NIP
OFRM

Nicholas Investment Partners’s Once Upon a Farm PBC OFRM Stock Holding History

Nicholas Investment Partners’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
Q2 		$16.1M Buy
784,166
+573,285
+272% +$9.39M 0.9% 34
2026
Q1 		$3.45M Buy
+210,881
New +$4.34M 0.25% 127

Other funds holding OFRM

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Nicholas Investment Partners's OFRM Position: Q2 2026 in Review

Nicholas Investment Partners increased its Once Upon a Farm PBC (OFRM) stake by 272% in Q2 2026, buying an estimated $9.39M and bringing the position to 784,166 shares worth $16.1M. The position accounts for 0.9% of the portfolio, ranked #34.

Nicholas Investment Partners first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Nicholas Investment Partners held 784,166 shares of Once Upon a Farm PBC worth $16.1M as of Q2 2026.
  • Nicholas Investment Partners bought 573,285 Once Upon a Farm PBC shares in Q2 2026, an estimated $9.39M.
  • Once Upon a Farm PBC made up 0.9% of Nicholas Investment Partners's portfolio in Q2 2026, its #34 holding.
  • Nicholas Investment Partners first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.