Coldstream Capital Management’s Ooma OOMA Stock Holding History

Coldstream Capital 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 Q2	–	Sell	-201	Closed	-$2.63K	–	2630
2025 Q1	$2.63K	Buy	+201	New	+$2.85K	﹤0.01%	2915

Other funds holding OOMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management's OOMA Position: Q2 2025 in Review

Coldstream Capital Management sold out of Ooma (OOMA) in Q2 2025, closing a stake of 201 shares — an estimated $2.63K sold.

Coldstream Capital Management first reported a position in OOMA in Q1 2025 and held it in 1 quarter. The position peaked at $2.63K in Q1 2025. 132 funds tracked by Wall St. Rank hold OOMA as of Q2 2025.

Coldstream Capital Management reported no remaining Ooma position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 201 Ooma shares in Q2 2025, an estimated $2.63K.
Coldstream Capital Management first reported a position in Ooma in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's Ooma position peaked at $2.63K in Q1 2025.
132 funds tracked by Wall St. Rank held Ooma as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.