Polen Capital Management
OFRM

Polen Capital Management’s Once Upon a Farm PBC OFRM Stock Holding History

Polen Capital Management’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 		– Sell
-40,631
Closed -$664K – 289
2026
Q1 		$664K Buy
+40,631
New +$836K ﹤0.01% 170

Other funds holding OFRM

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WHG
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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.78B AUM 114.03% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Polen Capital Management's OFRM Position: Q2 2026 in Review

Polen Capital Management sold out of Once Upon a Farm PBC (OFRM) in Q2 2026, closing a stake of 40,631 shares — an estimated $664K sold.

Polen Capital Management first reported a position in OFRM in Q1 2026 and held it in 1 quarter. The position peaked at $664K in Q1 2026. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Polen Capital Management reported no remaining Once Upon a Farm PBC position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 40,631 Once Upon a Farm PBC shares in Q2 2026, an estimated $664K.
  • Polen Capital Management first reported a position in Once Upon a Farm PBC in Q1 2026 and held it in 1 quarter.
  • Polen Capital Management's Once Upon a Farm PBC position peaked at $664K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.