Parallel Advisors’s Ooma OOMA Stock Holding History

Parallel 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 Q3	$2.47K	Sell	121 -18	-13%	-$384	﹤0.01%	3585
2026 Q2	$2.67K	Buy	139 +37	+36%	+$635	﹤0.01%	3446
2026 Q1	$1.48K	Buy	+102	New	+$1.28K	﹤0.01%	3457
2025 Q4	–	Sell	-383	Closed	-$4.59K	–	3721
2025 Q3	$4.59K	Buy	+383	New	+$4.69K	﹤0.01%	2811
2023 Q4	–	Sell	-144	Closed	-$1.87K	–	3427
2023 Q3	$1.87K	Hold	144	–	–	﹤0.01%	2843
2023 Q2	$2.16K	Hold	144	–	–	﹤0.01%	2735
2023 Q1	$1.8K	Sell	144 -97	-40%	-$1.3K	﹤0.01%	2808
2022 Q4	$3.28K	Hold	241	–	–	﹤0.01%	2493
2022 Q3	$3K	Buy	+241	New	+$2.99K	﹤0.01%	2509
2022 Q1	–	Sell	-88	Closed	-$2K	–	3179
2021 Q4	$2K	Sell	88 -147	-63%	-$3K	﹤0.01%	2735
2021 Q3	$4K	Buy	+235	New	+$4.42K	﹤0.01%	2485
2017 Q1	–	Sell	-918	Closed	-$8K	–	2052
2016 Q4	$8K	Buy	+918	New	+$8.2K	﹤0.01%	1202

Other funds holding OOMA

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Parallel Advisors's OOMA Position: Q3 2026 in Review

Parallel Advisors reduced its Ooma (OOMA) stake by 13% in Q3 2026, selling an estimated $384 and leaving 121 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

Parallel Advisors first reported a position in OOMA in Q4 2016 and has held it in 12 quarters since. The position peaked at $8K in Q4 2016. 50 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

Parallel Advisors held 121 shares of Ooma worth $2.47K as of Q3 2026.
Parallel Advisors sold 18 Ooma shares in Q3 2026, an estimated $384.
Ooma made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3585 holding.
Parallel Advisors first reported a position in Ooma in Q4 2016 and has held it in 12 quarters since.
Parallel Advisors's Ooma position peaked at $8K in Q4 2016.
50 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.