Freshpet Inc (FRPT) 13F Positioning & Ownership Changes (Q2 2026)

FRPT ranks #1066 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FRPT is a top-conviction position for Engaged Capital LLC — at 8.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FRPT belongs to BlackRock, Inc., but the position matters far more to Engaged Capital LLC, who has 8.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Alliancebernstein L.p. has added to its FRPT position for two straight quarters, increasing it by $109.9M to reach $112.4M today.

Wasatch Advisors LP has trimmed its FRPT position for two straight quarters, cutting it by $104.5M while still holding $199.0M.

FRPT is down 1.4% today, but institutions show net buying of $589.6M this quarter — a divergence between today's price move and the underlying institutional flow.

FRPT posted net income of $203.5M over the trailing twelve months, and currently trades at a P/E of 19.2.

• Profitable — net income of $203.5M over the trailing twelve months
• Revenue grew 12.8% year over year
• Net income improved year over year, from $33.7M to $203.5M
• Generated $160.6M in positive operating cash flow
• Current ratio of 5.54x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.47x equity — within a conventional range