MAI Capital Management’s Ooma OOMA Stock Holding History

MAI 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
2026 Q1	$612	Buy	42 +38	+950%	+$477	﹤0.01%	4344
2025 Q4	$47	Buy	+4	New	+$46	﹤0.01%	4243

Other funds holding OOMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MAI Capital Management's OOMA Position: Q1 2026 in Review

MAI Capital Management increased its Ooma (OOMA) stake by 950% in Q1 2026, buying an estimated $477 and bringing the position to 42 shares worth $612. The position accounts for ﹤0.01% of the portfolio, ranked #4344.

MAI Capital Management first reported a position in OOMA in Q4 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

MAI Capital Management held 42 shares of Ooma worth $612 as of Q1 2026.
MAI Capital Management bought 38 Ooma shares in Q1 2026, an estimated $477.
Ooma made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4344 holding.
MAI Capital Management first reported a position in Ooma in Q4 2025 and has held it in 2 quarters since.
157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.