Osaic Holdings
OOMA icon

Osaic Holdings’s Ooma OOMA Stock Holding History

Osaic Holdings’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 		$155K Buy
8,085
+3,650
+82% +$62.6K ﹤0.01% 4610
2026
Q1 		$64.5K Sell
4,435
-100
-2% -$1.25K ﹤0.01% 5020
2025
Q4 		$53.2K Buy
4,535
+19
+0.4% +$217 ﹤0.01% 5190
2025
Q3 		$55K Sell
4,516
-40
-0.9% -$490 ﹤0.01% 5250
2025
Q2 		$58.8K Sell
4,556
-44
-1% -$560 ﹤0.01% 4933
2025
Q1 		$60.2K Buy
4,600
+100
+2% +$1.42K ﹤0.01% 4567
2024
Q4 		$63.3K Hold
4,500
– – ﹤0.01% 4522
2024
Q3 		$51.3K Sell
4,500
-500
-10% -$4.94K ﹤0.01% 4731
2024
Q2 		$49.6K Buy
5,000
+1,600
+47% +$12.7K ﹤0.01% 4681
2024
Q1 		$29K Sell
3,400
-4,734
-58% -$47.1K ﹤0.01% 5123
2023
Q4 		$87.3K Sell
8,134
-1,882
-19% -$21.4K ﹤0.01% 4525
2023
Q3 		$130K Buy
10,016
+823
+9% +$11.6K ﹤0.01% 4303
2023
Q2 		$138K Buy
9,193
+4,588
+100% +$60.4K ﹤0.01% 4196
2023
Q1 		$57.6K Sell
4,605
-675
-13% -$9.04K ﹤0.01% 4853
2022
Q4 		$71.7K Buy
5,280
+800
+18% +$11.8K ﹤0.01% 4681
2022
Q3 		$55K Buy
4,480
+580
+15% +$7.2K ﹤0.01% 4825
2022
Q2 		$46K Buy
3,900
+800
+26% +$10.6K ﹤0.01% 5022
2022
Q1 		$46K Hold
3,100
– – ﹤0.01% 5158
2021
Q4 		$63K Hold
3,100
– – ﹤0.01% 4969
2021
Q3 		$58K Buy
+3,100
New +$58.4K ﹤0.01% 4984

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

Osaic Holdings's OOMA Position: Q2 2026 in Review

Osaic Holdings increased its Ooma (OOMA) stake by 82% in Q2 2026, buying an estimated $62.6K and bringing the position to 8,085 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #4610.

Osaic Holdings first reported a position in OOMA in Q3 2021 and has held it in 20 quarters since. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Osaic Holdings held 8,085 shares of Ooma worth $155K as of Q2 2026.
  • Osaic Holdings bought 3,650 Ooma shares in Q2 2026, an estimated $62.6K.
  • Ooma made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4610 holding.
  • Osaic Holdings first reported a position in Ooma in Q3 2021 and has held it in 20 quarters since.
  • 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.