Herald Investment Management’s Ooma OOMA Stock Holding History

Herald 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
2026 Q2	$2.88M	Hold	150,000	–	–	0.39%	74
2026 Q1	$2.18M	Sell	150,000 -110,000	-42%	-$1.38M	0.3%	76
2025 Q4	$3.04M	Hold	260,000	–	–	0.4%	71
2025 Q3	$3.12M	Hold	260,000	–	–	0.42%	68
2025 Q2	$3.35M	Hold	260,000	–	–	0.5%	55
2025 Q1	$3.4M	Hold	260,000	–	–	0.64%	42
2024 Q4	$3.65M	Hold	260,000	–	–	0.6%	46
2024 Q3	$2.96M	Hold	260,000	–	–	0.51%	48
2024 Q2	$2.56M	Hold	260,000	–	–	0.42%	58
2024 Q1	$2.21M	Hold	260,000	–	–	0.36%	65
2023 Q4	$2.79M	Hold	260,000	–	–	0.53%	49
2023 Q3	$3.37M	Buy	260,000 +34,600	+15%	+$489K	0.72%	39
2023 Q2	$3.37M	Hold	225,400	–	–	0.65%	43
2023 Q1	$2.82M	Hold	225,400	–	–	0.63%	48
2022 Q4	$3.06M	Hold	225,400	–	–	0.75%	40
2022 Q3	$2.77M	Hold	225,400	–	–	0.68%	46
2022 Q2	$2.67M	Hold	225,400	–	–	0.62%	52
2022 Q1	$3.37M	Hold	225,400	–	–	0.61%	49
2021 Q4	$4.6M	Hold	225,400	–	–	0.75%	40
2021 Q3	$4.19M	Hold	225,400	–	–	0.69%	41
2021 Q2	$4.25M	Hold	225,400	–	–	0.69%	47
2021 Q1	$3.57M	Hold	225,400	–	–	0.62%	52
2020 Q4	$3.25M	Hold	225,400	–	–	0.58%	46
2020 Q3	$2.94M	Hold	225,400	–	–	0.63%	45
2020 Q2	$3.71M	Buy	225,400 +81,400	+57%	+$1.02M	0.87%	35
2020 Q1	$1.71M	Buy	+144,000	New	+$1.82M	0.52%	45

Other funds holding OOMA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Herald Investment Management's OOMA Position: Q2 2026 in Review

Herald Investment Management held its Ooma (OOMA) position steady in Q2 2026 at 150,000 shares worth $2.88M. The position accounts for 0.39% of the portfolio, ranked #74.

Herald Investment Management first reported a position in OOMA in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.6M in Q4 2021. 20 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

Herald Investment Management held 150,000 shares of Ooma worth $2.88M as of Q2 2026.
Herald Investment Management left its Ooma share count unchanged in Q2 2026.
Ooma made up 0.39% of Herald Investment Management's portfolio in Q2 2026, its #74 holding.
Herald Investment Management first reported a position in Ooma in Q1 2020 and has held it in 26 quarters since.
Herald Investment Management's Ooma position peaked at $4.6M in Q4 2021.
20 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.