Position in OOMA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,883,000
+$700,500 QoQ
Shares Held
150,000
0.0% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#35
of 168 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OOMA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $112,212,735 across 20 Software - Application names. OOMA ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
554,450 | $16,616,866 | |
| 2 | RDVT |
Red Violet, Inc.
|
254,250 | $16,200,810 | |
| 3 | FROG |
JFrog Ltd
|
153,550 | $13,954,624 | |
| 4 | PDFS |
Pdf Solutions Inc
|
119,667 | $8,471,226 | |
| 5 | DSGX |
Descartes Systems Group Inc
|
108,000 | $7,477,920 | |
| 6 | ALKT |
Alkami Technology, Inc.
|
400,000 | $7,248,000 | |
| 7 | APPS |
Digital Turbine, Inc.
|
550,329 | $7,099,244 | |
| 8 | PLUS |
Eplus Inc
|
67,500 | $5,618,025 |
All Filings in OOMA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,883,000 | 150,000 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||