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Kennedy Capital Management’s Ooma OOMA Stock Holding History

Kennedy Capital 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
2024
Q1 		– Sell
-65,530
Closed -$703K – 758
2023
Q4 		$703K Sell
65,530
-887
-1% -$10.1K 0.02% 611
2023
Q3 		$864K Hold
66,417
– – 0.02% 577
2023
Q2 		$994K Sell
66,417
-97,700
-60% -$1.29M 0.02% 556
2023
Q1 		$2.05M Buy
+164,117
New +$2.2M 0.06% 398

Other funds holding OOMA

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kennedy Capital Management's OOMA Position: Q1 2024 in Review

Kennedy Capital Management sold out of Ooma (OOMA) in Q1 2024, closing a stake of 65,530 shares — an estimated $703K sold.

Kennedy Capital Management first reported a position in OOMA in Q1 2023 and held it in 4 quarters. The position peaked at $2.05M in Q1 2023. 96 funds tracked by Wall St. Rank hold OOMA as of Q1 2024.

  • Kennedy Capital Management reported no remaining Ooma position as of Q1 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 65,530 Ooma shares in Q1 2024, an estimated $703K.
  • Kennedy Capital Management first reported a position in Ooma in Q1 2023 and held it in 4 quarters.
  • Kennedy Capital Management's Ooma position peaked at $2.05M in Q1 2023.
  • 96 funds tracked by Wall St. Rank held Ooma as of Q1 2024.

Based on Kennedy Capital Management's 13F filing for Q1 2024, filed 15 May 2024.