Once Upon a Farm Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 2.02 M | $33.04 M | 100.00% | 5.02% |
| BAMCO INC /NY/ | 05/15/2026 | 1.75 M | $28.61 M | 100.00% | 4.35% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.30 M | $21.26 M | 100.00% | 3.23% |
| FMR LLC | 05/15/2026 | 1.29 M | $21.03 M | 100.00% | 3.20% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 1.28 M | $20.89 M | 100.00% | 3.18% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 722.58 K | $11.81 M | 100.00% | 1.80% |
| FEDERATED HERMES, INC. | 05/11/2026 | 600.00 K | $9.81 M | 100.00% | 1.49% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 500.00 K | $8.18 M | 100.00% | 1.24% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 486.64 K | $7.96 M | 100.00% | 1.21% |
| 05/15/2026 | 456.90 K | $7.47 M | 100.00% | 1.14% | |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 446.00 K | $7.29 M | 100.00% | 1.11% |
| CITADEL ADVISORS LLC | 05/15/2026 | 433.89 K | $7.09 M | 100.00% | 1.08% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 05/15/2026 | 418.13 K | $6.84 M | 100.00% | 1.04% |
| 12 WEST CAPITAL MANAGEMENT LP | 05/15/2026 | 365.00 K | $5.97 M | 100.00% | 0.91% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 361.64 K | $5.91 M | 100.00% | 0.90% |
| EMERALD ADVISERS, LLC | 05/04/2026 | 346.09 K | $5.66 M | 100.00% | 0.86% |
| UBS GROUP AG | 05/05/2026 | 288.87 K | $4.72 M | 100.00% | 0.72% |
| BLACKROCK, INC. | 05/13/2026 | 263.61 K | $4.31 M | 100.00% | 0.66% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/15/2026 | 244.91 K | $4.00 M | 100.00% | 0.61% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 241.65 K | $3.95 M | 100.00% | 0.60% |
| NEXT CENTURY GROWTH INVESTORS LLC | 05/14/2026 | 238.06 K | $3.89 M | 100.00% | 0.59% |
| MARSHALL WACE, LLP | 05/15/2026 | 223.93 K | $3.66 M | 100.00% | 0.56% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 212.25 K | $3.47 M | 100.00% | 0.53% |
| NICHOLAS INVESTMENT PARTNERS, LP | 05/15/2026 | 210.88 K | $3.45 M | 100.00% | 0.52% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 162.52 K | $2.66 M | 100.00% | 0.40% |
| SOROS FUND MANAGEMENT LLC | 05/15/2026 | 150.00 K | $2.45 M | 100.00% | 0.37% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 145.40 K | $2.38 M | 100.00% | 0.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 123.40 K | $2.02 M | 100.00% | 0.31% |
| SEI INVESTMENTS CO | 05/13/2026 | 109.26 K | $1.79 M | 100.00% | 0.27% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 103.08 K | $1.69 M | 100.00% | 0.26% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 100.00 K | $1.64 M | 100.00% | 0.25% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 100.00 K | $1.64 M | 100.00% | 0.25% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 100.00 K | $1.64 M | 100.00% | 0.25% |
| SEVEN GRAND MANAGERS, LLC | 05/06/2026 | 100.00 K | $1.64 M | 100.00% | 0.25% |
| LONGAEVA PARTNERS L.P. | 05/15/2026 | 100.00 K | $1.64 M | 100.00% | 0.25% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 73.36 K | $1.20 M | 100.00% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 71.89 K | $1.18 M | 100.00% | 0.18% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 70.74 K | $1.16 M | 100.00% | 0.18% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 69.61 K | $1.14 M | 100.00% | 0.17% |
| CITADEL ADVISORS LLC | 05/15/2026 | 65.20 K | $1.07 M | 100.00% | 0.16% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 60.94 K | $996.30 K | 100.00% | 0.15% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 04/30/2026 | 48.88 K | $799.19 K | 100.00% | 0.12% |
| STATE STREET CORP | 05/15/2026 | 43.00 K | $703.05 K | 100.00% | 0.11% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 41.15 K | $672.72 K | 100.00% | 0.10% |
| POLEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 40.63 K | $664.32 K | 100.00% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 34.33 K | $561.26 K | 100.00% | 0.09% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 34.07 K | $557.03 K | 100.00% | 0.08% |
| DAVENPORT & CO LLC | 04/15/2026 | 32.65 K | $533.75 K | 100.00% | 0.08% |
| 1492 CAPITAL MANAGEMENT LLC | 04/22/2026 | 32.37 K | $529.30 K | 100.00% | 0.08% |
| WEISS ASSET MANAGEMENT LP | 05/15/2026 | 30.00 K | $490.50 K | 100.00% | 0.07% |
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Once Upon a Farm institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of Once Upon a Farm. The most heavily invested institutionals were:
WESTWOOD HOLDINGS GROUP INC: 2.02 M
BAMCO INC /NY/: 1.75 M
MILLENNIUM MANAGEMENT LLC: 1.3 M
FMR LLC: 1.29 M
ALLIANCEBERNSTEIN L.P.: 1.28 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 722,581
42.27% of Once Upon a Farm stock is owned by institutional investors.
Institutional investors have bought a total of 16.54 M shares in the last 24 months. This purchase volume represents approximately $349.82 M in transactions.