OFRM — ONCE UPON A FARM PBC
As of Q2 2026, 23 SEC-registered investment managers reported holding OFRM (ONCE UPON A FARM PBC) in their latest 13F filings, with a combined reported value of $169.61M across 8.29M shares. That is -3.5% by share count (-303.05K shares) versus the previous quarter, while reported value moved +20.7%. Ownership is concentrated: the five largest holders account for 80.3% of reported value and the top ten for 94.9%.
Compared with the prior quarter, 5 opened new positions, 10 added to existing stakes, 7 trimmed, 8 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OFRM is classified in the Consumer Staples sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 2.06M | $42.12M | 0.02% | Add |
| Baron Funds history | 1.75M | $35.90M | 0.09% | Hold |
| Fidelity Management & Research (FMR) history | 1.27M | $25.93M | 0.00% | Reduce |
| BlackRock Inc history | 859.18K | $17.60M | 0.00% | Add |
| MFS Investment Management history | 717.59K | $14.70M | 0.01% | Reduce |
| UBS Group AG history | 327.37K | $6.70M | 0.00% | Add |
| Norges Bank Investment Management history | 325.00K | $6.66M | 0.00% | New |
| Geode Capital Management history | 302.54K | $6.20M | 0.00% | Add |
| Lazard Asset Management history | 125.39K | $2.57M | 0.00% | Reduce |
| Citadel Advisors history | 124.80K | $2.56M | 0.00% | Reduce |
| Deutsche Bank AG history | 102.99K | $2.11M | 0.00% | Add |
| Charles Schwab Investment Management history | 100.39K | $2.06M | 0.00% | Add |
| Northern Trust Corp history | 100.18K | $2.05M | 0.00% | Add |
| BNY Mellon history | 38.12K | $780.80K | 0.00% | New |
| Balyasny Asset Management history | 25.64K | $525.00K | 0.00% | Reduce |
| Morgan Stanley history | 16.30K | $333.93K | 0.00% | Add |
| Wells Fargo & Co history | 12.38K | $253.48K | 0.00% | Add |
| Citigroup Inc history | 11.31K | $231.61K | 0.00% | New |
| Bank of America Corp history | 9.98K | $204.31K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.39K | $110.37K | 0.00% | New |
| Legal & General Investment Management America history | 1.26K | $25.80K | 0.00% | Add |
| PNC Financial Services history | 600 | $12.29K | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.81K | $222 | 0.00% | New |
Q1 2026 — 26 funds
New Positions (Q2 2026)
- Norges Bank Investment Management 325.00K sh · $6.66M
- BNY Mellon 38.12K sh · $780.80K
- Citigroup Inc 11.31K sh · $231.61K
- JPMorgan Chase & Co 5.39K sh · $110.37K
- T. Rowe Price Associates 10.81K sh · $222
Fully Exited (vs previous quarter)
- Manulife Financial sold 486.64K sh · $7.96M
- Janus Henderson Group sold 446.00K sh · $7.29M
- Marshall Wace sold 223.93K sh · $3.66M
- Soros Fund Management sold 150.00K sh · $2.45M
- Goldman Sachs Group sold 60.94K sh · $996.30K
- Polen Capital Management sold 40.63K sh · $664.32K
- D. E. Shaw & Co sold 25.00K sh · $408.75K
- Davidson Kempner Capital Management sold 20.00K sh · $327.00K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 |
|---|---|---|
| Millennium Management | 2.06M | 1.30M |
| Baron Funds | 1.75M | 1.75M |
| Fidelity Management & Research (FMR) | 1.27M | 1.29M |
| BlackRock Inc | 859.18K | 263.61K |
| MFS Investment Management | 717.59K | 722.58K |
| UBS Group AG | 327.37K | 288.87K |
| Norges Bank Investment Management | 325.00K | — |
| Geode Capital Management | 302.54K | 123.40K |
| Lazard Asset Management | 125.39K | 241.65K |
| Citadel Advisors | 124.80K | 520.29K |
| Deutsche Bank AG | 102.99K | 100.00K |
| Charles Schwab Investment Management | 100.39K | 69.61K |
| Northern Trust Corp | 100.18K | 24.25K |
| BNY Mellon | 38.12K | — |
| Balyasny Asset Management | 25.64K | 361.64K |
| Morgan Stanley | 16.30K | 15.71K |
| Wells Fargo & Co | 12.38K | 950 |
| Citigroup Inc | 11.31K | — |
| Bank of America Corp | 9.98K | 71.89K |
| JPMorgan Chase & Co | 5.39K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details