EP
OOMA icon

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
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% -$9.96K 0.03% 453
2025
Q2 		$108K Buy
+8,347
New +$106K 0.04% 343

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

Essential Partners's OOMA Position: Q2 2026 in Review

Essential Partners reduced its Ooma (OOMA) stake by 1.1% in Q2 2026, selling an estimated $1.56K and leaving 8,106 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #305.

Essential Partners first reported a position in OOMA in Q2 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Essential Partners held 8,106 shares of Ooma worth $156K as of Q2 2026.
  • Essential Partners sold 91 Ooma shares in Q2 2026, an estimated $1.56K.
  • Ooma made up 0.07% of Essential Partners's portfolio in Q2 2026, its #305 holding.
  • Essential Partners first reported a position in Ooma in Q2 2025 and has held it in 5 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.