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Bard Associates’s Ooma OOMA Stock Holding History

Bard Associates’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 		$558K Buy
29,021
+1,281
+5% +$22K 0.12% 93
2026
Q1 		$404K Buy
27,740
+2,017
+8% +$25.3K 0.1% 96
2025
Q4 		$302K Sell
25,723
-93
-0.4% -$1.06K 0.08% 110
2025
Q3 		$310K Buy
25,816
+485
+2% +$5.94K 0.08% 137
2025
Q2 		$327K Sell
25,331
-2,926
-10% -$37.2K 0.11% 136
2025
Q1 		$370K Buy
28,257
+1,582
+6% +$22.4K 0.14% 129
2024
Q4 		$375K Buy
26,675
+6,328
+31% +$84.4K 0.13% 133
2024
Q3 		$232K Buy
+20,347
New +$201K 0.08% 152

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

Bard Associates's OOMA Position: Q2 2026 in Review

Bard Associates increased its Ooma (OOMA) stake by 4.6% in Q2 2026, buying an estimated $22K and bringing the position to 29,021 shares worth $558K. The position accounts for 0.12% of the portfolio, ranked #93.

Bard Associates first reported a position in OOMA in Q3 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Bard Associates held 29,021 shares of Ooma worth $558K as of Q2 2026.
  • Bard Associates bought 1,281 Ooma shares in Q2 2026, an estimated $22K.
  • Ooma made up 0.12% of Bard Associates's portfolio in Q2 2026, its #93 holding.
  • Bard Associates first reported a position in Ooma in Q3 2024 and has held it in 8 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.