Ooma, Inc.
US ˙ NYSE ˙ US6834161019

SecurityOOMA / Ooma, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership379,007 shares
Latest Disclosed Value $ 5,513,871
Dimensional Fund Advisors Lp reports 13.17% increase in ownership of OOMA / Ooma, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 379,007 shares of Ooma, Inc. (US:OOMA) valued at $5,514,552 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 334,910 shares of Ooma, Inc.. This represents a change in shares of 13.17% during the quarter. The current value of the position is $6,397,638 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F OOMA COM 683416101 379,007 44,097 13.17 5,514 40.35 0.0002
2026-02-12 2025-12-31 13F OOMA COM 683416101 334,910 17,184 5.41 3,928 3.10 0.0008
2025-11-12 2025-09-30 13F OOMA COM 683416101 317,726 7,215 2.32 3,810 -4.85 0.0008
2025-08-12 2025-06-30 13F OOMA COM 683416101 310,511 16,060 5.45 4,005 3.89 0.0009
2025-05-13 2025-03-31 13F OOMA COM 683416101 294,451 8,934 3.13 3,854 -3.99 0.0010
2025-02-13 2024-12-31 13F OOMA COM 683416101 285,517 -21,998 -7.15 4,014 14.62 0.0010
2024-11-07 2024-09-30 13F OOMA COM 683416101 307,515 12,446 4.22 3,503 19.56 0.0008
2024-08-09 2024-06-30 13F OOMA COM 683416101 295,069 -68,017 -18.73 2,930 -5.42 0.0008
2024-05-10 2024-03-31 13F OOMA COM 683416101 363,086 -2,679 -0.73 3,097 -21.08 0.0008
2024-02-07 2023-12-31 13F OOMA COM 683416101 365,765 18,883 5.44 3,925 -13.05 0.0011
2023-11-09 2023-09-30 13F OOMA COM 683416101 346,882 7,845 2.31 4,513 -11.07 0.0015
2023-08-09 2023-06-30 13F OOMA COM 683416101 339,037 -8,198 -2.36 5,075 16.85 0.0016
2023-05-12 2023-03-31 13F OOMA COM 683416101 347,235 40,136 13.07 4,344 108,475.00 0.0015
2023-02-09 2022-12-31 13F OOMA COM 683416101 307,099 25,583 9.09 4 -99.88 0.0012
2022-11-10 2022-09-30 13F OOMA COM 683416101 281,516 18,832 7.17 3,462 11.32 0.0013
2022-08-12 2022-06-30 13F OOMA COM 683416101 262,684 60,095 29.66 3,110 2.40 0.0011
2022-05-13 2022-03-31 13F OOMA COM 683416101 202,589 37,969 23.06 3,037 -9.75 0.0009
2022-02-09 2021-12-31 13F OOMA COM 683416101 164,620 41,518 33.73 3,365 46.88 0.0010
2021-11-12 2021-09-30 13F OOMA COM 683416101 123,102 64,309 109.38 2,291 106.40 0.0007
2021-08-12 2021-06-30 13F OOMA COM 683416101 58,793 22,928 63.93 1,110 95.42 0.0004
2021-05-14 2021-03-31 13F OOMA COM 683416101 35,865 17,793 98.46 568 118.46 0.0002
2021-03-08 2020-12-31 13F/A-2 OOMA COM 683416101 18,072 18,072 260 0.0001
2021-02-11 2020-12-31 13F OOMA COM 683416101 18,072 18,072 260 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.