Karat Packaging Inc. - COM (KRT)

CUSIP: 48563L101

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COM
Total 13F shares
5,030,593
Share change
+425,560
Total reported value
$125,030,504
Price per share
$24.85
Number of holders
94
Value change
+$11,014,367
Number of buys
64
Number of sells
30

Quarterly Holders Quick Answers

What is CUSIP 48563L101?
CUSIP 48563L101 identifies KRT - Karat Packaging Inc. - COM in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of KRT - Karat Packaging Inc. - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
class O/S missing
572,936
$13,211,904 30 Sep 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
381,711
$8,802,256 30 Sep 2023
13F
WASATCH ADVISORS LP
13F
Company
class O/S missing
349,675
$8,063,506 30 Sep 2023
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
class O/S missing
348,408
$8,034,288 30 Sep 2023
13F
VANGUARD GROUP INC
13F
Company
class O/S missing
333,151
$7,682,462 30 Sep 2023
13F
BlackRock Finance, Inc.
13F
Company
class O/S missing
295,697
$6,818,772 30 Sep 2023
13F
GRATIA CAPITAL, LLC
13F
Company
class O/S missing
265,000
$6,110,900 30 Sep 2023
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
class O/S missing
183,620
$4,229,000 30 Sep 2023
13F
KORNITZER CAPITAL MANAGEMENT INC /KS
13F
Company
class O/S missing
169,087
$3,899,146 30 Sep 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
120,850
$2,787,131 30 Sep 2023
13F
UBS Group AG
13F
Company
class O/S missing
92,635
$2,136,163 30 Sep 2023
13F
Uniplan Investment Counsel, Inc.
13F
Company
class O/S missing
93,270
$2,050,000 30 Sep 2023
13F
STATE STREET CORP
13F
Company
class O/S missing
85,940
$1,981,776 30 Sep 2023
13F
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
class O/S missing
84,014
$1,937,363 30 Sep 2023
13F
Russell Investments Group, Ltd.
13F
Company
class O/S missing
74,339
$1,714,255 30 Sep 2023
13F
SEI INVESTMENTS CO
13F
Company
class O/S missing
72,874
$1,680,474 30 Sep 2023
13F
ZACKS INVESTMENT MANAGEMENT
13F
Company
class O/S missing
67,218
$1,550,040 30 Sep 2023
13F
Informed Momentum Co LLC
13F
Company
class O/S missing
60,268
$1,389,780 30 Sep 2023
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
class O/S missing
56,288
$1,298,001 30 Sep 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
56,211
$1,295,470 30 Sep 2023
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
class O/S missing
55,400
$1,277,524 30 Sep 2023
13F
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
50,881
$1,173,316 30 Sep 2023
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
47,507
$1,095,511 30 Sep 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
46,384
$1,069,615 30 Sep 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
class O/S missing
44,540
$1,027,092 30 Sep 2023
13F
TWO SIGMA ADVISERS, LP
13F
Company
class O/S missing
35,400
$816,324 30 Sep 2023
13F
LPL Financial LLC
13F
Company
class O/S missing
33,714
$777,445 30 Sep 2023
13F
BARCLAYS PLC
13F
Company
class O/S missing
30,322
$699,226 30 Sep 2023
13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
class O/S missing
27,782
$640,653 30 Sep 2023
13F
Quadrature Capital Ltd
13F
Company
class O/S missing
27,090
$626,592 30 Sep 2023
13F
Ancora Advisors LLC
13F
Company
class O/S missing
26,772
$617,362 30 Sep 2023
13F
CITADEL ADVISORS LLC
13F
Company
class O/S missing
20,910
$482,184 30 Sep 2023
13F
Janney Montgomery Scott LLC
13F
Company
class O/S missing
20,680
$477,000 30 Sep 2023
13F
Aristides Capital LLC
13F
Company
class O/S missing
20,000
$461,200 30 Sep 2023
13F
CHECK CAPITAL MANAGEMENT INC/CA
13F
Company
class O/S missing
20,000
$461,200 30 Sep 2023
13F
PERRITT CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
20,000
$461,200 30 Sep 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
class O/S missing
18,615
$429,000 30 Sep 2023
13F
MARSHALL WACE, LLP
13F
Company
class O/S missing
17,141
$395,272 30 Sep 2023
13F
Ellsworth Advisors, LLC
13F
Company
class O/S missing
17,370
$379,525 30 Sep 2023
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
16,299
$375,850 30 Sep 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
15,982
$368,545 30 Sep 2023
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
class O/S missing
15,253
$351,734 30 Sep 2023
13F
Calamos Advisors LLC
13F
Company
class O/S missing
15,222
$351,019 30 Sep 2023
13F
OCCUDO QUANTITATIVE STRATEGIES LP
13F
Company
class O/S missing
15,060
$347,284 30 Sep 2023
13F
STRS OHIO
13F
Company
class O/S missing
14,500
$334,000 30 Sep 2023
13F
MORGAN STANLEY
13F
Company
class O/S missing
13,914
$320,858 30 Sep 2023
13F
BAILARD, INC.
13F
Company
class O/S missing
13,443
$309,996 30 Sep 2023
13F
Squarepoint Ops LLC
13F
Company
class O/S missing
13,158
$303,423 30 Sep 2023
13F
Jump Financial, LLC
13F
Company
class O/S missing
12,105
$279,141 30 Sep 2023
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
11,836
$272,938 30 Sep 2023
13F

Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q4 2023

As of 31 Dec 2023, Karat Packaging Inc. - COM (KRT) was held by 94 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,030,593 shares. The largest 10 holders included WELLINGTON MANAGEMENT GROUP LLP, AMERICAN CENTURY COMPANIES INC, AMERIPRISE FINANCIAL INC, BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, ACADIAN ASSET MANAGEMENT LLC, UBS Group AG, KORNITZER CAPITAL MANAGEMENT INC /KS, and Bank of New York Mellon Corp. This page lists 94 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

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 Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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