Ooma, Inc.
US ˙ NYSE ˙ US6834161019

SecurityOOMA / Ooma, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership541,561 shares
Latest Disclosed Value $ 7,879,713
State Street Corp reports 3.47% increase in ownership of OOMA / Ooma, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 541,561 shares of Ooma, Inc. (US:OOMA) valued at $7,879,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 523,408 shares of Ooma, Inc.. This represents a change in shares of 3.47% during the quarter. The current value of the position is $9,141,550 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)
2026-05-15 2026-03-31 13F OOMA COM 683416101 541,561 18,153 3.47 7,880 28.34 0.0003
2026-02-13 2025-12-31 13F OOMA COM 683416101 523,408 -3,591 -0.68 6,140 -2.83 0.0002
2025-11-14 2025-09-30 13F OOMA COM 683416101 526,999 -493 -0.09 6,319 -7.14 0.0002
2025-08-14 2025-06-30 13F OOMA COM 683416101 527,492 10,920 2.11 6,805 0.64 0.0003
2025-05-15 2025-03-31 13F OOMA COM 683416101 516,572 26,073 5.32 6,762 -1.96 0.0003
2025-02-14 2024-12-31 13F OOMA COM 683416101 490,499 14,762 3.10 6,896 27.28 0.0003
2024-11-14 2024-09-30 13F OOMA COM 683416101 475,737 13,240 2.86 5,419 17.99 0.0002
2024-08-14 2024-06-30 13F OOMA COM 683416101 462,497 13,640 3.04 4,593 19.96 0.0002
2024-05-15 2024-03-31 13F OOMA COM 683416101 448,857 3,756 0.84 3,829 -19.83 0.0002
2024-02-14 2023-12-31 13F OOMA COM 683416101 445,101 11,339 2.61 4,776 -15.38 0.0002
2023-11-14 2023-09-30 13F OOMA COM 683416101 433,762 5,225 1.22 5,643 -12.03 0.0003
2023-08-14 2023-06-30 13F OOMA COM 683416101 428,537 -15,510 -3.49 6,415 15.48 0.0003
2023-05-15 2023-03-31 13F OOMA COM 683416101 444,047 8,761 2.01 5,555 -6.29 0.0003
2023-05-15 2022-12-31 13F/A-99 OOMA COM 683416101 435,286 -10,105 -2.27 5,929 8.21 0.0003
2023-05-15 2022-12-31 13F OOMA COM 683416101 435,286 -10,105 5,929 0.0003
2022-11-15 2022-09-30 13F OOMA COM 683416101 445,391 4,413 1.00 5,478 4.92 0.0003
2022-08-15 2022-06-30 13F OOMA COM 683416101 440,978 -220,421 -33.33 5,221 -47.34 0.0003
2022-05-16 2022-03-31 13F OOMA COM 683416101 661,399 15,339 2.37 9,914 -24.92 0.0005
2022-02-14 2021-12-31 13F OOMA COM 683416101 646,060 165,737 34.51 13,205 47.72 0.0006
2021-11-15 2021-09-30 13F OOMA COM 683416101 480,323 9,755 2.07 8,939 0.72 0.0005
2021-08-16 2021-06-30 13F OOMA COM 683416101 470,568 -1,961 -0.42 8,875 18.49 0.0005
2021-07-09 2021-03-31 13F/A-1 OOMA COM 683416101 472,529 -27,351 -5.47 7,490 4.06 0.0004
2021-05-17 2021-03-31 13F OOMA COM 683416101 472,529 -27,351 7,490 0.0004
2021-02-16 2020-12-31 13F OOMA COM 683416101 499,880 21,732 4.55 7,198 15.35 0.0004
2020-11-10 2020-09-30 13F OOMA COM 683416101 478,148 -623 -0.13 6,240 -20.91 0.0004
2020-08-14 2020-06-30 13F OOMA COM 683416101 478,771 113,263 30.99 7,890 80.92 0.0006
2020-06-19 2020-03-31 13F/A-1 OOMA COM 683416101 365,508 -7,444 -2.00 4,361 -11.61 0.0004
2020-05-11 2020-03-31 13F OOMA COM 683416101 365,508 -7,444 4,361 382.9836
2020-02-06 2019-12-31 13F OOMA COM 683416101 372,952 41,975 12.68 4,934 43.35 0.0003
2019-11-14 2019-09-30 13F OOMA COM 683416101 330,977 1,573 0.48 3,442 -0.29 0.0003
2019-08-14 2019-06-30 13F OOMA COM 683416101 329,404 5,181 1.60 3,452 -19.59 0.0003
2019-05-15 2019-03-31 13F OOMA COM 683416101 324,223 5,200 1.63 4,293 -3.05 0.0003
2019-02-12 2018-12-31 13F OOMA COM 683416101 319,023 17,171 5.69 4,428 -11.63 0.0004
2018-11-09 2018-09-30 13F OOMA Common equity shares 683416101 301,852 38,442 14.59 5,011 34.49 0.0004
2018-08-14 2018-06-30 13F OOMA Common equity shares 683416101 263,410 3,840 1.48 3,726 31.66 0.0003
2018-05-15 2018-03-31 13F OOMA Common equity shares 683416101 259,570 4,302 1.69 2,830 -7.24 0.0002
2018-02-14 2017-12-31 13F OOMA Common equity shares 683416101 255,268 35,527 16.17 3,051 31.62 0.0002
2017-11-14 2017-09-30 13F OOMA Common equity shares 683416101 219,741 30,862 16.34 2,318 53.41 0.0002
2017-08-14 2017-06-30 13F OOMA Common equity shares 683416101 188,879 174,179 1,184.89 1,511 934.93 0.0001
2017-05-15 2017-03-31 13F OOMA Common equity shares 683416101 14,700 14,700 146 0.0000
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.