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CoreCap Advisors’s Ooma OOMA Stock Holding History

CoreCap Advisors’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
Q3 		$14.6K Buy
+717
New +$15.3K ﹤0.01% 1933

Other funds holding OOMA

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's OOMA Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Ooma (OOMA) in Q3 2026: 717 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #1933 among its holdings.

7 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • CoreCap Advisors held 717 shares of Ooma worth $14.6K as of Q3 2026.
  • Ooma was a new CoreCap Advisors position in Q3 2026.
  • Ooma made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1933 holding.
  • 7 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.