B
OOMA icon

Bailard’s Ooma OOMA Stock Holding History

Bailard’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
2026
Q2 		$340K Sell
17,700
-5,300
-23% -$90.9K 0.01% 598
2026
Q1 		$335K Hold
23,000
– – 0.01% 564
2025
Q4 		$270K Buy
23,000
+2,200
+11% +$25.1K 0.01% 615
2025
Q3 		$249K Buy
+20,800
New +$255K 0.01% 682
2025
Q2 		– Sell
-16,392
Closed -$215K – 822
2025
Q1 		$215K Buy
16,392
+4,335
+36% +$61.4K 0.01% 678
2024
Q4 		$170K Sell
12,057
-7,543
-38% -$101K ﹤0.01% 699
2024
Q3 		$223K Buy
19,600
+8,700
+80% +$86K 0.01% 685
2024
Q2 		$108K Buy
+10,900
New +$86.6K ﹤0.01% 713

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bailard's OOMA Position: Q2 2026 in Review

Bailard reduced its Ooma (OOMA) stake by 23% in Q2 2026, selling an estimated $90.9K and leaving 17,700 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #598.

Bailard first reported a position in OOMA in Q2 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Bailard held 17,700 shares of Ooma worth $340K as of Q2 2026.
  • Bailard sold 5,300 Ooma shares in Q2 2026, an estimated $90.9K.
  • Ooma made up 0.01% of Bailard's portfolio in Q2 2026, its #598 holding.
  • Bailard first reported a position in Ooma in Q2 2024 and has held it in 8 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.