Position in OOMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,701,851
+$1,627,392 QoQ
Shares Held
140,575
+90.4% QoQ
Ownership
0.511%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $14,282,969,236 across 130 Software - Application names. OOMA ranks #100 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
12,729,777 | $2,850,833,558 | |
| 2 | UBER |
Uber Technologies, Inc
|
15,956,738 | $1,151,438,214 | |
| 3 | CRM |
Salesforce, Inc.
|
6,600,642 | $1,034,056,575 | |
| 4 | PAYX |
Paychex Inc
|
10,402,177 | $1,022,846,063 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
2,192,940 | $823,054,240 | |
| 6 | NOW |
ServiceNow, Inc.
|
8,080,617 | $802,243,655 | |
| 7 | ADBE |
Adobe Inc.
|
3,401,534 | $697,382,499 | |
| 8 | DDOG |
Datadog, Inc.
|
2,648,649 | $689,602,253 |
All Filings in OOMA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,701,851 | 140,575 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,074,459 | 73,846 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $863,715 | 73,633 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $886,144 | 73,907 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $947,427 | 73,444 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $927,635 | 70,866 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $996,502 | 70,875 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $806,742 | 70,829 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $672,171 | 67,691 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $538,191 | 63,094 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,061,368 | 98,916 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,257,897 | 96,687 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,447,404 | 96,687 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,192,528 | 95,326 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,274,845 | 93,601 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,138,045 | 92,524 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,094,548 | 92,445 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,859,839 | 124,072 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,736,752 | 133,892 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,634,841 | 141,582 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,541,239 | 81,720 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,295,262 | 81,720 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $770,227 | 53,488 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $630,771 | 48,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $840,512 | 51,002 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $591,668 | 49,595 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||