Once Upon a Farm, PBC(OFRM)Stock Analysis
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Quality rankings require at least $50M annual revenue or $250M total assets to filter out micro-caps and shell companies. This company reported $0.0M in revenue.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
OFRM Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Once Upon a Farm, PBC (OFRM), a Consumer Staples sector company. OFRM is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least $50m annual revenue or $250m total assets to filter out micro-caps and shell companies. this company reported $0.0m in revenue. Based on the latest XBRL financial filings (Q1 2026), Once Upon a Farm, PBC reports quarterly revenue of $72.7M, net income of $-15.8M, free cash flow of $-14.3M. Top institutional holders of OFRM by reported 13-F value include WESTWOOD HOLDINGS GROUP, BAMCO /NY/, MILLENNIUM MANAGEMENT, 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
Q1 2026
$72.7M
Net Income
Q1 2026
$-15.8M
Free Cash Flow
Q1 2026
$-14.3M
ROIC
Q1 2026
-10.2%
AI Insight: OFRM Financial Trends
Single-quarter snapshot shows $73M revenue but significant losses across profitability metrics with negative operating cash flow.
• Revenue of $73M in Q1 2026 with operating loss of $16M indicating negative operating margins.
• Operating cash flow negative at $13M outflow in Q1 2026.
⚠ Path to profitability unclear with operating income matching net income at negative $16M.
⚠ Debt-to-equity ratio at 11% provides financial flexibility but cash burn requires monitoring.
AI Insight: OFRM Ratio Trends
Single quarter of data shows OFRM posting severe losses with -21.7% net profit margin and -40.1% ROE.
• Operating margin of -22.2% in Q1 2026 indicates significant operational challenges.
• Net profit margin of -21.7% reflects substantial losses relative to revenue.
⚠ Return on equity of -40.1% signals poor capital efficiency and shareholder value destruction.
⚠ Low debt-to-equity ratio of 0.11 provides financial flexibility despite current losses.
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Available Research
13F Pro tracks comprehensive data for Once Upon a Farm, PBC including:
Top Institutional Holders of OFRM
WESTWOOD HOLDINGS GROUP INC
$33.0M2,020,742 shBAMCO INC /NY/
$28.6M1,749,858 shMILLENNIUM MANAGEMENT LLC
$21.3M1,300,459 shFMR LLC
$21.0M1,286,200 shALLIANCEBERNSTEIN L.P.
$20.9M1,277,964 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$11.8M722,581 shFEDERATED HERMES, INC.
$9.8M600,000 shAlyeska Investment Group, L.P.
$8.2M500,000 shMANUFACTURERS LIFE INSURANCE COMPANY, THE
$8.0M486,640 shVANGUARD CAPITAL MANAGEMENT LLC
$7.5M456,899 sh
| Fund | Value | Shares |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | $33.0M | 2,020,742 |
| BAMCO INC /NY/ | $28.6M | 1,749,858 |
| MILLENNIUM MANAGEMENT LLC | $21.3M | 1,300,459 |
| FMR LLC | $21.0M | 1,286,200 |
| ALLIANCEBERNSTEIN L.P. | $20.9M | 1,277,964 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $11.8M | 722,581 |
| FEDERATED HERMES, INC. | $9.8M | 600,000 |
| Alyeska Investment Group, L.P. | $8.2M | 500,000 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.0M | 486,640 |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.5M | 456,899 |
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Popular Research
Is OFRM a good stock to buy?
13F Pro's AI-powered analysis of Once Upon a Farm, PBC (OFRM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OFRM are available on the OFRM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own OFRM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OFRM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Once Upon a Farm, PBC's investment landscape.