Nisa Investment Advisors
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Nisa Investment Advisors’s Ooma OOMA Stock Holding History

Nisa Investment Advisors’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 		$13.1K Hold
900
– – ﹤0.01% 2146
2025
Q4 		$10.6K Buy
900
+59
+7% +$673 ﹤0.01% 2188
2025
Q3 		$10.1K Hold
841
– – ﹤0.01% 2278
2025
Q2 		$10.8K Sell
841
-441
-34% -$5.61K ﹤0.01% 2228
2025
Q1 		$16.8K Hold
1,282
– – ﹤0.01% 1954
2024
Q4 		$18K Sell
1,282
-55
-4% -$733 ﹤0.01% 1967
2024
Q3 		$15.2K Buy
1,337
+242
+22% +$2.39K ﹤0.01% 1994
2024
Q2 		$10.9K Buy
1,095
+95
+10% +$755 ﹤0.01% 2121
2024
Q1 		$8.53K Hold
1,000
– – ﹤0.01% 2064
2023
Q4 		$10.7K Hold
1,000
– – ﹤0.01% 2026
2023
Q3 		$13K Hold
1,000
– – ﹤0.01% 2121
2023
Q2 		$15K Buy
1,000
+510
+104% +$6.71K ﹤0.01% 2176
2023
Q1 		$6K Sell
490
-941
-66% -$12.6K ﹤0.01% 2224
2022
Q4 		$19K Sell
1,431
-1,040
-42% -$15.4K ﹤0.01% 2071
2022
Q3 		$37K Buy
2,471
+1,981
+404% +$24.6K ﹤0.01% 1854
2022
Q2 		$6K Hold
490
– – ﹤0.01% 2258
2022
Q1 		$7K Sell
490
-210
-30% -$3.55K ﹤0.01% 2260
2021
Q4 		$13K Hold
700
– – ﹤0.01% 1998
2021
Q3 		$13 Hold
700
– – ﹤0.01% 2175
2021
Q2 		$13 Hold
700
– – ﹤0.01% 2195
2021
Q1 		$11 Hold
700
– – ﹤0.01% 2198
2020
Q4 		$10K Buy
+700
New +$10.3K ﹤0.01% 2210

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nisa Investment Advisors's OOMA Position: Q1 2026 in Review

Nisa Investment Advisors held its Ooma (OOMA) position steady in Q1 2026 at 900 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Nisa Investment Advisors first reported a position in OOMA in Q4 2020 and has held it in 22 quarters since. The position peaked at $37K in Q3 2022. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • Nisa Investment Advisors held 900 shares of Ooma worth $13.1K as of Q1 2026.
  • Nisa Investment Advisors left its Ooma share count unchanged in Q1 2026.
  • Ooma made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2146 holding.
  • Nisa Investment Advisors first reported a position in Ooma in Q4 2020 and has held it in 22 quarters since.
  • Nisa Investment Advisors's Ooma position peaked at $37K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.