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Ooma shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Ooma (OOMA) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Ooma

Tip: Access up to 7 years of quarterly data

All positions including Ooma held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ooma by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 994 11.99
2025-06-30 $1.8k 142 12.90
2025-03-31 $942 72 13.10

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Ishares Tr Ishs 1-5yr Invs (OEF)
First Tr Exchange-traded Wtr Etf (FDL)
American Centy Etf Tr Us Large Cap Vlu (KORP)
Dimensional Etf Trust Intl Core Equity (DFAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (FXN)
NVIDIA Corporation (NVDA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Spdr S&p 500 Etf Tr Tr Unit
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

Top funds holding Ooma

BlackRock
Trigran Investments
Vanguard Group
Acadian Asset Management
Renaissance Technologies
Geode Capital Management
Jpmorgan Chase & Co
State Street Corporation
Arrowstreet Capital, Limited Partnership
AWM Investment Company
Morgan Stanley
Dimensional Fund Advisors
Connor, Clark & Lunn Investment Management
Qube Research & Technologies
Nuveen

View all funds holding Ooma