BARFRESH FOOD GROUP INC BRFH
COM NEW · Common Stock · CUSIP 067532200
- SectorConsumer staples
- IndustryCanned, Frozen & Preservd Fruit, Veg & Food Specialties
- HeadquartersLos Angeles, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 16.3m as of 2026-08-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.00.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 16 |
| Q4 2022 | 14 |
| Q1 2023 | 14 |
| Q2 2023 | 14 |
| Q3 2023 | 14 |
| Q4 2023 | 16 |
| Q1 2024 | 17 |
| Q2 2024 | 17 |
| Q3 2024 | 16 |
| Q4 2024 | 16 |
| Q1 2025 | 17 |
| Q2 2025 | 16 |
| Q3 2025 | 17 |
| Q4 2025 | 16 |
| Q1 2026 | 15 |
| Q2 2026 | 18 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 6 | 2 |
| Q4 2024 | 4 | 3 |
| Q1 2025 | 7 | 3 |
| Q2 2025 | 5 | 3 |
| Q3 2025 | 5 | 4 |
| Q4 2025 | 5 | 6 |
| Q1 2026 | 4 | 4 |
| Q2 2026 | 7 | 4 |
Biggest buyers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +19.9k |
| MERCER GLOBAL ADVISORS INC /ADV | New | +16.0k |
| CITADEL ADVISORS LLC | New | +10.9k |
| NORTHERN TRUST CORP | Added | +2.5k |
| BlackRock, Inc. | Added | +2.2k |
| Tower Research Capital LLC (TRC) | Added | +976 |
| BARCLAYS PLC | New | +31 |
Biggest sellers
| MORGAN STANLEY | Reduced | -16.0k |
| MARATHON CAPITAL MANAGEMENT | Sold out | -15.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -7.6k |
| UBS Group AG | Reduced | -32 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Bleichroeder LP 13G · institution +1.2 pts · filed 2026-05-14 | 10.0% |
| IBEX INVESTORS LLC 13G · passive investor no change · filed 2026-04-09 | 9.0% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $11.9k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $14.8k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-17 | Roger Lisa Former Chief Financial Officer | Sold | $27.9k25.3k shares |
| 2026-09-10 | Roger Lisa Former Chief Financial Officer | Sold | $7.5k6.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Ibex Investors LLC 1.48% of their portfolio | 1.4m $2.9m | Unchanged |
| Bleichroeder LP 0.50% of their portfolio | 1.4m $2.8m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 333.3k $666.6k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 287.2k $574.5k | Reduced -16.0k |
| HighTower Advisors, LLC 0.00% of their portfolio | 156.3k $312.5k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 89.7k $179.5k | Reduced -7.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.8k $107.6k | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 43.5k $86.9k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 40.6k $81.3k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 28.7k $57.4k | Added +2.5k |
| BlackRock, Inc. 0.00% of their portfolio | 21.0k $41.9k | Added +2.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.9k $39.7k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 16.0k $32.0k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.9k $21.8k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.2k $6.4k | Added +976 |
| FINANCIAL CONSULATE, INC 0.00% of their portfolio | 1.4k $2.7k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 168 $336 | Reduced -32 |
| BARCLAYS PLC 0.00% of their portfolio | 31 $62 | New |