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Essex Investment Management’s Ooma OOMA Stock Holding History

Essex Investment Management’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
2025
Q1 		– Sell
-17,626
Closed -$248K – 319
2024
Q4 		$248K Sell
17,626
-2,445
-12% -$32.6K 0.04% 177
2024
Q3 		$229K Buy
+20,071
New +$198K 0.04% 182
2023
Q1 		– Sell
-88,927
Closed -$1.21M – 415
2022
Q4 		$1.21M Buy
+88,927
New +$1.32M 0.19% 172

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's OOMA Position: Q1 2025 in Review

Essex Investment Management sold out of Ooma (OOMA) in Q1 2025, closing a stake of 17,626 shares — an estimated $248K sold.

Essex Investment Management first reported a position in OOMA in Q4 2022 and held it in 3 quarters. The position peaked at $1.21M in Q4 2022. 128 funds tracked by Wall St. Rank hold OOMA as of Q1 2025.

  • Essex Investment Management reported no remaining Ooma position as of Q1 2025 after selling out during the quarter.
  • Essex Investment Management sold 17,626 Ooma shares in Q1 2025, an estimated $248K.
  • Essex Investment Management first reported a position in Ooma in Q4 2022 and held it in 3 quarters.
  • Essex Investment Management's Ooma position peaked at $1.21M in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Ooma as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.