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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mackenzie Financial's OOMA Position: Q1 2026 in Review

Mackenzie Financial increased its Ooma (OOMA) stake by 73% in Q1 2026, buying an estimated $1.56M and bringing the position to 294,343 shares worth $4.28M. The position accounts for 0.01% of the portfolio, ranked #709.

Mackenzie Financial first reported a position in OOMA in Q2 2024 and has held it in 8 quarters since. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • Mackenzie Financial held 294,343 shares of Ooma worth $4.28M as of Q1 2026.
  • Mackenzie Financial bought 124,406 Ooma shares in Q1 2026, an estimated $1.56M.
  • Ooma made up 0.01% of Mackenzie Financial's portfolio in Q1 2026, its #709 holding.
  • Mackenzie Financial first reported a position in Ooma in Q2 2024 and has held it in 8 quarters since.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.