VITAL FARMS INC VITL
COM · Common Stock · CUSIP 92847W103 · ISIN US92847W1036
American egg and butter brand
- SectorConsumer staples
- IndustryFood and Kindred Products
- HeadquartersAustin, TX
- Founded2007
- Websitevitalfarms.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 ($622.1k this quarter). Holder counts are more reliable. Shares outstanding: 42.8m as of 2026-05-04, 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 ≈ $14.11. Options: 15 managers hold calls ($13.5m notional), 14 hold puts ($14.4m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 117 |
| Q4 2022 | 120 |
| Q1 2023 | 134 |
| Q2 2023 | 139 |
| Q3 2023 | 136 |
| Q4 2023 | 142 |
| Q1 2024 | 176 |
| Q2 2024 | 226 |
| Q3 2024 | 248 |
| Q4 2024 | 258 |
| Q1 2025 | 246 |
| Q2 2025 | 245 |
| Q3 2025 | 273 |
| Q4 2025 | 296 |
| Q1 2026 | 267 |
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 | 144 | 90 |
| Q3 2024 | 162 | 95 |
| Q4 2024 | 131 | 132 |
| Q1 2025 | 129 | 135 |
| Q2 2025 | 136 | 114 |
| Q3 2025 | 145 | 121 |
| Q4 2025 | 175 | 126 |
| Q1 2026 | 158 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $48.1m | $44.2m | 0.92 |
| Q3 2025 | $31.3m | $35.5m | 1.13 |
| Q4 2025 | $16.0m | $12.6m | 0.79 |
| Q1 2026 | $13.5m | $14.4m | 1.07 |
Biggest buyers
| Van Berkom & Associates Inc. | Added | +4.4m |
| HighTower Advisors, LLC | Added | +1.2m |
| GOLDMAN SACHS GROUP INC | Added | +974.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +822.6k |
| UBS Group AG | Added | +772.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +769.8k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +632.5k |
| Cerity Partners LLC | New | +577.4k |
| NEEDHAM INVESTMENT MANAGEMENT LLC | Added | +465.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +447.7k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -2.0m |
| EMERALD ADVISERS, LLC | Sold out | -1.2m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -977.6k |
| MARSHALL WACE, LLP | Reduced | -828.7k |
| WASATCH ADVISORS LP | Reduced | -754.1k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Sold out | -698.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -679.0k |
| FMR LLC | Reduced | -668.3k |
| Pictet Asset Management Holding SA | Reduced | -667.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -614.4k |
Biggest calls
| Dayah Capital LLC | New | $2.8m200.0k shares |
| CITADEL ADVISORS LLC | Added | $2.2m159.0k shares |
| Point72 Asset Management, L.P. | Added | $1.6m112.7k shares |
| Walleye Capital LLC | Added | $1.4m97.4k shares |
| JANE STREET GROUP, LLC | Added | $1.4m95.9k shares |
| D. E. Shaw & Co., Inc. | Added | $1.1m80.0k shares |
| IMC-Chicago, LLC | Added | $779.4k55.2k shares |
| TWO SIGMA INVESTMENTS, LP | New | $632.6k44.8k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $494.2k35.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $434.9k30.8k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $3.7m260.9k shares |
| CITADEL ADVISORS LLC | Added | $3.5m245.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.7m190.6k shares |
| IMC-Chicago, LLC | Added | $1.3m92.7k shares |
| Point72 Asset Management, L.P. | Added | $948.9k67.2k shares |
| Walleye Capital LLC | Added | $850.0k60.2k shares |
| TUDOR INVESTMENT CORP ET AL | New | $415.1k29.4k shares |
| TWO SIGMA INVESTMENTS, LP | New | $273.9k19.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $271.1k19.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $179.3k12.7k 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 |
|---|---|
| OHAYER MATTHEW 13G · exempt (held before listing) -2.0 pts · filed 2025-11-13 | 16.1% |
| BlackRock, Inc. 13G · institution -5.2 pts · filed 2026-07-08 | 6.9% |
| BlackRock Portfolio Management LLC 13G · institution +1.4 pts · filed 2026-10-27 | 6.6% |
Fell to 5% or below in the last year: Van Berkom & Associates Inc. (0.1%, 2026-06-01), WASATCH ADVISORS LP (4.3%, 2026-04-23), VANGUARD GROUP INC (0.0%, 2026-03-27)
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 | — | 9 | $27.8m | $9.0m |
| Q3 2024 | 0 | — | 2 | $13.4m | $13.4m |
| Q4 2024 | 0 | — | 2 | $10.5m | $10.5m |
| Q1 2025 | 0 | — | 5 | $10.2m | $9.8m |
| Q2 2025 | 0 | — | 3 | $5.7m | $5.7m |
| Q3 2025 | 0 | — | 9 | $26.9m | $19.2m |
| Q4 2025 | 0 | — | 2 | $4.4m | $4.4m |
| Q1 2026 | 2 | $190.6k | 1 | $1.3m | $1.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-09 | Khoury Karl Director | Bought | $92.2k5.0k shares |
| 2026-03-02 | OHAYER MATTHEW 10% owner | Sold plan | $304.9k15.0k shares |
| 2026-03-02 | Cyr William B. Director | Bought | $98.3k4.8k shares |
| 2026-02-02 | OHAYER MATTHEW EXECUTIVE CHAIRPERSON, director | Sold plan | $558.1k20.0k shares |
| 2026-01-02 | OHAYER MATTHEW EXECUTIVE CHAIRPERSON, director | Sold plan | $771.3k25.0k 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. 0.00% of their portfolio | 5.7m $81.2m | Added +89.6k |
| Van Berkom & Associates Inc. 1.05% of their portfolio | 4.5m $63.9m | Added +4.4m |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 2.2m $30.4m | Added +632.5k |
| WASATCH ADVISORS LP 0.18% of their portfolio | 1.9m $27.3m | Reduced -754.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.8m $24.7m | Added +769.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.7m $24.5m | Added +974.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 1.7m $23.5m | Added +822.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.6m $22.4m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.4m $19.8m | Added +447.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $19.5m | Reduced -182.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $19.1m | Added +60.8k |
| HighTower Advisors, LLC 0.02% of their portfolio | 1.3m $17.9m | Added +1.2m |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.83% of their portfolio | 1.1m $16.2m | Added +465.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.0m $14.6m | First filing |
| UBS Group AG 0.00% of their portfolio | 918.8k $13.0m | Added +772.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 890.9k $12.6m | Added +11.5k |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC 9.46% of their portfolio | 620.8k $8.8m | Added +113.5k |
| Ranger Investment Management, L.P. 0.59% of their portfolio | 579.8k $8.2m | Reduced -3.5k |
| Cerity Partners LLC 0.01% of their portfolio | 577.4k $8.2m | New |
| Divisadero Street Capital Management, LP 0.36% of their portfolio | 551.9k $7.8m | Added +17.1k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 532.0k $7.5m | Added +201.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 515.5k $7.3m | Reduced -184.5k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 506.0k $7.1m | Reduced -667.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 438.1k $5.8m | Added +236.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 411.6k $5.5m | Reduced -246.4k |
| Trexquant Investment LP 0.04% of their portfolio | 403.2k $5.7m | Reduced -45.6k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 396.8k $5.6m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 359.4k $5.1m | Reduced -3.8k |
| HRT FINANCIAL LP 0.02% of their portfolio | 339.7k $4.8m | Added +119.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 323.6k $4.6m | Reduced -14.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 314.3k $4.4m | Added +89.2k |
| SEGALL BRYANT & HAMILL, LLC 0.06% of their portfolio | 311.7k $4.4m | Reduced -16.2k |
| CITIGROUP INC 0.00% of their portfolio | 298.8k $4.2m | Added +216.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 292.7k $4.1m | Added +79.8k |
| RENAISSANCE GROUP LLC 0.17% of their portfolio | 281.3k $4.0m | Added +68.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 265.7k $3.8m | Added +219.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 265.2k $3.7m | Added +252.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 251.7k $3.6m | First filing |
| Impax Asset Management Group plc 0.02% of their portfolio | 238.9k $3.4m | Unchanged |
| XTX Topco Ltd 0.06% of their portfolio | 237.0k $3.3m | Added +229.2k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.17% of their portfolio | 222.5k $3.1m | Added +37.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 221.6k $3.1m | Reduced -3.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 207.8k $2.9m | Reduced -6.8k |
| CAXTON ASSOCIATES LLP 0.07% of their portfolio | 204.1k $2.9m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 200.8k $2.8m | Added +179.9k |
| Engineers Gate Manager LP 0.03% of their portfolio | 195.4k $2.8m | Added +183.7k |
| WINTON GROUP Ltd 0.09% of their portfolio | 179.1k $2.5m | Added +113.8k |
| Caisse de depot et placement du Quebec 0.00% of their portfolio | 176.0k $2.5m | New |
| GSA CAPITAL PARTNERS LLP 0.15% of their portfolio | 167.9k $2.4m | Added +106.4k |
| Invesco Ltd. 0.00% of their portfolio | 165.6k $2.3m | Reduced -2.7k |
| Campbell & CO Investment Adviser LLC 0.12% of their portfolio | 155.3k $2.2m | New |
| De Lisle Partners LLP 0.26% of their portfolio | 152.8k $2.2m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 148.9k $2.1m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 148.5k $2.1m | Reduced -32.2k |
| Voleon Capital Management LP 0.04% of their portfolio | 141.7k $2.0m | New |
| Skylands Capital, LLC 0.25% of their portfolio | 137.6k $1.9m | New |
| Public Sector Pension Investment Board 0.01% of their portfolio | 133.0k $1.9m | Added +4.4k |
| Expect Equity LLC 1.42% of their portfolio | 129.3k $1.8m | Added +64.6k |
| Nuveen, LLC 0.00% of their portfolio | 128.4k $1.8m | Added +270 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 127.5k $1.8m | Reduced -828.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 123.3k $1.7m | Reduced -69.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 120.5k $1.7m | Reduced -679.0k |
| Quantbot Technologies LP 0.06% of their portfolio | 108.4k $1.5m | Added +107.9k |
| Boston Partners 0.00% of their portfolio | 102.9k $1.5m | New |
| Hamilton Point Investment Advisors, LLC 0.22% of their portfolio | 100.0k $1.4m | Unchanged |
| FIL Ltd 0.00% of their portfolio | 97.8k $1.4m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 97.6k $1.4m | Reduced -415.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 97.0k $1.4m | Added +3.6k |
| CHATHAM CAPITAL GROUP, INC. 0.19% of their portfolio | 94.2k $1.3m | Added +22.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 91.9k $1.3m | Reduced -977.6k |
| Freestone Grove Partners LP 0.01% of their portfolio | 91.8k $1.3m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 91.3k $1.3m | Added +8.6k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 91.0k $1.3m | Added +33.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 90.8k $1.3m | Unchanged |
| Taylor Frigon Capital Management LLC 0.72% of their portfolio | 90.0k $1.3m | Added +50.7k |
| Walleye Capital LLC 0.01% of their portfolio | 84.6k $1.2m | Added +84.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 83.6k $1.2m | New |
| Legal & General Group Plc 0.00% of their portfolio | 81.5k $1.2m | Reduced -11.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 79.2k $1.1m | Reduced -30.8k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.04% of their portfolio | 76.5k $1.1m | Reduced -310 |
| Aurora Investment Counsel 0.60% of their portfolio | 76.4k $1.1m | Added +36.8k |
| Atom Investors LP 0.08% of their portfolio | 76.3k $1.1m | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 75.5k $1.1m | Reduced -35.2k |
| SummitTX Capital, L.P. 0.03% of their portfolio | 74.1k $1.0m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 72.3k $1.0m | Reduced -81.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 72.2k $1.0m | Reduced -20.4k |
| Headlands Technologies LLC 0.12% of their portfolio | 71.6k $1.0m | New |
| Swiss National Bank 0.00% of their portfolio | 70.5k $995.5k | Unchanged |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.08% of their portfolio | 67.4k $951.1k | Added +1.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 66.9k $907.2k | Reduced -1.1k |
| Quadrature Capital Ltd 0.01% of their portfolio | 66.8k $943.1k | New |
| Clean Yield Group 0.26% of their portfolio | 66.2k $934.1k | Added +745 |
| Jump Financial, LLC 0.01% of their portfolio | 64.5k $910.7k | Reduced -34.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 62.0k $876.0k | Reduced -614.4k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 57.4k $810.8k | Reduced -363 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 57.1k $806.8k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 56.2k $793.6k | Reduced -13.8k |
| LPL Financial LLC 0.00% of their portfolio | 54.2k $765.0k | Added +13.1k |
| BARCLAYS PLC 0.00% of their portfolio | 54.0k $762.3k | Reduced -25.6k |
| Centiva Capital, LP 0.03% of their portfolio | 50.8k $717.5k | New |