SCHEDULE 13G/A: Trigran Investments and Affiliates Disclose 12.9% Passive Stake in Ooma Inc.
Beneficial Ownership Disclosure
Trigran Investments, Inc. and its principals have filed an amended Schedule 13G, reporting a passive beneficial ownership of 12.9% of Ooma Inc.'s common stock as of December 31, 2024.
Summary
- Trigran Investments, Inc. and its principals (Douglas T. Granat, Lawrence A. Oberman, Steven G. Simon, Bradley F. Simon, and Steven R. Monieson) collectively beneficially own 3,487,277 shares of Ooma Inc. common stock.
- This ownership represents 12.9% of Ooma Inc.'s outstanding common stock.
- The reporting persons hold shared voting power over 3,310,572 shares and shared dispositive power over 3,487,277 shares.
- The filing is an Amendment No. 4 to a Schedule 13G, indicating ongoing disclosure of a passive investment.
- The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Ooma Inc.
Sentiment
Score: 5
Explanation: This filing is a standard disclosure of a passive ownership stake, providing factual information without indicating positive or negative sentiment regarding the issuer's performance or outlook.
Positives
- The disclosure of a significant 12.9% stake by Trigran Investments and its principals indicates substantial institutional interest in Ooma Inc.
Future Outlook
NA
Industry Context
This filing is a standard disclosure of a significant passive ownership stake and does not provide information related to broader industry trends or competitor analysis.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant passive ownership position by an institutional investor group.
Key Dates
| Date | Description |
|---|---|
| 12/31/2024 | Date of event which requires filing of this statement (reporting period end). |
| 02/13/2025 | Filing date of the Schedule 13G Amendment No. 4. |
Keywords
Ooma Inc, Trigran Investments, Schedule 13G, beneficial ownership, common stock, passive investment, institutional investor
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