Once Upon A Farm Ownership | Who Owns Once Upon A Farm?
Once Upon A Farm Ownership Summary
Once Upon A Farm is owned by 9.91% institutional investors, 21.01% insiders, and 69.08% retail investors. Westwood group is the largest institutional shareholder, holding 5.02% of OFRM shares. Baron Small Cap Strategy is the top mutual fund, with 3.58% of its assets in Once Upon A Farm shares.
OFRM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Once Upon A Farm | 9.91% | 21.01% | 69.08% |
| Sector | Consumer Defensive Stocks | 33.61% | 17.46% | 48.94% |
| Industry | Packaged Foods Stocks | 36.42% | 21.58% | 42.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Westwood group | 2.02M | 5.02% | $33.04M |
| Bamco inc /ny/ | 1.75M | 4.35% | $28.61M |
| Millennium management | 1.30M | 3.23% | $21.26M |
| Fmr | 1.29M | 3.20% | $21.03M |
| Alliancebernstein | 1.28M | 3.18% | $20.89M |
| Massachusetts financial services co /ma/ | 722.58K | 1.80% | $11.81M |
| Federated hermes | 600.00K | 1.49% | $9.81M |
| Alyeska investment group | 500.00K | 1.24% | $8.18M |
| Janus henderson group | 446.00K | 1.11% | $7.29M |
| Hood river capital management | 418.13K | 1.04% | $6.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 12 west capital management lp | 365.00K | 1.01% | $5.97M |
| Next century growth investors | 238.06K | 0.28% | $3.89M |
| Nicholas investment partners, lp | 210.88K | 0.25% | $3.45M |
| Westwood group | 2.02M | 0.24% | $33.04M |
| 1492 capital management | 32.37K | 0.20% | $529.30K |
| Emerald advisers | 346.09K | 0.18% | $5.66M |
| Emerald mutual fund advisers trust | 212.25K | 0.17% | $3.47M |
| Seven grand managers | 100.00K | 0.11% | $1.64M |
| Bamco inc /ny/ | 1.75M | 0.09% | $28.61M |
| Burkehill global management, lp | 100.00K | 0.08% | $1.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westwood group | 2.02M | 0.24% | 2.02M |
| Bamco inc /ny/ | 1.75M | 0.09% | 1.75M |
| Millennium management | 1.30M | 0.01% | 1.30M |
| Fmr | 1.29M | 0.00% | 1.29M |
| Alliancebernstein | 1.28M | 0.01% | 1.28M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Manufacturers life insurance company, the | - | - | -486.64K |
| Citadel advisors | - | - | -433.89K |
| Exoduspoint capital management, lp | - | - | -244.91K |
| Marshall wace, llp | - | - | -223.93K |
| Soros fund management | - | - | -150.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Westwood group | 2.02M | 0.24% | 2.02M | $33.04M |
| Bamco inc /ny/ | 1.75M | 0.09% | 1.75M | $28.61M |
| Millennium management | 1.30M | 0.01% | 1.30M | $21.26M |
| Fmr | 1.29M | 0.00% | 1.29M | $21.03M |
| Alliancebernstein | 1.28M | 0.01% | 1.28M | $20.89M |
Sold Out
| Holder | Change |
|---|---|
| Mai capital management | -100.00 |
| Scarborough advisors | -155.00 |
| Rothschild investment | -200.00 |
| Western wealth management | -200.00 |
| Curio wealth | -482.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 49 | - | 3,986,205 | - | 9 | - | 49 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Baron Small Cap Strategy | 1.50M | 3.58% | - |
| Baron Small Cap Retail | 1.50M | 3.58% | - |
| AB Small Cap Growth A | 762.31K | 1.82% | - |
| Fidelity Small Cap Growth | 613.20K | 1.46% | - |
| Federated Hermes Kaufmann Small Cap Grow | 600.00K | 1.43% | - |
| Federated Hermes Kaufmann Small Cap A | 600.00K | 1.43% | - |
| Westwood Mgt SmallCap Value | 505.15K | 1.21% | - |
| Westwood Quality SmallCap Fund Inst | 505.15K | 1.21% | - |
| Janus Henderson US Small Cap Growth | 388.74K | 0.93% | 13.42K |
| American Beacon Small Cp Val R5 | 379.30K | 0.91% | - |
OFRM Ownership FAQ
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