Calamos Advisors
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Calamos Advisors’s Once Upon a Farm PBC OFRM Stock Holding History

Calamos Advisors’s Portfolio OFRM Stock Details OFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-14,638
Closed -$300K – 1135
2026
Q2 		$300K Buy
+14,638
New +$240K ﹤0.01% 882

Other funds holding OFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Roubaix Capital
Roubaix Capital Denver, Colorado $253M AUM 28.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Calamos Advisors's OFRM Position: Q3 2026 in Review

Calamos Advisors sold out of Once Upon a Farm PBC (OFRM) in Q3 2026, closing a stake of 14,638 shares — an estimated $300K sold.

Calamos Advisors first reported a position in OFRM in Q2 2026 and held it in 1 quarter. The position peaked at $300K in Q2 2026. 54 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

  • Calamos Advisors reported no remaining Once Upon a Farm PBC position as of Q3 2026 after selling out during the quarter.
  • Calamos Advisors sold 14,638 Once Upon a Farm PBC shares in Q3 2026, an estimated $300K.
  • Calamos Advisors first reported a position in Once Upon a Farm PBC in Q2 2026 and held it in 1 quarter.
  • Calamos Advisors's Once Upon a Farm PBC position peaked at $300K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Calamos Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.