ONCE UPON A FARM PBC

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OFRM·68237F108·US·Common Stock-13D/G

OFRM (ONCE UPON A FARM PBC) is held by 64 institutional investors as of Q2 2026. Largest holders: MILLENNIUM MANAGEMENT LLC ($42.1M), WESTWOOD HOLDINGS GROUP INC ($40.4M), BAMCO INC /NY/ ($35.9M). Net institutional sentiment: Mixed.

64

Holders

(4 Elite)

$309.7M

Total Value

64% (74)

Consensus

47 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)83

Activist (13D/13G)55

Congressional (STOCK Act)74

Holder Quality

39

★★★★★

Elite

55

★★★★

Strong

47

★★★

Solid

85

★★

Below

56

★

Weak

Held by 64 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Aug 6, 2026 · Activists Aug 12, 2026 · Congress none

ActivistWESTWOOD HOLDINGS GROUP INCAug 12, 2026

InsiderPLPEIROS LARRYOther 82K shAug 5, 2026

InsiderPLPEIROS LARRYOther 63K shAug 5, 2026

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Top Holders

Top Holders (64)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MILLENNIUM MANAGEMENT LLC	Increased	2.1M(+58.1%)	$42.1M	0.0%	-5.48%	42
WESTWOOD HOLDINGS GROUP INC	Decreased	2M(-2.5%)	$40.4M	0.3%	+3.30%	0
BAMCO INC /NY/	Increased	1.8M(+0.2%)	$35.9M	0.1%	+3.26%	29
FMR LLC	Decreased	1.3M(-1.6%)	$25.9M	0.0%	+3.30%	0
ALLIANCEBERNSTEIN L.P.	Increased	1.6M(+21.9%)	$25.5M	0.0%	-1.17%	34
BlackRock, Inc.	Increased	859,180(+225.9%)	$17.6M	0.0%	-12.09%	46
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	717,588(-0.7%)	$14.7M	0.0%	+3.30%	0
FEDERATED HERMES, INC.	Unchanged	600,000	$12.3M	0.0%	+3.30%	0
AIAlyeska Investment Group, L.P.	Unchanged	500,000	$10.2M	0.0%	+3.30%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	466,430(+2.1%)	$9.6M	0.0%	+2.77%	28
Hood River Capital Management LLC	Decreased	380,434(-9.0%)	$7.8M	0.1%	+3.30%	0
Nuveen, LLC	New	335,622	$6.9M	0.0%	-17.53%	38
UBS Group AG	Increased	327,372(+13.3%)	$6.7M	0.0%	+0.32%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	302,536(+145.2%)	$6.2M	0.0%	-10.14%	44
SILVERCREST ASSET MANAGEMENT GROUP LLC	New	269,703	$5.5M	0.0%	-17.53%	37
STATE STREET CORP	Increased	165,782(+285.5%)	$3.4M	0.0%	-12.98%	43
STATE OF WISCONSIN INVESTMENT BOARD	Increased	152,332(+4.8%)	$3.1M	0.0%	+2.13%	28
LAZARD ASSET MANAGEMENT LLC	Decreased	125,394(-48.1%)	$2.6M	0.0%	+3.30%	0
SEI INVESTMENTS CO	Increased	110,707(+1.3%)	$2.3M	0.0%	+2.96%	26
NEW YORK STATE COMMON RETIREMENT FUND	Increased	109,005(+219.9%)	$2.2M	0.0%	-11.98%	42

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OFRMONCE UPON A FARM PBC

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer