CWM, LLC

Position in OOMA — Ooma Inc

CIK 1535847 OMAHA, NE

Position in OOMA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$193,442

+$141,830 QoQ

Shares Held

13,295

+202.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 3.5727717186912376.ToString("F0")% Shared 0.ToString("F0")% None 96.42722828130876.ToString("F0")%

Technology · as of Mar 31, 2026

CWM, LLC holds $331,735,485 across 144 Software - Application names. OOMA ranks #72 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	235,476	$35,514,490
2	NOW	ServiceNow, Inc.	265,929	$27,802,876
3	CRM	Salesforce, Inc.	137,932	$25,747,766
4	UBER	Uber Technologies, Inc	345,934	$24,883,032
5	ADBE	Adobe Inc.	88,129	$21,422,397
6	MSTR	Strategy Inc	161,806	$20,193,388
7	ZM	Zoom Communications, Inc.	205,948	$16,556,159
8	INTU	Intuit Inc.	24,481	$10,585,094

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$193,442	13,295	+202.2%	Shares	Sole	2026-05-14
2025-12-31	$51,612	4,400	+45.6%	Shares	Sole	2026-01-26
2025-09-30	$36,233	3,022	+50.5%	Shares	Sole	2025-10-15
2025-06-30	$25,903	2,008	-14.3%	Shares	Sole	2025-07-25
2025-03-31	$30,682	2,344	+14.8%	Shares	Sole	2025-05-01
2024-12-31	$28,696	2,041	+3.2%	Shares	Sole	2025-02-04
2024-09-30	$22,518	1,977	+5.0%	Shares	Sole	2024-10-08
2024-06-30	$18,688	1,882	+23425.0%	Shares	Sole	2024-07-10
2024-03-31	$68	8	-85.2%	Shares	Sole	2024-04-05
2023-12-31	$579	54	-69.3%	Shares	Sole	2024-02-01
2023-09-30	$2,289	176	-30.7%	Shares	Sole	2023-10-11
2023-06-30	$3,802	254	+625.7%	Shares	Sole	2023-08-03
2023-03-31	$437	35	0.0%	Shares	Sole	2023-05-01
2022-12-31	$476	35	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.