13F

Stock

Ooma Inc

OOMA · held by 8 managers

Reported value

$7.28M

Holders

8

+0 new · −0 exited

Holders’ est. mark

−$115.2K

Price effect on 3 books still in the name

Largest holder

$5.16M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY430K$5.16MHeld
BARCLAYS PLC126.3K$1.51M−$100.2KAdded$93.7K
BANK OF AMERICA CORP /DE/34.2K$409.5KHeld
VIRTUS ADVISERS, LLC8.95K$107.3K−$8.15KCut−$8.15K
Essential Partners LLC7.53K$90.3K−$6.85KCut−$17.4K
Allworth Financial LP33$396Held
AllSquare Wealth Management LLC20$240Held
IFP Advisors, Inc4$48Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.