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Once Upon a Farm, PBC
American Food and Kindred Products company based in Berkeley. Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
Leadership
Who has led Once Upon a Farm, PBC, and when. Pick a name to see everywhere that person has worked.
Board members and other officers (10)
- Chief Innovation OfficerCassandra Nicole Curtis Feb 5, 2026 to now5
- Chief Accounting OfficerChris Folena Feb 5, 2026 to now6
- OfficerJohn M. Foraker Feb 5, 2026 to now7
- Board memberCassandra Nicole Curtis Feb 5, 2026 to now5
- Board memberDara Bazzano Feb 5, 2026 to now8
- Board memberJared Noah Jacobs Feb 5, 2026 to now9
- Board memberJohn M. Foraker Feb 5, 2026 to now7
- Board memberLarry Peiros Feb 5, 2026 to now10
- Board memberMegan Reimers Bent Feb 5, 2026 to now11
- Board memberWalter E. Robb Iv. Feb 5, 2026 to now12
Named in SEC Form D filings
People the company listed in its private-offering notices.
Former names
- Once Upon a Farm, LLCFeb 1, 2017 to Feb 24, 20202
Filings
67 filings to the SEC since October 2021: 1 annual reports, 2 quarterly reports, 7 major events, 37 insider forms, 7 large holders, 1 private raises, 12 other. The latest 20:
- Sep 16, 20264 EDGAR
- Sep 16, 20264 EDGAR
- Sep 16, 20264 EDGAR
- Aug 12, 20264 EDGAR
- Aug 12, 20264 EDGAR
- Aug 12, 20264 EDGAR
- Aug 12, 2026SCHEDULE 13G/A EDGAR
- Aug 6, 202610-Q EDGAR
- Aug 6, 20268-K EDGAR
- Aug 6, 20264 EDGAR
- Jun 11, 2026SCHEDULE 13G EDGAR
- May 27, 2026SCHEDULE 13G EDGAR
- May 15, 2026SCHEDULE 13G EDGAR
- May 15, 2026SCHEDULE 13G EDGAR
- May 15, 2026SCHEDULE 13G EDGAR
- May 7, 202610-Q EDGAR
- May 7, 20268-K EDGAR
- May 6, 20268-K EDGAR
- May 6, 20268-K EDGAR
- May 6, 20264 EDGAR
The 67 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
7 open-market trades by officers, directors and large owners since October 2021: 1 buys and 6 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Folena ChrisChief Accounting Officer | Sale | 662 | $16.98 | $11.2K | Form 4 |
| Sep 14, 2026 | Curtis Cassandra NicoleChief Innovation Officer | Sale | 68 | $16.98 | $1.2K | Form 4 |
| Sep 14, 2026 | Waldman Lawrence StevenSee Remarks | Sale | 1,102 | $16.98 | $18.7K | Form 4 |
| Aug 10, 2026 | Waldman Lawrence StevenSee Remarks | Sale | 1,206 | $18.01 | $21.7K | Form 4 |
| Aug 10, 2026 | Folena ChrisChief Accounting Officer | Sale | 724 | $18.01 | $13.0K | Form 4 |
| Aug 10, 2026 | Curtis Cassandra NicoleChief Innovation Officer | Sale | 75 | $18.01 | $1.4K | Form 4 |
| Feb 9, 2026 | ROBB WALTER E IVDirector | Buy | 5,555 | $18.00 | $100.0K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Westwood Holdings GroupSCHEDULE 13G/A, 2 filings May 27, 2026 to Aug 12, 202614
- INTEGRATED CORE STRATEGIES (US) LLCSCHEDULE 13G, 1 filing Jun 11, 202615
- CAVU Venture Partners II, LPSCHEDULE 13G, 1 filing May 15, 202616
- Jennifer Anne GarnerSCHEDULE 13G, 1 filing May 15, 202617
- John M. ForakerSCHEDULE 13G, 1 filing May 15, 202618
- S2G Investments, LLCSCHEDULE 13G, 1 filing Feb 11, 202619
Money raised
Private offerings the company reported to the SEC on Form D.
- Feb 28, 2022Raised $44 million in a private offering of securities Form D: $52.1 million offered in all Form D
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 95. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Millennium Management LLC | 2,056,490 | $42.1M | 0.0% | +756,031 |
| Westwood Holdings Group Inc | 1,970,867 | $40.4M | 0.3% | −49,875 |
| Bamco Inc /ny/ | 1,752,844 | $35.9M | 0.1% | +2,986 |
| Fmr LLC | 1,266,126 | $25.9M | 0.0% | −20,074 |
| Alliancebernstein L.P. | 1,557,280 | $25.5M | 0.0% | +279,316 |
| BlackRock, Inc. | 859,180 | $17.6M | 0.0% | +595,571 |
| Nicholas Investment Partners, LP | 784,166 | $16.1M | 1.0% | +573,285 |
| Massachusetts Financial Services Co /ma/ | 717,588 | $14.7M | 0.0% | −4,993 |
| Federated Hermes, Inc. | 600,000 | $12.3M | 0.0% | No change |
| Alyeska Investment Group, L.P. | 500,000 | $10.2M | 0.0% | No change |
| Vanguard Capital Management LLC | 466,430 | $9.6M | 0.0% | +9,531 |
| Jupiter Topco LLC | 462,282 | $9.5M | 0.0% | New |
| Hood River Capital Management LLC | 380,434 | $7.8M | 0.1% | −37,697 |
| 12 West Capital Management LP | 365,000 | $7.5M | 1.4% | No change |
| Nuveen, LLC | 335,622 | $6.9M | 0.0% | New |
| UBS Group AG | 327,372 | $6.7M | 0.0% | +38,506 |
| Norges Bank | 325,000 | $6.7M | 0.0% | New |
| Geode Capital Management, LLC | 302,536 | $6.2M | 0.0% | +179,132 |
| Next Century Growth Investors LLC | 296,084 | $6.1M | 0.3% | +58,025 |
| Silvercrest Asset Management Group LLC | 269,703 | $5.5M | 0.0% | New |
| Legato Capital Management LLC | 170,852 | $3.5M | 0.3% | +129,707 |
| State Street Corp | 165,782 | $3.4M | 0.0% | +122,782 |
| State Of Wisconsin Investment Board | 152,332 | $3.1M | 0.0% | +6,932 |
| Emerald Mutual Fund Advisers Trust | 129,422 | $2.7M | 0.1% | −82,825 |
| Lazard Asset Management LLC | 125,394 | $2.6M | 0.0% | −116,253 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 7SEC EDGARJohn M. Foraker, Officer
- 8SEC EDGARDara Bazzano, Board member
- 9SEC EDGARJared Noah Jacobs, Board member
- 10SEC EDGARLarry Peiros, Board member
- 11SEC EDGARMegan Reimers Bent, Board member
- 12SEC EDGARWalter E. Robb Iv., Board member
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