R Squared’s Ooma OOMA Stock Holding History

R Squared’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	–	Sell	-17,939	Closed	-$210K	–	620
2025 Q4	$210K	Sell	17,939 -7,908	-31%	-$90.2K	0.1%	342
2025 Q3	$310K	Buy	+25,847	New	+$316K	0.13%	241
2025 Q1	–	Sell	-740	Closed	-$10.4K	–	1117
2024 Q4	$10.4K	Buy	+740	New	+$9.87K	0.01%	1137

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

R Squared's OOMA Position: Q1 2026 in Review

R Squared sold out of Ooma (OOMA) in Q1 2026, closing a stake of 17,939 shares — an estimated $210K sold.

R Squared first reported a position in OOMA in Q4 2024 and held it in 3 quarters. The position peaked at $310K in Q3 2025. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

R Squared reported no remaining Ooma position as of Q1 2026 after selling out during the quarter.
R Squared sold 17,939 Ooma shares in Q1 2026, an estimated $210K.
R Squared first reported a position in Ooma in Q4 2024 and held it in 3 quarters.
R Squared's Ooma position peaked at $310K in Q3 2025.
157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.