Once Upon a Farm, PBC
Ownership
Ownership Structure
Who owns Once Upon a Farm, PBC (OFRM)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 37.3% of the shares are freely tradable; institutional investors hold 86.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Millennium Management LLC | 4.90 | 2,056,490 | +58.1 | 06/30/2026 |
| Westwood Holdings Group Inc | 4.81 | 2,020,742 | +0.0 | 03/31/2026 |
| BAMCO Inc | 4.17 | 1,749,858 | +0.0 | 03/31/2026 |
| FMR Inc | 3.06 | 1,286,200 | +0.0 | 03/31/2026 |
| AllianceBernstein L.P. | 3.04 | 1,277,964 | +0.0 | 03/31/2026 |
| Massachusetts Financial Services Company | 1.72 | 722,581 | +0.0 | 03/31/2026 |
| Federated Hermes Inc | 1.43 | 600,000 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Baron Small Cap Retail | 3.57 | 1,500,000 | +0.0 | 06/30/2026 |
| AB Small Cap Growth A | 1.82 | 762,308 | +0.0 | 07/31/2026 |
| Fidelity Small Cap Growth | 1.46 | 613,200 | +0.0 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Curtis Cassandra Nicole | Chief Innovation Officer | 432,840 | 7,098,576 $ | Sep 14, 2026 | direct |
| Waldman Lawrence Steven | See Remarks | 100,574 | 1,649,414 $ | Sep 14, 2026 | direct |
| Folena Chris | Chief Accounting Officer | 12,062 | 197,817 $ | Sep 14, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Folena Chris | Chief Accounting Officer | Sell | 662 | 16.98 | 11,241 |
| Sep 14, 2026 | Curtis Cassandra Nicole | Chief Innovation Officer | Sell | 68 | 16.98 | 1,155 |
| Sep 14, 2026 | Waldman Lawrence Steven | See Remarks | Sell | 1,102 | 16.98 | 18,712 |
| Aug 10, 2026 | Waldman Lawrence Steven | See Remarks | Sell | 1,206 | 18.01 | 21,720 |
| Aug 10, 2026 | Folena Chris | Chief Accounting Officer | Sell | 724 | 18.01 | 13,039 |
| Aug 10, 2026 | Curtis Cassandra Nicole | Chief Innovation Officer | Sell | 75 | 18.01 | 1,351 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.