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Vital Farms, Inc.

VITL Consumer Staples
$12.89 +$0.79 (6.53%)
Market Cap: $577.43 M
Gurus Holding
5
Popularity Rank
#1933
% of Shares Held
1.32%
Net Activity (Q4 2025)
-$26.85 M

Guru Ownership Trend

Guru Analysis for Vital Farms, Inc. (VITL)

Vital Farms, Inc. (VITL), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.6 M.

Top institutional holders include First Eagle Investment and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.85 M net outflow during the quarter.

Recent activity highlights John Hussman who increased their stake by 100.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 84.5%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$3.05 M
Total Buy Value
New Buys 0
Additions 3
-$29.9 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Vital Farms, Inc. (VITL)

Major holders include First Eagle Investment ($10.55 M), Renaissance Technologies (RenTech) ($2.98 M), John Hussman ($2.68 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 589,337 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.85 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited VITL. The total reported sell value was $29.9 M.

Yes, 0 managers opened new positions in VITL, and 3 increased their existing holdings. The total reported buy value was $3.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 17.4% 330,179 $10.55 M Q4 2025
0.00% Reduce -84.5% 93,229 $2.98 M Q4 2025
0.65% Add 100.0% 84,000 $2.68 M Q4 2025
0.00% Add 10.8% 46,073 $1.47 M Q4 2025
0.01% Reduce -66.3% 35,856 $1.15 M Q4 2025
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