Latest Period
Q1 2026
Security Snapshot
Once Upon a Farm, PBC - Common Stock (OFRM) Institutional Ownership
CUSIP: 68237F108
13F Institutional Holders and Ownership History for Q1 2026
Institutions Reporting
94
Shares (Excl. Options)
17,006,050
Price
$16.35
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- Security type / class
- Equity / Common Stock
- Symbol
- OFRM on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 17,006,050
- Total 13F value
- $278,028,584
- Portfolio coverage rank
- 0%
- Share change
- +16,464,375
- Value change
- +$269,172,198
- Number of holders
- 94
- Shares outstanding
- 41,497,255
- SEC-reported price per share
- $16.33
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OFRM - Once Upon a Farm, PBC - Common Stock is tracked under CUSIP 68237F108.
- 94 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Latest quarter on this page is Q1 2026.
- Additional quarter-over-quarter change detail appears as history expands.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 94 institutions filings for Q1 2026.
Security key
68237F108
Latest holder period
Q1 2026
13F holders
94
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
OFRM full holder history
Once Upon a Farm, PBC SEC filings
Once Upon a Farm, PBC company facts
Once Upon a Farm, PBC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68237F108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
OFRM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| CAVU Venture Partners II, LP | 18% | $116,286,466 | 7,411,502 | CAVU Venture Partners II, LP | 31 Mar 2026 | |||
| S2G Investments, LLC | 14% | 5,642,446 | S2G Investments, LLC | 05 Feb 2026 | ||||
| Garner Jennifer Anne | 7.1% | $47,968,723 | 3,057,280 | Garner Jennifer Anne | 31 Mar 2026 | |||
| Foraker John M. | 6.5% | $43,344,347 | 2,762,546 | Foraker John M. | 31 Mar 2026 | |||
| WESTWOOD HOLDINGS GROUP INC | 5.1% | $31,449,110 | 2,116,360 | WESTWOOD HOLDINGS GROUP INC | 20 May 2026 |
As of 31 Mar 2026, 94 institutional investors reported holding 17,006,050 shares of Once Upon a Farm, PBC - Common Stock (OFRM). This represents 41% of the company’s total 41,497,255 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
36%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 4.9% | 2,020,742 | 0.24% | $33,039,132 | |
| BAMCO INC /NY/ | 4.2% | 1,749,858 | 0.09% | $28,610,178 | |
| MILLENNIUM MANAGEMENT LLC | 3.1% | 1,300,459 | 0.02% | $21,262,505 | |
| FMR LLC | 3.1% | 1,286,200 | 0% | $21,029,370 | |
| ALLIANCEBERNSTEIN L.P. | 3.1% | 1,277,964 | 0.01% | $20,894,711 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.7% | 722,581 | 0% | $11,814,199 | |
| FEDERATED HERMES, INC. | 1.4% | 600,000 | 0.02% | $9,810,000 | |
| Alyeska Investment Group, L.P. | 1.2% | 500,000 | 0.02% | $8,175,000 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2% | 486,640 | 0.01% | $7,956,564 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 456,899 | 0% | 0% | $7,470,299 |
| JANUS HENDERSON GROUP PLC | 1.1% | 445,999 | 0% | $7,292,084 | |
| CITADEL ADVISORS LLC | 1% | 433,889 | 0.01% | $7,094,085 | |
| Hood River Capital Management LLC | 1% | 418,131 | 0.07% | $6,836,442 | |
| 12 West Capital Management LP | 0.88% | 365,000 | 1% | $5,967,750 | |
| Balyasny Asset Management L.P. | 0.87% | 361,640 | 0.01% | $5,912,814 | |
| EMERALD ADVISERS, LLC | 0.83% | 346,089 | 0.18% | $5,658,555 | |
| UBS Group AG | 0.7% | 288,866 | 0% | $4,722,959 | |
| BlackRock, Inc. | 0.64% | 263,609 | 0% | $4,310,007 | |
| ExodusPoint Capital Management, LP | 0.59% | 244,910 | 0.04% | $4,004,278 | |
| LAZARD ASSET MANAGEMENT LLC | 0.58% | 241,647 | 0.01% | $3,950,928 | |
| NEXT CENTURY GROWTH INVESTORS LLC | 0.57% | 238,059 | 0.28% | $3,892,264 | |
| MARSHALL WACE, LLP | 0.54% | 223,931 | 0% | $3,661,273 | |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.51% | 212,247 | 0.17% | $3,470,238 | |
| Nicholas Investment Partners, LP | 0.51% | 210,881 | 0.25% | $3,447,904 | |
| Schonfeld Strategic Advisors LLC | 0.39% | 162,523 | 0.02% | $2,657,250 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
1
Latest
Q1 2026
Rows shown
1-1 of 1
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 17,006,050 | $278,028,584 | +$269,172,198 | $16.35 | 94 |