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 ($319.8k this quarter). Holder counts are more reliable. Shares outstanding: 42.9m as of 2026-08-03, 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 ≈ $11.62. Options: 16 managers hold calls ($19.2m notional), 13 hold puts ($25.3m).
Trends to Q2 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 |
| Q2 2026 | 227 |
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 | 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 |
| Q2 2026 | 121 | 165 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $31.3m | $35.5m | 1.13 |
| Q4 2025 | $16.0m | $12.6m | 0.79 |
| Q1 2026 | $13.5m | $14.4m | 1.07 |
| Q2 2026 | $19.2m | $25.3m | 1.32 |
Biggest buyers
| Divisadero Street Capital Management, LP | Added | +1.5m |
| CIBC WORLD MARKET INC. | New | +1.1m |
| First Eagle Investment Management, LLC | Added | +678.0k |
| FEDERATED HERMES, INC. | Added | +647.2k |
| HRT FINANCIAL LP | Added | +606.6k |
| JPMORGAN CHASE & CO | Added | +568.3k |
| CITADEL ADVISORS LLC | Added | +565.0k |
| Invenomic Capital Management LP | New | +526.9k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +467.8k |
| JANE STREET GROUP, LLC | New | +427.8k |
Biggest sellers
| Van Berkom & Associates Inc. | Reduced | -4.5m |
| PRINCIPAL FINANCIAL GROUP INC | Sold out | -2.2m |
| WASATCH ADVISORS LP | Sold out | -1.9m |
| HighTower Advisors, LLC | Reduced | -1.2m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.0m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -961.6k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -684.9k |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | Sold out | -620.8k |
| Ranger Investment Management, L.P. | Sold out | -579.8k |
| BlackRock, Inc. | Reduced | -577.7k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $4.8m415.3k shares |
| CITADEL ADVISORS LLC | Added | $3.7m316.6k shares |
| Point72 Asset Management, L.P. | Added | $2.6m226.6k shares |
| IMC-Chicago, LLC | Added | $1.8m154.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $913.0k78.5k shares |
| Walleye Capital LLC | Reduced | $886.2k76.2k shares |
| GROUP ONE TRADING LLC | Added | $857.1k73.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $793.2k68.2k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $703.6k60.5k shares |
| SIMPLEX TRADING, LLC | Added | $655.9k56.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $5.7m493.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.6m482.5k shares |
| Point72 Asset Management, L.P. | Added | $3.8m329.3k shares |
| JANE STREET GROUP, LLC | Added | $3.2m279.3k shares |
| IMC-Chicago, LLC | Added | $2.2m185.1k shares |
| GROUP ONE TRADING LLC | Added | $1.8m157.7k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $767.6k66.0k shares |
| Walleye Capital LLC | Reduced | $676.9k58.2k shares |
| SIMPLEX TRADING, LLC | Added | $428.0k36.8k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $353.6k30.4k 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), WELLINGTON MANAGEMENT GROUP LLP (4.5%, 2025-11-12)
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 | — | 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 |
| Q2 2026 | 11 | $422.0k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-19 | Van Hoven Reena Chauhan Chief People Officer | Bought | $20.0k2.2k shares |
| 2026-05-18 | Flanagan Glenda J Director | Bought | $50.8k6.1k shares |
| 2026-05-15 | Coon Stephanie Chief Strategy Officer | Bought | $49.6k5.9k shares |
| 2026-05-15 | Amoo-Gottfried Kofi Owusu Director | Bought | $20.1k2.4k shares |
| 2026-05-14 | Holland Joseph Michael Chief Supply Chain Officer | Bought | $99.9k12.5k shares |
| 2026-05-14 | Cyr William B. Director | Bought | $51.1k6.0k shares |
| 2026-05-14 | Pappas Peter Nicholas CSO and President, Eggs | Bought | $29.8k3.5k shares |
| 2026-05-14 | Kennedy Kelly J. Director | Bought | $21.0k2.5k shares |
| 2026-05-14 | McKeon Kathryn CMO and GM, Butter | Bought | $5.0k604 shares |
| 2026-05-13 | Ruiz Gisel Director | Bought | $50.0k6.2k shares |
| 2026-05-13 | Post Denny Marie Director | Bought | $24.7k3.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 5.2m $60.2m | Reduced -577.7k |
| Divisadero Street Capital Management, LP 0.54% of their portfolio | 2.0m $23.3m | Added +1.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $17.8m | Reduced -56.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.5m $17.1m | Reduced -269.3k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.42% of their portfolio | 1.2m $14.1m | Added +60.0k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 1.2m $14.1m | Added +678.0k |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 1.1m $13.0m | New |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 1.0m $12.1m | Added +647.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $11.4m | Added +568.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 956.0k $11.1m | Added +65.2k |
| HRT FINANCIAL LP 0.03% of their portfolio | 946.3k $11.0m | Added +606.6k |
| STATE STREET CORP 0.00% of their portfolio | 835.9k $9.7m | Reduced -518.7k |
| MORGAN STANLEY 0.00% of their portfolio | 813.6k $9.5m | Reduced -566.2k |
| UBS Group AG 0.00% of their portfolio | 746.0k $8.7m | Reduced -172.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 739.5k $8.6m | Reduced -1.0m |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 733.0k $8.5m | Added +467.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 720.1k $8.4m | Reduced -684.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 702.8k $8.2m | Reduced -961.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 695.3k $8.1m | Added +179.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 662.6k $7.7m | Added +565.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 657.4k $7.6m | Reduced -379.7k |
| Invenomic Capital Management LP 0.37% of their portfolio | 526.9k $6.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 518.3k $6.0m | Added +317.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 427.8k $5.0m | New |
| Voleon Capital Management LP 0.08% of their portfolio | 396.6k $4.6m | Added +255.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 355.8k $4.1m | Reduced -3.6k |
| CITIGROUP INC 0.00% of their portfolio | 330.0k $3.8m | Added +31.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 303.5k $3.5m | Added +37.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 282.3k $3.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 276.1k $3.2m | Reduced -47.5k |
| Nuveen, LLC 0.00% of their portfolio | 257.9k $3.0m | Added +129.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 236.3k $2.7m | Reduced -15.4k |
| Trexquant Investment LP 0.02% of their portfolio | 229.4k $2.7m | Reduced -173.8k |
| Sparta 24 Ltd. 2.40% of their portfolio | 225.0k $2.6m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 224.3k $2.6m | Added +207.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 221.3k $2.6m | Reduced -272 |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 206.6k $2.4m | New |
| Taylor Frigon Capital Management LLC 1.03% of their portfolio | 188.8k $2.2m | Added +98.8k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.11% of their portfolio | 183.3k $2.1m | New |
| Creative Planning 0.00% of their portfolio | 182.7k $2.1m | Added +166.5k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.15% of their portfolio | 180.3k $2.1m | Added +148.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 171.3k $2.0m | Added +87.7k |
| GSA CAPITAL PARTNERS LLP 0.12% of their portfolio | 156.8k $1.8m | Reduced -11.1k |
| De Lisle Partners LLP 0.19% of their portfolio | 152.8k $1.8m | Unchanged |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 152.7k $1.8m | Reduced -353.3k |
| Corient Private Wealth LP 0.00% of their portfolio | 150.6k $1.8m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 147.0k $1.7m | New |
| Headlands Technologies LLC 0.18% of their portfolio | 141.8k $1.6m | Added +70.2k |
| Prescott Group Capital Management, L.L.C. 0.13% of their portfolio | 130.0k $1.5m | New |
| Invesco Ltd. 0.00% of their portfolio | 127.1k $1.5m | Reduced -38.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 126.2k $1.5m | Reduced -81.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 120.6k $1.4m | Added +29.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 113.6k $1.3m | Reduced -297.9k |
| Expect Equity LLC 0.85% of their portfolio | 113.4k $1.3m | Reduced -16.0k |
| Crystal Cove Asset Management, LLC 1.31% of their portfolio | 103.1k $1.2m | New |
| Hamilton Point Investment Advisors, LLC 0.16% of their portfolio | 100.0k $1.2m | Unchanged |
| CAXTON ASSOCIATES LLP 0.02% of their portfolio | 100.0k $1.2m | Reduced -104.1k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 99.9k $1.2m | New |
| Jain Global LLC 0.01% of their portfolio | 99.9k $1.2m | Added +76.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 99.1k $1.2m | Added +26.8k |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 96.5k $1.1m | Added +84.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 93.2k $1.1m | Added +57.7k |
| Advisory Services Network, LLC 0.01% of their portfolio | 91.2k $1.1m | Added +50.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 90.8k $1.1m | Unchanged |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.03% of their portfolio | 85.0k $988.8k | Added +85.0k |
| Quantbot Technologies LP 0.04% of their portfolio | 80.3k $934.1k | Reduced -28.1k |
| Engineers Gate Manager LP 0.01% of their portfolio | 79.6k $925.3k | Reduced -115.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 76.2k $886.4k | Reduced -15.7k |
| Clean Yield Group 0.21% of their portfolio | 72.5k $843.3k | Added +6.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 70.6k $997.3k | Added +46.8k |
| Swiss National Bank 0.00% of their portfolio | 70.5k $819.9k | Unchanged |
| TRILLIUM ASSET MANAGEMENT, LLC 0.03% of their portfolio | 70.5k $819.7k | Reduced -6.1k |
| WESBANCO BANK INC 0.02% of their portfolio | 70.0k $814.1k | Added +35.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 67.7k $788.0k | Added +5.6k |
| CHATHAM CAPITAL GROUP, INC. 0.10% of their portfolio | 64.3k $747.2k | Reduced -30.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 62.6k $727.9k | Added +30.5k |
| CWC Advisors, LLC. 0.31% of their portfolio | 59.4k $690.5k | Added +40.0k |
| Inspire Investing, LLC 0.03% of their portfolio | 58.9k $684.7k | Added +21.8k |
| Van Berkom & Associates Inc. 0.02% of their portfolio | 57.0k $663.0k | Reduced -4.5m |
| IMC-Chicago, LLC 0.01% of their portfolio | 56.3k $655.2k | Added +29.8k |
| MANGROVE PARTNERS IM, LLC 0.04% of their portfolio | 53.0k $616.2k | New |
| Entropy Technologies, LP 0.02% of their portfolio | 51.9k $603.6k | Added +11.7k |
| BARCLAYS PLC 0.00% of their portfolio | 51.8k $602.3k | Reduced -2.2k |
| 4WEALTH ADVISORS, INC. 0.44% of their portfolio | 51.1k $576.9k | Added +1.6k |
| Skylands Capital, LLC 0.07% of their portfolio | 49.9k $580.3k | Reduced -87.7k |
| Green Alpha Advisors, LLC 0.38% of their portfolio | 48.1k $559.2k | Added +101 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 46.8k $543.9k | Reduced -50.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 44.0k $511.3k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 43.9k $510.3k | Reduced -270.5k |
| MIROVA 0.02% of their portfolio | 42.1k $489.6k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.9k $463.9k | Reduced -1.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 39.6k $460.6k | Added +7.4k |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 39.0k $453.9k | Added +37.8k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 36.6k $425.9k | Added +18.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 36.2k $421.2k | Reduced -87.1k |
| SummitTX Capital, L.P. 0.01% of their portfolio | 36.0k $418.4k | Reduced -38.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 35.4k $411.5k | Reduced -1.2m |
| Walleye Capital LLC 0.00% of their portfolio | 35.2k $409.2k | Reduced -49.4k |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 33.2k $385.0k | Reduced -7.5k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 32.6k $379.3k | Reduced -18.0k |