Comparable stake leader
CAVU Venture Partners II, LP
SEC ownership of Once Upon a Farm, PBC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001696556.
Disclosed value leader
CAVU Venture Partners II, LP
Comparable rows
50/50
Latest evidence
05 Aug 2026
- Public ticker
- OFRM on NYSE
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CAVU Venture Partners II, LP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
CAVU Venture Partners II, LP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
05 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001696556
- Issuer location
- Berkeley, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Once Upon a Farm, PBC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CAVU Venture Partners II, LP
Disclosed value leader
CAVU Venture Partners II, LP
Comparable rows
50/50
Latest evidence
05 Aug 2026
13D/G
3/4/5
13F
Lead comparable stake: 18%
13D/G row: CAVU Venture Partners II, LP
Showing 1-8 of 50 holder rows.
Quick read
CAVU Venture Partners II, LP leads the comparable SEC ownership view at 18%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CAVU Venture Partners II, LP's linked filing trail.
Comparable ownership
Top 5
CAVU Venture Partners II, LP
18%
S2G Investments, LLC
14%
Garner Jennifer Anne
7.1%
Foraker John M.
6.5%
INTEGRATED CORE STRATEGIES (US) LLC
5.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CAVU Venture Partners II, LP |
13D/G
3/4/5
10%+ Owner
|
18%
|
$116,286,466
7,411,502 shares
|
$0 | 31 Mar 2026 |
| S2G Investments, LLC |
3/4/5
13D/G
10%+ Owner
|
14%
from 13D/G
|
—
5,642,446 shares
|
— | 09 Feb 2026 |
| Garner Jennifer Anne |
13D/G
3/4/5
Director
|
7.1%
|
$47,968,723
3,057,280 shares
|
$0 | 31 Mar 2026 |
| Foraker John M. |
13D/G
3/4/5
Chief Executive Officer, Co-Founder and Chair, Director
|
6.5%
|
$43,344,347
2,762,546 shares
|
$0 | 31 Mar 2026 |
| INTEGRATED CORE STRATEGIES (US) LLC |
13D/G
Millennium Management LLC
|
5.4%
|
$36,941,906
2,262,211 shares
|
$0 | 04 Jun 2026 |
| WESTWOOD HOLDINGS GROUP INC |
13F
13D/G
Company
|
4.8%
from 13D/G
|
$40,363,356
1,970,867 shares
|
— | 30 Jun 2026 |
| Larry Peiros |
3/4/5
Director
|
0.36%
|
$3,092,867
151,019 shares
|
— | 05 Aug 2026 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
4.9%
|
$42,116,915
2,056,490 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$36,110.
Buys
$0
Insiders: 0
Sells
$36,110
Insiders: 3
Net
-$36,110
Shares: -2,005
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 2,005
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 2,005 | $0 | $36,110 | -$36,110 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to Once Upon a Farm, PBC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Cassandra Nicole Curtis
Net 12M change
-$36,110
Latest report
10 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Cassandra Nicole Curtis | Chief Innovation Officer, Director | $7,796,673 | -$1,351 | -0.02% | Filing P/S | 10 Aug 2026 |
| Larry Peiros | Director | $3,092,867 | Median | 05 Aug 2026 | ||
| Lawrence Steven Waldman | President and Chief Financial Officer | $1,831,184 | -$21,720 | -1.2% | Filing P/S | 10 Aug 2026 |
| Chris Folena | Chief Accounting Officer | $229,159 | -$13,039 | -5.4% | Filing P/S | 10 Aug 2026 |
| CAVU Venture Partners II, LP | 10%+ Owner | Mixed | 09 Feb 2026 | |||
| Brett J. Thomas | Director | Mixed | 09 Feb 2026 | |||
| Foraker John M. | Chief Executive Officer, Co-Founder and Chair, Director | Mixed | 05 Feb 2026 | |||
| Megan Reimers Bent | Director | Mixed | 09 Feb 2026 | |||
| Garner Jennifer Anne | Director | Mixed | 09 Feb 2026 | |||
| Jared Noah Jacobs | Director | Mixed | 09 Feb 2026 | |||
| S2G Investments, LLC | 10%+ Owner | Mixed | 09 Feb 2026 | |||
| Walter E. Robb IV | Director | Mixed | 09 Feb 2026 | |||
| Dara Bazzano | Director | Mixed | 09 Feb 2026 |
Recent insider transactions for Once Upon a Farm, PBC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Cassandra Nicole Curtis | OFRM | Common Stock | Sale | -0.02% | $1,351 | $18.01 | -75 | 432,908 | 10 Aug 2026 | Direct |
| Chris Folena | OFRM | Common Stock | Sale | -5.38% | $13,039 | $18.01 | -724 | 12,724 | 10 Aug 2026 | Direct |
| Lawrence Steven Waldman | OFRM | Common Stock | Sale | -1.17% | $21,720 | $18.01 | -1,206 | 101,676 | 10 Aug 2026 | Direct |
| Larry Peiros | OFRM | Common Stock | Other | 81,514 | 81,514 | 05 Aug 2026 | By Peiros Family Investment Partnership | |||
| Larry Peiros | OFRM | Common Stock | Other | -100% | -81,514 | 0 | 05 Aug 2026 | By the Peiros Family Trust | ||
| Larry Peiros | OFRM | Common Stock | Other | 63,393 | 63,393 | 05 Aug 2026 | By Lawrence and Carole Peiros Trust | |||
| Larry Peiros | OFRM | Common Stock | Other | -91.2% | -63,393 | 6,112 | 05 Aug 2026 | Direct | ||
| Lawrence Steven Waldman | OFRM | Common Stock | Award | 195.2% | 68,027 | 102,882 | 05 May 2026 | Direct | ||
| Lawrence Steven Waldman | OFRM | Common Stock | Award | 54.4% | 12,285 | 34,855 | 12 Mar 2026 | Direct | ||
| Chris Folena | OFRM | Common Stock | Award | 121.3% | 7,371 | 13,448 | 12 Mar 2026 | Direct | ||
| Cassandra Nicole Curtis | OFRM | Common Stock | Award | 1.73% | 7,371 | 432,983 | 12 Mar 2026 | Direct | ||
| S2G Investments, LLC | OFRM | Common Stock | Conversion of derivative security | 4,141,602 | 4,141,602 | 09 Feb 2026 | By S2G Ventures Fund II, L.P. | |||
| S2G Investments, LLC | OFRM | Common Stock | Conversion of derivative security | 423,181 | 423,181 | 09 Feb 2026 | By S2G Ventures Fund I, L.P. | |||
| S2G Investments, LLC | OFRM | Common Stock | Conversion of derivative security | 745.2% | 950,166 | 1,077,663 | 09 Feb 2026 | By S2G Builders Food & Agriculture Fund III, LP | ||
| S2G Investments, LLC | OFRM | Series B-2 Preferred Stock | Conversion of derivative security | -100% | -1,726,216 | 0 | 09 Feb 2026 | By S2G Ventures Fund II, L.P. | ||
| S2G Investments, LLC | OFRM | Series B-1 Preferred Stock | Conversion of derivative security | -100% | -546,040 | 0 | 09 Feb 2026 | By S2G Ventures Fund II, L.P. | ||
| S2G Investments, LLC | OFRM | Convertible Promissory Note for Series C-2 Preferred Stock | Conversion of derivative security | -100% | -1,180,868 | 0 | 09 Feb 2026 | By S2G Ventures Fund II, L.P. | ||
| S2G Investments, LLC | OFRM | Convertible Promissory Note for Series C-1 Preferred Stock | Conversion of derivative security | -100% | -688,478 | 0 | 09 Feb 2026 | By S2G Ventures Fund II, L.P. | ||
| S2G Investments, LLC | OFRM | Series A-2 Preferred Stock | Conversion of derivative security | -100% | -188,683 | 0 | 09 Feb 2026 | By S2G Ventures Fund I, L.P. | ||
| S2G Investments, LLC | OFRM | Series A-1 Preferred Stock | Conversion of derivative security | -100% | -234,498 | 0 | 09 Feb 2026 | By S2G Ventures Fund I, L.P. | ||
| S2G Investments, LLC | OFRM | Convertible Promissory Note for Series D Preferred Stock | Conversion of derivative security | -100% | -950,166 | 0 | 09 Feb 2026 | By S2G Builders Food & Agriculture Fund III, LP | ||
| Brett J. Thomas | OFRM | Common Stock | Award | 6,112 | 6,112 | 09 Feb 2026 | Direct | |||
| Brett J. Thomas | OFRM | Common Stock | Conversion of derivative security | 2,274,219 | 2,274,219 | 09 Feb 2026 | By CAVU Venture Partners III L.P. | |||
| Brett J. Thomas | OFRM | Common Stock | Conversion of derivative security | 20% | 107,749 | 646,478 | 09 Feb 2026 | By TNG Investors LP | ||
| Brett J. Thomas | OFRM | Common Stock | Conversion of derivative security | 7,411,502 | 7,411,502 | 09 Feb 2026 | By CAVU Venture Partners II L.P | |||
| Brett J. Thomas | OFRM | Series D Preferred Stock | Conversion of derivative security | -100% | -2,274,219 | 0 | 09 Feb 2026 | By CAVU Venture Partners III L.P. | ||
| Brett J. Thomas | OFRM | Series D Preferred Stock | Conversion of derivative security | -100% | -817,340 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Brett J. Thomas | OFRM | Series C-1 Preferred Stock | Conversion of derivative security | -100% | -874,954 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Brett J. Thomas | OFRM | Series B-2 Preferred Stock | Conversion of derivative security | -100% | -914,243 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Brett J. Thomas | OFRM | Series B-1 Preferred Stock | Conversion of derivative security | -100% | -4,804,965 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Brett J. Thomas | OFRM | Series A-2 Preferred Stock | Conversion of derivative security | -100% | -107,749 | 0 | 09 Feb 2026 | By TNG Investors LP | ||
| Jared Noah Jacobs | OFRM | Common Stock | Award | 6,112 | 6,112 | 09 Feb 2026 | Direct | |||
| Jared Noah Jacobs | OFRM | Common Stock | Conversion of derivative security | 2,274,219 | 2,274,219 | 09 Feb 2026 | By CAVU Venture Partners III L.P. | |||
| Jared Noah Jacobs | OFRM | Common Stock | Conversion of derivative security | 20% | 107,749 | 646,478 | 09 Feb 2026 | By TNG Investors LP | ||
| Jared Noah Jacobs | OFRM | Common Stock | Conversion of derivative security | 7,411,502 | 7,411,502 | 09 Feb 2026 | By CAVU Venture Partners II L.P | |||
| Jared Noah Jacobs | OFRM | Series D Preferred Stock | Conversion of derivative security | -100% | -2,274,219 | 0 | 09 Feb 2026 | By CAVU Venture Partners III L.P. | ||
| Jared Noah Jacobs | OFRM | Series D Preferred Stock | Conversion of derivative security | -100% | -817,340 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Jared Noah Jacobs | OFRM | Series C-1 Preferred Stock | Conversion of derivative security | -100% | -874,954 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Jared Noah Jacobs | OFRM | Series B-2 Preferred Stock | Conversion of derivative security | -100% | -914,243 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Jared Noah Jacobs | OFRM | Series B-1 Preferred Stock | Conversion of derivative security | -100% | -4,804,965 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| Jared Noah Jacobs | OFRM | Series A-2 Preferred Stock | Conversion of derivative security | -100% | -107,749 | 0 | 09 Feb 2026 | By TNG Investors LP | ||
| CAVU Venture Partners II, LP | OFRM | Common Stock | Conversion of derivative security | 2,274,219 | 2,274,219 | 09 Feb 2026 | By CAVU Venture Partners III L.P. | |||
| CAVU Venture Partners II, LP | OFRM | Common Stock | Conversion of derivative security | 20% | 107,749 | 646,478 | 09 Feb 2026 | By TNG Investors LP | ||
| CAVU Venture Partners II, LP | OFRM | Common Stock | Conversion of derivative security | 7,411,502 | 7,411,502 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | |||
| CAVU Venture Partners II, LP | OFRM | Series D Preferred Stock | Conversion of derivative security | -100% | -2,274,219 | 0 | 09 Feb 2026 | By CAVU Venture Partners III L.P. | ||
| CAVU Venture Partners II, LP | OFRM | Series D Preferred Stock | Conversion of derivative security | -100% | -817,340 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| CAVU Venture Partners II, LP | OFRM | Series C-1 Preferred Stock | Conversion of derivative security | -100% | -874,954 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| CAVU Venture Partners II, LP | OFRM | Series B-2 Preferred Stock | Conversion of derivative security | -100% | -914,243 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| CAVU Venture Partners II, LP | OFRM | Series B-1 Preferred Stock | Conversion of derivative security | -100% | -4,804,965 | 0 | 09 Feb 2026 | By CAVU Venture Partners II L.P. | ||
| CAVU Venture Partners II, LP | OFRM | Series A-2 Preferred Stock | Conversion of derivative security | -100% | -107,749 | 0 | 09 Feb 2026 | By TNG Investors LP |
* marks a reported price that did not pass the local price check.