Mackenzie Financial
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Mackenzie Financial’s Ooma OOMA Stock Holding History

Mackenzie Financial’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 		$16.7M Buy
815,582
+467,572
+134% +$10M 0.02% 506
2026
Q2 		$6.69M Buy
348,010
+53,667
+18% +$921K 0.01% 757
2026
Q1 		$4.28M Buy
294,343
+124,406
+73% +$1.56M 0.01% 709
2025
Q4 		$1.97M Buy
169,937
+28,396
+20% +$324K ﹤0.01% 878
2025
Q3 		$1.7M Buy
141,541
+9,446
+7% +$116K ﹤0.01% 893
2025
Q2 		$1.7M Buy
132,095
+3,540
+3% +$45K ﹤0.01% 847
2025
Q1 		$1.68M Buy
128,555
+81,446
+173% +$1.15M ﹤0.01% 827
2024
Q4 		$662K Buy
47,109
+23,331
+98% +$311K ﹤0.01% 1060
2024
Q3 		$271K Sell
23,778
-237
-1% -$2.34K ﹤0.01% 1237
2024
Q2 		$238K Buy
+24,015
New +$191K ﹤0.01% 1269

Other funds holding OOMA

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Mackenzie Financial's OOMA Position: Q3 2026 in Review

Mackenzie Financial increased its Ooma (OOMA) stake by 134% in Q3 2026, buying an estimated $10M and bringing the position to 815,582 shares worth $16.7M. The position accounts for 0.02% of the portfolio, ranked #506.

Mackenzie Financial first reported a position in OOMA in Q2 2024 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • Mackenzie Financial held 815,582 shares of Ooma worth $16.7M as of Q3 2026.
  • Mackenzie Financial bought 467,572 Ooma shares in Q3 2026, an estimated $10M.
  • Ooma made up 0.02% of Mackenzie Financial's portfolio in Q3 2026, its #506 holding.
  • Mackenzie Financial first reported a position in Ooma in Q2 2024 and has held it in 10 quarters since.
  • 50 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.