Position in OOMA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,514,551
+$1,586,060 QoQ
Shares Held
379,007
+13.2% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 86.35064787721599.ToString("F0")%
Shared 6.622832823668165.ToString("F0")%
None 7.026519299115848.ToString("F0")%
Common Shares in OOMA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $7,507,646,700 across 119 Software - Application names. OOMA ranks #86 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,984,154 | $743,722,025 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,413,934 | $490,463,108 | |
| 3 | ADBE |
Adobe Inc.
|
1,859,384 | $451,979,060 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,834,231 | $419,656,233 | |
| 5 | INTU |
Intuit Inc.
|
803,267 | $347,316,583 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,391,855 | $333,210,085 | |
| 7 | PAYX |
Paychex Inc
|
2,822,569 | $260,015,053 | |
| 8 | ALIT |
Alight, Inc. / Delaware
|
18,726,274 | $218,235,995 |
All Filings in OOMA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,514,551 | 379,007 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,928,491 | 334,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,809,533 | 317,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,005,590 | 310,511 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,854,362 | 294,451 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,014,368 | 285,517 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,502,594 | 307,515 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,930,034 | 295,069 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,097,122 | 363,086 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,924,657 | 365,765 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,512,933 | 346,882 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,075,382 | 339,037 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,343,907 | 347,235 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,182,686 | 307,099 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,462,645 | 281,516 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,110,176 | 262,684 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,036,809 | 202,589 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,364,832 | 164,620 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,290,928 | 123,102 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,108,835 | 58,793 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $568,460 | 35,865 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $260,236 | 18,072 | Shares | Defined | 2021-03-08 | |
| No filing history on record for this holder in this stock. | ||||||