STOCK TITAN

Westwood Management (NASDAQ: OFRM) holds 2.12M shares of Once Upon a Farm

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Once Upon a Farm, PBC Schedule 13G shows Westwood Management Corporation beneficially owns 2,116,360 shares of Common Stock, representing 5.05% of the class. The filing lists sole voting power for 1,555,461 shares and was signed on 05/27/2026.

Positive

  • None.

Negative

  • None.

Insights

Westwood reports a passive >5% stake in Once Upon a Farm.

The filing lists 2,116,360 shares as beneficially owned and a 5.05% stake. As a Schedule 13G, this typically indicates passive institutional ownership rather than an activist intent.

Watch future filings for any change to a Schedule 13D or additional disclosures; timing of any transactions is not shown in the excerpt.

Voting and dispositive split is documented in the filing.

The filing specifies sole voting power of 1,555,461 shares and sole dispositive power of 2,116,192 shares, with minimal shared powers. These figures define who can vote or dispose of the shares listed.

Subsequent filings will show if Westwood changes its ownership classification or voting intentions.

Beneficially owned 2,116,360 shares Amount beneficially owned as reported in Item 4
Percent of class 5.05% Percent of class reported in Item 4
Sole voting power 1,555,461 shares Sole power to vote listed in Item 4(c)(i)
Sole dispositive power 2,116,192 shares Sole power to dispose listed in Item 4(c)(iii)
Schedule 13G regulatory
"Once Upon a Farm, PBC — form_type: SCHEDULE 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Amount beneficially owned: 2116360"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Dispositive Power regulatory
"Sole power to dispose or to direct the disposition of: 2116192"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does Westwood's Schedule 13G filing for OFRM disclose?

It discloses 2,116,360 shares beneficially owned, equal to 5.05% of Once Upon a Farm's common stock. The filing also lists voting and dispositive powers and is signed on 05/27/2026.

Does the Schedule 13G indicate Westwood is an active investor in OFRM?

A Schedule 13G typically indicates passive institutional ownership, not activist intent. The filing here reports a 5.05% stake; it does not state activist plans or voting agreements.

How many shares does Westwood have the sole right to vote for OFRM?

The filing shows sole voting power for 1,555,461 shares. It separately reports shared voting power of 168 shares and sole dispositive power for 2,116,192 shares.

When was the Schedule 13G for OFRM signed and filed?

The signature block shows the filing was signed by an Associate Compliance Officer on 05/27/2026. The issuer CUSIP is 68237F108 and the filing names Westwood Management Corporation as filer.





68237F108

(CUSIP Number)
05/20/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



WESTWOOD HOLDINGS GROUP INC
Signature:Carl N. Cochran
Name/Title:Associate Compliance Officer
Date:05/27/2026