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Farther Finance Advisors’s Ooma OOMA Stock Holding History

Farther Finance Advisors’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 		$2.96K Buy
145
+65
+81% +$1.39K ﹤0.01% 5249
2026
Q2 		$1.54K Buy
80
+16
+25% +$274 ﹤0.01% 5250
2026
Q1 		$948 Buy
64
+49
+327% +$615 ﹤0.01% 5125
2025
Q4 		$176 Buy
15
+1
+7% +$11 ﹤0.01% 5228
2025
Q3 		$168 Hold
14
– – ﹤0.01% 4755
2025
Q2 		$181 Hold
14
– – ﹤0.01% 4227
2025
Q1 		$185 Hold
14
– – ﹤0.01% 3962
2024
Q4 		$197 Hold
14
– – ﹤0.01% 3664
2024
Q3 		$159 Hold
14
– – ﹤0.01% 3699
2024
Q2 		$128 Buy
+14
New +$111 ﹤0.01% 3571

Other funds holding OOMA

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's OOMA Position: Q3 2026 in Review

Farther Finance Advisors increased its Ooma (OOMA) stake by 81% in Q3 2026, buying an estimated $1.39K and bringing the position to 145 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #5249.

Farther Finance Advisors first reported a position in OOMA in Q2 2024 and has held it in 10 quarters since. 7 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • Farther Finance Advisors held 145 shares of Ooma worth $2.96K as of Q3 2026.
  • Farther Finance Advisors bought 65 Ooma shares in Q3 2026, an estimated $1.39K.
  • Ooma made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5249 holding.
  • Farther Finance Advisors first reported a position in Ooma in Q2 2024 and has held it in 10 quarters since.
  • 7 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.