Ooma Inc (OOMA) shareholders
OOMANYSEServices-Computer Processing & Data PreparationFiscal year ends January 31
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026Score 10/3073% above fair value
$18.06−0.33 (-1.79%)
Close on Nov 13, 2026Market cap $498.46MP/E 47.5Yield –
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 Joint filing with Trigran Investments, Inc. (12.90%), Douglas T. Granat (12.90%) and 3 more | 3,487,277 | 12.90% | 13G (passive) amendment | Dec 31, 2024 |
| Douglas T. Granat Joint filing with Trigran Investments, Inc. (8.10%), Lawrence A. Oberman (8.10%) and 3 more | 2,229,212 | 8.10% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 1,863,945 | 6.90% | 13G (passive) amendment | Jan 31, 2025 |
| BlackRock Portfolio Management LLC | 1,562,193 | 5.70% | 13G (passive) amendment | Sep 30, 2026 |
| 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% | $20.15M | +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)
155 funds held OOMA in Q2 2026, 47% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.45%
2M shares short
Days to cover
6.0
At 0M shares a day
Change since last report
+1.0%
From 2M shares
Short volume, 20 days
55.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Ooma's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,781 shares on Aug 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Namrata Sabharwal Officer | Sep 24, 2026 | 1,500 | $33.24K | Sep 24, 2026 | Exercise of Options Under a Registered Plan |
| Susan Butenhoff 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 |
| Namrata Sabharwal 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 |
| Shigeyuki Hamamatsu Officer | Sep 1, 2026 | 4,807 | $107.34K | Sep 1, 2026 | Restricted Stock |
| Jenny C. Yeh Director, Officer | Aug 27, 2026 | 27,316 | $560.80K | Aug 27, 2026 | Exercise of Stock Options |
| Jenny C. Yeh Director, Officer | Jul 28, 2026 | 1,757 | $36.51K | Jul 28, 2026 | Restricted Stock Units |
| Jenny C. Yeh Director, Officer | Jul 16, 2026 | 1,762 | $35.68K | Jul 16, 2026 | Restricted Stock Units |
| Stang Family Trust Officer, Director | Jul 10, 2026 | 23,212 | $464.24K | Jul 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Jenny C. Yeh Director, Officer | Jul 1, 2026 | 15,321 | $294.47K | Jul 1, 2026 | Restricted Stock Units |
| Russell Mann Director | Jun 24, 2026 | 20,000 | $367.01K | Jun 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Stang Family Trust 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 |
| William D. Pearce Director | Jun 10, 2026 | 3,000 | $53.94K | Jun 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
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