Wasatch Trims Vital Farms Stake on Competitive Pressure

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Summary · why it matters

Wasatch Global Investors trimmed its position in Vital Farms during the first quarter of 2026, citing heavier promotional activity by competitors that raised concerns about market share shifts. The firm said it continues to hold the stock and views the valuation as attractive, but wants further evidence that the brand position remains strong. Vital Farms shares lost 71.27% over the past 52 weeks and closed at $10.41 on June 18, 2026, with a market capitalization of $446.05 million. The Wasatch Small Cap Growth Strategy lagged the Russell 2000 Growth Index, which returned negative 2.81% in the quarter.

Impact on assets 1

Consumer Staples▼ · 1 stocks
Vital Farms Inc
VITL
▼ NegativeCompetitionrelevance

Wasatch trimmed its position citing heavier promotional activity by competitors raising concerns about market share shifts.