Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
OOMA holding history
Ooma Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OOMA overviewAll 13F holders of OOMAFull Q2 2026 holdings
- Shares (Q2 2026)
- 191,175
- Value
- $3.67M
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 191,175 | $3.67M | <0.1% | +3,913+2.1% | Added | Holders |
| Q1 2026 | 187,262 | $2.72M | <0.1% | +126,352+207.4% | Added | Holders |
| Q4 2025 | 60,910 | $714.5K | <0.1% | +44,537+272.0% | Added | Holders |
| Q3 2025 | 16,373 | $196.3K | <0.1% | +16,373 | New | Holders |