Security key
48563L101
- Security type / class
- Equity / COM
- Total 13F shares
- 5,030,593
- Total 13F value
- $125,030,504
- Share change
- +425,560
- SEC-reported price per share
- $24.85
- Number of holders
- 94
- Value change
- +$11,014,367
- Number of buys
- 64
- Number of sells
- 30
Report period
Q4 2023
Institutions
94
Top holders
10
KRT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
Karat Packaging Inc. SEC filings
Karat Packaging Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 48563L101
Recent filing periods:
Ownership snapshot
Top reported holders of KRT - Karat Packaging Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WELLINGTON MANAGEMENT GRO...
Disclosed value leader
WELLINGTON MANAGEMENT GRO...
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
Highest disclosed value: $13,211,904
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
WELLINGTON MANAGEMENT GROUP LLP has the largest disclosed position value at $13.21M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WELLINGTON MANAGEMENT GROUP LLP's linked filing trail.
Disclosed position value
Top 5
WELLINGTON MANAGEMENT GROUP LLP
$13.21M
AMERIPRISE FINANCIAL INC
$8.8M
WASATCH ADVISORS LP
$8.06M
AMERICAN CENTURY COMPANIES INC
$8.03M
VANGUARD GROUP INC
$7.68M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
—
class O/S missing
|
$13,211,904
572,936 shares
|
— | 30 Sep 2023 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$8,802,256
381,711 shares
|
— | 30 Sep 2023 |
| WASATCH ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$8,063,506
349,675 shares
|
— | 30 Sep 2023 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
—
class O/S missing
|
$8,034,288
348,408 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$7,682,462
333,151 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$6,818,772
295,697 shares
|
— | 30 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
94
Shares
5,030,593
Rows available
94
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
81
Q4 2023 holders
94
Holder diff
13
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend