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Once Upon a Farm, PBC

OFRM on NYSE. Once Upon a Farm, PBC's products and customers cannot be determined from the provided text. Market value $685m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

Nothing stands out yet.

What to watch out for

See Everyday goods stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
n/a

We could not compute this from the filings.

Price to profit
n/a

The filings do not give us enough to work this out.

Return on capital
n/a

The filings do not give us enough to work this out.

Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.

$16.73 a share, 19% above its 1-year low

Over the past year the price has ranged from $14.00 to $27.00.

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

Five-year fundamentals are not available yet.

Health checks

  • Free cash flow positiveNot enough data
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)Not enough data
  • Profit backed by cash (accruals)Not enough data
  • DebtUnknown
  • Revenue growth, five yearsUnknown

Dates

Next results (estimated)
n/a
Last annual report (10-K)
16 March 2026
Next quarterly (estimated, 10-Q)
5 November 2026

Who owns it

None of the long-term investors we follow own it. 95 funds in all.

Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

6 investors own more than 5%.

  • CAVU Venture Partners II, LP
    Passive investor
    at least 17.7%
    (filed with 3 related holders)
    Since 31 March 2026
  • S2G Investments, LLC
    Passive investor
    14.0%
    Since 5 February 2026
  • Garner Jennifer Anne
    Passive investor
    7.1%
    Since 31 March 2026
  • Foraker John M.
    Passive investor
    6.5%
    Since 31 March 2026
  • Millennium Management LLC
    Passive investor
    at least 5.4%
    (filed with 3 related holders)
    Since 4 June 2026
  • n/a
    Since 24 June 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $99,990 of shares on the open market. 3 sold $67,217.

  • Folena Chris
    Chief Accounting Officer
    Sold
    Date
    14 September 2026
    Shares
    662
    Price
    $16.98
    Value
    $11,241
  • Curtis Cassandra Nicole
    Chief Innovation Officer, Director
    Sold
    Date
    14 September 2026
    Shares
    68
    Price
    $16.98
    Value
    $1,155
  • Waldman Lawrence Steven
    See Remarks
    Sold
    Date
    14 September 2026
    Shares
    1,102
    Price
    $16.98
    Value
    $18,712
  • Waldman Lawrence Steven
    See Remarks
    Sold
    Date
    10 August 2026
    Shares
    1,206
    Price
    $18.01
    Value
    $21,720
  • Folena Chris
    Chief Accounting Officer
    Sold
    Date
    10 August 2026
    Shares
    724
    Price
    $18.01
    Value
    $13,039
  • Curtis Cassandra Nicole
    Chief Innovation Officer, Director
    Sold
    Date
    10 August 2026
    Shares
    75
    Price
    $18.01
    Value
    $1,351
  • ROBB WALTER E IV
    Director
    Bought
    Date
    9 February 2026
    Shares
    5,555
    Price
    $18.00
    Value
    $99,990

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 16 Mar 2026, plus the 10-Q filed 6 Aug 2026 and 4 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.