Davenport & Co
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Davenport & Co’s Ooma OOMA Stock Holding History

Davenport & Co’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 		$270K Buy
+13,194
New +$282K ﹤0.01% 1228

Other funds holding OOMA

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Davenport & Co's OOMA Position: Q3 2026 in Review

Davenport & Co opened a new position in Ooma (OOMA) in Q3 2026: 13,194 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings.

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

  • Davenport & Co held 13,194 shares of Ooma worth $270K as of Q3 2026.
  • Ooma was a new Davenport & Co position in Q3 2026.
  • Ooma made up ﹤0.01% of Davenport & Co's portfolio in Q3 2026, its #1228 holding.
  • 21 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Davenport & Co's 13F filing for Q3 2026, filed 14 Oct 2026.