Stocks Consumer staples OFRM
NYSE · Consumer staplesOnce Upon a Farm, PBC (OFRM)
At June 30, 2026 it held $93.5M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 6, 2026.
Key facts about Once Upon a Farm, PBC
- Net worth
- Once Upon a Farm, PBC has a market value (market cap) of $412.6M at the latest share price. A company's "net worth" usually means this market value or the shareholders' equity on its balance sheet.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 6, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- Once Upon a Farm, PBC's next report is expected around January 29, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Once Upon a Farm, PBC does
Once Upon a Farm, PBC is registered with the SEC under industry code SIC 2000 (Food and Kindred Products). Its shares trade on NYSE under the ticker OFRM.
Earnings: every quarter and the next report date
Latest SEC filings
What Once Upon a Farm, PBC has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 2, 2026
- October 27, 2026Passive stake changed SCHEDULE 13G/A
- October 19, 2026
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 42% to $85.4M versus the same quarter last year; diluted EPS -$0.12 versus -$1.36.
- August 6, 2026
- June 11, 2026Passive stake (5% or more) SCHEDULE 13G
- May 27, 2026Passive stake (5% or more) SCHEDULE 13G
- May 15, 2026Passive stake (5% or more) SCHEDULE 13G
- May 15, 2026Passive stake (5% or more) SCHEDULE 13G
Insider trades
What the people running Once Upon a Farm, PBC did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $31.1K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 19, 2026 | Morris Scott JamesDirector | Received as pay | 3,806 | - |
| September 14, 2026 | Waldman Lawrence StevenSee Remarks | Sold | 1,102 | $18.7K |
| September 14, 2026 | Curtis Cassandra NicoleChief Innovation Officer, Director | Sold | 68 | $1.2K |
| September 14, 2026 | Folena ChrisChief Accounting Officer | Sold | 662 | $11.2K |
| August 10, 2026 | Curtis Cassandra NicoleChief Innovation Officer, Director | Sold | 75 | $1.4K |
| August 10, 2026 | Folena ChrisChief Accounting Officer | Sold | 724 | $13K |
| August 10, 2026 | Waldman Lawrence StevenSee Remarks | Sold | 1,206 | $21.7K |
| August 5, 2026 | Peiros LarryDirector | Other change | 63,393 | - |
Who owns OFRM
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| CAVU Venture Partners II, LP13G, passive with 3 related filers | 17.7% | May 15, 2026 |
| S2G Investments, LLC13G, passive | 14% | February 11, 2026 |
| Garner Jennifer Anne13G, passive | 7.1% | May 15, 2026 |
| Foraker John M.13G, passive | 6.5% | May 15, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 95 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Millennium Management LLC | 2,056,490 | +756,031 |
| Westwood Holdings Group Inc | 1,970,867 | -49,875 |
| Bamco Inc | 1,752,844 | +2,986 |
| Fmr LLC | 1,266,126 | -20,074 |
| Alliancebernstein L.P. | 1,557,280 | +279,316 |
| BlackRock, Inc. | 859,180 | +595,571 |
| Nicholas Investment Partners, LP | 784,166 | +573,285 |
| Massachusetts Financial Services Co | 717,588 | -4,993 |
| Federated Hermes, Inc. | 600,000 | 0 |
| Alyeska Investment Group, L.P. | 500,000 | 0 |
| Vanguard Capital Management LLC | 466,430 | +9,531 |
| Jupiter Topco LLC | 462,282 | new |
| Hood River Capital Management LLC | 380,434 | -37,697 |
| 12 West Capital Management LP | 365,000 | 0 |
| Nuveen, LLC | 335,622 | new |
| UBS Group AG | 327,372 | +38,506 |
| Norges Bank | 325,000 | new |
| Geode Capital Management, LLC | 302,536 | +179,132 |
| Next Century Growth Investors LLC | 296,084 | +58,025 |
| Silvercrest Asset Management Group LLC | 269,703 | new |
Insiders
14 insiders reported holding 15,782,948 shares in total, about $155.1M at the last price.
| Holder | Shares |
|---|---|
| S2G Investments, LLC10% owner | 4,141,6024,141,602 held indirectly |
| Jacobs Jared NoahDirector | 2,280,3312,274,219 held indirectly |
| Thomas Brett J.Director | 2,280,3312,274,219 held indirectly |
| CAVU Venture Partners II, LP10% owner | 2,274,2192,274,219 held indirectly |
| Foraker John M.See Remarks, Director | 2,029,7791,359,846 held indirectly |
| Garner Jennifer AnneDirector | 1,935,544146,683 held indirectly |
| Curtis Cassandra NicoleChief Innovation Officer, Director | 432,840 |
| Robb Walter E IVDirector | 145,970 |
| Waldman Lawrence StevenSee Remarks | 100,574 |
| Peiros LarryDirector | 87,62681,514 held indirectly |
Questions about OFRM
What does Once Upon a Farm, PBC do?
Once Upon a Farm, PBC is a company in the Consumer staples sector, listed on NYSE as OFRM. Its shares trade on NYSE under the ticker OFRM.
What is Once Upon a Farm, PBC's net worth?
Once Upon a Farm, PBC has a market value (market cap) of $412.6M at the latest share price. A company's "net worth" usually means this market value or the shareholders' equity on its balance sheet.
When did Once Upon a Farm, PBC last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 6, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the quarterly results from November 2, 2026.
When is Once Upon a Farm, PBC's next earnings report?
Once Upon a Farm, PBC's next report is expected around January 29, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Once Upon a Farm, PBC tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.