Funds holding Once Upon a Farm PBC
ISIN US68237F1084 · United States
- Fund holders
- 41
- Of which ETFs
- 1 40 other funds
- Value held
- 127.9M $
- Share of capital
- 18.6 % of 42M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,500,000 | 24.5M $ | 0.91 % | 3.57 % | as of Mar 31, 2026 ↗ |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 649,998 | 9.9M $ | 0.34 % | 1.55 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 613,200 | 9.4M $ | 0.11 % | 1.46 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 600,000 | 9.2M $ | 0.32 % | 1.43 % | as of Apr 30, 2026 ↗ |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 505,151 | 7.7M $ | 0.85 % | 1.20 % | as of Apr 30, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 484,593 | 11.2M $ | 0.54 % | 1.15 % | as of Feb 28, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 379,295 | 5.8M $ | 0.15 % | 0.90 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 375,312 | 6.1M $ | 0.20 % | 0.89 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 324,307 | 5.3M $ | 0.00 % | 0.77 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 309,100 | 4.7M $ | 0.11 % | 0.74 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 263,131 | 4M $ | 0.17 % | 0.63 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 249,694 | 4.1M $ | 0.20 % | 0.59 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 222,995 | 3.4M $ | 0.17 % | 0.53 % | as of Apr 30, 2026 ↗ |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 158,134 | 2.6M $ | 0.37 % | 0.38 % | as of Mar 31, 2026 ↗ |
| Hood River New Opportunities Fund Manager Directed Portfolios | 132,457 | 2.2M $ | 0.33 % | 0.32 % | as of Mar 31, 2026 ↗ |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 129,422 | 2M $ | 0.14 % | 0.31 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 120,815 | 2M $ | 0.00 % | 0.29 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 113,500 | 1.9M $ | 0.01 % | 0.27 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 83,528 | 1.9M $ | 0.60 % | 0.20 % | as of Feb 28, 2026 ↗ |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 78,000 | 1.3M $ | 0.00 % | 0.19 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 75,214 | 1.2M $ | 0.74 % | 0.18 % | as of Mar 31, 2026 ↗ |
| BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 67,449 | 1.6M $ | 0.03 % | 0.16 % | as of Feb 27, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 63,678 | 1M $ | 0.36 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 62,600 | 1M $ | 0.01 % | 0.15 % | as of Mar 31, 2026 ↗ |
| NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III | 55,579 | 908.7K $ | 0.61 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 48,665 | 795.7K $ | 1.30 % | 0.12 % | as of Mar 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 32,913 | 538.1K $ | 0.20 % | 0.08 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 21,829 | 356.9K $ | 0.45 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 21,222 | 347K $ | 1.07 % | 0.05 % | as of Mar 31, 2026 ↗ |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 11,434 | 186.9K $ | 0.39 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,898 | 183.3K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 7,548 | 123.4K $ | 0.92 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,000 | 106.8K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,115 | 100K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 5,779 | 94.5K $ | 1.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,662 | 92.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 4,207 | 68.8K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 1,394 | 21.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 786 | 18.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 239 | 5.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 154 | 3.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Buffalo Early Stage Growth Fund Buffalo Funds | 1.30 % | as of Mar 31, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 1.07 % | as of Mar 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 1.07 % | as of Mar 31, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 0.92 % | as of Mar 31, 2026 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.91 % | as of Mar 31, 2026 ↗ |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 0.85 % | as of Apr 30, 2026 ↗ |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 0.74 % | as of Mar 31, 2026 ↗ |
| NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III | 0.61 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 0.60 % | as of Feb 28, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 0.54 % | as of Feb 28, 2026 ↗ |
Institutional managers
90 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 2,020,742 | 33M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 1,749,858 | 28.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,300,459 | 21.3M $ | as of Mar 31, 2026 |
| FMR LLC | 1,286,200 | 21M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,277,964 | 20.9M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 722,581 | 11.8M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 600,000 | 9.8M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 500,000 | 8.2M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 486,640 | 8M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 445,999 | 7.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 433,889 | 7.1M $ | as of Mar 31, 2026 |
| Hood River Capital Management LLC | 418,131 | 6.8M $ | as of Mar 31, 2026 |
| 12 West Capital Management LP | 365,000 | 6M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 361,640 | 5.9M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 346,089 | 5.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 288,866 | 4.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 263,609 | 4.3M $ | as of Mar 31, 2026 |
| ExodusPoint Capital Management, LP | 244,910 | 4M $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 241,647 | 4M $ | as of Mar 31, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | 238,059 | 3.9M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 223,931 | 3.7M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 212,247 | 3.5M $ | as of Mar 31, 2026 |
| Nicholas Investment Partners, LP | 210,881 | 3.4M $ | as of Mar 31, 2026 |
| Schonfeld Strategic Advisors LLC | 162,523 | 2.7M $ | as of Mar 31, 2026 |
| SOROS FUND MANAGEMENT LLC | 150,000 | 2.5M $ | as of Mar 31, 2026 |
Declared shareholders of Once Upon a Farm PBC
There are 5 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| CAVU Venture Partners II, LP and 3 others | 17.70 % | 7,411,502 | as of Mar 31, 2026 · SCHEDULE 13G |
| Garner Jennifer Anne | 7.10 % | 3,057,280 | as of Mar 31, 2026 · SCHEDULE 13G |
| Foraker John M. | 6.50 % | 2,762,546 | as of Mar 31, 2026 · SCHEDULE 13G |
| Integrated Core Strategies (US) LLC and 3 others | 5.40 % | 2,262,211 | as of Jun 4, 2026 · SCHEDULE 13G |
| WESTWOOD HOLDINGS GROUP INC | 5.10 % | 2,116,360 | as of May 20, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Once Upon a Farm PBC". https://titelia.com/en/stocks/once-upon-a-farm-pbc-US68237F1084