SEI Investments’s Ooma OOMA Stock Holding History

SEI Investments’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	$872K	Buy	59,905 +348	+0.6%	+$4.37K	﹤0.01%	2415
2025 Q4	$699K	Hold	59,557	–	–	﹤0.01%	2351
2025 Q3	$714K	Hold	59,557	–	–	﹤0.01%	2093
2025 Q2	$768K	Buy	59,557 +13,725	+30%	+$175K	﹤0.01%	2022
2025 Q1	$600K	Buy	45,832 +9,454	+26%	+$134K	﹤0.01%	2083
2024 Q4	$511K	Buy	36,378 +18,275	+101%	+$244K	﹤0.01%	2177
2024 Q3	$206K	Buy	+18,103	New	+$179K	﹤0.01%	2468
2018 Q3	–	Sell	-25	Closed	–	–	3146
2018 Q2	$0	Buy	+25	New	+$293	﹤0.01%	3738

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

SEI Investments's OOMA Position: Q1 2026 in Review

SEI Investments increased its Ooma (OOMA) stake by 0.58% in Q1 2026, buying an estimated $4.37K and bringing the position to 59,905 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

SEI Investments first reported a position in OOMA in Q2 2018 and has held it in 8 quarters since. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

SEI Investments held 59,905 shares of Ooma worth $872K as of Q1 2026.
SEI Investments bought 348 Ooma shares in Q1 2026, an estimated $4.37K.
Ooma made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2415 holding.
SEI Investments first reported a position in Ooma in Q2 2018 and has held it in 8 quarters since.
157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.