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Essential Partners’s Ooma OOMA Stock Holding History

Essential Partners’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 		$210K Buy
10,286
+2,180
+27% +$46.6K 0.1% 229
2026
Q2 		$156K Sell
8,106
-91
-1% -$1.56K 0.07% 305
2026
Q1 		$119K Buy
8,197
+626
+8% +$7.85K 0.04% 384
2025
Q4 		$88.8K Buy
7,571
+38
+0.5% +$433 0.03% 475
2025
Q3 		$90.3K Sell
7,533
-814
-10% -$10K 0.03% 453
2025
Q2 		$108K Buy
+8,347
New +$106K 0.04% 343

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
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

Essential Partners's OOMA Position: Q3 2026 in Review

Essential Partners increased its Ooma (OOMA) stake by 27% in Q3 2026, buying an estimated $46.6K and bringing the position to 10,286 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #229.

Essential Partners first reported a position in OOMA in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • Essential Partners held 10,286 shares of Ooma worth $210K as of Q3 2026.
  • Essential Partners bought 2,180 Ooma shares in Q3 2026, an estimated $46.6K.
  • Ooma made up 0.1% of Essential Partners's portfolio in Q3 2026, its #229 holding.
  • Essential Partners first reported a position in Ooma in Q2 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.