OOMA at a glance
OOMA INC (OOMA, SEC CIK 1327688) filed its latest 10-K annual report on April 3, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), OOMA INC (OOMA) reported revenue of $273.6 million (up 6.5% from FY2025) and net income of $6.5 million. Diluted EPS was $0.23.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding OOMA INC (OOMA) shares worth $199.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sabharwal Namrata on September 24, 2026 of 1,500 shares at $22.16 per share.
- In the last 90 days, OOMA insiders reported 0 open-market purchases ($0) and 17 open-market sales ($3.4M) on Form 4, a net sale of $3.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $273.6M
- +6.5% vs prior year
- Insiders · 90 days
- 0 buys · 17 sells
- Net −$3.4M
- 13F holders
- 26 funds
- $199.8M · +1 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Risk Factors
- Newly added AI regulatory risk, triggered by evolving legislation governing AI tools and development
- Most materially updated customer risk, with easier-cancellation laws potentially increasing subscription churn
- FCC compliance risk, including call-signaling requirements carrying fines, cease-and-desist orders, and business restrictions
- Near-term competitive risk, with mergers or strategic transactions potentially strengthening competitors
- Financial risk, variable-rate Credit Agreement borrowings exposing interest expense to rate fluctuations
AI summary of the OOMA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results for quarter ended July 31, 2026
- Press release issued August 26, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- 23,448,582 shares represented, approximately 85.2% of outstanding shares, establishing a valid quorum
- Susan G. Butenhoff and Russ Mann elected as Class II directors through the 2029 annual meeting
Item 2.02: Results of Operations and Financial Condition
- Ooma reported fiscal first-quarter 2026 results for the period ended April 30, 2026
- Results announcement issued May 26, 2026
AI summaries of OOMA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OOMA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sabharwal Namrata | Sell | Sep 24, 2026 | 1,500 | $22.16 |
| Sabharwal Namrata | M | Sep 24, 2026 | 1,500 | $10.52 |
| Sabharwal Namrata | M | Sep 24, 2026 | 1,500 | - |
| Butenhoff Susan | Sell | Sep 22, 2026 | 9,000 | $22.02 |
| STANG ERIC B | M | Sep 21, 2026 | 50,000 | - |
| STANG ERIC B | M | Sep 21, 2026 | 50,000 | $10.20 |
| Yeh Jenny C | Sell | Sep 17, 2026 | 1,747 | $23.00 |
| Hamamatsu Shigeyuki | F | Sep 15, 2026 | 3,058 | $22.66 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $256.9M | $273.6M |
| Gross Profit | - | $156.0M | $167.2M |
| Operating Income | - | -$6.9M | $4.3M |
| Net Income | - | -$6.9M | $6.5M |
| Gross Margin | - | 60.7% | 61.1% |
| Op. Margin | - | -2.7% | 1.6% |
| Net Margin | - | -2.7% | 2.4% |
| Balance Sheet | |||
| Total Assets | $159.3M | $149.2M | $227.5M |
| Equity | - | $85.3M | $92.9M |
| ROE | - | -8.1% | 7.0% |
| Per Share | |||
| EPS | - | $-0.26 | $0.23 |
| Cash Flow | |||
| Operating CF | - | $26.6M | $27.7M |
| CapEx | $6.2M | $6.4M | $5.6M |
Source: XBRL data in OOMA INC (OOMA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OOMA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $199.8M |
| Q1 2026 | 25 | $138.7M |
| Q4 2025 | 24 | $108.6M |
| Q3 2025 | 25 | $118.8M |
| Q2 2025 | 25 | $119.0M |
| Q1 2025 | 22 | $71.1M |
| Q4 2024 | 16 | $56.1M |
| Q3 2024 | 13 | $28.5M |
- Goldman Sachs Group+515.8K (+133%)
- Morgan Stanley+299.9K (+51%)
- Two Sigma Investments+103.0K (+80%)
- Vanguard Portfolio Management LLC+78.7K (+26%)
- Dimensional Fund Advisors+38.7K (+10%)
- BlackRock−157.6K (-4%)
- Renaissance Technologies LLC−136.2K (-15%)
- Millennium Management−39.4K (-66%)
- Ameriprise Financial−29.8K (-30%)
- Vanguard Capital Management LLC−22.6K (-2%)
- Franklin Resources+37.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 176 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OOMA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 10-Q | Sep 4, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
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OOMA SEC filings: frequently asked questions
Are OOMA insiders buying or selling?
In the last 90 days, OOMA INC (OOMA) officers, directors and 10% owners reported no open-market purchases and 17 open-market sales worth $3.4 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OOMA stock?
As of June 30, 2026, the largest OOMA INC (OOMA) holders among the 13F filers tracked by SignalX were BlackRock ($69.0 million), Vanguard Capital Management LLC ($20.5 million), Goldman Sachs Group ($17.4 million), Morgan Stanley ($17.1 million), Renaissance Technologies LLC ($14.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OOMA's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), OOMA INC (OOMA) reported revenue of $273.6 million (up 6.5% from FY2025) and net income of $6.5 million. Diluted EPS was $0.23. The figures come from the XBRL data in the 10-K.
What did OOMA report in its latest 8-K?
OOMA INC (OOMA) filed an 8-K on August 26, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q2 2026 results for quarter ended July 31, 2026.
What are the latest OOMA SEC filings?
OOMA INC (OOMA) filed its latest 10-K annual report on April 3, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on September 28, 2026.
What is OOMA's SEC CIK number?
OOMA INC (OOMA)'s SEC Central Index Key (CIK) is 1327688. EDGAR lists every OOMA filing under that number.
Ask anything about OOMA
The research agent reads OOMA's filings, financials, insider trades and 13F holders, then answers with sources.