As of the latest SEC filings, Once Upon a Farm, PBC (OFRM) is held by 42 institutional funds. The largest fund shareholder is BARON SMALL CAP FUND (BSCUX), holding an estimated $24,525,000.00 in market value, representing 0.91% of its portfolio.
Funds holding Once Upon a Farm, PBC (OFRM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OFRM
- CIK:
- 0001696556
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BSCUX
BARON SMALL CAP FUND
|
MF | Independent / Boutique | 0.91% | $24,525,000.00 | 1,500,000 | Mar 31, 2026 | May 22, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 0.54% | $11,247,403.53 | 484,593 | Feb 28, 2026 | Apr 24, 2026 |
|
QUAZX
AB Small Cap Growth Portfolio
|
MF | Independent / Boutique | 0.34% | $9,912,469.50 | 649,998 | Apr 30, 2026 | Jun 24, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.11% | $9,351,300.00 | 613,200 | Apr 30, 2026 | Jun 26, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.32% | $9,150,000.00 | 600,000 | Apr 30, 2026 | Jun 23, 2026 |
|
WHGAX
WESTWOOD QUALITY SMALLCAP FUND
|
MF | Independent / Boutique | 0.85% | $7,703,552.75 | 505,151 | Apr 30, 2026 | Jun 25, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.20% | $6,136,351.20 | 375,312 | Mar 31, 2026 | May 29, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.15% | $5,784,248.75 | 379,295 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,302,419.45 | 324,307 | Mar 31, 2026 | May 28, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.11% | $4,713,775.00 | 309,100 | Apr 30, 2026 | Jun 26, 2026 |
|
-
JNL Multi-Manager Small Cap Growth Fund
|
ETF | Independent / Boutique | 0.20% | $4,082,496.90 | 249,694 | Mar 31, 2026 | May 28, 2026 |
|
PGRTX
SmallCap Growth Fund I
|
MF | Independent / Boutique | 0.17% | $4,012,747.75 | 263,131 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Small Cap Core Fund
|
ETF | John Hancock | 0.17% | $3,400,673.75 | 222,995 | Apr 30, 2026 | Jun 25, 2026 |
|
-
MFS New Discovery Series
|
ETF | Independent / Boutique | 0.36% | $2,585,490.90 | 158,134 | Mar 31, 2026 | May 26, 2026 |
|
HRNOX
Hood River New Opportunities Fund
|
MF | Independent / Boutique | 0.33% | $2,165,671.95 | 132,457 | Mar 31, 2026 | May 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,975,325.25 | 120,815 | Mar 31, 2026 | May 28, 2026 |
|
FFGRX
Emerald Growth Fund
|
MF | Independent / Boutique | 0.14% | $1,973,685.50 | 129,422 | Apr 30, 2026 | Jun 22, 2026 |
|
BRSDX
MFS Blended Research Small Cap Equity Fund
|
MF | Independent / Boutique | 0.60% | $1,938,684.88 | 83,528 | Feb 28, 2026 | Apr 24, 2026 |
|
FNIAX
Fidelity Advisor New Insights Fund
|
MF | Fidelity | 0.01% | $1,855,725.00 | 113,500 | Mar 31, 2026 | May 26, 2026 |
|
BILPX
BlackRock Event Driven Equity Fund
|
MF | BlackRock / iShares | 0.03% | $1,565,491.29 | 67,449 | Feb 27, 2026 | Apr 24, 2026 |
|
-
VIP Contrafund Portfolio
|
ETF | Independent / Boutique | 0.00% | $1,275,300.00 | 78,000 | Mar 31, 2026 | May 26, 2026 |
|
TSVCX
Timothy Plan Small Cap Value Fund
|
MF | Independent / Boutique | 0.74% | $1,229,748.90 | 75,214 | Mar 31, 2026 | May 27, 2026 |
|
JAHBX
Small Cap Core Trust
|
MF | John Hancock | 0.36% | $1,041,135.30 | 63,678 | Mar 31, 2026 | May 29, 2026 |
|
FVWSX
Fidelity Series Opportunistic Insights Fund
|
MF | Fidelity | 0.01% | $1,023,510.00 | 62,600 | Mar 31, 2026 | May 26, 2026 |
|
NPSGX
NICHOLAS PARTNERS SMALL CAP GROWTH FUND
|
MF | Independent / Boutique | 0.61% | $908,716.65 | 55,579 | Mar 31, 2026 | Jun 1, 2026 |
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