SEC ownership of Once Upon a Farm, PBC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001696556.

Comparable stake leader

CAVU Venture Partners II, LP

Disclosed value leader

CAVU Venture Partners II, LP

Comparable rows

36/44

Latest evidence

05 Aug 2026

Top shareholders Insider holders Latest transactions
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
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
36 of 44
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 Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001696556
Issuer location
Berkeley, CA

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
36/44
Latest evidence
05 Aug 2026
13D/G 3/4/5 13F Lead comparable stake: 18% 8 rows are not safely comparable across share classes. 13D/G row: CAVU Venture Partners II, LP Showing 1-8 of 44 holder rows.

Quick read

CAVU Venture Partners II, LP leads the comparable SEC ownership view at 18%.

36 of 44 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 44 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
CAVU Venture Partners II, LP
13D/G 3/4/5
10%+ Owner
13D/G 3/4/5
18%
$116,286,466
7,411,502 shares
 $0 31 Mar 2026
S2G Investments, LLC
3/4/5 13D/G
10%+ Owner
3/4/5 13D/G
14%
from 13D/G
—
5,642,446 shares
 — 09 Feb 2026
Garner Jennifer Anne
13D/G 3/4/5
Director
13D/G 3/4/5
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
13D/G 3/4/5
6.5%
$43,344,347
2,762,546 shares
 $0 31 Mar 2026
INTEGRATED CORE STRATEGIES (US) LLC
13D/G
Millennium Management LLC
13D/G
5.4%
$36,941,906
2,262,211 shares
 $0 04 Jun 2026
WESTWOOD HOLDINGS GROUP INC
13D/G
13D/G
5.1%
$31,449,110
2,116,360 shares
 $0 20 May 2026
Larry Peiros
3/4/5
Director
3/4/5
0.36%
$3,092,867
151,019 shares
 — 05 Aug 2026
BlackRock, Inc.
13F
Company
13F
2.1%
$17,596,006
859,180 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

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 15 Aug 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
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
$0
Latest report
05 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Cassandra Nicole Curtis Chief Innovation Officer, Director $9,092,643 Mixed 12 Mar 2026
Larry Peiros Director $3,092,867 Median 05 Aug 2026
Lawrence Steven Waldman President and Chief Financial Officer $1,682,120 Mixed 05 May 2026
Chris Folena Chief Accounting Officer $282,408 Mixed 12 Mar 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
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
Walter E. Robb IV OFRM Common Stock Purchase 3.96% 5,555 145,970 09 Feb 2026 Direct
Walter E. Robb IV OFRM Common Stock Award 140,415 140,415 09 Feb 2026 Direct
Walter E. Robb IV OFRM Series D Preferred Stock Disposed to Issuer -100% -10,210 0 09 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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