undamentalytics Newsletter

Once Upon A Farm, PBC: which funds bought and sold

Institutions that bought and sold Once Upon A Farm shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 57 institutions that filed 13F reports for both quarters added to or opened positions in Once Upon A Farm, and 42 cut or closed them. Together they added a net 843K shares, +5.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 693K shares (−5.9%); index fund managers were net buyers of 1.1M shares (+104.7%). 28 opened a new position and 23 sold out entirely.

Bought, Q2 2026 57 institutions, 28 of them new holders Sold, Q2 2026 42 institutions, 23 of them sold out
Net change, all compared +843K shares (+5.1%)
Net change, active managers −693K shares (−5.9%), 8 bought, 16 sold

Buyers versus sellers

institutions compared, 115
Active managers and hedge funds 8 bought · 16 sold · −693K
Index fund managers 9 bought · 0 sold · +1.1M
Other institutions 40 bought · 26 sold · +426K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +756K +58.1% 2.1M $42.1M
Blackrock, Inc. Index funds +596K +225.9% 859K $17.6M
Nicholas Investment Partners, LP +573K +271.9% 784K $16.1M
Nuveen, LLC +336K New position 336K $6.9M
Alliancebernstein L.P. Active manager +279K +21.9% 1.6M $25.5M
Silvercrest Asset Management Group LLC +270K New position 270K $5.5M
Geode Capital Management, LLC Index funds +179K +145.2% 303K $6.2M
State Street Corp Index funds +123K +285.5% 166K $3.4M
Tudor Investment Corp Et Al Hedge fund +104K New position 104K $2.1M
Lisanti Capital Growth, LLC +81K New position 81K $1.7M
Vanguard Portfolio Management LLC Index funds +78K +859.9% 87K $1.8M
Northern Trust Corp Index funds +76K +313.0% 100K $2.1M
New York State Common Retirement Fund +75K +220.0% 109K $2.2M
Next Century Growth Investors LLC +58K +24.4% 296K $6.1M
Xtx Topco Ltd +51K +147.9% 85K $1.7M
UBS Group AG +39K +13.3% 327K $6.7M
Bank Of New York Mellon Corp +38K New position 38K $780,805
Susquehanna International Group, LLP +35K New position 35K $718,602
Charles Schwab Investment Management Inc Index funds +31K +44.2% 100K $2.1M
Blair William & Co +27K New position 27K $545,608

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Manufacturers Life Insurance Company, The −487K Sold out 0 —
Citadel Advisors LLC Hedge fund −434K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −336K −92.9% 26K $525,005
Emerald Advisers, LLC −314K −90.6% 32K $663,572
Exoduspoint Capital Management, LP Hedge fund −245K Sold out 0 —
Marshall Wace, LLP Hedge fund −224K Sold out 0 —
Soros Fund Management LLC Hedge fund −150K Sold out 0 —
Lazard Asset Management LLC Active manager −116K −48.1% 125K $2.6M
Squarepoint Ops LLC Hedge fund −103K Sold out 0 —
Longaeva Partners L.P. −100K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −88K −53.9% 75K $1.5M
Emerald Mutual Fund Advisers Trust −83K −39.0% 129K $2.7M
Bank Of America Corp −62K −86.1% 9,976 $204,309
Goldman Sachs Group Inc −61K Sold out 0 —
Westwood Holdings Group Inc Active manager −50K −2.5% 2.0M $40.4M
Polen Capital Management LLC Active manager −41K Sold out 0 —
Hood River Capital Management LLC −38K −9.0% 380K $7.8M
Davenport & Co LLC −33K Sold out 0 —
Axq Capital, LP −26K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −25K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Nuveen, LLC 336K $6.9M
Silvercrest Asset Management Group LLC 270K $5.5M
Tudor Investment Corp Et AlHedge fund 104K $2.1M
Lisanti Capital Growth, LLC 81K $1.7M
Bank Of New York Mellon Corp 38K $780,805
Susquehanna International Group, LLP 35K $718,602
Blair William & Co 27K $545,608
Calamos Advisors LLCActive manager 15K $299,786
Rhumbline AdvisersIndex funds 14K $292,062
Citigroup Inc 11K $231,608

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Manufacturers Life Insurance Company, The 487K $8M
Citadel Advisors LLCHedge fund 434K $7.1M
Exoduspoint Capital Management, LPHedge fund 245K $4M
Marshall Wace, LLPHedge fund 224K $3.7M
Soros Fund Management LLCHedge fund 150K $2.5M
Squarepoint Ops LLCHedge fund 103K $1.7M
Longaeva Partners L.P. 100K $1.6M
Goldman Sachs Group Inc 61K $996,304
Polen Capital Management LLCActive manager 41K $664,317
Davenport & Co LLC 33K $533,746

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
94
Ten largest holders
66.7%
of 13F-reported shares
Index fund managers
12.0%
of 13F-reported shares
Active managers and hedge funds
60.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 8 16 4 9 −693K −5.9%
Index fund managers 9 0 1 0 +1.1M +104.7%
Other institutions 40 26 23 14 +426K +11.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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