Based on 168 hedge funds · latest filing: 2026 Q2 · updated quarterly
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Buying streak — 3 quarters in a row
For 3 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
168 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.
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Fast accumulation — +26% more funds vs a year ago
fund count last 6Q
+35 new funds entered over the past year (+26% 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 — 65% buying
105 buying57 selling
Last quarter: 105 funds were net buyers (33 opened a brand new position + 72 added to an existing one). Only 57 were sellers (36 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
➡️
Steady new buyers — ~33 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 20 → 25 → 38 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒
50% of holders stayed for 2+ years
■ 50% conviction (2yr+)
■ 23% medium
■ 27% new
84 out of 168 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.
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Value +46% but shares only +9% — price-driven
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
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Acceleration phase — new buyers rushing in
14 → 20 → 25 → 38 → 33 new funds/Q
New funds entering each quarter: 20 → 25 → 38 → 33. 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.
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Veteran-anchored — 55% veterans vs 29% newcomers
■ 55% veterans
■ 16% 1-2yr
■ 29% new
Entry-cohort mix of 171 holders: 94 (55%) are 2+ year veterans, 28 entered 1–2 years ago, and 49 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
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Elite ownership — 59% AUM from top-100 funds
59% from top-100 AUM funds
43 of 167 holders are among the 100 largest funds by AUM, controlling 59% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.