Once Upon a Farm Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 2.06 M | $42.12 M | 58.14% | 4.90% |
| WESTWOOD HOLDINGS GROUP INC | 08/14/2026 | 1.97 M | $40.36 M | -2.47% | 4.69% |
| BAMCO INC /NY/ | 08/14/2026 | 1.75 M | $35.90 M | 0.17% | 4.18% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 1.56 M | $25.46 M | 21.86% | 3.71% |
| FMR LLC | 08/13/2026 | 1.27 M | $25.93 M | -1.56% | 3.02% |
| BLACKROCK, INC. | 08/07/2026 | 859.18 K | $17.60 M | 225.93% | 2.05% |
| NICHOLAS INVESTMENT PARTNERS, LP | 08/14/2026 | 784.17 K | $16.06 M | 271.85% | 1.87% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 717.59 K | $14.70 M | -0.69% | 1.71% |
| FEDERATED HERMES, INC. | 08/12/2026 | 600.00 K | $12.29 M | 0.00% | 1.43% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 500.00 K | $10.24 M | 0.00% | 1.19% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 466.43 K | $9.55 M | 2.09% | 1.11% |
| JUPITER TOPCO LLC | 08/14/2026 | 462.28 K | $9.47 M | 100.00% | 1.10% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 08/14/2026 | 380.43 K | $7.79 M | -9.02% | 0.91% |
| 12 WEST CAPITAL MANAGEMENT LP | 08/14/2026 | 365.00 K | $7.48 M | 0.00% | 0.87% |
| NUVEEN, LLC | 08/11/2026 | 335.62 K | $6.87 M | 100.00% | 0.80% |
| UBS GROUP AG | 08/13/2026 | 327.37 K | $6.70 M | 13.33% | 0.78% |
| NORGES BANK | 08/12/2026 | 325.00 K | $6.66 M | 100.00% | 0.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 302.54 K | $6.20 M | 145.16% | 0.72% |
| NEXT CENTURY GROWTH INVESTORS LLC | 08/14/2026 | 296.08 K | $6.06 M | 24.37% | 0.71% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 269.70 K | $5.52 M | 100.00% | 0.64% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 170.85 K | $3.50 M | 315.24% | 0.41% |
| STATE STREET CORP | 09/22/2026 | 165.78 K | $3.40 M | 285.54% | 0.39% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 152.33 K | $3.12 M | 4.77% | 0.36% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/05/2026 | 129.42 K | $2.65 M | -39.02% | 0.31% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 125.39 K | $2.57 M | -48.11% | 0.30% |
| SEI INVESTMENTS CO | 08/14/2026 | 110.71 K | $2.27 M | 1.32% | 0.26% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 109.01 K | $2.23 M | 219.95% | 0.26% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 104.30 K | $2.14 M | 100.00% | 0.25% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 102.99 K | $2.11 M | 2.99% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 100.39 K | $2.06 M | 44.20% | 0.24% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 100.39 K | $2.06 M | 100.00% | 0.24% |
| NORTHERN TRUST CORP | 08/13/2026 | 100.18 K | $2.05 M | 313.03% | 0.24% |
| GHISALLO CAPITAL MANAGEMENT LLC | 08/14/2026 | 100.00 K | $2.05 M | 0.00% | 0.24% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 08/14/2026 | 100.00 K | $2.05 M | 0.00% | 0.24% |
| SEVEN GRAND MANAGERS, LLC | 08/14/2026 | 100.00 K | $2.05 M | 0.00% | 0.24% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 87.13 K | $1.78 M | 859.89% | 0.21% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 86.97 K | $1.78 M | 18.55% | 0.21% |
| XTX TOPCO LTD | 08/14/2026 | 85.09 K | $1.74 M | 147.87% | 0.20% |
| LISANTI CAPITAL GROWTH, LLC | 08/10/2026 | 81.29 K | $1.66 M | 100.00% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 80.60 K | $1.65 M | 23.62% | 0.19% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 75.45 K | $1.55 M | 6.65% | 0.18% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 75.00 K | $1.54 M | -53.85% | 0.18% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 07/31/2026 | 47.28 K | $968.38 K | -3.27% | 0.11% |
| CITADEL ADVISORS LLC | 09/02/2026 | 44.20 K | $905.22 K | 108.49% | 0.11% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 38.13 K | $780.81 K | 100.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 35.09 K | $718.60 K | 100.00% | 0.08% |
| EMERALD ADVISERS, LLC | 08/05/2026 | 32.40 K | $663.57 K | -90.64% | 0.08% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 32.16 K | $658.72 K | 23.40% | 0.08% |
| 1492 CAPITAL MANAGEMENT LLC | 08/11/2026 | 31.74 K | $650.12 K | -1.94% | 0.08% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 26.64 K | $545.61 K | 100.00% | 0.06% |
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Once Upon a Farm institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of Once Upon a Farm. The most heavily invested institutionals were:
BOKF, NA: 1,000
North Star Investment Management Corp.: 500
Parkside Financial Bank & Trust: 30
SJS Investment Consulting Inc.: 4
MCF Advisors LLC: 0
Caitong International Asset Management Co., Ltd: 0
43.73% of Once Upon a Farm stock is owned by institutional investors.
Institutional investors have bought a total of 18.80 M shares in the last 24 months. This purchase volume represents approximately $282.78 M in transactions.