Position
Creative Planning in Ooma Inc
Back to the book · All holders of OOMA
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $171.8K$11.73 → $14.55
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 60.9K | $714.5K | — | — | — | 0.0% |
| Q1 2026 | 187.3K | $2.72M | $14.55 | $171.8K | $1.84M | 0.0% |