Karat Packaging Ownership | Who Owns Karat Packaging?
Karat Packaging Ownership Summary
Karat Packaging is owned by 23.59% institutional investors, 66.23% insiders, and 10.18% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 2.18% of KRT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.08% of its assets in Karat Packaging shares.
KRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Karat Packaging | 23.59% | 66.23% | 10.18% |
| Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
| Industry | Packaging & Containers Stocks | 55.56% | 21.37% | 23.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 435.99K | 2.18% | $13.19M |
| Blackrock | 408.24K | 2.04% | $12.08M |
| Vanguard group | 398.26K | 1.99% | $12.05M |
| Ubs group | 377.40K | 1.89% | $11.42M |
| Wellington management group llp | 346.16K | 1.73% | $10.47M |
| Ameriprise financial | 345.51K | 1.73% | $10.46M |
| Wasatch advisors lp | 274.65K | 1.37% | $8.31M |
| Acadian asset management | 225.47K | 1.13% | $6.82M |
| American century companies | 187.55K | 0.94% | $5.68M |
| Geode capital management | 182.27K | 0.91% | $5.52M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| De lisle partners llp | 149.14K | 0.66% | $4.51M |
| Ranger investment management | 156.21K | 0.30% | $4.73M |
| Kings path partners | 15.69K | 0.20% | $474.84K |
| Perritt capital management | 10.00K | 0.16% | $302.60K |
| Punch & associates investment management | 53.50K | 0.09% | $1.58M |
| Gsa capital partners llp | 37.04K | 0.08% | $1.12M |
| Wasatch advisors lp | 274.65K | 0.04% | $8.31M |
| Ritholtz wealth management | 24.59K | 0.02% | $743.98K |
| Acadian asset management | 225.47K | 0.02% | $6.82M |
| Ancora advisors | 25.85K | 0.02% | $782.19K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 104.27K | 0.00% | 104.27K |
| Ubs group | 377.40K | 0.00% | 66.30K |
| Blackrock | 408.24K | 0.00% | 44.88K |
| Millennium management | 84.04K | 0.00% | 43.74K |
| Vanguard group | 398.26K | 0.00% | 33.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kornitzer capital management inc /ks | - | - | -126.66K |
| Uniplan investment counsel | - | - | -85.44K |
| Zacks investment management | - | - | -85.10K |
| Rice hall james & associates | - | - | -80.35K |
| Wellington management group llp | 346.16K | 0.00% | -78.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 104.27K | 0.00% | 104.27K | $3.08M |
| Stifel financial | 14.42K | 0.00% | 14.42K | $436.38K |
| Trexquant investment lp | 11.64K | 0.00% | 11.64K | $352.11K |
| Martingale asset management l p | 11.21K | 0.01% | 11.21K | $339.31K |
| State of tennessee, treasury department | 9.79K | 0.00% | 9.79K | $296.22K |
Sold Out
| Holder | Change |
|---|---|
| Rothschild investment | -5.00 |
| Capital performance advisors llp | -26.00 |
| Abich financial wealth management | -36.00 |
| Quarry lp | -38.00 |
| Continuum advisory | -89.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 96 | -4.00% | 4,722,019 | -7.92% | 23 | 3.59% | 51 | -10.53% | 27 | 3.85% |
| Sep 30, 2024 | 98 | -2.97% | 5,125,352 | -1.81% | 25 | 3.75% | 56 | -1.75% | 25 | -26.47% |
| Jun 30, 2024 | 101 | 8.60% | 5,219,929 | 1.77% | 26 | 3.94% | 57 | 26.67% | 34 | 13.33% |
| Mar 31, 2024 | 93 | -2.11% | 5,129,079 | 1.96% | 25 | 4.03% | 45 | -29.69% | 30 | 57.89% |
| Dec 31, 2023 | 95 | 17.28% | 5,030,595 | 9.24% | 25 | 4.72% | 64 | 12.28% | 19 | 5.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 217.23K | 1.08% | - |
| Vanguard Total Stock Mkt Idx Inv | 217.23K | 1.08% | - |
| Avantis US Small Cap Value ETF | 181.84K | 0.91% | 270.00 |
| Columbia Small Cap Value I A | 162.29K | 0.81% | -1.35K |
| Columbia Small Cap Value I | 162.29K | 0.81% | -47.80K |
| iShares Russell 2000 ETF | 161.72K | 0.81% | -1.38K |
| Ranger Micro Cap | 157.74K | 0.79% | 157.74K |
| VT De Lisle America B USD | 149.14K | 0.74% | - |
| Buffalo Small Cap Growth | 126.66K | 0.63% | - |
| Kornitzer Small Cap Equity | 126.66K | 0.63% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 17, 2023 | Wang Joanne Tzu Jung | Chief Operating Officer | Sell | $190.95K |
| Oct 17, 2023 | Quire Daniel | Chief Revenue Officer | Sell | $10.82K |
| Sep 19, 2023 | Cheng Marvin | VP-Manufacturing, Secy | Sell | $3.15M |
| Sep 12, 2023 | Yu Alan | Chief Executive Officer | Sell | $10.50M |
| Sep 12, 2023 | Cheng Marvin | VP-Manufacturing, Secy | Sell | $10.50M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 2 |
KRT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools