Position in OOMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,436,464
+$862,336 QoQ
Shares Held
74,738
+89.4% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
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, 2026BANK OF AMERICA CORP /DE/ holds $14,106,334,533 across 141 Software - Application names. OOMA ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in OOMA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436,464 | 74,738 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $574,128 | 39,459 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $572,974 | 48,847 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $409,517 | 34,155 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $341,087 | 26,441 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,027,419 | 78,489 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,387,284 | 98,669 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,605,885 | 140,991 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,416,750 | 142,674 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $973,757 | 114,157 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $752,396 | 70,121 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $805,005 | 61,876 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $425,685 | 28,436 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $347,751 | 27,798 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $397,947 | 29,218 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $577,312 | 46,936 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $449,835 | 37,993 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $642,125 | 42,837 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $848,504 | 41,512 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $585,990 | 31,488 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $556,142 | 29,488 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,065,103 | 67,199 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,216,310 | 84,466 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,048,762 | 80,365 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,409,417 | 85,523 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $930,741 | 78,017 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||