Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Once Upon A Farm Pbc (OFRM)

95 + Investors. Track Smart Money conviction in OFRM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — OFRM

Based on 97 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added OFRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
97 hedge funds hold OFRM right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟡

Slight buying edge — 56% buying

62 buying49 selling
Last quarter: 62 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +34% but shares only +9% — price-driven

Value
+34%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 101 current holders: 101 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
27 of 95 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in OFRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OFRM

In 2026 Q2, 62 hedge funds were net buyers of OFRM (30 opened a new position, 32 added to an existing one), while 49 reduced or exited (22 trimmed, 27 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 43% of total institutional value in OFRM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 97.

Hedge Fund Ownership: OFRM

How many hedge funds hold OFRM — quarterly history vs. share price
Quarterly hedge fund ownership of OFRM vs. share price

Market Analysis: OFRM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OFRM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: OFRM
2026 Q3 Stats Unlock in 4 days 95 + Investors

Track Smart Money conviction in OFRM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 95 94 1.06%
13F Shares 18M 17M 9.17%
Total Value $371M $276M 34.38%
New Positions 30 94 -64
Increased Positions 32 0 +32
Closed Positions 27 0 +27
Reduced Positions 20 0 +20
Total Calls 3 2 50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: OFRM

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q3)

95 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OFRM. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 OFRM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roubaix Capital, LLC 1.38% 220,734 $3.5M
2 Centric Wealth Management 0.20% 128,206 $1.3M
3 CenterBook Partners LP 0.19% 265,762 $4.2M
4 1492 Capital Management LLC 0.16% 30,841 $486K
5 Legato Capital Management LLC 0.16% 109,464 $1.7M
6 Next Century Growth Investors LLC 0.11% 108,899 $1.7M
7 Emerald Mutual Fund Advisers Trust 0.06% 100,000 $1.6M
8 1620 Investment Advisors, INC. 0.06% 5,633 $89K
9 Burling Wealth Partners, LLC 0.05% 23,087 $364K
10 Inspire Investing, LLC 0.03% 40,516 $638K
11 Emerald Advisers, LLC 0.02% 45,305 $714K
12 Kornitzer Capital Management Inc /Ks 0.01% 45,531 $717K
13 Federated Hermes, INC. 0.01% 600,000 $9.4M
14 Ares Financial Consulting, LLC 0.01% 1,200 $19K
15 Quent Capital, LLC 0.01% 20,000 $185K
16 Berger Financial Group, Inc 0.01% 11,707 $184K
17 Brown Brothers Harriman & Co 0.01% 100,500 $1.6M
18 Gateway Investment Advisers LLC 0.01% 46,002 $725K
19 Pathstone Holdings, LLC 0.01% 131,462 $2.1M
20 Quantbot Technologies LP 0.00% 7,066 $111K
21 Massachusetts Financial Services Co /Ma/ 0.00% 598,787 $9.4M
22 Marshall Wace, LLP 0.00% 194,244 $3.1M
23 Squarepoint Ops LLC 0.00% 122,399 $1.9M
24 Blair William & Co/Il 0.00% 42,839 $675K
25 Private Advisor Group, LLC 0.00% 25,352 $399K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Once Upon A Farm Pbc (OFRM)

What does the Smart Money Trend signal show for OFRM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OFRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OFRM?

Slight buying edge — 56% buying: Last quarter: 62 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OFRM holders?

Elite ownership — 43% AUM from top-100 funds: 27 of 95 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in OFRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OFRM?

Mostly new holders — 98% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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