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Free · no sign-up · Q2 2026

Which funds own FRPT

Freshpet Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $92m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
5
at least, of 91 current
Combined value
$92m
as reported
Opened
2
new this quarter
Added to
2
already held
Trimmed or sold out
5
5 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Artisan Partners LP
Long-only · $63.1bn book
$35m0.1%592,725+$17m+293,811Added
Engaged Capital LLC
Activist · $327m book
$29m8.8%484,741opened484,741New
Davidson Kempner Capital Management LP
Long/short equity · $8.4bn book
$13m0.1%211,400unchanged0Held
Oaktree Capital Management LP
Activist · $7.2bn book
$9.2m0.1%7,913,000opened7,913,000New
Winton Group Ltd
Quantitative · $3.1bn book
$6.9m0.2%116,816+$5.7m+95,806Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 11 of the 95 managers whose filings are on file listed FRPT in Q2 2026, against 2 in Q4 2014. 3 managers fewer than in Q1 2026: 2 started positions; 1 listed it again; 3 sold out, by their own filings; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
01020Q4 2014: 2Q1 2015: 215Q2 2015: 1Q3 2015: 2Q4 2015: 2Q1 2016: 116Q1 2018: 118Q2 2018: 2Q3 2018: 2Q4 2018: 3Q1 2019: 719Q2 2019: 7Q3 2019: 5Q4 2019: 4Q1 2020: 520Q2 2020: 5Q3 2020: 7Q4 2020: 5Q1 2021: 821Q2 2021: 10Q3 2021: 13Q4 2021: 11Q1 2022: 1222Q2 2022: 10Q3 2022: 13Q4 2022: 11Q1 2023: 1223Q2 2023: 9Q3 2023: 13Q4 2023: 11Q1 2024: 1324Q2 2024: 17Q3 2024: 14Q4 2024: 20Q1 2025: 1025Q2 2025: 11Q3 2025: 7Q4 2025: 9Q1 2026: 1426Q2 2026: 11
  • Q4 2014: 2
  • Q1 2015: 2
  • Q2 2015: 1
  • Q3 2015: 2
  • Q4 2015: 2
  • Q1 2016: 1
  • Q1 2018: 1
  • Q2 2018: 2
  • Q3 2018: 2
  • Q4 2018: 3
  • Q1 2019: 7
  • Q2 2019: 7
  • Q3 2019: 5
  • Q4 2019: 4
  • Q1 2020: 5
  • Q2 2020: 5
  • Q3 2020: 7
  • Q4 2020: 5
  • Q1 2021: 8
  • Q2 2021: 10
  • Q3 2021: 13
  • Q4 2021: 11
  • Q1 2022: 12
  • Q2 2022: 10
  • Q3 2022: 13
  • Q4 2022: 11
  • Q1 2023: 12
  • Q2 2023: 9
  • Q3 2023: 13
  • Q4 2023: 11
  • Q1 2024: 13
  • Q2 2024: 17
  • Q3 2024: 14
  • Q4 2024: 20
  • Q1 2025: 10
  • Q2 2025: 11
  • Q3 2025: 7
  • Q4 2025: 9
  • Q1 2026: 14
  • Q2 2026: 11
Their combined reported value
$0$592m$1bnQ4 2014: $33mQ1 2015: $40m15Q2 2015: $45mQ3 2015: $33mQ4 2015: $28mQ1 2016: $720k16Q1 2018: $1.1m18Q2 2018: $58mQ3 2018: $67mQ4 2018: $2.7mQ1 2019: $98m19Q2 2019: $46mQ3 2019: $128mQ4 2019: $164mQ1 2020: $225m20Q2 2020: $299mQ3 2020: $400mQ4 2020: $449mQ1 2021: $937m21Q2 2021: $1.1bnQ3 2021: $1.1bnQ4 2021: $759mQ1 2022: $996m22Q2 2022: $301mQ3 2022: $389mQ4 2022: $506mQ1 2023: $803m23Q2 2023: $823mQ3 2023: $795mQ4 2023: $932mQ1 2024: $1.0bn24Q2 2024: $1.2bnQ3 2024: $992mQ4 2024: $1.1bnQ1 2025: $537m25Q2 2025: $456mQ3 2025: $314mQ4 2025: $358mQ1 2026: $670m26Q2 2026: $719m
  • Q4 2014: $33m
  • Q1 2015: $40m
  • Q2 2015: $45m
  • Q3 2015: $33m
  • Q4 2015: $28m
  • Q1 2016: $720k
  • Q1 2018: $1.1m
  • Q2 2018: $58m
  • Q3 2018: $67m
  • Q4 2018: $2.7m
  • Q1 2019: $98m
  • Q2 2019: $46m
  • Q3 2019: $128m
  • Q4 2019: $164m
  • Q1 2020: $225m
  • Q2 2020: $299m
  • Q3 2020: $400m
  • Q4 2020: $449m
  • Q1 2021: $937m
  • Q2 2021: $1.1bn
  • Q3 2021: $1.1bn
  • Q4 2021: $759m
  • Q1 2022: $996m
  • Q2 2022: $301m
  • Q3 2022: $389m
  • Q4 2022: $506m
  • Q1 2023: $803m
  • Q2 2023: $823m
  • Q3 2023: $795m
  • Q4 2023: $932m
  • Q1 2024: $1.0bn
  • Q2 2024: $1.2bn
  • Q3 2024: $992m
  • Q4 2024: $1.1bn
  • Q1 2025: $537m
  • Q2 2025: $456m
  • Q3 2025: $314m
  • Q4 2025: $358m
  • Q1 2026: $670m
  • Q2 2026: $719m

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Largest increases, by shares

Largest decreases, by shares

No manager on file sold part of it.

ManagerValue over timeFirst listedLargestQ2 2026
Capital World InvestorsQ3 2022$180m$180m
Wellington Management Group LLPQ1 2021$358m$167m
AllianceBernstein LPQ2 2018$228m$111m
Balyasny Asset Management LLCQ4 2025$84m$84m
Marshall Wace LLPQ2 2019$122m$81m
Artisan Partners LPQ4 2021$42m$35m
Engaged Capital LLCQ3 2022$42m$29m
Davidson Kempner Capital Management LPQ2 2019$30m$12m
Walleye Capital LLCQ3 2021$11m$11m
Winton Group LtdQ4 2018$6.9m$6.9m
Freestone Grove Partners LPQ4 2024$12m$1.6m
Capital Research Global InvestorsQ3 2019$471mlast listed Q2 2025
T. Rowe Price Associates IncQ1 2021$408mlast listed Q1 2022
Jana PartnersQ3 2022$282mlast listed Q4 2025
D. E. Shaw & Co.Q1 2024$103mlast listed Q4 2024
Millennium Management LLCQ2 2024$93mlast listed Q2 2024
Man Group PLCQ3 2020$73mlast listed Q2 2025
AQR Capital Management LLCQ2 2025$58mlast listed Q2 2025
Neuberger Berman Group LLCQ1 2022$54mlast listed Q3 2022
Point72 Asset Management LPQ3 2020$51mlast listed Q1 2026
Two Sigma Investments LPQ1 2019$45mlast listed Q4 2024

What FRPT is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around FRPT →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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