Position in OOMA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,182,500
-$867,300 QoQ
Shares Held
150,000
-42.3% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OOMA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $110,755,444 across 22 Software - Application names. OOMA ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
686,600 | $29,221,696 | |
| 2 | DSGX |
Descartes Systems Group Inc
|
145,000 | $10,376,200 | |
| 3 | FROG |
JFrog Ltd
|
200,000 | $9,386,000 | |
| 4 | ALKT |
Alkami Technology, Inc.
|
500,000 | $7,835,000 | |
| 5 | RDVT |
Red Violet, Inc.
|
190,208 | $6,581,196 | |
| 6 | PDFS |
Pdf Solutions Inc
|
200,000 | $6,542,000 | |
| 7 | IDN |
Intellicheck, Inc.
|
819,816 | $5,730,513 | |
| 8 | PLUS |
Eplus Inc
|
75,000 | $5,643,750 |
All Filings in OOMA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,182,500 | 150,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,049,800 | 260,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,117,400 | 260,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,354,000 | 260,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,403,400 | 260,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,655,600 | 260,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,961,400 | 260,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,581,800 | 260,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,217,800 | 260,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,789,800 | 260,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,382,600 | 260,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,374,238 | 225,400 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,819,754 | 225,400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,069,948 | 225,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,772,420 | 225,400 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,668,736 | 225,400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,378,746 | 225,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,607,176 | 225,400 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,194,694 | 225,400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,251,044 | 225,400 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,572,590 | 225,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,245,760 | 225,400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,941,470 | 225,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,714,592 | 225,400 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,717,920 | 144,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||