Position in OOMA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,074,459
+$210,744 QoQ
Shares Held
73,846
+0.3% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OOMA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,352,634,052 across 137 Software - Application names. OOMA ranks #112 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,561,745 | $2,349,115,349 | |
| 2 | CRM |
Salesforce, Inc.
|
7,001,546 | $1,306,978,591 | |
| 3 | UBER |
Uber Technologies, Inc
|
14,905,928 | $1,072,183,401 | |
| 4 | INTU |
Intuit Inc.
|
2,067,005 | $893,731,621 | |
| 5 | PAYX |
Paychex Inc
|
9,375,253 | $863,648,306 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,607,165 | $795,329,100 | |
| 7 | ADBE |
Adobe Inc.
|
3,185,754 | $774,393,082 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
2,013,314 | $559,439,561 |
All Filings in OOMA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||