Filing Research | OOMA - OOMA INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	263.4KSH	$5.1M
2	PERKINS CAPITAL MANAGEMENT INC	Shares	177.0KSH	$3.4M
3	Assenagon Asset Management S.A.	Shares	151.6KSH	$2.9M
4	HERALD INVESTMENT MANAGEMENT Ltd	Shares	150.0KSH	$2.9M
5	Y-Intercept (Hong Kong) Ltd	Shares	18.8KSH	$360.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.8KSH	$217.2K
7	Police & Firemen's Retirement System of New Jersey	Shares	6.8KSH	$130.0K
8	Versant Capital Management, Inc	Shares	4.0KSH	$76.6K
9	GAMMA Investing LLC	Shares	338SH	$6.5K
10	SIGNATUREFD, LLC	Shares	338SH	$6.5K
11	EverSource Wealth Advisors, LLC	Shares	250SH	$4.8K
12	Marquette Asset Management, LLC	Shares	139SH	$2.7K
13	MassMutual Private Wealth & Trust, FSB	Shares	124SH	$2.4K
14	True Wealth Design, LLC	Shares	107SH	$2.1K
15	Farther Finance Advisors, LLC	Shares	80SH	$1.5K
16	Torren Management, LLC	Shares	31SH	$596
17	IFP Advisors, Inc	Shares	22SH	$423
18	Fortitude Family Office, LLC	Shares	7SH	$135
19	SJS Investment Consulting Inc.	Shares	7SH	$135
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.3KSH	$44

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	Swedbank AB new	Shares	+263.4K	+$5.1M	$5.1M
2	PERKINS CAPITAL MANAGEMENT INC trimmed	Shares	-4.3K	+$764.2K	$3.4M
3	HERALD INVESTMENT MANAGEMENT Ltd unchanged	Shares	0	+$702.0K	$2.9M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+18.8K	+$360.5K	$360.5K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.8K	+$217.2K	$217.2K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$31.6K	$130.0K
7	Versant Capital Management, Inc unchanged	Shares	0	+$18.6K	$76.6K
8	GAMMA Investing LLC added	Shares	+12	+$1.8K	$6.5K
9	EverSource Wealth Advisors, LLC added	Shares	+12	+$1.3K	$4.8K
10	Marquette Asset Management, LLC unchanged	Shares	0	+$649	$2.7K
11	Farther Finance Advisors, LLC added	Shares	+16	+$590	$1.5K
12	True Wealth Design, LLC added	Shares	+6	+$587	$2.1K
13	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$579	$2.4K
14	Torren Management, LLC unchanged	Shares	0	+$145	$596
15	Fortitude Family Office, LLC new	Shares	+7	+$135	$135
16	IFP Advisors, Inc trimmed	Shares	-1	+$88	$423
17	SJS Investment Consulting Inc. unchanged	Shares	0	+$33	$135
18	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$11	$44
19	SIGNATUREFD, LLC trimmed	Shares	-220	-$1.6K	$6.5K
20	Assenagon Asset Management S.A. trimmed	Shares	-54.9K	-$91.5K	$2.9M