Vault-13

KARAT PACKAGING INC KRT

COM · Common Stock · CUSIP 48563L101

143 institutional holders +11 vs Q1 2026
7,100,0837.1m shares reported held*
35.6% of all shares outstanding*
$237.5mreported value*
30 new 61 added 32 reduced 17 sold out net bought ≈ $23.2m (+696.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($448.9k this quarter). Holder counts are more reliable. Shares outstanding: 19.9m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $33.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 46Q4 22: 47Q1 23: 48Q2 23: 53Q3 23: 83Q4 23: 96Q1 24: 94Q2 24: 102Q3 24: 102Q4 24: 103Q1 25: 106Q2 25: 130Q3 25: 126Q4 25: 124Q1 26: 132Q2 26: 143143Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202246
Q4 202247
Q1 202348
Q2 202353
Q3 202383
Q4 202396
Q1 202494
Q2 2024102
Q3 2024102
Q4 2024103
Q1 2025106
Q2 2025130
Q3 2025126
Q4 2025124
Q1 2026132
Q2 2026143

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 55 bought or addedQ3 24: 42 cut or sold outQ4 24: 47 bought or addedQ4 24: 43 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 36 cut or sold outQ2 25: 89 bought or addedQ2 25: 29 cut or sold outQ2 25Q3 25: 71 bought or addedQ3 25: 55 cut or sold outQ4 25: 77 bought or addedQ4 25: 53 cut or sold outQ4 25Q1 26: 70 bought or addedQ1 26: 53 cut or sold outQ2 26: 91 bought or addedQ2 26: 49 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245542
Q4 20244743
Q1 20254336
Q2 20258929
Q3 20257155
Q4 20257753
Q1 20267053
Q2 20269149

Biggest buyers

ACADIAN ASSET MANAGEMENT LLC Added +146,930+146.9k
AMERIPRISE FINANCIAL INC New +123,655+123.7k
SEGALL BRYANT & HAMILL, LLC New +82,117+82.1k
GEODE CAPITAL MANAGEMENT, LLC Added +77,567+77.6k
CITADEL ADVISORS LLC Added +62,494+62.5k
AQR CAPITAL MANAGEMENT LLC Added +62,034+62.0k
ALGERT GLOBAL LLC Added +56,361+56.4k
PANAGORA ASSET MANAGEMENT INC New +54,196+54.2k
JPMORGAN CHASE & CO Added +40,392+40.4k
PRICE T ROWE ASSOCIATES INC /MD/ Added +38,237+38.2k

Biggest sellers

Harel Insurance Investments & Financial Services Ltd. Sold out -151,181-151.2k
Polar Asset Management Partners Inc. Sold out -113,299-113.3k
MILLENNIUM MANAGEMENT LLC Reduced -64,477-64.5k
Trexquant Investment LP Reduced -49,324-49.3k
KTF INVESTMENTS, LLC Reduced -45,700-45.7k
JANE STREET GROUP, LLC Reduced -38,817-38.8k
WELLINGTON MANAGEMENT GROUP LLP Sold out -35,670-35.7k
Qube Research & Technologies Ltd Sold out -33,228-33.2k
MORGAN STANLEY Reduced -28,085-28.1k
LAZARD ASSET MANAGEMENT LLC Sold out -27,678-27.7k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—2$23.3m—
Q3 20250—0——
Q4 20251$30.1k0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—1$599.0k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-08 Cheng Marvin VP-Manufacturing, Secy Sold 2,000 $48.50 $97.0k2.0k shares -<1%
2026-09-04 Cheng Marvin VP-Manufacturing, Secy Sold 4,000 $48.38 $193.5k4.0k shares -<1%
2026-09-01 Cheng Marvin VP-Manufacturing, Secy Sold 2,000 $47.75 $95.5k2.0k shares -<1%
2026-08-20 Cheng Marvin VP-Manufacturing, Secy · By Spouse Sold 4,500 $47.33 $213.0k4.5k shares -60%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 592,941592.9k $19.8m $19.8m 0.00% Added +23.9k +23,943
2 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 414,238414.2k $13.9m $13.9m 0.02% Added +146.9k +146,930
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 390,162390.2k $13.1m $13.1m 0.00% Added +2.3k +2,260
4 Ranger Investment Management, L.P. 0.70% of their portfolio DALLAS, TX 332,596332.6k $11.1m $11.1m 0.70% Added +7.5k +7,492
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 291,927291.9k $9.8m $9.8m 0.00% Added +77.6k +77,567
6 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 263,499263.5k $8.8m $8.8m 0.00% Added +1.6k +1,600
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 240,131240.1k $8.0m $8.0m 0.00% Added +21.7k +21,694
8 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 231,713231.7k $7.7m $7.7m 0.01% Added +31.1k +31,053
9 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 230,794230.8k $7.7m $7.7m 0.00% Reduced -121 -121
10 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 228,316228.3k $7.6m $7.6m 0.01% Added +19.6k +19,559
11 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 225,347225.3k $7.5m $7.5m 0.00% Added +62.0k +62,034
12 De Lisle Partners LLP 0.80% of their portfolio POOLE, X0 218,443218.4k $7.3m $7.3m 0.80% Reduced -10.7k -10,700
13 Boston Partners 0.01% of their portfolio BOSTON, MA 199,942199.9k $6.7m $6.7m 0.01% Added +33.0k +32,961
14 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 165,862165.9k $5.6m $5.6m 0.00% Added +38.2k +38,237
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 165,467165.5k $5.5m $5.5m 0.00% Added +12.8k +12,750
16 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 159,511159.5k $5.3m $5.3m 0.00% Added +3.9k +3,892
17 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 157,069157.1k $5.3m $5.3m 0.00% Added +62.5k +62,494
18 KTF INVESTMENTS, LLC 0.49% of their portfolio SEAL BEACH, CA 146,145146.1k $4.9m $4.9m 0.49% Reduced -45.7k -45,700
19 CWA Asset Management Group, LLC 0.14% of their portfolio NAPLES, FL 136,160136.2k $4.6m $4.6m 0.14% Added +13.8k +13,774
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 123,655123.7k $4.1m $4.1m 0.00% New
21 ALGERT GLOBAL LLC 0.05% of their portfolio SAN FRANCISCO, CA 122,248122.2k $4.1m $4.1m 0.05% Added +56.4k +56,361
22 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 100,550100.5k $3.4m $3.4m 0.01% Added +20.3k +20,271
23 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 99,40699.4k $3.3m $3.3m 0.00% Added +19.9k +19,898
24 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.16% of their portfolio EDINA, MN 98,32098.3k $3.3m $3.3m 0.16% Added +29.2k +29,205
25 North Star Investment Management Corp. 0.18% of their portfolio CHICAGO, IL 97,00097.0k $3.2m $3.2m 0.18% Unchanged
26 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 84,40284.4k $2.8m $2.8m 0.00% Added +5.3k +5,334
27 SEGALL BRYANT & HAMILL, LLC 0.03% of their portfolio CHICAGO, IL 82,11782.1k $2.7m $2.7m 0.03% New
28 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 81,87081.9k $2.7m $2.7m 0.00% Added +20.6k +20,558
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 78,89678.9k $2.6m $2.6m 0.00% Added +40.4k +40,392
30 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 62,68262.7k $2.1m $2.1m 0.00% Added +2.7k +2,710
31 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 54,19654.2k $1.8m $1.8m 0.01% New
32 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 53,21753.2k $1.8m $1.8m 0.00% Added +3.3k +3,307
33 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 51,20551.2k $1.7m $1.7m 0.01% Added +10.3k +10,310
34 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 48,37848.4k $1.6m $1.6m 0.00% Added +23.9k +23,892
35 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 47,18647.2k $1.6m $1.6m 0.00% Added +4.6k +4,611
36 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 46,30246.3k $1.5m $1.5m 0.01% Added +13.4k +13,437
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 45,10345.1k $1.5m $1.5m 0.00% Added +20.4k +20,389
38 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 43,47743.5k $1.5m $1.5m 0.00% Reduced -64.5k -64,477
39 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 37,01837.0k $1.2m $1.2m 0.00% Added +1.1k +1,119
40 PDT Partners, LLC 0.06% of their portfolio New York, NY 33,04033.0k $1.1m $1.1m 0.06% New
41 Mawer Investment Management Ltd. 0.01% of their portfolio CALGARY, A0 31,08431.1k $1.0m $1.0m 0.01% New
42 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 30,34230.3k $1.0m $1.0m 0.00% Added +14.7k +14,689
43 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 30,11530.1k $1.0m $1.0m 0.00% Reduced -11.6k -11,600
44 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 29,96330.0k $1.0m $1.0m 0.01% Added +10.0k +10,025
45 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 28,72328.7k $961.1k $961.1k 0.00% Added +1.2k +1,191
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,49725.5k $853.1k $853.1k 0.00% Added +4.7k +4,735
47 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 25,23425.2k $844.4k $844.4k 0.00% Reduced -28.1k -28,085
48 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 23,92323.9k $800.5k $800.5k 0.00% Reduced -49.3k -49,324
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 23,50823.5k $786.6k $786.6k 0.00% Added +1.4k +1,354
50 Vident Advisory, LLC 0.01% of their portfolio Alpharetta, GA 23,35323.4k $781.4k $781.4k 0.01% Unchanged
51 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 20,92920.9k $700.3k $700.3k 0.00% Reduced -1.8k -1,806
52 Inspire Investing, LLC 0.03% of their portfolio MERIDIAN, ID 20,45620.5k $684.5k $684.5k 0.03% Added +2.1k +2,125
53 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 20,44720.4k $684.2k $684.2k 0.00% New
54 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 20,27420.3k $678.0k $678.0k 0.04% Reduced -4.7k -4,674
55 Kings Path Partners LLC 0.18% of their portfolio SUGAR LAND, TX 20,01020.0k $669.5k $669.5k 0.18% Unchanged
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 19,97120.0k $668.2k $668.2k 0.00% Reduced -10.6k -10,584
57 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 18,90718.9k $632.6k $632.6k 0.00% New
58 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 18,22318.2k $609.7k $609.7k 0.00% Added +940 +940
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,19317.2k $575.3k $575.3k 0.00% Reduced -1.6k -1,623
60 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 16,62816.6k $556.4k $556.4k 0.00% Reduced -350 -350
61 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 16,34216.3k $546.8k $546.8k 0.01% New
62 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 15,21715.2k $509.2k $509.2k 0.01% Reduced -18.5k -18,462
63 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 14,62114.6k $489.2k $489.2k 0.00% Added +11.1k +11,052
64 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 14,52514.5k $486.0k $486.0k 0.00% Reduced -50 -50
65 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,45014.4k $484.0k $484.0k 0.00% New
66 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 14,27414.3k $477.6k $477.6k 0.00% Added +6.8k +6,850
67 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,43013.4k $449.4k $449.4k 0.00% New
68 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,30313.3k $445.1k $445.1k 0.00% Added +2.3k +2,321
69 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 12,06512.1k $403.7k $403.7k 0.01% Added +11.9k +11,925
70 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 11,82611.8k $395.7k $395.7k 0.00% New
71 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 11,37111.4k $380.5k $380.5k 0.00% New
72 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 11,30211.3k $378.2k $378.2k 0.00% New
73 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 10,85310.9k $363.1k $363.1k 0.00% Added +432 +432
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,22410.2k $342.1k $342.1k 0.00% Reduced -7.8k -7,831
75 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 10,01010.0k $279.5k $279.5k 0.00% New
76 Odyssean, LLC 0.05% of their portfolio DARIEN, CT 9,5529.6k $319.6k $319.6k 0.05% New
77 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,4409.4k $315.8k $315.8k 0.00% New
78 GLOBEFLEX CAPITAL L P 0.04% of their portfolio SAN DIEGO, CA 9,1529.2k $306.2k $306.2k 0.04% New
79 BAILARD, INC. 0.01% of their portfolio Foster City, CA 8,8608.9k $296.5k $296.5k 0.01% Reduced -10.0k -10,000
80 R Squared Ltd 0.15% of their portfolio HONG KONG, K3 8,8198.8k $295.1k $295.1k 0.15% New
81 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,6208.6k $288.4k $288.4k 0.00% Added +2.6k +2,564
82 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 8,3618.4k $279.8k $279.8k 0.00% Reduced -8.9k -8,858
83 COMPASS FINANCIAL MANAGEMENT LLC 0.03% of their portfolio TAMPA, FL 8,1538.2k $272.8k $272.8k 0.03% First filing
84 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 7,8277.8k $261.9k $261.9k 0.02% New
85 Moran Wealth Management, LLC 0.01% of their portfolio NAPLES, FL 7,7427.7k $259.0k $259.0k 0.01% New
86 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,7037.7k $257.7k $257.7k 0.00% Reduced -2.8k -2,821
87 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,5567.6k $258.2k $258.2k 0.00% New
88 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,0237.0k $235.0k $235.0k 0.00% Reduced -38.8k -38,817
89 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 6,3176.3k $211.4k $211.4k 0.01% Reduced -975 -975
90 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,1906.2k $207.0k $207.0k 0.00% Reduced -1.6k -1,600
91 Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio HONG KONG, K3 6,0916.1k $203.8k $203.8k 0.00% New
92 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,0416.0k $202.1k $202.1k 0.00% Unchanged
93 BARD ASSOCIATES INC 0.04% of their portfolio CHICAGO, IL 5,0005.0k $167.3k $167.3k 0.04% New
94 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,4814.5k $149.9k $149.9k 0.00% Added +3.8k +3,752
95 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,9804.0k $133.2k $133.2k 0.00% Reduced -100 -100
96 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,1033.1k $103.8k $103.8k 0.00% Unchanged
97 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,0043.0k $100.5k $100.5k 0.00% Unchanged
98 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,5592.6k $85.6k $85.6k 0.00% Added +117 +117
99 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,3522.4k $78.7k $78.7k 0.00% Unchanged
100 Legal & General Group Plc 0.00% of their portfolio London, X0 2,2512.3k $75.3k $75.3k 0.00% Added +1.4k +1,419