Jacobs Levy Equity Management’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.08M | Buy |
212,078
+97,157
| +85% | +$1.67M | 0.01% | 466 |
|
|
2026
Q1 | $1.67M | Sell |
114,921
-36,286
| -24% | -$455K | 0.01% | 619 |
|
|
2025
Q4 | $1.77M | Buy |
+151,207
| New | +$1.72M | 0.01% | 602 |
|
|
2025
Q3 | – | Sell |
-30,623
| Closed | -$395K | – | 1072 |
|
|
2025
Q2 | $395K | Sell |
30,623
-185
| -0.6% | -$2.35K | ﹤0.01% | 915 |
|
|
2025
Q1 | $403K | Sell |
30,808
-91,720
| -75% | -$1.3M | ﹤0.01% | 943 |
|
|
2024
Q4 | $1.72M | Sell |
122,528
-57,151
| -32% | -$762K | 0.01% | 624 |
|
|
2024
Q3 | $2.05M | Buy |
179,679
+1,364
| +0.8% | +$13.5K | 0.01% | 598 |
|
|
2024
Q2 | $1.77M | Buy |
178,315
+52,291
| +41% | +$416K | 0.01% | 625 |
|
|
2024
Q1 | $1.07M | Sell |
126,024
-225
| -0.2% | -$2.24K | ﹤0.01% | 703 |
|
|
2023
Q4 | $1.35M | Sell |
126,249
-10,214
| -7% | -$116K | 0.01% | 670 |
|
|
2023
Q3 | $1.78M | Sell |
136,463
-2,523
| -2% | -$35.7K | 0.01% | 581 |
|
|
2023
Q2 | $2.08M | Sell |
138,986
-3,275
| -2% | -$43.1K | 0.01% | 555 |
|
|
2023
Q1 | $1.78M | Sell |
142,261
-5,454
| -4% | -$73K | 0.01% | 594 |
|
|
2022
Q4 | $2.01M | Buy |
147,715
+658
| +0.4% | +$9.74K | 0.01% | 551 |
|
|
2022
Q3 | $1.81M | Sell |
147,057
-18,452
| -11% | -$229K | 0.01% | 580 |
|
|
2022
Q2 | $1.96M | Buy |
165,509
+882
| +0.5% | +$11.7K | 0.02% | 602 |
|
|
2022
Q1 | $2.47M | Sell |
164,627
-30,533
| -16% | -$516K | 0.02% | 587 |
|
|
2021
Q4 | $3.99M | Sell |
195,160
-29,792
| -13% | -$607K | 0.03% | 477 |
|
|
2021
Q3 | $4.19M | Sell |
224,952
-2,440
| -1% | -$45.9K | 0.03% | 469 |
|
|
2021
Q2 | $4.29M | Sell |
227,392
-7,633
| -3% | -$138K | 0.03% | 465 |
|
|
2021
Q1 | $3.73M | Sell |
235,025
-57,155
| -20% | -$890K | 0.03% | 479 |
|
|
2020
Q4 | $4.21M | Sell |
292,180
-14,334
| -5% | -$212K | 0.04% | 426 |
|
|
2020
Q3 | $4M | Buy |
306,514
+112,137
| +58% | +$1.71M | 0.04% | 392 |
|
|
2020
Q2 | $3.2M | Buy |
194,377
+51,112
| +36% | +$640K | 0.03% | 435 |
|
|
2020
Q1 | $1.71M | Sell |
143,265
-5,027
| -3% | -$63.6K | 0.02% | 512 |
|
|
2019
Q4 | $1.96M | Buy |
148,292
+27,100
| +22% | +$330K | 0.02% | 547 |
|
|
2019
Q3 | $1.26M | Hold |
121,192
| – | – | 0.02% | 581 |
|
|
2019
Q2 | $1.27M | Sell |
121,192
-5,800
| -5% | -$73.6K | 0.02% | 602 |
|
|
2019
Q1 | $1.68M | Buy |
126,992
+4,114
| +3% | +$61.9K | 0.02% | 551 |
|
|
2018
Q4 | $1.71M | Sell |
122,878
-6,865
| -5% | -$99.8K | 0.03% | 495 |
|
|
2018
Q3 | $2.15M | Sell |
129,743
-4,292
| -3% | -$68.9K | 0.03% | 508 |
|
|
2018
Q2 | $1.9M | Buy |
134,035
+180
| +0.1% | +$2.11K | 0.03% | 523 |
|
|
2018
Q1 | $1.46M | Sell |
133,855
-17,063
| -11% | -$189K | 0.02% | 547 |
|
|
2017
Q4 | $1.8M | Buy |
150,918
+2,316
| +2% | +$24.6K | 0.03% | 483 |
|
|
2017
Q3 | $1.57M | Buy |
148,602
+87,745
| +144% | +$773K | 0.03% | 499 |
|
|
2017
Q2 | $487K | Buy |
60,857
+24,577
| +68% | +$251K | 0.01% | 703 |
|
|
2017
Q1 | $361K | Sell |
36,280
-13,720
| -27% | -$132K | 0.01% | 699 |
|
|
2016
Q4 | $450K | Sell |
50,000
-6,600
| -12% | -$58.9K | 0.01% | 696 |
|
|
2016
Q3 | $514K | Sell |
56,600
-5,200
| -8% | -$45K | 0.01% | 713 |
|
|
2016
Q2 | $506K | Sell |
61,800
-18,300
| -23% | -$130K | 0.01% | 754 |
|
|
2016
Q1 | $473K | Buy |
+80,100
| New | +$512K | 0.01% | 737 |
|
Other funds holding OOMA
Jacobs Levy Equity Management's OOMA Position: Q2 2026 in Review
Jacobs Levy Equity Management increased its Ooma (OOMA) stake by 85% in Q2 2026, buying an estimated $1.67M and bringing the position to 212,078 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #466.
Jacobs Levy Equity Management first reported a position in OOMA in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.29M in Q2 2021. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.
- Jacobs Levy Equity Management held 212,078 shares of Ooma worth $4.08M as of Q2 2026.
- Jacobs Levy Equity Management bought 97,157 Ooma shares in Q2 2026, an estimated $1.67M.
- Ooma made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #466 holding.
- Jacobs Levy Equity Management first reported a position in Ooma in Q1 2016 and has held it in 41 quarters since.
- Jacobs Levy Equity Management's Ooma position peaked at $4.29M in Q2 2021.
- 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.