OOMA β€” OOMA INC

Ownership history in EntryPoint Capital, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which EntryPoint Capital, LLC reported a position in OOMA INC (OOMA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.09% (2025 Q4)
πŸ“Š Avg. % of fund
0.07%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

EntryPoint Capital, LLC Γ— OOMA AI Analytics

πŸ“‰ EntryPoint Capital, LLC underperformed the S&P 500 by –68.4% annually on this OOMA position. Average cost basis: $13.16. Maximum drawdown during holding period: –16.6%.

πŸ“ˆ Position Alpha vs SPY
-68.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 68.4% ann.
2 quarters analyzed

πŸ’° Entry Quality
$13.16
-10.9% vs current ($11.73)

Best entry: $11.73 (2025 Q4)  Β·  Worst: $14.06 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–16.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.09% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    OOMA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,597 +3,212 +20.9% 0.09% $218K $11.73
2025 Q3 ADDED 15,385 +4,506 +41.4% 0.07% $184K $11.99
2024 Q4 INITIATED 10,879 β€” β€” 0.06% $153K $14.06

🏒 Other funds also holding OOMA

As of 2025 Q4 β€” sorted by position size

Trigran Investments, Inc. 3Y 7Y 4.5% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 1.7% NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.6% PERRITT CAPITAL MANAGEMENT INC 3Y 7Y 1.14% AWM Investment Company, Inc. 3Y 7Y 0.57% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.4% GLOBEFLEX CAPITAL L P 3Y 7Y 0.4% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.11% BARD ASSOCIATES INC 3Y 7Y 0.08% VIRTUS ADVISERS, LLC 3Y 7Y 0.05%
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