Jana Partners's FRPT Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 557,390 shares of Freshpet, Inc. (FRPT) worth $33.96 M, representing 1.77% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jana Partners has maintained a strategic position in FRPT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 734,763 shares. Largest reduction occurred in Q1 2024, reducing 1.7 M shares.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's Freshpet (FRPT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Freshpet (FRPT) Trades by Jana Partners
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -490,746 | Reduce 46.82% | 557,390 | $60.93 |
| Q3 2025 | +41,373 | Add 4.11% | 1.05 M | $55.11 |
| Q2 2025 | +272,000 | Add 37.02% | 1.01 M | $67.96 |
| Q1 2025 | +734,763 | New Buy | 734,763 | $83.17 |
| Q2 2024 | -1.09 M | Sold Out | 0 | $0.00 |
| Q1 2024 | -1.7 M | Reduce 60.86% | 1.09 M | $115.86 |
| Q4 2023 | -460,526 | Reduce 14.15% | 2.79 M | $86.76 |
| Q3 2023 | +3.25 M | Add 0.00% | 3.25 M | $65.88 |
| Q2 2023 | +275,374 | Add 6.86% | 4.29 M | $65.81 |
| Q1 2023 | -130,875 | Reduce 3.16% | 4.01 M | $66.19 |
| Q4 2022 | -120,800 | Reduce 2.83% | 4.15 M | $52.77 |
| Q3 2022 | +4.27 M | New Buy | 4.27 M | $50.09 |
Jana Partners's Freshpet Investment FAQs
Jana Partners first purchased Freshpet, Inc. (FRPT) in Q3 2022, acquiring 4,265,887 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held Freshpet, Inc. (FRPT) for 12 quarters since Q3 2022.
Jana Partners's largest addition to Freshpet, Inc. (FRPT) was in Q3 2022, adding 4,265,887 shares worth $213.68 M.
According to the latest 13F filing for Q4 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 557,390 shares of Freshpet, Inc. (FRPT), valued at approximately $33.96 M.
As of the Q4 2025 filing, Freshpet, Inc. (FRPT) represents approximately 1.77% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings.
Jana Partners's peak holding in Freshpet, Inc. (FRPT) was 4,289,586 shares, as reported at the end of Q2 2023.