Rockefeller Capital Management
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Rockefeller Capital Management’s Ooma OOMA Stock Holding History

Rockefeller Capital Management’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 		$888 Buy
+61
New +$765 ﹤0.01% 4501

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TI
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Renaissance Technologies
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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 $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rockefeller Capital Management's OOMA Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in Ooma (OOMA) in Q1 2026: 61 shares worth $888. The stake represents ﹤0.01% of the portfolio and ranks #4501 among its holdings.

157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • Rockefeller Capital Management held 61 shares of Ooma worth $888 as of Q1 2026.
  • Ooma was a new Rockefeller Capital Management position in Q1 2026.
  • Ooma made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4501 holding.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.