Paloma Partners’s Ooma OOMA Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-11,062	Closed	-$126K	–	854
2024 Q3	$126K	Buy	+11,062	New	+$109K	﹤0.01%	1030

Other funds holding OOMA

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Paloma Partners's OOMA Position: Q4 2024 in Review

Paloma Partners sold out of Ooma (OOMA) in Q4 2024, closing a stake of 11,062 shares — an estimated $126K sold.

Paloma Partners first reported a position in OOMA in Q3 2024 and held it in 1 quarter. The position peaked at $126K in Q3 2024. 123 funds tracked by Wall St. Rank hold OOMA as of Q4 2024.

Paloma Partners reported no remaining Ooma position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 11,062 Ooma shares in Q4 2024, an estimated $126K.
Paloma Partners first reported a position in Ooma in Q3 2024 and held it in 1 quarter.
Paloma Partners's Ooma position peaked at $126K in Q3 2024.
123 funds tracked by Wall St. Rank held Ooma as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.