Position in OOMA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,863,564
+$2,610,718 QoQ
Shares Held
565,222
-0.3% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 168 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in OOMA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $20,052,266,521 across 153 Software - Application names. OOMA ranks #67 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,865,907 | $2,952,232,205 | |
| 2 | SNOW |
Snowflake Inc.
|
9,218,816 | $2,346,188,666 | |
| 3 | SHOP |
Shopify Inc.
|
15,220,724 | $1,737,902,256 | |
| 4 | CRM |
Salesforce, Inc.
|
10,440,961 | $1,635,680,940 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,949,279 | $1,384,884,410 | |
| 6 | INTU |
Intuit Inc.
|
4,808,487 | $1,255,015,107 | |
| 7 | DDOG |
Datadog, Inc.
|
4,451,836 | $1,159,080,013 | |
| 8 | ADSK |
Autodesk, Inc.
|
5,023,243 | $976,618,891 |
All Filings in OOMA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,863,564 | 565,222 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $8,252,846 | 567,206 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,756,959 | 576,041 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,641,449 | 553,916 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $6,570,317 | 509,327 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,090,808 | 618,091 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $8,225,379 | 585,020 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $6,795,295 | 596,602 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $6,161,424 | 620,486 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $3,672,710 | 430,564 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $3,566,318 | 332,369 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $4,008,093 | 308,078 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,682,805 | 379,613 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,169,518 | 333,295 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $4,613,732 | 338,747 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,351,395 | 353,772 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,382,568 | 116,771 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,979,803 | 132,075 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,145,960 | 153,912 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,583,494 | 138,823 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,323,828 | 176,237 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,260,343 | 205,700 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,381,624 | 234,835 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,740,537 | 210,003 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,546,989 | 215,230 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,664,155 | 307,138 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||