OFRMNYSEFood and Kindred ProductsFiscal year ends December 31
Once Upon a Farm, PBC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$17.42+0.06 (+0.35%)
Close on Oct 19, 2026
- Market cap
- $730.50M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.5%
18M of 42M shares
Institutional holders
95
30 new, 26 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 6 sales
Net bought $32.77K
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 |
|---|---|---|---|---|
| CAVU Venture Partners II, LP | 7,411,502 | 17.70% | 13G (passive) | Mar 31, 2026 |
| S2G Investments, LLC | 5,642,446 | 14.00% | 13G (passive) | Feb 5, 2026 |
| Garner Jennifer Anne | 3,057,280 | 7.10% | 13G (passive) | Mar 31, 2026 |
| Foraker John M. | 2,762,546 | 6.50% | 13G (passive) | Mar 31, 2026 |
| Israel A. Englander | 2,262,211 | 5.40% | 13G (passive) | Jun 4, 2026 |
| Westwood Holdings Group Inc | – | – | 13G (passive) amendment | Jun 24, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OFRM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Millennium Management LLC | 2,056,490 | 4.90% | $42.12M | +756,031 | 0.02% |
| Westwood Holdings Group Inc | 1,970,867 | 4.69% | $40.36M | −49,875 | 0.30% |
| Bamco Inc /Ny/ | 1,752,844 | 4.17% | $35.90M | +2,986 | 0.05% |
| Alliancebernstein L.P. | 1,557,280 | 3.71% | $25.46M | +279,316 | 0.01% |
| FMR LLC | 1,266,126 | 3.02% | $25.93M | −20,074 | 0.00% |
| BlackRock, Inc. | 859,180 | 2.05% | $17.60M | +595,571 | 0.00% |
| Nicholas Investment Partners, LP | 784,166 | 1.87% | $16.06M | +573,285 | 0.90% |
| Massachusetts Financial Services Co /Ma/ | 717,588 | 1.71% | $14.70M | −4,993 | 0.00% |
| Federated Hermes, Inc. | 600,000 | 1.43% | $12.29M | – | 0.02% |
| Alyeska Investment Group, L.P. | 500,000 | 1.19% | $10.24M | – | 0.03% |
| Vanguard Capital Management LLC | 466,430 | 1.11% | $9.55M | +9,531 | 0.00% |
| Jupiter Topco LLC | 462,282 | 1.10% | $9.47M | New | 0.00% |
| Hood River Capital Management LLC | 380,434 | 0.91% | $7.79M | −37,697 | 0.06% |
| 12 West Capital Management LP | 365,000 | 0.87% | $7.48M | – | 1.40% |
| Nuveen, LLC | 335,622 | 0.80% | $6.87M | New | 0.00% |
| UBS Group AG | 327,372 | 0.78% | $6.70M | +38,506 | 0.00% |
| Norges Bank | 325,000 | 0.77% | $6.66M | New | 0.00% |
| Geode Capital Management, LLC | 302,536 | 0.72% | $6.20M | +179,132 | 0.00% |
| Next Century Growth Investors LLC | 296,084 | 0.71% | $6.06M | +58,025 | 0.32% |
| Silvercrest Asset Management Group LLC | 269,703 | 0.64% | $5.52M | New | 0.04% |
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 | 95 | 18M | 43.5% | 30 / 30 | 19 / 26 | 5M | 3M |
| Q1 2026 | 93 | 17M | 40.5% | 93 / 0 | 0 / 0 | 17M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OFRM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baron Small Cap Fund | 1,500,000 | 3.57% | $30.72M | 1.08% | Jun 30, 2026 |
| AB Small Cap Growth Portfolio | 762,308 | 1.82% | $15.61M | 0.50% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 613,200 | 1.46% | $9.30M | 0.11% | Jul 31, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 600,000 | 1.43% | $9.10M | 0.32% | Jul 31, 2026 |
| Westwood Quality Smallcap Fund | 505,151 | 1.20% | $7.66M | 0.88% | Jul 31, 2026 |
| MFS New Discovery Fund | 438,415 | 1.04% | $6.77M | 0.32% | May 31, 2026 |
| Janus Henderson Venture Fund | 388,735 | 0.93% | $7.96M | 0.22% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 379,295 | 0.90% | $5.75M | 0.15% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 324,307 | 0.77% | $6.64M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 310,734 | 0.74% | $6.36M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Growth K6 Fund | 309,100 | 0.74% | $4.69M | 0.10% | Jul 31, 2026 |
| JNL Multi-Manager Small Cap Growth Fund | 249,694 | 0.59% | $5.11M | 0.20% | Jun 30, 2026 |
| SmallCap Growth Fund I | 218,406 | 0.52% | $3.31M | 0.13% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 204,840 | 0.49% | $3.11M | 0.08% | Jul 31, 2026 |
| MFS New Discovery Series | 158,134 | 0.38% | $3.24M | 0.40% | 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 |
|---|---|---|---|---|
| Cassandra Nicole Curtis | Chief Innovation Officer, Director | 432,840 | 1.03% | Sep 16, 2026 |
| John M. Foraker | See Remarks, Director | 2,319,631 | 5.52% | Feb 9, 2026 |
| Chris Folena | Chief Accounting Officer | 12,062 | 0.03% | Sep 16, 2026 |
| Lawrence Steven Waldman | See Remarks | 100,574 | 0.24% | Sep 16, 2026 |
| Larry Peiros | Director | 151,019 | 0.36% | Aug 6, 2026 |
| Brett J. Thomas | Director | 11,069,707 | 26.36% | Feb 9, 2026 |
| Megan Reimers Bent | Director | 52,151 | 0.12% | Feb 9, 2026 |
| Dara Bazzano | Director | 6,112 | 0.01% | Feb 9, 2026 |
| Walter E. Robb Iv | Director | 145,970 | 0.35% | Feb 9, 2026 |
| Jennifer Anne Garner | Director | 1,935,544 | 4.61% | Feb 9, 2026 |
| Jared Noah Jacobs | Director | 11,069,707 | 26.36% | Feb 9, 2026 |
| S2G Investments, LLC | 10% owner | 4,907,723 | 11.69% | Feb 11, 2026 |
| CAVU Venture Partners IV, LP | 10% owner | – | – | Feb 9, 2026 |
| CAVU Venture Partners II, LP | 10% owner | 1,270,125 | 3.02% | Feb 9, 2026 |
| CAVU Venture Partners III, LP | 10% owner | – | – | Feb 9, 2026 |
| Investors LP / DE TNG | 10% owner | 11,063,595 | 26.35% | Feb 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lawrence Steven Waldman See Remarks | Sep 14, 2026 | Sale | −1,102 | $16.98 | $18.71K | 100,574 |
| Chris Folena Chief Accounting Officer | Sep 14, 2026 | Sale | −662 | $16.98 | $11.24K | 12,062 |
| Cassandra Nicole Curtis Chief Innovation Officer, Director | Sep 14, 2026 | Sale | −68 | $16.98 | $1.15K | 432,840 |
| Cassandra Nicole Curtis Chief Innovation Officer, Director | Aug 10, 2026 | Sale | −75 | $18.01 | $1.35K | 432,908 |
| Lawrence Steven Waldman See Remarks | Aug 10, 2026 | Sale | −1,206 | $18.01 | $21.72K | 101,676 |
| Chris Folena Chief Accounting Officer | Aug 10, 2026 | Sale | −724 | $18.01 | $13.04K | 12,724 |
| Larry Peiros Director | Aug 5, 2026 | Other | +63,393 | – | – | 63,393 |
| Larry Peiros Director | Aug 5, 2026 | Other | −81,514 | – | – | 0 |
| Larry Peiros Director | Aug 5, 2026 | Other | +81,514 | – | – | 81,514 |
| Larry Peiros Director | Aug 5, 2026 | Other | −63,393 | – | – | 6,112 |
| Lawrence Steven Waldman See Remarks | May 5, 2026 | Award | +68,027 | – | – | 102,882 |
| Chris Folena Chief Accounting Officer | Mar 12, 2026 | Award | +7,371 | – | – | 13,448 |
| Cassandra Nicole Curtis Chief Innovation Officer, Director | Mar 12, 2026 | Award | +7,371 | – | – | 432,983 |
| Lawrence Steven Waldman See Remarks | Mar 12, 2026 | Award | +12,285 | – | – | 34,855 |
| S2G Investments, LLC 10% owner | Feb 9, 2026 | Conversion | +234,498 | – | – | 234,498 |
| S2G Investments, LLC 10% owner | Feb 9, 2026 | Conversion | +688,478 | – | – | 3,595,562 |
| S2G Investments, LLC 10% owner | Feb 9, 2026 | Conversion | +1,180,868 | – | – | 2,907,084 |
| S2G Investments, LLC 10% owner | Feb 9, 2026 | Conversion | +950,166 | – | – | 1,077,663 |
| S2G Investments, LLC 10% owner | Feb 9, 2026 | Conversion | +546,040 | – | – | 4,141,602 |
| S2G Investments, LLC 10% owner | Feb 9, 2026 | Conversion | +188,683 | – | – | 423,181 |
| S2G Investments, LLC 10% owner | Feb 9, 2026 | Conversion | +1,726,216 | – | – | 1,726,216 |
| Lawrence Steven Waldman See Remarks | Feb 9, 2026 | Award | +22,570 | – | – | 22,570 |
| Megan Reimers Bent Director | Feb 9, 2026 | Award | +6,112 | – | – | 52,151 |
| Megan Reimers Bent Director | Feb 9, 2026 | Award | +46,039 | – | – | 46,039 |
| John M. Foraker See Remarks, Director | Feb 9, 2026 | Award | +473,092 | – | – | 1,359,846 |
| John M. Foraker See Remarks, Director | Feb 9, 2026 | Award | +69,445 | – | – | 669,933 |
| Investors LP / DE TNG 10% owner | Feb 9, 2026 | Conversion | +107,749 | – | – | 646,478 |
| Investors LP / DE TNG 10% owner | Feb 9, 2026 | Conversion | +7,411,502 | – | – | 7,411,502 |
| Investors LP / DE TNG 10% owner | Feb 9, 2026 | Conversion | +2,274,219 | – | – | 2,274,219 |
| Larry Peiros Director | Feb 9, 2026 | Award | +6,112 | – | – | 69,505 |
| Larry Peiros Director | Feb 9, 2026 | Award | +81,514 | – | – | 81,514 |
| Dara Bazzano Director | Feb 9, 2026 | Award | +6,112 | – | – | 6,112 |
| Brett J. Thomas Director | Feb 9, 2026 | Conversion | +7,411,502 | – | – | 7,411,502 |
| Brett J. Thomas Director | Feb 9, 2026 | Conversion | +107,749 | – | – | 646,478 |
| Brett J. Thomas Director | Feb 9, 2026 | Award | +6,112 | – | – | 6,112 |
| Brett J. Thomas Director | Feb 9, 2026 | Conversion | +2,274,219 | – | – | 2,274,219 |
| Jared Noah Jacobs Director | Feb 9, 2026 | Award | +6,112 | – | – | 6,112 |
| Jared Noah Jacobs Director | Feb 9, 2026 | Conversion | +2,274,219 | – | – | 2,274,219 |
| Jared Noah Jacobs Director | Feb 9, 2026 | Conversion | +7,411,502 | – | – | 7,411,502 |
| Jared Noah Jacobs Director | Feb 9, 2026 | Conversion | +107,749 | – | – | 646,478 |
| Chris Folena Chief Accounting Officer | Feb 9, 2026 | Award | +6,077 | – | – | 6,077 |
| Jennifer Anne Garner Director | Feb 9, 2026 | Award | +239,360 | – | – | 1,788,861 |
| Jennifer Anne Garner Director | Feb 9, 2026 | Award | +146,683 | – | – | 146,683 |
| Cassandra Nicole Curtis Chief Innovation Officer, Director | Feb 9, 2026 | Award | +6,077 | – | – | 425,612 |
| Walter E. Robb Iv Director | Feb 9, 2026 | Buy | +5,555 | $18.00 | $99.99K | 145,970 |
| Walter E. Robb Iv Director | Feb 9, 2026 | Award | +6,112 | – | – | 140,415 |
| Walter E. Robb Iv Director | Feb 9, 2026 | Award | +134,303 | – | – | 134,303 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.