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$57,512	William Pearce	Individual	3,700	US$15.54
10 Dec 24	SellUS$547,687	Shigeyuki Hamamatsu	Individual	35,313	US$15.51
10 Dec 24	SellUS$1,668,914	Eric Stang	Individual	110,231	US$15.24

Insider Trading Volume

Insider Buying: OOMA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of OOMA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	23,528	0.0881%
Individual Insiders	2,177,557	8.15%
Hedge Funds	3,824,279	14.3%
General Public	5,086,678	19%
Institutions	15,596,431	58.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.5%.

Top Shareholders

Top 25 shareholders own 68.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.6%	BlackRock, Inc.	3,900,749	US$55.6m	0.94%	no data
14.3%	Trigran Investments, Inc.	3,824,279	US$54.5m	-6.98%	6.42%
4.96%	Eric Stang	1,325,048	US$18.9m	1.04%	no data
4.81%	AWM Investment Company Inc	1,284,580	US$18.3m	-0.53%	2.1%
4.75%	The Vanguard Group, Inc.	1,267,478	US$18.1m	2.16%	no data
3.08%	Renaissance Technologies LLC	822,903	US$11.7m	-2.64%	0.02%
2.22%	Acadian Asset Management LLC	593,401	US$8.5m	10.8%	0.02%
2.18%	Boston Partners Global Investors, Inc.	581,924	US$8.3m	-13.3%	0.01%
2.05%	Geode Capital Management, LLC	546,518	US$7.8m	0.86%	no data
1.92%	JP Morgan Asset Management	511,859	US$7.3m	0.38%	no data
1.78%	State Street Global Advisors, Inc.	475,737	US$6.8m	2.86%	no data
1.68%	Russell Investment Management, LLC	448,920	US$6.4m	-18.4%	0.01%
1.15%	Dimensional Fund Advisors LP	307,515	US$4.4m	4.22%	no data
1.04%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	277,148	US$4.0m	28.6%	no data
1.02%	Morgan Stanley, Investment Banking and Brokerage Investments	273,401	US$3.9m	-9.26%	no data
0.97%	Herald Investment Management Ltd.	260,000	US$3.7m	0%	0.25%
0.83%	Andrew Galligan	222,170	US$3.2m	9.95%	no data
0.77%	Northern Trust Global Investments	204,472	US$2.9m	-2.14%	no data
0.67%	Jacobs Levy Equity Management Inc	179,679	US$2.6m	0.76%	0.01%
0.67%	Millennium Management LLC	178,571	US$2.5m	190%	no data
0.63%	Perkins Capital Management, Inc.	168,100	US$2.4m	8.59%	2.07%
0.62%	Assenagon Asset Management S.A.	164,648	US$2.3m	-15%	no data
0.61%	Connor, Clark & Lunn Investment Management Ltd.	163,212	US$2.3m	69.1%	0.01%
0.6%	Goldman Sachs Group, Investment Banking and Securities Investments	159,987	US$2.3m	18.7%	no data
0.59%	Columbia Management Investment Advisers, LLC	157,399	US$2.2m	137%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 10:52
End of Day Share Price	2024/12/30 00:00
Earnings	2024/10/31
Annual Earnings	2024/01/31

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 here.

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 .

Analyst Sources

Ooma, Inc. is covered by 12 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