Ooma Inc (OOMA): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ooma Inc (OOMA) following the 2026 Q1 hedge fund 13F filings?

As of today, OOMA has moved -4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +9.1% for the XLK sector ETF — an outperformance of -13.1%. Since the quarter end (March 31, 2026), OOMA gained +24.2% vs +44.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 155 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 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

155 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.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

94 buying63 selling

Last quarter: 94 funds were net buyers (37 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 (+12 vs last Q)

new funds entering per quarter

Funds opening a new OOMA position: 13 → 20 → 25 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 21% medium ■ 28% new

80 out of 155 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

+11%

-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 → 13 → 20 → 25 → 37 new funds/Q

New funds entering each quarter: 13 → 20 → 25 → 37. 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 157 holders: 89 (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.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

39 of 155 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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 Q1)

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:

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	Trigran Investments, Inc.	3.21%	923,264	$13.4M
2	Perkins Capital Management Inc	2.47%	181,250	$2.6M
3	Nano Cap New Millennium Growth Fund L P	2.29%	168,000	$2.4M
4	Semanteon Capital Management, LP	2.03%	10,372	$151K
5	AWM Investment Company, Inc.	0.66%	411,108	$6.0M
6	Globeflex Capital L P	0.49%	220,363	$3.2M
7	Verdad Advisers, LP	0.32%	19,326	$281K
8	HERALD INVESTMENT MANAGEMENT Ltd	0.30%	150,000	$2.2M
9	Hillsdale Investment Management Inc.	0.16%	401,889	$5.8M
10	Cornerstone Capital, Inc.	0.11%	75,000	$1.1M
11	Bard Associates Inc	0.10%	27,740	$404K
12	Campbell & CO Investment Adviser LLC	0.06%	77,943	$1.1M
13	Integrated Quantitative Investments LLC	0.06%	23,519	$342K
14	Virtus Advisers, LLC	0.06%	8,952	$130K
15	North Star Investment Management Corp.	0.05%	60,000	$873K
16	Mangrove Partners IM, LLC	0.04%	35,260	$513K
17	Essential Partners LLC	0.04%	8,197	$119K
18	Numerai GP LLC	0.03%	21,243	$309K
19	Renaissance Technologies LLC	0.02%	912,203	$13.3M
20	Archer Investment Corp	0.02%	6,580	$96K
21	State of Wyoming	0.02%	11,566	$168K
22	Rothschild Wealth LLC	0.02%	14,813	$216K
23	Bridgeway Capital Management, LLC	0.02%	57,100	$831K
24	AlphaQuest LLC	0.02%	22,864	$268K
25	Mirabella Financial Services LLP	0.01%	10,881	$158K

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 — 8 quarters in a row: For 8 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: 94 funds were net buyers (37 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?

Strong quality — 28% AUM from major funds: 39 of 155 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OOMA?

52% of holders stayed for 2+ years: 80 out of 155 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.

Is it too late to buy Ooma Inc (OOMA) following the 2026 Q1 hedge fund 13F filings?

As of today, OOMA has moved -4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +9.1% for the XLK sector ETF — an outperformance of -13.1%. Since the quarter end (March 31, 2026), OOMA has gained +24.2% vs +44.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 8 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+12 vs last Q)

52% 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

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — OOMA

Hedge Fund Ownership: OOMA

Market Analysis: OOMA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OOMA

Is It Too Late to Buy Ooma Inc (OOMA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OOMA

Statistics: OOMA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ooma Inc (OOMA)

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