VITLNasdaqFood and Kindred ProductsFiscal year ends December 27
Vital Farms, Inc.
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 6, 2026
$8.16−0.24 (-2.86%)
Close on Oct 19, 2026
- Market cap
- $350.36M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.3%
37M of 43M shares
Institutional holders
226
52 new, 88 sold out
Net institutional buying
-12M
In Q2 2026
Insider trades, 12 months
17 buys · 13 sales
Net sold $3.78M
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 |
|---|---|---|---|---|
| Matthew O'Hayer | 7,185,282 | 16.05% | 13G (passive) amendment | Mar 31, 2025 |
| BlackRock, Inc. | 2,964,518 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Group LLP | 2,431,024 | 5.60% | 13G (passive) | Dec 31, 2024 |
| BlackRock Portfolio Management LLC | 2,207,669 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VITL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,172,187 | 12.05% | $60.15M | −577,653 | 0.00% |
| Divisadero Street Capital Management, LP | 2,003,588 | 4.67% | $23.30M | +1,451,733 | 0.53% |
| Vanguard Capital Management LLC | 1,527,524 | 3.56% | $17.77M | −56,456 | 0.00% |
| Goldman Sachs Group Inc | 1,467,064 | 3.42% | $17.06M | −269,259 | 0.00% |
| Needham Investment Management LLC | 1,210,000 | 2.82% | $14.07M | +60,000 | 0.42% |
| First Eagle Investment Management, LLC | 1,209,920 | 2.82% | $14.07M | +677,960 | 0.01% |
| Cibc World Market Inc. | 1,115,643 | 2.60% | $12.97M | New | 0.02% |
| Federated Hermes, Inc. | 1,044,039 | 2.43% | $12.14M | +647,190 | 0.02% |
| JPMorgan Chase & Co | 1,006,354 | 2.34% | $11.37M | +568,257 | 0.00% |
| Geode Capital Management, LLC | 956,033 | 2.23% | $11.12M | +65,174 | 0.00% |
| Hrt Financial LP | 946,338 | 2.20% | $11.01K | +606,634 | 0.00% |
| State Street Corp | 835,894 | 1.95% | $9.72M | −518,656 | 0.00% |
| Morgan Stanley | 813,643 | 1.90% | $9.46M | −566,210 | 0.00% |
| UBS Group AG | 746,030 | 1.74% | $8.68M | −172,755 | 0.00% |
| Millennium Management LLC | 739,490 | 1.72% | $8.60M | −1,010,713 | 0.00% |
| Bnp Paribas Arbitrage, Snc | 733,002 | 1.71% | $8.52M | +467,778 | 0.00% |
| Dimensional Fund Advisors LP | 720,117 | 1.68% | $8.37M | −684,915 | 0.00% |
| Two Sigma Investments, LP | 702,843 | 1.64% | $8.17M | −961,632 | 0.01% |
| Bank Of America Corp /De/ | 695,302 | 1.62% | $8.09M | +179,837 | 0.00% |
| Citadel Advisors LLC | 662,630 | 1.54% | $7.71M | +565,037 | 0.00% |
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 | 226 | 37M | 85.3% | 52 / 72 | 78 / 88 | 12M | 24M |
| Q1 2026 | 267 | 49M | 100.0% | 62 / 103 | 69 / 86 | 20M | 17M |
| Q4 2025 | 296 | 48M | 100.0% | 75 / 113 | 78 / 48 | 13M | 9M |
| Q3 2025 | 272 | 45M | 100.0% | 58 / 90 | 94 / 28 | 10M | 7M |
| Q2 2025 | 243 | 42M | 98.8% | 40 / 99 | 75 / 38 | 6M | 5M |
| Q1 2025 | 243 | 41M | 94.8% | 35 / 95 | 88 / 47 | 7M | 5M |
| Q4 2024 | 258 | 39M | 91.7% | 52 / 91 | 92 / 41 | 9M | 10M |
| Q3 2024 | 248 | 40M | 93.0% | 57 / 109 | 63 / 32 | 16M | 5M |
| Q2 2024 | 225 | 33M | 77.8% | 73 / 75 | 68 / 22 | 9M | 8M |
| Q1 2024 | 175 | 32M | 74.5% | 47 / 55 | 49 / 13 | 6M | 2M |
| Q4 2023 | 141 | 28M | 66.1% | 28 / 49 | 50 / 21 | 5M | 3M |
| Q3 2023 | 134 | 26M | 61.4% | 13 / 58 | 42 / 16 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VITL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Needham Aggressive Growth Fund | 1,210,000 | 2.82% | $14.07M | 0.54% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,082,585 | 2.52% | $12.59M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 946,249 | 2.20% | $11.00M | 0.01% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 531,570 | 1.24% | $6.77M | 0.23% | Jul 31, 2026 |
| Vanguard Consumer Staples Index Fund | 418,638 | 0.98% | $4.19M | 0.05% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 410,718 | 0.96% | $4.78M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 397,913 | 0.93% | $5.07M | 0.01% | Jul 31, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 369,840 | 0.86% | $4.71M | 0.21% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 326,687 | 0.76% | $3.80M | 0.03% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 177,781 | 0.41% | $1.78M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 177,202 | 0.41% | $1.77M | 0.01% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 169,909 | 0.40% | $2.16M | 0.03% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 165,368 | 0.39% | $2.11M | 0.01% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 150,352 | 0.35% | $1.75M | 0.02% | Jun 30, 2026 |
| First Trust Small Cap Growth AlphaDEX Fund | 148,063 | 0.34% | $1.88M | 0.15% | Jul 31, 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 |
|---|---|---|---|---|
| Russell Diez-Canseco | Exec. Chair, President & CEO, Director | 706,060 | 1.64% | May 19, 2026 |
| Hoven Reena Chauhan Van | Chief People Officer | 25,483 | 0.06% | Sep 18, 2026 |
| Joseph Michael Holland | Chief Supply Chain Officer | 37,738 | 0.09% | Sep 4, 2026 |
| Joanne Bal | CLO, Secy. & Head of Impact | 55,843 | 0.13% | May 19, 2026 |
| Thilo Wrede | Chief Financial Officer | 75,977 | 0.18% | May 19, 2026 |
| Stephanie Coon | Chief Strategy Officer | 62,814 | 0.15% | May 19, 2026 |
| Peter Nicholas Pappas | CSO and President, Eggs | 85,564 | 0.20% | May 18, 2026 |
| Kathryn McKeon | CMO and GM, Butter | 50,275 | 0.12% | May 18, 2026 |
| William B. Cyr | Director | 24,230 | 0.06% | Jun 12, 2026 |
| Kelly J. Kennedy | Director | 33,363 | 0.08% | Jun 12, 2026 |
| Kofi Owusu Amoo-Gottfried | Director | 41,497 | 0.10% | Jun 12, 2026 |
| Glenda J. Flanagan | Director | 1,651,164 | 3.85% | Jun 12, 2026 |
| Denny Marie Post | Director | 29,748 | 0.07% | Jun 12, 2026 |
| Karl Khoury | Director | 1,910,605 | 4.45% | Jun 12, 2026 |
| Gisel Ruiz | Director | 56,985 | 0.13% | Jun 12, 2026 |
| Matthew Ohayer | 10% owner | 6,726,190 | 15.67% | Mar 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Hoven Reena Chauhan Van Chief People Officer | Sep 16, 2026 | Tax withholding | −344 | $10.03 | $3.45K | 25,483 |
| Joseph Michael Holland Chief Supply Chain Officer | Sep 2, 2026 | Tax withholding | −412 | $10.12 | $4.17K | 37,738 |
| Kelly J. Kennedy Director | Jun 10, 2026 | Award | +10,436 | – | – | 33,363 |
| Gisel Ruiz Director | Jun 10, 2026 | Award | +10,436 | – | – | 56,985 |
| Denny Marie Post Director | Jun 10, 2026 | Award | +10,436 | – | – | 29,748 |
| William B. Cyr Director | Jun 10, 2026 | Award | +10,436 | – | – | 24,230 |
| Kofi Owusu Amoo-Gottfried Director | Jun 10, 2026 | Award | +10,436 | – | – | 41,497 |
| Karl Khoury Director | Jun 10, 2026 | Award | +10,436 | – | – | 130,225 |
| Glenda J. Flanagan Director | Jun 10, 2026 | Award | +10,436 | – | – | 47,934 |
| Hoven Reena Chauhan Van Chief People Officer | May 19, 2026 | Buy | +2,242 | $8.92 | $20.00K | 25,827 |
| Glenda J. Flanagan Director | May 18, 2026 | Buy | +6,100 | $8.33 | $50.81K | 37,498 |
| Glenda J. Flanagan Director | May 18, 2026 | Buy | +6,100 | $8.33 | $50.81K | 37,498 |
| Stephanie Coon Chief Strategy Officer | May 15, 2026 | Award | +500 | $7.21 | $3.61K | 62,814 |
| Stephanie Coon Chief Strategy Officer | May 15, 2026 | Buy | +5,895 | $8.42 | $49.64K | 62,314 |
| Russell Diez-Canseco Exec. Chair, President & CEO, Director | May 15, 2026 | Award | +500 | $7.21 | $3.61K | 706,060 |
| Kofi Owusu Amoo-Gottfried Director | May 15, 2026 | Buy | +2,375 | $8.45 | $20.07K | 31,061 |
| Joanne Bal CLO, Secy. & Head of Impact | May 15, 2026 | Award | +500 | $7.21 | $3.61K | 55,843 |
| Thilo Wrede Chief Financial Officer | May 15, 2026 | Award | +500 | $7.21 | $3.61K | 75,977 |
| Peter Nicholas Pappas CSO and President, Eggs | May 15, 2026 | Award | +395 | $7.21 | $2.85K | 85,564 |
| Joseph Michael Holland Chief Supply Chain Officer | May 14, 2026 | Buy | +12,484 | $8.00 | $99.87K | 38,150 |
| William B. Cyr Director | May 14, 2026 | Buy | +6,000 | $8.52 | $51.12K | 13,794 |
| Kelly J. Kennedy Director | May 14, 2026 | Buy | +2,500 | $8.40 | $21.00K | 22,927 |
| Kathryn McKeon CMO and GM, Butter | May 14, 2026 | Buy | +604 | $8.28 | $5.00K | 50,275 |
| Joseph Michael Holland Chief Supply Chain Officer | May 14, 2026 | Buy | +12,484 | $8.00 | $99.87K | 38,150 |
| William B. Cyr Director | May 14, 2026 | Buy | +6,000 | $8.52 | $51.12K | 13,794 |
| Peter Nicholas Pappas CSO and President, Eggs | May 14, 2026 | Buy | +3,500 | $8.51 | $29.79K | 85,169 |
| Kelly J. Kennedy Director | May 14, 2026 | Buy | +2,500 | $8.40 | $21.00K | 22,927 |
| Gisel Ruiz Director | May 13, 2026 | Buy | +6,151 | $8.13 | $50.01K | 46,549 |
| Denny Marie Post Director | May 13, 2026 | Buy | +3,000 | $8.23 | $24.69K | 19,312 |
| Thilo Wrede Chief Financial Officer | Mar 18, 2026 | Tax withholding | −3,192 | $15.70 | $50.11K | 75,477 |
| Joanne Bal CLO, Secy. & Head of Impact | Mar 16, 2026 | Tax withholding | −1,061 | $17.21 | $18.26K | 55,343 |
| Peter Nicholas Pappas CSO and President, Eggs | Mar 16, 2026 | Tax withholding | −928 | $17.21 | $15.97K | 81,669 |
| Kathryn McKeon CMO and GM, Butter | Mar 16, 2026 | Tax withholding | −928 | $17.21 | $15.97K | 49,671 |
| Stephanie Coon Chief Strategy Officer | Mar 16, 2026 | Tax withholding | −928 | $17.21 | $15.97K | 56,419 |
| Russell Diez-Canseco President, CEO & Exec. Chair, Director | Mar 16, 2026 | Tax withholding | −4,798 | $17.21 | $82.57K | 705,560 |
| Joanne Bal CLO, Secy. & Head of Impact | Mar 12, 2026 | Tax withholding | −1,586 | $17.62 | $27.95K | 56,404 |
| Peter Nicholas Pappas CSO and President, Eggs | Mar 12, 2026 | Tax withholding | −1,402 | $17.62 | $24.70K | 82,597 |
| Kathryn McKeon CMO and GM, Butter | Mar 12, 2026 | Tax withholding | −1,683 | $17.62 | $29.65K | 50,599 |
| Stephanie Coon Chief Strategy Officer | Mar 12, 2026 | Tax withholding | −1,625 | $17.62 | $28.63K | 57,347 |
| Thilo Wrede Chief Financial Officer | Mar 12, 2026 | Tax withholding | −2,240 | $17.62 | $39.47K | 78,669 |
| Russell Diez-Canseco President, CEO & Exec. Chair, Director | Mar 12, 2026 | Tax withholding | −11,886 | $17.62 | $209.43K | 710,358 |
| Karl Khoury Director | Mar 9, 2026 | Buy | +5,000 | $18.45 | $92.25K | 119,789 |
| Stephanie Coon Chief Strategy Officer | Mar 5, 2026 | Award | +13,675 | – | – | 58,972 |
| Kathryn McKeon CMO and GM, Butter | Mar 5, 2026 | Award | +15,184 | – | – | 52,282 |
| Joseph Michael Holland Chief Supply Chain Officer | Mar 5, 2026 | Award | +15,184 | – | – | 25,666 |
| Thilo Wrede Chief Financial Officer | Mar 5, 2026 | Award | +25,138 | – | – | 80,909 |
| Joanne Bal CLO, Secy. & Head of Impact | Mar 5, 2026 | Award | +15,184 | – | – | 57,990 |
| Hoven Reena Chauhan Van Chief People Officer | Mar 5, 2026 | Award | +13,675 | – | – | 23,585 |
| Matthew Ohayer 10% owner | Mar 5, 2026 | Award | +5,530 | – | – | 6,326,720 |
| Russell Diez-Canseco President, CEO & Exec. Chair, Director | Mar 5, 2026 | Award | +75,415 | – | – | 722,244 |
| Peter Nicholas Pappas CSO and President, Eggs | Mar 5, 2026 | Award | +19,558 | – | – | 83,999 |
| Stephanie Coon Chief Strategy Officer | Mar 4, 2026 | Tax withholding | −745 | $20.30 | $15.12K | 45,297 |
| Kathryn McKeon CMO and GM, Butter | Mar 4, 2026 | Tax withholding | −784 | $20.30 | $15.92K | 37,098 |
| Joseph Michael Holland Chief Supply Chain Officer | Mar 4, 2026 | Tax withholding | −969 | $20.30 | $19.67K | 10,482 |
| Thilo Wrede Chief Financial Officer | Mar 4, 2026 | Tax withholding | −1,769 | $20.30 | $35.91K | 55,771 |
| Joanne Bal CLO, Secy. & Head of Impact | Mar 4, 2026 | Tax withholding | −784 | $20.30 | $15.92K | 42,806 |
| Hoven Reena Chauhan Van Chief People Officer | Mar 4, 2026 | Tax withholding | −855 | $20.30 | $17.36K | 9,910 |
| Russell Diez-Canseco President, CEO & Exec. Chair, Director | Mar 4, 2026 | Tax withholding | −2,855 | $20.30 | $57.96K | 646,829 |
| Peter Nicholas Pappas CSO and President, Eggs | Mar 4, 2026 | Tax withholding | −1,019 | $20.30 | $20.69K | 64,441 |
| Matthew Ohayer 10% owner | Mar 2, 2026 | Sale(10b5-1 plan) | −15,000 | $20.33 | $304.95K | 6,326,190 |
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 |
|---|---|---|---|---|---|
| McKeon Kathryn Officer | Mar 16, 2026 | 6,680 | $108.28K | Mar 16, 2026 | Restricted stock vesting under a registered plan |
| Pappas Peter Officer | Mar 16, 2026 | 6,500 | $105.37K | Mar 16, 2026 | Restricted stock vesting under a registered plan |
| Bal Joanne Officer | Mar 16, 2026 | 6,760 | $109.58K | Mar 16, 2026 | Restricted stock vesting under a registered plan |
| Coon Stephanie Officer | Mar 16, 2026 | 6,500 | $105.37K | Mar 16, 2026 | Restricted stock vesting under a registered plan |
| Wrede Thilo Officer | Mar 12, 2026 | 6,020 | $105.17K | Mar 12, 2026 | Restricted stock vesting under a registered plan |
| Diez-Canseco Russell Officer, Director | Mar 4, 2026 | 27,660 | $553.48K | Mar 4, 2026 | Restricted stock vesting under a registered plan |
| Matthew Ohayer Former Director, Former Officer and 10% Owner | Mar 3, 2026 | 45,000 | $949.05K | Mar 2, 2026 | Founders Shares |
| Ohayer Matthew Director, Officer, 10% Stockholder | Mar 2, 2026 | 45,000 | $949.05K | Mar 2, 2026 | Founders Shares |
| Diez-Canseco Russell Director, Officer | Dec 15, 2025 | 41,835 | $1.43M | Dec 15, 2025 | Previously Exercised Stock Options |
| Ohayer Matthew Director, Officer, 10% Stockholder | Dec 1, 2025 | 75,000 | $2.45M | Dec 1, 2025 | Founders Shares |
| Ohayer Matthew Officer | Sep 4, 2025 | 100,000 | $5.10M | Sep 4, 2025 | Founder Stock |
| Ohayer Matthew Officer | Sep 2, 2025 | 100,000 | $5.20M | Sep 2, 2025 | Founder Stock |
| Ohayer Matthew Officer | Aug 29, 2025 | 100,000 | $5.11M | Aug 29, 2025 | Founder Stock |
| Bal Joanne Officer | Aug 22, 2025 | 4,796 | $244.35K | Aug 22, 2025 | Restricted stock vesting under a registered plan |
| McKeon Kathryn Officer | Aug 18, 2025 | 21,442 | $1.02M | Aug 18, 2025 | Exercise of Stock Options |