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Covestor’s Ooma OOMA Stock Holding History

Covestor’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 		$86K Buy
4,434
+150
+4% +$2.57K 0.05% 448
2026
Q1 		$63K Sell
4,284
-53
-1% -$665 0.04% 558
2025
Q4 		$51K Sell
4,337
-685
-14% -$7.81K 0.03% 904
2025
Q3 		$60K Buy
5,022
+210
+4% +$2.57K 0.03% 833
2025
Q2 		$62K Buy
4,812
+387
+9% +$4.92K 0.04% 800
2025
Q1 		$58K Sell
4,425
-23
-0.5% -$326 0.04% 786
2024
Q4 		$63K Sell
4,448
-1,212
-21% -$16.2K 0.04% 767
2024
Q3 		$64K Sell
5,660
-134
-2% -$1.32K 0.04% 769
2024
Q2 		$58K Sell
5,794
-403
-7% -$3.2K 0.04% 790
2024
Q1 		$53K Buy
6,197
+2,138
+53% +$21.3K 0.03% 860
2023
Q4 		$44K Buy
4,059
+116
+3% +$1.32K 0.03% 911
2023
Q3 		$51K Buy
3,943
+946
+32% +$13.4K 0.04% 764
2023
Q2 		$45K Sell
2,997
-84
-3% -$1.11K 0.03% 830
2023
Q1 		$39K Buy
3,081
+973
+46% +$13K 0.03% 809
2022
Q4 		$29K Sell
2,108
-65
-3% -$962 0.02% 925
2022
Q3 		$27K Buy
2,173
+46
+2% +$571 0.02% 922
2022
Q2 		$25K Buy
2,127
+241
+13% +$3.2K 0.02% 938
2022
Q1 		$28K Sell
1,886
-17
-0.9% -$287 0.02% 965
2021
Q4 		$39K Buy
+1,903
New +$38.8K 0.05% 671

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

Covestor's OOMA Position: Q2 2026 in Review

Covestor increased its Ooma (OOMA) stake by 3.5% in Q2 2026, buying an estimated $2.57K and bringing the position to 4,434 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #448.

Covestor first reported a position in OOMA in Q4 2021 and has held it in 19 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Covestor held 4,434 shares of Ooma worth $86K as of Q2 2026.
  • Covestor bought 150 Ooma shares in Q2 2026, an estimated $2.57K.
  • Ooma made up 0.05% of Covestor's portfolio in Q2 2026, its #448 holding.
  • Covestor first reported a position in Ooma in Q4 2021 and has held it in 19 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.