RIL
OOMA icon

Rothschild Investment LLC’s Ooma OOMA Stock Holding History

Rothschild Investment LLC’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 		$3.81K Buy
198
+8
+4% +$137 ﹤0.01% 2430
2026
Q1 		$2.77K Buy
190
+135
+245% +$1.69K ﹤0.01% 2389
2025
Q4 		$645 Buy
55
+15
+38% +$171 ﹤0.01% 2848
2025
Q3 		$480 Buy
40
+25
+167% +$306 ﹤0.01% 2839
2025
Q2 		$194 Sell
15
-20
-57% -$254 ﹤0.01% 2936
2025
Q1 		$458 Buy
35
+20
+133% +$283 ﹤0.01% 2643
2024
Q4 		$211 Hold
15
– – ﹤0.01% 2784
2024
Q3 		$171 Hold
15
– – ﹤0.01% 2735
2024
Q2 		$149 Buy
+15
New +$119 ﹤0.01% 2575

Other funds holding OOMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Rothschild Investment LLC's OOMA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ooma (OOMA) stake by 4.2% in Q2 2026, buying an estimated $137 and bringing the position to 198 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Rothschild Investment LLC first reported a position in OOMA in Q2 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.

  • Rothschild Investment LLC held 198 shares of Ooma worth $3.81K as of Q2 2026.
  • Rothschild Investment LLC bought 8 Ooma shares in Q2 2026, an estimated $137.
  • Ooma made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2430 holding.
  • Rothschild Investment LLC first reported a position in Ooma in Q2 2024 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held Ooma as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.