K | 190,159 |
| Jenny C. Yeh SVP & Chief Legal Officer, Director | Jun 8, 2026 | Tax withholding | −1,262 | $16.73 | $21.11K | 280,996 |
| Eric B. Stang CEO and Pres., Director | Jun 8, 2026 | Tax withholding | −8,308 | $16.73 | $138.99K | 864,067 |
| Namrata Sabharwal Chief Accounting Officer | Jun 8, 2026 | Tax withholding | −216 | $16.73 | $3.61K | 89,056 |
| Russell Mann Director | Jun 4, 2026 | Award | +9,743 | – | – | 136,115 |
| Judi Hand Director | Jun 4, 2026 | Award | +9,743 | – | – | 82,071 |
| William D. Pearce Director | Jun 4, 2026 | Award | +9,743 | – | – | 184,652 |
| Peter J. Goettner Director | Jun 4, 2026 | Award | +9,743 | – | – | 174,010 |
| Andrew H. Galligan Director | Jun 4, 2026 | Award | +9,743 | – | – | 250,824 |
| Susan Butenhoff Director | Jun 4, 2026 | Award | +9,743 | – | – | 118,483 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sabharwal Namrata Officer | Sep 24, 2026 | 1,500 | $33.24K | Sep 24, 2026 | Exercise of Options Under a Registered Plan |
| Butenhoff Susan Director | Sep 22, 2026 | 9,000 | $198.23K | Sep 22, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Eric B. Stang Officer | Sep 14, 2026 | 50,000 | $1.16M | Sep 14, 2026 | Stock Grants |
| Sabharwal Namrata Officer | Sep 10, 2026 | 2,481 | $57.55K | Sep 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Eric B. Stang Officer | Sep 9, 2026 | 40,000 | $920.00K | Sep 9, 2026 | Stock Grants |
| Hamamatsu Shigeyuki Officer | Sep 1, 2026 | 4,807 | $107.34K | Sep 1, 2026 | Restricted Stock |
| C. Yeh Trust Jenny Director, Officer | Aug 27, 2026 | 27,316 | $560.80K | Aug 27, 2026 | Exercise of Stock Options |
| C. Yeh Trust Jenny Director, Officer | Jul 28, 2026 | 1,757 | $36.51K | Jul 28, 2026 | Restricted Stock Units |
| C. Yeh Trust Jenny Director, Officer | Jul 16, 2026 | 1,762 | $35.68K | Jul 16, 2026 | Restricted Stock Units |
| Family Trust Stang Officer, Director | Jul 10, 2026 | 23,212 | $464.24K | Jul 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| C. Yeh Trust Jenny Director, Officer | Jul 1, 2026 | 15,321 | $294.47K | Jul 1, 2026 | Restricted Stock Units |
| Mann Russell Director | Jun 24, 2026 | 20,000 | $367.01K | Jun 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Family Trust Stang Officer, Director | Jun 24, 2026 | 27,666 | $511.82K | Jun 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Eric B. Stang Officer, Director | Jun 17, 2026 | 25,888 | $369.16K | Mar 6, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Pearce William Director | Jun 10, 2026 | 3,000 | $53.94K | Jun 10, 2026 | Restricted Stock Vesting Under a Registered Plan |