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Once Upon a Farm, PBC (OFRM): which funds own it

Consumer Staples →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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2 concentrated managers hold it with a median weight of 0.7%.

Who owns Once Upon a Farm, PBC?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): CAVU Venture Partners II, 17.7% (13G filed May 15, 2026), S2G Investments, 14.0% (13G filed Feb 11, 2026), Garner Jennifer Anne, 7.1% (13G filed May 15, 2026) and Foraker John M., 6.5% (13G filed May 15, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Millennium Management (4.9% of the shares), Westwood Holdings Group (4.7%) and Bamco (4.2%).

Which institutions hold the most Once Upon a Farm, PBC shares?

Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:

  1. 1. Millennium Management: 4.9%
  2. 2. Westwood Holdings Group: 4.7%
  3. 3. Bamco: 4.2%
  4. 4. Alliancebernstein: 3.7%
  5. 5. FMR: 3.0%
  6. 6. BlackRock: 2.1%
  7. 7. Nicholas Investment Partners: 1.9%
  8. 8. Massachusetts Financial Services: 1.7%
  9. 9. Federated Hermes: 1.4%
  10. 10. Alyeska Investment Group: 1.2%

How much of Once Upon a Farm, PBC do institutions own?

The 95 institutions that file 13F reported 43.6% of the shares as of Jun 30, 2026.

Sources:13G by CAVU Venture Partners II (May 15, 2026) ↗13G by S2G Investments (Feb 11, 2026) ↗13G by Garner Jennifer Anne (May 15, 2026) ↗13G by Foraker John M. (May 15, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (Apr 30, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
2
All 13F: 95
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$20.48
+25.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (2 → 2): 0 opened · 0 exited = 0

Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of OFRM (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 43.6% of the shares · top 10: 28.8% · in index firms: 12.0% of the institutional total

Shares reported by the 95 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (Apr 30, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Fundamentals

Balance sheet only, for now. OFRM has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$93.5M
Shareholders' equity
$155M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • Millennium Management3.7%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 27, 2026
  • Westwood Holdings Groupfell below 5%13G · amendmentfiling ↗Event: Jun 24, 2026 · filed: Aug 12, 2026
  • Millennium Management5.4%13Gfiling ↗Event: Jun 4, 2026 · filed: Jun 11, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Oct 19, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Once Upon a Farm Announces Appointment of Scott Morris to Board of Directors»

  • May 6, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Feb 24, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Feb 9, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Consumer Staples stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Consumer Staples →

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