MAMANasdaqSausages & Other Prepared Meat ProductsFiscal year ends January 31
Mama's Creations, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 3, 2026
$12.91+0.04 (+0.31%)
Close on Oct 19, 2026
- Market cap
- $585.07M
- P/E (TTM)
- 75.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.4%
42M of 47M shares
Institutional holders
185
42 new, 21 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $1.18M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,119,179 | 5.20% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 2,055,189 | 5.04% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MAMA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 2,758,578 | 5.85% | $49.24M | +1,535,108 | 0.04% |
| BlackRock, Inc. | 2,379,451 | 5.05% | $42.47M | +227,165 | 0.00% |
| Next Century Growth Investors LLC | 1,990,717 | 4.22% | $35.53M | +244,409 | 1.88% |
| Driehaus Capital Management LLC | 1,828,230 | 3.88% | $32.63M | +727,392 | 0.19% |
| Wasatch Advisors LP | 1,811,699 | 3.84% | $32.34M | −265,332 | 0.21% |
| Vanguard Capital Management LLC | 1,800,276 | 3.82% | $32.13M | +205,163 | 0.00% |
| Ophir Asset Management Pty Ltd | 1,501,188 | 3.18% | $26.80M | +756,051 | 2.20% |
| Jupiter Topco LLC | 1,337,813 | 2.84% | $23.88M | New | 0.01% |
| FMR LLC | 1,208,534 | 2.56% | $21.57M | +1,202,623 | 0.00% |
| Geode Capital Management, LLC | 1,096,811 | 2.33% | $19.58M | +80,251 | 0.00% |
| Portolan Capital Management, LLC | 984,869 | 2.09% | $17.58M | −192,067 | 0.66% |
| Alyeska Investment Group, L.P. | 950,000 | 2.01% | $16.96M | +550,000 | 0.04% |
| State Street Corp | 803,758 | 1.70% | $14.35M | +44,627 | 0.00% |
| Park West Asset Management LLC | 800,000 | 1.70% | $14.28M | – | 0.97% |
| Bessemer Group Inc | 741,584 | 1.57% | $13.24K | New | 0.02% |
| Bard Associates Inc | 676,338 | 1.43% | $12.07M | −13,283 | 2.68% |
| Gilder Gagnon Howe & Co LLC | 631,225 | 1.34% | $11.27M | +397,872 | 0.12% |
| Hood River Capital Management LLC | 625,008 | 1.33% | $11.16M | New | 0.08% |
| Federated Hermes, Inc. | 610,000 | 1.29% | $10.89M | −359 | 0.02% |
| Diamond Hill Capital Management Inc | 608,422 | 1.29% | $10.86M | +221,918 | 0.09% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 185 | 42M | 88.4% | 42 / 77 | 47 / 21 | 13M | 2M |
| Q1 2026 | 166 | 32M | 67.6% | 31 / 50 | 53 / 16 | 6M | 3M |
| Q4 2025 | 153 | 31M | 66.6% | 34 / 54 | 36 / 10 | 5M | 3M |
| Q3 2025 | 129 | 30M | 62.9% | 21 / 40 | 42 / 9 | 3M | 1M |
| Q2 2025 | 118 | 28M | 58.3% | 21 / 43 | 34 / 11 | 3M | 3M |
| Q1 2025 | 108 | 27M | 58.3% | 11 / 30 | 44 / 14 | 3M | 2M |
| Q4 2024 | 112 | 26M | 55.3% | 17 / 35 | 43 / 15 | 5M | 2M |
| Q3 2024 | 114 | 24M | 50.1% | 27 / 38 | 38 / 17 | 6M | 3M |
| Q2 2024 | 105 | 23M | 47.9% | 32 / 38 | 23 / 18 | 7M | 3M |
| Q1 2024 | 91 | 18M | 39.2% | 23 / 37 | 18 / 10 | 4M | 2M |
| Q4 2023 | 78 | 17M | 35.7% | 23 / 31 | 15 / 5 | 7M | 2M |
| Q3 2023 | 60 | 12M | 25.2% | 23 / 15 | 11 / 5 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MAMA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Calamos Timpani Small Cap Growth Fund | 1,307,117 | 2.77% | $24.09M | 3.14% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 1,194,007 | 2.53% | $22.01M | 0.76% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,164,156 | 2.47% | $20.78M | 0.00% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 1,099,780 | 2.33% | $19.63M | 0.54% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 1,013,727 | 2.15% | $18.10M | 2.68% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 971,577 | 2.06% | $17.34M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 945,202 | 2.00% | $17.42M | 0.20% | Jul 31, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 610,000 | 1.29% | $11.24M | 0.39% | Jul 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 516,667 | 1.10% | $7.13M | 0.01% | May 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 491,538 | 1.04% | $9.06M | 0.20% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 431,803 | 0.92% | $7.71M | 0.01% | Jun 30, 2026 |
| Wasatch Micro Cap Value Fund | 418,771 | 0.89% | $7.48M | 1.93% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 411,015 | 0.87% | $7.58M | 0.02% | Jul 31, 2026 |
| Nicholas Limited Edition, Inc. | 389,361 | 0.83% | $7.18M | 2.08% | Jul 31, 2026 |
| Meridian Contrarian Fund | 380,000 | 0.81% | $6.78M | 1.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Adam Laurance Michaels | Chief Executive Officer, Director | 722,719 | 1.53% | Sep 24, 2026 |
| Moore Tappan III | Chief Operating Officer | 12,869 | 0.03% | Jul 10, 2026 |
| Anthony Gruber | Chief Financial Officer | 9,200 | 0.02% | Apr 21, 2026 |
| Dean Janeway | Director | 363,313 | 0.77% | Jul 8, 2026 |
| Fred Halvin | Director | 2,200 | 0.00% | Jul 8, 2026 |
| Lynn Larson Blake | Director | 20,135 | 0.04% | Jul 8, 2026 |
| Meghan Henson | Director | 23,339 | 0.05% | Jul 8, 2026 |
| Shirley Romig | Director | 17,139 | 0.04% | Sep 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Adam Laurance Michaels Chief Executive Officer, Director | Sep 23, 2026 | Sale(10b5-1 plan) | −69,683 | $13.31 | $927.48K | 722,719 |
| Adam Laurance Michaels Chief Executive Officer, Director | Sep 22, 2026 | Award | +14,814 | – | – | 792,402 |
| Moore Tappan III Chief Operating Officer | Jul 8, 2026 | Sale | −472 | $18.65 | $8.80K | 12,869 |
| Lynn Larson Blake Director | Jul 6, 2026 | Award | +2,200 | – | – | 20,135 |
| Fred Halvin Director | Jul 6, 2026 | Award | +2,200 | – | – | 2,200 |
| Dean Janeway Director | Jul 6, 2026 | Award | +2,200 | – | – | 347,419 |
| Meghan Henson Director | Jul 6, 2026 | Award | +2,200 | – | – | 23,339 |
| Moore Tappan III Chief Operating Officer | Apr 17, 2026 | Award | +3,500 | – | – | 13,341 |
| Anthony Gruber Chief Financial Officer | Apr 17, 2026 | Award | +3,500 | – | – | 9,200 |
| Adam Laurance Michaels Chief Executive Officer, Director | Apr 17, 2026 | Award | +82,300 | – | – | 777,588 |
| Adam Laurance Michaels Chief Executive Officer, Director | Apr 16, 2026 | Sale(10b5-1 plan) | −15,379 | $15.27 | $234.84K | 696,132 |
| Adam Laurance Michaels Chief Executive Officer, Director | Apr 16, 2026 | Sale(10b5-1 plan) | −844 | $15.84 | $13.37K | 695,288 |
| Adam Laurance Michaels Chief Executive Officer, Director | Apr 8, 2026 | Award | +97,478 | – | – | 711,511 |
| Adam Laurance Michaels Chief Executive Officer, Director | Oct 31, 2025 | Award | +18,885 | – | – | 614,033 |
| Adam Laurance Michaels Chief Executive Officer, Director | Oct 13, 2025 | Sale(10b5-1 plan) | −3,512 | $10.70 | $37.58K | 595,148 |
| Moore Tappan III Chief Operating Officer | Oct 3, 2025 | Sale | −2,039 | $10.50 | $21.41K | 9,841 |
| Adam Laurance Michaels Chief Executive Officer, Director | Sep 23, 2025 | Sale(10b5-1 plan) | −65,220 | $10.89 | $710.25K | 598,660 |
| Shirley Romig Director | Sep 18, 2025 | Sale | −4,000 | $10.18 | $40.72K | 17,139 |
| Shirley Romig Director | Jul 7, 2025 | Award | +4,500 | – | – | 21,139 |
| Meghan Henson Director | Jul 7, 2025 | Award | +4,500 | – | – | 21,139 |
| Dean Janeway Director | Jul 7, 2025 | Award | +4,500 | – | – | 345,219 |
| Lynn Larson Blake Director | Jul 7, 2025 | Award | +4,500 | – | – | 17,935 |
| Moore Tappan III Chief Operating Officer | Jun 6, 2025 | Award | +5,700 | – | – | 11,880 |
| Anthony Gruber Chief Financial Officer | Jun 6, 2025 | Award | +5,700 | – | – | 5,700 |
| Adam Laurance Michaels Chief Executive Officer, Director | Apr 15, 2025 | Award | +94,200 | – | – | 663,880 |
| Adam Laurance Michaels Chief Executive Officer, Director | Sep 24, 2024 | Award | +26,420 | – | – | 569,680 |
| Adam Laurance Michaels Chief Executive Officer, Director | Sep 24, 2024 | Sale(10b5-1 plan) | −65,898 | $7.42 | $488.96K | 543,260 |
| Adam Laurance Michaels Chief Executive Officer, Director | Sep 24, 2024 | Award | +26,240 | – | – | 569,500 |
| Moore Tappan III Chief Operating Officer | Sep 12, 2024 | Award | +6,180 | – | – | 6,180 |
| Shirley Romig Director | Jul 3, 2024 | Award | +5,340 | – | – | 16,639 |
| Thomas G. Toto Director | Jul 3, 2024 | Award | +5,340 | – | – | 776,701 |
| Meghan Henson Director | Jul 3, 2024 | Award | +5,340 | – | – | 16,639 |
| Alfred D'Agostino Director | Jul 3, 2024 | Award | +5,340 | – | – | 149,196 |
| Lynn Larson Blake Director | Jul 3, 2024 | Award | +5,340 | – | – | 13,435 |
| Dean Janeway Director | Jul 3, 2024 | Award | +5,340 | – | – | 340,719 |
| Thomas G. Toto Director | May 15, 2024 | Other | +16,918 | – | – | 771,361 |
| Steven R. Burns Director | May 15, 2024 | Other | +16,918 | – | – | 1,415,803 |
| Dean Janeway Director | May 15, 2024 | Other | +16,918 | – | – | 335,379 |
| Alfred D'Agostino Director | May 15, 2024 | Other | +16,918 | – | – | 143,856 |
| Matthew Brown 10% owner | Dec 21, 2023 | Sale | −2,814,960 | $3.50 | $9.85M | 0 |
| Matthew Brown 10% owner | Dec 21, 2023 | Sale | −2,814,961 | $3.50 | $9.85M | 0 |
| Lynn Larson Blake Director | Nov 14, 2023 | Award | +8,095 | – | – | 8,095 |
| Shirley Romig Director | Oct 18, 2023 | Award | +11,299 | – | – | 11,299 |
| Meghan Henson Director | Oct 18, 2023 | Award | +11,299 | – | – | 11,299 |
| Dean Janeway Director | Oct 18, 2023 | Award | +11,299 | – | – | 354,760 |
| Alfred D'Agostino Director | Oct 18, 2023 | Award | +11,299 | – | – | 205,647 |
| Adam Laurance Michaels Chief Executive Officer, Director | Oct 18, 2023 | Award | +277,778 | – | – | 377,827 |
| Adam Laurance Michaels Chief Executive Officer, Director | Oct 18, 2023 | Award | +185,185 | – | – | 563,012 |
| Adam Laurance Michaels Chief Executive Officer, Director | Oct 18, 2023 | Award | +46,146 | – | – | 609,158 |
| Thomas G. Toto Director | Oct 18, 2023 | Award | +11,299 | – | – | 790,742 |
| Steven R. Burns Director | Aug 21, 2023 | Option exercise | +25,000 | $0.80 | $20.00K | 77,972 |
| Dean Janeway Director | Aug 21, 2023 | Option exercise | +25,000 | $0.80 | $20.00K | 218,461 |
| Thomas G. Toto Director | Aug 21, 2023 | Option exercise | +25,000 | $0.80 | $20.00K | 654,443 |
| Alfred D'Agostino Director | Aug 18, 2023 | Option exercise | +25,000 | $0.80 | $20.00K | 69,348 |
| Carl T. Wolf 10% owner | Jun 26, 2023 | Returned to company | −7,272,523 | $2.50 | $18.18M | 0 |
| Steven R. Burns Director | Apr 13, 2023 | Option exercise | +50,000 | $0.39 | $19.50K | 63,888 |
| Steven R. Burns Director | Apr 13, 2023 | Tax withholding | −10,916 | $1.79 | $19.54K | 52,972 |
| Dean Janeway Director | Mar 27, 2023 | Tax withholding | −10,611 | $1.69 | $17.93K | 193,461 |
| Dean Janeway Director | Mar 27, 2023 | Option exercise | +50,000 | $0.39 | $19.50K | 204,072 |
| Alfred D'Agostino Director | Mar 7, 2023 | Tax withholding | −11,553 | $1.84 | $21.26K | 44,348 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Adam Laurance Michaels Officer | Sep 23, 2026 | 69,683 | $927.26K | Sep 23, 2026 | Vesting of restricted stock unit awards |
| Adam Laurance Michaels Officer | Apr 16, 2026 | 16,223 | $248.22K | Apr 16, 2026 | Vesting of restricted stock unit awards |
| Adam Laurance Michaels Officer, Director | Oct 14, 2025 | 3,512 | $37.58K | Oct 13, 2025 | Vesting of restricted stock unit awards |
| Adam Laurance Michaels Officer, Director | Sep 23, 2025 | 65,220 | $710.19K | Sep 23, 2025 | Vesting of restricted stock unit awards |
| Romig Shirley Director | Sep 18, 2025 | 4,000 | $40.73K | Sep 18, 2025 | Restricted stock vesting under a registered plan |
| Adam Laurance Michaels Officer, Director | Sep 24, 2024 | 65,898 | $489.19K | Sep 24, 2024 | Vesting of restricted stock unit award |
| Alfred D'Agostino Director | Jan 9, 2024 | 12,780 | $60.83K | Jan 11, 2024 | In lieu of services rendered |