What smart money is saying about Freshpet
2 funds in our archive have pitched Freshpet — most recently Aristotle Small Cap Equity Strategy in September 2026.
Freshpet, Inc. produces and distributes natural, fresh, and ready-to-eat food and treats specifically formulated for dogs and cats. These products are available to consumers throughout the United States, Canada, and Europe. The company offers its pet nutrition items under its flagship Freshpet brand, alongside its Dognation and Dog Joy labels. They reach customers through a wide array of retail channels, including major grocery chains, mass-market retailers, warehouse clubs, specialized pet stores, and natural food outlets, as well as via online platforms. Freshpet, Inc. was established in 2004 and is based in Secaucus, New Jersey.
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Position history
Between Q1 2025 and Q3 2026, 4 fund letters reported a position in Freshpet, with 2 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q1 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 4 moves
- New positionAristotle Small Cap Equity StrategySeptember 2026
“• Freshpet (FRPT), is a premium pet food company that manufactures and distributes fresh, refrigerated dog and cat food through a proprietary network of branded refrigerators in retail stores across North America.”
Freshpet - New positionAristotle Small/Mid Cap Equity StrategySeptember 2026
“• Freshpet (FRPT), is a premium pet food company that manufactures and distributes fresh, refrigerated dog and cat food through a proprietary network of branded refrigerators in retail stores across North America.”
Freshpet - New positionClearbridge Small Cap StrategySeptember 2025
“In addition to the transactions listed above, we initiated new positions in CG Oncology, Celcuity and Bicara Therapeutics in the health care sector, Freshpet in the consumer staples sector and Piedmont Realty Trust in the real estate sector.”
Freshpet - March 2025
“Freshpet Inc., a producer and distributor of fresh refrigerated pet food, tumbled -43%. Mixed fourth quarter results included a miss to sales estimates and a beat to profits. We decided to reduce the position as there has been slower growth among lower- and middle-income households.”
Freshpet
Fund coverage · 2 theses
- Aristotle Small Cap Equity StrategySeptember 2026
Freshpet makes premium refrigerated pet food and is seen as benefiting from secular growth, market share gains, and expanding margins.
Read the full thesis - Artisan U.S. Small-Cap Growth StrategyMarch 2026
Freshpet Inc is a leading fresh pet food brand with durable advantages, long growth runway, and expanding distribution via Amazon and Walmart.
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