Once Upon a Farm, PBC(OFRM)— Stock Profile, AI Score & Financials

Consumer Staples · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Once Upon a Farm, PBC (OFRM) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. OFRM is not currently included in 13F Pro's AI-ranked quality universe — below the main board's size threshold of $25m annual revenue or $100m total assets. this company reported $0.0m in revenue and is scored on the micro-cap board instead. Based on the latest XBRL financial filings (Q2 2026), Once Upon a Farm, PBC reports quarterly revenue of $85.4M, net income of $-5.0M, an operating margin of -6.6%. Top institutional holders of OFRM by reported 13-F value include MILLENNIUM MANAGEMENT, WESTWOOD GROUP, BAMCO, based on the most recent SEC filings. OFRM trades on the NYSE exchange and files with the SEC under CIK 1696556. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OFRM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Once Upon a Farm, PBC directly from SEC EDGAR.

Revenue

$85.4M

Net Income

$-5.0M

Free Cash Flow

$-6.0M

Operating Margin

-6.6%

Institutions holding OFRM

Institutional investors reporting a position in Once Upon a Farm, PBC on SEC Form 13F.
InstitutionSharesValueReported
MILLENNIUM MANAGEMENT2,056,490$42.1M2026-06-30
WESTWOOD GROUP1,970,867$40.4M2026-06-30
BAMCO1,752,844$35.9M2026-06-30
FMR1,266,126$25.9M2026-06-30
ALLIANCEBERNSTEIN L.P.1,557,280$25.5M2026-06-30
BlackRock859,180$17.6M2026-06-30
Nicholas Investment Partners784,166$16.1M2026-06-30
MASSACHUSETTS FINANCIAL SERVICES717,588$14.7M2026-06-30
FEDERATED HERMES600,000$12.3M2026-06-30
Alyeska Investment Group, L.P.500,000$10.2M2026-06-30
OFRM

Once Upon a Farm, PBC

OFRM
NYSESmall CapConsumer Staples

13F Pro Quality Score

Not in ranked universe

Below size threshold

Below the main board's size threshold of $25M annual revenue or $100M total assets. This company reported $0.0M in revenue and is scored on the micro-cap board instead.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$85.39M

Net Income

Q2 2026
EDGAR

$-4.95M

EPS (Diluted)

Q2 2026
EDGAR

$-0.12

Operating Margin

Q2 2026
EDGAR

-6.6%

ROIC

Q2 2026
EDGAR

-14.5%

Free Cash Flow

Q2 2026
EDGAR

$-6.00M

Top Institutional Holders

as of Q2 2026
$368.54M total

Financial Trends

Revenue & Net Income

Earnings Per Share

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