Ooma, Inc.
US ˙ NYSE ˙ US6834161019

SecurityOOMA / Ooma, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership30,252 shares
Latest Disclosed Value $ 440,167
UBS Group AG reports 44.88% decrease in ownership of OOMA / Ooma, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 30,252 shares of Ooma, Inc. (US:OOMA) valued at $440,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 54,880 shares of Ooma, Inc.. This represents a change in shares of -44.88% during the quarter. The current value of the position is $510,654 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)
2026-05-05 2026-03-31 13F OOMA COM 683416101 30,252 -24,628 -44.88 440 -31.57 0.0000
2026-01-29 2025-12-31 13F OOMA COM 683416101 54,880 -7,324 -11.77 644 -13.69 0.0000
2025-11-13 2025-09-30 13F OOMA COM 683416101 62,204 -30,621 -32.99 746 -37.76 0.0001
2025-08-14 2025-06-30 13F OOMA COM 683416101 92,825 -15,146 -14.03 1,197 -15.29 0.0002
2025-05-13 2025-03-31 13F OOMA COM 683416101 107,971 66,885 162.79 1,413 144.89 0.0003
2025-02-14 2024-12-31 13F OOMA COM 683416101 41,086 12,008 41.30 578 74.32 0.0001
2024-11-14 2024-09-30 13F OOMA COM 683416101 29,078 4,079 16.32 331 33.47 0.0001
2024-08-14 2024-06-30 13F OOMA COM 683416101 24,999 -7,488 -23.05 248 -10.47 0.0001
2024-05-13 2024-03-31 13F OOMA COM 683416101 32,487 -44,652 -57.89 277 -66.51 0.0001
2024-02-09 2023-12-31 13F OOMA COM 683416101 77,139 37,511 94.66 828 60.58 0.0002
2023-11-09 2023-09-30 13F OOMA COM 683416101 39,628 12,579 46.50 516 27.48 0.0002
2023-08-11 2023-06-30 13F OOMA COM 683416101 27,049 8,894 48.99 405 77.97 0.0001
2023-05-12 2023-03-31 13F OOMA COM 683416101 18,155 5,313 41.37 227 30.46 0.0001
2023-02-08 2022-12-31 13F OOMA COM 683416101 12,842 4,618 56.15 175 72.28 0.0001
2022-11-10 2022-09-30 13F OOMA COM 683416101 8,224 16 0.19 101 4.12 0.0000
2022-08-10 2022-06-30 13F OOMA COM 683416101 8,208 -4,138 -33.52 97 -47.57 0.0000
2022-05-16 2022-03-31 13F OOMA COM 683416101 12,346 -1,980 -13.82 185 -36.64 0.0001
2022-02-14 2021-12-31 13F OOMA COM 683416101 14,326 5,215 57.24 292 72.78 0.0001
2021-11-15 2021-09-30 13F OOMA COM 683416101 9,111 921 11.25 169 9.74 0.0001
2021-08-13 2021-06-30 13F OOMA COM 683416101 8,190 2,859 53.63 154 83.33 0.0000
2021-05-12 2021-03-31 13F OOMA COM 683416101 5,331 2,319 76.99 84 95.35 0.0000
2021-02-11 2020-12-31 13F OOMA COM 683416101 3,012 2,991 14,242.86 43 0.0000
2020-11-12 2020-09-30 13F OOMA COM 683416101 21 -6,470 -99.68 0 -100.00
2020-07-31 2020-06-30 13F OOMA COM 683416101 6,491 -5,231 -44.63 107 -23.57 0.0000
2020-05-01 2020-03-31 13F OOMA COM 683416101 11,722 -13,062 -52.70 140 -57.32 0.0001
2020-02-14 2019-12-31 13F OOMA COM 683416101 24,784 12,027 94.28 328 146.62 0.0001
2019-11-14 2019-09-30 13F OOMA COM 683416101 12,757 9,188 257.44 133 259.46 0.0001
2019-08-14 2019-06-30 13F OOMA COM 683416101 3,569 3,569 37 0.0000
2019-05-14 2019-03-31 13F OOMA COM 683416101 0 -6,842 -100.00 0 -100.00
2019-02-14 2018-12-31 13F OOMA COM 683416101 6,842 341 5.25 95 -12.04 0.0000
2018-11-14 2018-09-30 13F OOMA COM 683416101 6,501 2,433 59.81 108 86.21 0.0000
2018-08-14 2018-06-30 13F OOMA COM 683416101 4,068 2,075 104.11 58 163.64 0.0000
2018-05-15 2018-03-31 13F OOMA COM 683416101 1,993 70 3.64 22 -4.35 0.0000
2018-02-14 2017-12-31 13F OOMA COM 683416101 1,923 1,148 148.13 23 187.50 0.0000
2017-11-14 2017-09-30 13F OOMA COM 683416101 775 -836 -51.89 8 -38.46 0.0000
2017-11-14 2017-06-30 13F/A-1 OOMA COM 683416101 1,611 611 61.10 13 30.00 0.0000
2017-08-14 2017-06-30 13F OOMA COM 683416101 1,611 611 13
2017-11-14 2017-03-31 13F/A-1 OOMA COM 683416101 1,000 -1,453 -59.23 10 -54.55 0.0000
2017-05-12 2017-03-31 13F OOMA COM 683416101 1,000 -1,453 10
2017-02-14 2016-12-31 13F OOMA COM 683416101 2,453 -1,656 -40.30 22 -40.54 0.0000
2016-11-14 2016-09-30 13F OOMA COM 683416101 4,109 -106 -2.51 37 8.82 0.0000
2016-08-12 2016-06-30 13F OOMA COM 683416101 4,215 2,869 213.15 34 325.00 0.0000
2016-05-12 2016-03-31 13F OOMA COM 683416101 1,346 -5,385 -80.00 8 -81.40 0.0000
2016-02-16 2015-12-31 13F OOMA COM 683416101 6,731 6,731 43 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.