13F reference period
Q2 2026
Security Snapshot
Once Upon a Farm, PBC - Common Stock, par value $0.0001 per share (OFRM) Institutional Ownership
CUSIP: 68237F108
13F Institutional Holders and Ownership History from Q1 2026 to Q3 2026
Institutions Reporting
95
Shares (Excl. Options)
18.26M
Full value: 18,258,694 · shares · 30 Jun 2026Price
$20.48
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- OFRM on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 18,258,694
- Total 13F value
- $367,509,839
- Portfolio coverage rank
- 0%
- Share change
- +1,234,161
- Value change
- +$32,631,775
- Number of holders
- 95
- Shares outstanding
- 41,677,405
- 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
Filing notes and source
Key facts
- OFRM - Once Upon a Farm, PBC - Common Stock, par value $0.0001 per share is tracked under CUSIP 68237F108.
- 95 institutions reported positions in Q2 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 93 to 95 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$278.03M
Full value: $278,025,314 · USD · 31 Mar 2026.$367.51M
Full value: $367,509,839 · USD · 30 Jun 2026
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 95 institutions filings for Q2 2026.
Security key
68237F108
13F reference period
Q2 2026
13F holders
95
13D/G owners
6
CIK / CUSIP context first
Open Q2 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
6
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 | 4.8% | -6.6% | $36,830,433 | -$2,195,245 | 1,997,312 | -5.6% | WESTWOOD HOLDINGS GROUP INC | 24 Jun 2026 |
| INTEGRATED CORE STRATEGIES (US) LLC | 3.7% | -34% | $24,287,508 | -$11,342,315 | 1,542,064 | -32% | Millennium Management LLC | 30 Sep 2026 |
As of 30 Jun 2026,
95
institutional investors reported holding
shares of
Once Upon a Farm, PBC - Common Stock, par value $0.0001 per share (OFRM).
This represents
44%
of the company’s total
outstanding shares.
18.26M
Full value: 18,258,694 · shares · 30 Jun 202641.68M
Full value: 41,677,405 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
39%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 4.9% | 2,056,490 | +58% | 0.03% | $42,116,915 |
| WESTWOOD HOLDINGS GROUP INC | 4.7% | 1,970,867 | -2.5% | 0.3% | $40,363,356 |
| BAMCO INC /NY/ | 4.2% | 1,752,844 | +0.17% | 0.05% | $35,898,245 |
| ALLIANCEBERNSTEIN L.P. | 3.7% | 1,557,280 | +22% | 0.01% | $25,461,528 |
| FMR LLC | 3% | 1,266,126 | -1.6% | 0% | $25,930,260 |
| BlackRock, Inc. | 2.1% | 859,180 | +226% | 0% | $17,596,006 |
| Nicholas Investment Partners, LP | 1.9% | 784,166 | +272% | 0.9% | $16,059,720 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.7% | 717,588 | -0.69% | 0% | $14,696,202 |
| FEDERATED HERMES, INC. | 1.4% | 600,000 | 0% | 0.02% | $12,288,000 |
| Alyeska Investment Group, L.P. | 1.2% | 500,000 | 0% | 0.03% | $10,240,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 466,430 | +2.1% | 0% | $9,552,486 |
| Jupiter Topco LLC | 1.1% | 462,282 | 0% | 0% | $9,467,535 |
| Hood River Capital Management LLC | 0.91% | 380,434 | -9% | 0.06% | $7,791,288 |
| 12 West Capital Management LP | 0.88% | 365,000 | 0% | 1.4% | $7,475,200 |
| Nuveen, LLC | 0.81% | 335,622 | 0% | $6,873,538 | |
| UBS Group AG | 0.79% | 327,372 | +13% | 0% | $6,704,578 |
| NORGES BANK | 0.78% | 325,000 | 0% | $6,656,000 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0.73% | 302,536 | +145% | 0% | $6,197,478 |
| NEXT CENTURY GROWTH INVESTORS LLC | 0.71% | 296,084 | +24% | 0.32% | $6,063,800 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.65% | 269,703 | 0.04% | $5,523,517 | |
| Legato Capital Management LLC | 0.41% | 170,852 | +315% | 0.29% | $3,499,049 |
| STATE STREET CORP | 0.4% | 165,782 | +286% | 0% | $3,395,215 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.37% | 152,332 | +4.8% | 0.01% | $3,119,759 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.31% | 129,422 | -39% | 0.09% | $2,650,563 |
| LAZARD ASSET MANAGEMENT LLC | 0.3% | 125,394 | -48% | 0% | $2,568,069 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
3
Headline period
Q2 2026
Rows shown
1-3 of 3