Ooma Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:OOMA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Dec 24	SellUS$1,668,914	Eric Stang	Individual	110,231	US$15.24
10 Dec 24	SellUS$57,512	William Pearce	Individual	3,700	US$15.54
10 Dec 24	SellUS$547,687	Shigeyuki Hamamatsu	Individual	35,313	US$15.51
09 Dec 24	SellUS$166,419	Susan Butenhoff	Individual	10,912	US$15.25

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OOMA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	18,760	0.0681%
Individual Insiders	2,493,526	9.05%
Hedge Funds	3,487,277	12.7%
General Public	7,327,504	26.6%
Institutions	14,233,658	51.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 58.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.7%	Trigran Investments, Inc.	3,487,277	US$43.8m	-8.81%	6.36%
6.8%	BlackRock, Inc.	1,874,331	US$23.5m	-50.9%	no data
5.53%	Eric Stang	1,524,980	US$19.1m	15.1%	no data
4.86%	The Vanguard Group, Inc.	1,338,725	US$16.8m	5.62%	no data
4.66%	AWM Investment Company Inc	1,284,580	US$16.1m	0%	2.24%
3%	Renaissance Technologies LLC	826,103	US$10.4m	0.39%	0.02%
2.45%	Acadian Asset Management LLC	675,335	US$8.5m	13.8%	0.02%
2.01%	Geode Capital Management, LLC	554,211	US$7.0m	1.41%	no data
1.78%	State Street Global Advisors, Inc.	490,499	US$6.2m	3.1%	no data
1.57%	JP Morgan Asset Management	433,951	US$5.4m	-15.2%	no data
1.39%	Boston Partners Global Investors, Inc.	382,579	US$4.8m	0%	no data
1.18%	Russell Investment Management, LLC	325,557	US$4.1m	-27.5%	no data
1.04%	Dimensional Fund Advisors LP	285,517	US$3.6m	-7.15%	no data
0.96%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	263,988	US$3.3m	-4.75%	no data
0.94%	Herald Investment Management Ltd.	260,000	US$3.3m	0%	0.22%
0.93%	Morgan Stanley, Investment Banking and Brokerage Investments	257,466	US$3.2m	-5.83%	no data
0.92%	Arrowstreet Capital, Limited Partnership	253,016	US$3.2m	285%	no data
0.83%	Connor, Clark & Lunn Investment Management Ltd.	229,221	US$2.9m	40.4%	0.01%
0.81%	Andrew Galligan	222,247	US$2.8m	0.03%	no data
0.78%	Northern Trust Global Investments	215,579	US$2.7m	5.43%	no data
0.69%	Perkins Capital Management, Inc.	190,409	US$2.4m	13.3%	2.4%
0.63%	Millennium Management LLC	174,344	US$2.2m	-2.37%	no data
0.63%	Goldman Sachs Group, Investment Banking and Securities Investments	172,688	US$2.2m	0%	no data
0.6%	Columbia Management Investment Advisers, LLC	166,101	US$2.1m	5.53%	no data
0.57%	Citadel Advisors LLC	155,750	US$2.0m	51.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/02 09:25
End of Day Share Price	2025/05/02 00:00
Earnings	2025/01/31
Annual Earnings	2025/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ooma, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Brian Kinstlinger	Alliance Global Partners
Matthew Harrigan	Benchmark Company
Kasthuri Rangan	BofA Global Research