Mackenzie Financial
OOMA icon

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
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% 1059
2024
Q3 		$271K Sell
23,778
-237
-1% -$2.34K ﹤0.01% 1236
2024
Q2 		$238K Buy
+24,015
New +$191K ﹤0.01% 1269

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial's OOMA Position: Q2 2026 in Review

Mackenzie Financial increased its Ooma (OOMA) stake by 18% in Q2 2026, buying an estimated $921K and bringing the position to 348,010 shares worth $6.69M. The position accounts for 0.01% of the portfolio, ranked #757.

Mackenzie Financial first reported a position in OOMA in Q2 2024 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Mackenzie Financial held 348,010 shares of Ooma worth $6.69M as of Q2 2026.
  • Mackenzie Financial bought 53,667 Ooma shares in Q2 2026, an estimated $921K.
  • Ooma made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #757 holding.
  • Mackenzie Financial first reported a position in Ooma in Q2 2024 and has held it in 9 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.