Y-Intercept (HK)
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Y-Intercept (HK)’s Ooma OOMA Stock Holding History

Y-Intercept (HK)’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 		$2.93M Buy
143,298
+124,544
+664% +$2.66M 0.06% 441
2026
Q2 		$360K Buy
+18,754
New +$322K 0.01% 1411

Other funds holding OOMA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Y-Intercept (HK)'s OOMA Position: Q3 2026 in Review

Y-Intercept (HK) increased its Ooma (OOMA) stake by 664% in Q3 2026, buying an estimated $2.66M and bringing the position to 143,298 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #441.

Y-Intercept (HK) first reported a position in OOMA in Q2 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

  • Y-Intercept (HK) held 143,298 shares of Ooma worth $2.93M as of Q3 2026.
  • Y-Intercept (HK) bought 124,544 Ooma shares in Q3 2026, an estimated $2.66M.
  • Ooma made up 0.06% of Y-Intercept (HK)'s portfolio in Q3 2026, its #441 holding.
  • Y-Intercept (HK) first reported a position in Ooma in Q2 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.