James T. Borello
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James T. Borello’s Ooma OOMA Stock Holding History

James T. Borello’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 		$41 Buy
+2
New +$43 ﹤0.01% 1266

Other funds holding OOMA

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

James T. Borello's OOMA Position: Q3 2026 in Review

James T. Borello opened a new position in Ooma (OOMA) in Q3 2026: 2 shares worth $41. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings.

81 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • James T. Borello held 2 shares of Ooma worth $41 as of Q3 2026.
  • Ooma was a new James T. Borello position in Q3 2026.
  • Ooma made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1266 holding.
  • 81 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.