Ooma, Inc.
US ˙ NYSE ˙ US6834161019

SecurityOOMA / Ooma, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership294,343 shares
Latest Disclosed Value $ 4,282,691
Mackenzie Financial Corp reports 73.21% increase in ownership of OOMA / Ooma, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 294,343 shares of Ooma, Inc. (US:OOMA) valued at $4,282,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 169,937 shares of Ooma, Inc.. This represents a change in shares of 73.21% during the quarter. The current value of the position is $4,968,510 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F OOMA COM 683416101 294,343 124,406 73.21 4,283 117.47 0.0051
2026-02-18 2025-12-31 13F OOMA COM 683416101 169,937 28,396 20.06 1,969 16.03 0.0023
2025-11-13 2025-09-30 13F OOMA COM 683416101 141,541 9,446 7.15 1,697 -0.41 0.0021
2025-08-13 2025-06-30 13F OOMA COM 683416101 132,095 3,540 2.75 1,704 1.31 0.0022
2025-05-07 2025-03-31 13F OOMA COM 683416101 128,555 81,446 172.89 1,683 154.08 0.0024
2025-05-02 2024-12-31 13F/A-2 OOMA COM 683416101 47,109 23,331 98.12 662 145.19 0.0009
2025-02-20 2024-12-31 13F/A-1 OOMA COM 683416101 47,109 23,331 662 0.0009
2025-02-14 2024-12-31 13F Ooma Common Stock 683416101 47,109 23,331 284 0.0004
2024-11-13 2024-09-30 13F OOMA COM 683416101 23,778 -237 -0.99 271 13.45 0.0004
2024-08-14 2024-06-30 13F OOMA COM 683416101 24,015 24,015 238 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.