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AllSquare Wealth Management’s Ooma OOMA Stock Holding History

AllSquare Wealth Management’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$240 Buy
+20
New +$245 ﹤0.01% 513

Other funds holding OOMA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

AllSquare Wealth Management's OOMA Position: Q3 2025 in Review

AllSquare Wealth Management opened a new position in Ooma (OOMA) in Q3 2025: 20 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

133 funds tracked by Wall St. Rank hold OOMA as of Q3 2025.

  • AllSquare Wealth Management held 20 shares of Ooma worth $240 as of Q3 2025.
  • Ooma was a new AllSquare Wealth Management position in Q3 2025.
  • Ooma made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #513 holding.
  • 133 funds tracked by Wall St. Rank held Ooma as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.