Emerald Advisers
OFRM icon

Emerald Advisers’s Once Upon a Farm PBC OFRM Stock Holding History

Emerald Advisers’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 		$714K Buy
45,305
+12,904
+40% +$221K 0.02% 162
2026
Q2 		$664K Sell
32,401
-313,688
-91% -$5.14M 0.02% 168
2026
Q1 		$5.66M Buy
+346,089
New +$7.12M 0.18% 116

Other funds holding OFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Emerald Advisers's OFRM Position: Q3 2026 in Review

Emerald Advisers increased its Once Upon a Farm PBC (OFRM) stake by 40% in Q3 2026, buying an estimated $221K and bringing the position to 45,305 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #162.

Emerald Advisers first reported a position in OFRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.66M in Q1 2026. 85 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

  • Emerald Advisers held 45,305 shares of Once Upon a Farm PBC worth $714K as of Q3 2026.
  • Emerald Advisers bought 12,904 Once Upon a Farm PBC shares in Q3 2026, an estimated $221K.
  • Once Upon a Farm PBC made up 0.02% of Emerald Advisers's portfolio in Q3 2026, its #162 holding.
  • Emerald Advisers first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 3 quarters since.
  • Emerald Advisers's Once Upon a Farm PBC position peaked at $5.66M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Emerald Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.