FRESHPET INC FRPT
COM · Common Stock · CUSIP 358039105 · ISIN US3580391056
American pet food company
- SectorConsumer staples
- IndustryGrain Mill Products
- HeadquartersBedminster, NJ
- Founded2005
- Websitefreshpet.com
- 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 ($5.8m this quarter). Holder counts are more reliable. Shares outstanding: 49.1m as of 2026-04-30, 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 ≈ $58.97. Options: 17 managers hold calls ($60.4m notional), 14 hold puts ($45.1m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 233 |
| Q4 2022 | 232 |
| Q1 2023 | 259 |
| Q2 2023 | 244 |
| Q3 2023 | 253 |
| Q4 2023 | 271 |
| Q1 2024 | 325 |
| Q2 2024 | 374 |
| Q3 2024 | 377 |
| Q4 2024 | 402 |
| Q1 2025 | 355 |
| Q2 2025 | 345 |
| Q3 2025 | 317 |
| Q4 2025 | 339 |
| Q1 2026 | 327 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 204 | 145 |
| Q3 2024 | 163 | 206 |
| Q4 2024 | 183 | 182 |
| Q1 2025 | 204 | 223 |
| Q2 2025 | 212 | 164 |
| Q3 2025 | 172 | 198 |
| Q4 2025 | 193 | 150 |
| Q1 2026 | 163 | 168 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $85.2m | $95.3m | 1.12 |
| Q3 2025 | $72.4m | $132.1m | 1.83 |
| Q4 2025 | $49.6m | $86.2m | 1.74 |
| Q1 2026 | $60.4m | $45.1m | 0.75 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +1.5m |
| Capital World Investors | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +892.5k |
| Point72 Asset Management, L.P. | New | +858.1k |
| Ilex Capital Partners (UK) LLP | Added | +671.1k |
| Balyasny Asset Management L.P. | Added | +468.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +456.7k |
| JENNISON ASSOCIATES LLC | Added | +434.6k |
| MARSHALL WACE, LLP | Added | +416.9k |
| Holocene Advisors, LP | Added | +385.7k |
Biggest sellers
| Champlain Investment Partners, LLC | Sold out | -1.8m |
| Alyeska Investment Group, L.P. | Reduced | -973.2k |
| Bank of New York Mellon Corp | Reduced | -775.2k |
| Hood River Capital Management LLC | Reduced | -441.3k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -433.1k |
| Engaged Capital LLC | Sold out | -401.1k |
| Lighthouse Investment Partners, LLC | Reduced | -324.4k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -279.0k |
| GILDER GAGNON HOWE & CO LLC | Reduced | -246.6k |
| Amundi | Reduced | -216.5k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $19.9m337.7k shares |
| WELLS FARGO & COMPANY/MN | New | $11.8m200.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $10.3m174.0k shares |
| J. Goldman & Co LP | New | $3.4m57.7k shares |
| BARCLAYS PLC | New | $2.2m37.5k shares |
| Balyasny Asset Management L.P. | New | $2.2m37.5k shares |
| JANE STREET GROUP, LLC | Added | $2.0m34.4k shares |
| K2 PRINCIPAL FUND, L.P. | New | $1.8m30.5k shares |
| IMC-Chicago, LLC | Added | $1.6m27.6k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m22.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.9m287.2k shares |
| CITADEL ADVISORS LLC | Reduced | $11.2m189.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $8.5m143.7k shares |
| JANE STREET GROUP, LLC | Added | $2.1m35.5k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.5m25.0k shares |
| TORONTO DOMINION BANK | New | $1.4m23.5k shares |
| HBK INVESTMENTS L P | Added | $1.2m20.0k shares |
| IMC-Chicago, LLC | Reduced | $796.0k13.5k shares |
| Walleye Trading LLC | Reduced | $507.1k8.6k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $336.1k5.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-03 | 11.6% |
| Capital World Investors 13G · institution new · filed 2026-05-14 | 6.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.8% |
| WASATCH ADVISORS LP 13G · institution -2.2 pts · filed 2026-07-15 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution +0.5 pts · filed 2026-05-15 | 5.2% |
Fell to 5% or below in the last year: BANK OF MONTREAL /CAN/ (4.5%, 2026-05-13), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Champlain Investment Partners, LLC (3.6%, 2026-02-12)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $2.5m | — |
| Q3 2024 | 0 | — | 2 | $1.9m | — |
| Q4 2024 | 0 | — | 3 | $8.1m | — |
| Q1 2025 | 7 | $1.0m | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 6 | $332.3k | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $3.8m | — |
| Q1 2026 | 1 | $49.8k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-25 | GEORGE WALTER N. Director | Bought | $49.8k630 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.9m $346.4m | Added +110.3k |
| WASATCH ADVISORS LP 1.62% of their portfolio | 4.1m $244.2m | Added +204.1k |
| Capital World Investors 0.02% of their portfolio | 3.0m $176.0m | Added +1.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.8m $167.0m | First filing |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.5m $149.2m | Added +379.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.2m $129.3m | First filing |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 1.9m $110.1m | Added +302.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.35% of their portfolio | 1.8m $106.9m | Reduced -139.6k |
| Ilex Capital Partners (UK) LLP 2.30% of their portfolio | 1.6m $93.5m | Added +671.1k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.5m $94.4m | Added +1.5m |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $91.3m | Added +15.0k |
| Balyasny Asset Management L.P. 0.16% of their portfolio | 1.4m $82.6m | Added +468.7k |
| ARMISTICE CAPITAL, LLC 2.13% of their portfolio | 1.1m $64.5m | Reduced -202.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $62.6m | Added +170.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.0m $61.1m | Added +315.7k |
| Alberta Investment Management Corp 0.36% of their portfolio | 993.0k $58.5m | Added +131.7k |
| MORGAN STANLEY 0.00% of their portfolio | 957.1k $56.4m | Added +3.8k |
| RIVERBRIDGE PARTNERS LLC 1.33% of their portfolio | 923.0k $54.4m | Reduced -80.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 917.8k $54.1m | Added +78.2k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 910.4k $53.7m | Added +892.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 899.6k $53.1m | Added +19.5k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 858.1k $50.6m | New |
| GILDER GAGNON HOWE & CO LLC 0.57% of their portfolio | 808.6k $47.7m | Reduced -246.6k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 807.1k $47.6m | Added +416.9k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 725.9k $41.7m | Reduced -433.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 688.0k $40.6m | Reduced -94.8k |
| UBS Group AG 0.01% of their portfolio | 660.6k $39.0m | Added +257.2k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 651.2k $38.4m | Added +434.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 649.0k $38.3m | Added +330.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.25% of their portfolio | 576.9k $34.0m | Added +148.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 569.9k $32.3m | Reduced -121.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 526.6k $31.0m | Added +295.8k |
| EMERALD ADVISERS, LLC 0.90% of their portfolio | 480.7k $28.3m | Added +63.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 462.9k $27.3m | Added +456.7k |
| BARCLAYS PLC 0.01% of their portfolio | 445.7k $26.3m | Added +16.6k |
| FMR LLC 0.00% of their portfolio | 430.1k $25.4m | Reduced -129.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 405.3k $23.9m | Added +14.6k |
| Holocene Advisors, LP 0.06% of their portfolio | 389.4k $23.0m | Added +385.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 368.2k $21.7m | Added +13.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 365.9k $21.6m | Reduced -51.7k |
| Fort Point Capital Partners LLC 2.69% of their portfolio | 347.3k $20.5m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 325.0k $19.2m | Added +17.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 304.2k $17.9m | First filing |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.86% of their portfolio | 300.9k $17.7m | Added +48.6k |
| CITIGROUP INC 0.01% of their portfolio | 299.8k $17.7m | Reduced -117.0k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 298.9k $17.6m | New |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 285.8k $16.9m | New |
| Fisher Asset Management, LLC 0.01% of their portfolio | 282.0k $16.6m | Reduced -13.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 282.0k $16.6m | Reduced -775.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 245.8k $14.5m | Reduced -50.5k |
| COUNTRY TRUST BANK 0.27% of their portfolio | 243.5k $14.4m | Added +6.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 236.8k $14.0m | Added +5.0k |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 224.1k $13.2m | Reduced -973.2k |
| Davidson Kempner Capital Management LP 0.22% of their portfolio | 211.4k $12.5m | Not comparable |
| Nuveen, LLC 0.00% of their portfolio | 179.6k $10.6m | Added +624 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 178.2k $10.5m | Reduced -39.6k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 174.6k $10.3m | Added +5.8k |
| Susquehanna Portfolio Strategies, LLC 0.14% of their portfolio | 162.9k $9.6m | Added +400 |
| Invesco Ltd. 0.00% of their portfolio | 160.1k $9.4m | Reduced -21.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 155.6k $9.2m | Reduced -38.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 146.8k $8.7m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 140.3k $8.3m | Added +4.7k |
| Impax Asset Management Group plc 0.06% of their portfolio | 140.0k $8.3m | Unchanged |
| Woodline Partners LP 0.03% of their portfolio | 136.7k $8.1m | New |
| Squarepoint Ops LLC 0.02% of their portfolio | 134.6k $7.9m | Added +1.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 132.7k $7.8m | Reduced -10.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 129.6k $7.6m | Reduced -15.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 115.5k $6.8m | Reduced -3.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 115.0k $6.8m | Added +2.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 113.0k $6.7m | Added +60.6k |
| Legal & General Group Plc 0.00% of their portfolio | 110.7k $6.5m | Reduced -12.2k |
| Verition Fund Management LLC 0.06% of their portfolio | 107.3k $6.3m | Added +87.7k |
| Granite Investment Partners, LLC 0.38% of their portfolio | 103.9k $6.1m | Reduced -119.1k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 102.1k $6.0m | New |
| Swiss National Bank 0.00% of their portfolio | 96.2k $5.7m | Unchanged |
| ROYCE & ASSOCIATES LP 0.05% of their portfolio | 88.5k $5.2m | Added +5.5k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.06% of their portfolio | 87.6k $5.2m | Added +12.5k |
| Quantinno Capital Management LP 0.01% of their portfolio | 87.4k $5.2m | Added +36.9k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 86.4k $5.1m | Reduced -22.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 86.1k $5.1m | Added +5.6k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 81.3k $4.8m | Added +65.5k |
| SEGALL BRYANT & HAMILL, LLC 0.06% of their portfolio | 76.7k $4.5m | Reduced -3.9k |
| Eurizon Capital SGR S.p.A. 0.01% of their portfolio | 74.4k $4.4m | Added +32.9k |
| Western Standard LLC 2.24% of their portfolio | 72.4k $4.3m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 70.2k $4.1m | Reduced -103.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 69.1k $4.1m | Added +25.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 68.6k $4.0m | Added +991 |
| GENEVA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 68.1k $4.0m | Added +2.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 63.6k $3.7m | Added +50.7k |
| Hood River Capital Management LLC 0.04% of their portfolio | 63.0k $3.7m | Reduced -441.3k |
| Walleye Capital LLC 0.02% of their portfolio | 61.0k $3.6m | Added +15.2k |
| XTX Topco Ltd 0.06% of their portfolio | 60.9k $3.6m | Added +55.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 60.9k $3.6m | Reduced -3.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 59.8k $3.5m | Added +12.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 59.5k $3.5m | Added +12.7k |
| Hilton Capital Management, LLC 0.26% of their portfolio | 59.1k $3.5m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 58.4k $3.4m | Added +47.4k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 58.3k $3.4m | Reduced -140 |
| Savoir Faire Capital Management, L.P. 1.99% of their portfolio | 55.9k $3.3m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 53.7k $3.2m | Added +1.7k |