KRT Institutional Ownership
Karat Packaging Inc.
1W: +1.0%
1M: +2.3%
3M: +34.2%
YTD: +147.8%
1Y: +122.7%
3Y: +198.0%
5Y: +186.5%
$54.47
+0.12 (+0.22%)
Weekly Expected Move ±2.7%
$50
$52
$53
$54
$56
Credit Risk of going bust: lower than 83% of companies Debt: 6.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.19 (down 99.6%), Karat Packaging Inc. would be worth roughly what it owes.
Total debt $72.7M against a stock market value of $1.09B.
Distance to default 10.50 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $23.3M (short-term plus half of long-term), stock volatility 37.3%; Altman Z 7.65. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.19 (down 99.6%), Karat Packaging Inc. would be worth roughly what it owes.
Total debt $72.7M against a stock market value of $1.09B.
Distance to default 10.50 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $23.3M (short-term plus half of long-term), stock volatility 37.3%; Altman Z 7.65. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — KRT
161
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
$219M
Total Invested
32
New Positions
61
Increased
49
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (170 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 592,941 | $32M | +23,943 | +4.2% | 8Q | SEC ↗ |
| 2 | ACADIAN ASSET MANAGEMENT LLC | 414,238 | $23M | +146,930 | +55.0% | 14Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 390,162 | $21M | +2,260 | +0.6% | 2Q | SEC ↗ |
| 4 | Ranger Investment Management, L.P. | 332,596 | $18M | +7,492 | +2.3% | 8Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 291,927 | $16M | +77,567 | +36.2% | 21Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 263,499 | $14M | +1,600 | +0.6% | 15Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 240,131 | $13M | +21,694 | +9.9% | 14Q | SEC ↗ |
| 8 | Russell Investments Group, Ltd. | 231,713 | $13M | +31,053 | +15.5% | 8Q | SEC ↗ |
| 9 | BANK OF MONTREAL /CAN | 230,794 | $13M | -121 | -0.1% | 3Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP | 228,316 | $12M | +19,559 | +9.4% | 12Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 225,347 | $12M | +62,034 | +38.0% | 11Q | SEC ↗ |
| 12 | De Lisle Partners LLP | 218,443 | $12M | -10,700 | -4.7% | 10Q | SEC ↗ |
| 13 | Boston Partners | 199,942 | $11M | +32,961 | +19.7% | 9Q | SEC ↗ |
| 14 | PRICE T ROWE ASSOCIATES INC /MD | 165,862 | $9M | +38,237 | +30.0% | 11Q | SEC ↗ |
| 15 | STATE STREET CORP | 165,467 | $9M | +12,750 | +8.3% | 21Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 159,511 | $9M | +3,892 | +2.5% | 19Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 157,069 | $9M | +62,494 | +66.1% | 15Q | SEC ↗ |
| 18 | KTF INVESTMENTS, LLC | 146,145 | $8M | -45,700 | -23.8% | 3Q | SEC ↗ |
| 19 | CWA Asset Management Group, LLC | 136,160 | $7M | +13,774 | +11.3% | 3Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC NEW | 123,655 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 21 | ALGERT GLOBAL LLC | 122,248 | $7M | +56,361 | +85.5% | 3Q | SEC ↗ |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 100,550 | $5M | +20,271 | +25.3% | 12Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 99,406 | $5M | +19,898 | +25.0% | 8Q | SEC ↗ |
| 24 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 98,320 | $5M | +29,205 | +42.3% | 14Q | SEC ↗ |
| 25 | North Star Investment Management Corp. | 97,000 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 84,402 | $5M | +5,334 | +6.7% | 21Q | SEC ↗ |
| 27 | SEGALL BRYANT & HAMILL, LLC NEW | 82,117 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | VANGUARD PORTFOLIO MANAGEMENT LLC | 81,870 | $4M | +20,558 | +33.5% | 2Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 78,896 | $4M | +40,392 | +104.9% | 21Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 62,682 | $3M | +2,710 | +4.5% | 2Q | SEC ↗ |
| 31 | PANAGORA ASSET MANAGEMENT INC NEW | 54,196 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Nuveen, LLC | 53,217 | $3M | +3,307 | +6.6% | 6Q | SEC ↗ |
| 33 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 51,205 | $3M | +10,310 | +25.2% | 12Q | SEC ↗ |
| 34 | Point72 Asset Management, L.P. | 48,378 | $3M | +23,892 | +97.6% | 3Q | SEC ↗ |
| 35 | MARSHALL WACE, LLP | 47,186 | $3M | +4,611 | +10.8% | 2Q | SEC ↗ |
| 36 | LOS ANGELES CAPITAL MANAGEMENT LLC | 46,302 | $3M | +13,437 | +40.9% | 12Q | SEC ↗ |
| 37 | UBS Group AG | 45,103 | $2M | +20,389 | +82.5% | 21Q | SEC ↗ |
| 38 | MILLENNIUM MANAGEMENT LLC | 43,477 | $2M | -64,477 | -59.7% | 21Q | SEC ↗ |
| 39 | HRT FINANCIAL LP | 37,018 | $2M | +1,119 | +3.1% | 5Q | SEC ↗ |
| 40 | PDT Partners, LLC NEW | 33,040 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Mawer Investment Management Ltd. NEW | 31,084 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 30,342 | $2M | +14,689 | +93.8% | 2Q | SEC ↗ |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 30,115 | $2M | -11,600 | -27.8% | 12Q | SEC ↗ |
| 44 | RITHOLTZ WEALTH MANAGEMENT | 29,963 | $2M | +10,025 | +50.3% | 12Q | SEC ↗ |
| 45 | FIRST TRUST ADVISORS LP | 28,723 | $2M | +1,191 | +4.3% | 8Q | SEC ↗ |
| 46 | Creative Planning | 25,497 | $1M | +4,735 | +22.8% | 3Q | SEC ↗ |
| 47 | MORGAN STANLEY | 25,234 | $1M | -28,085 | -52.7% | 21Q | SEC ↗ |
| 48 | Trexquant Investment LP | 23,923 | $1M | -49,324 | -67.3% | 7Q | SEC ↗ |
| 49 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 23,508 | $1M | +1,354 | +6.1% | 15Q | SEC ↗ |
| 50 | Sixth Street Partners Management Compa NEW | 23,508 | $1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 123,655 | $7M |
| SEGALL BRYANT & HAMILL, LLC | 82,117 | $4M |
| PANAGORA ASSET MANAGEMENT INC | 54,196 | $3M |
| PDT Partners, LLC | 33,040 | $2M |
| Mawer Investment Management Ltd. | 31,084 | $2M |
| Sixth Street Partners Management Co | 23,508 | $1M |
| Walleye Capital LLC | 20,447 | $1M |
| D. E. Shaw & Co., Inc. | 18,907 | $1M |
| XTX Topco Ltd | 16,342 | $890K |
| RAYMOND JAMES FINANCIAL INC | 13,430 | $732K |
| BLAIR WILLIAM & CO/IL | 11,826 | $644K |
| IEQ CAPITAL, LLC | 11,371 | $619K |
| ZACKS INVESTMENT MANAGEMENT | 11,302 | $616K |
| Brooklyn Investment Group | 10,133 | $552K |
| ALLIANCEBERNSTEIN L.P. | 10,010 | $545K |
| Odyssean, LLC | 9,552 | $520K |
| Mariner, LLC | 9,440 | $514K |
| GLOBEFLEX CAPITAL L P | 9,152 | $499K |
| R Squared Ltd | 8,819 | $480K |
| COMPASS FINANCIAL MANAGEMENT LLC | 8,153 | $444K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Harel Insurance Investments & Finan | 151,181 | $8M |
| Polar Asset Management Partners Inc | 113,299 | $6M |
| WELLINGTON MANAGEMENT GROUP LLP | 35,670 | $2M |
| Qube Research & Technologies Ltd | 33,228 | $2M |
| LAZARD ASSET MANAGEMENT LLC | 27,678 | $2M |
| Topline Capital Management, LLC | 14,022 | $764K |
| Rothschild Wealth LLC | 13,000 | $708K |
| SEIZERT CAPITAL PARTNERS, LLC | 11,755 | $640K |
| Quadrature Capital Ltd | 11,171 | $608K |
| EXCHANGE TRADED CONCEPTS, LLC | 11,032 | $601K |
| Brevan Howard Capital Management LP | 10,737 | $585K |
| Polymer Capital Management (US) LLC | 8,651 | $471K |
| LSV ASSET MANAGEMENT | 8,600 | $468K |
| Susquehanna Portfolio Strategies, L | 8,406 | $458K |
| HSBC HOLDINGS PLC | 8,174 | $445K |
| State of Wyoming | 5,410 | $295K |
| AMALGAMATED BANK | 270 | $15K |
| MAI Capital Management | 115 | $6K |
| Intentional Wealth Strategies, LLC | 45 | $2K |
| Root Financial Partners, LLC | 27 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -64,477 | -59.7% | 43,477 |
| Trexquant Investment LP | -49,324 | -67.3% | 23,923 |
| KTF INVESTMENTS, LLC | -45,700 | -23.8% | 146,145 |
| JANE STREET GROUP, LLC | -38,817 | -84.7% | 7,023 |
| MORGAN STANLEY | -28,085 | -52.7% | 25,234 |
| Engineers Gate Manager LP | -18,462 | -54.8% | 15,217 |
| RENAISSANCE TECHNOLOGIES LLC | -11,600 | -27.8% | 30,115 |
| De Lisle Partners LLP | -10,700 | -4.7% | 218,443 |
| BARCLAYS PLC | -10,584 | -34.6% | 19,971 |
| BAILARD, INC. | -10,000 | -53.0% | 8,860 |
| Squarepoint Ops LLC | -8,858 | -51.4% | 8,361 |
| WELLS FARGO & COMPANY/MN | -7,831 | -43.4% | 10,224 |
| GSA CAPITAL PARTNERS LLP | -4,674 | -18.7% | 20,274 |
| Corient Private Wealth LP | -2,821 | -26.8% | 7,703 |
| VICTORY CAPITAL MANAGEMENT INC | -1,806 | -7.9% | 20,929 |
| STIFEL FINANCIAL CORP | -1,623 | -8.6% | 17,193 |
| Janney Montgomery Scott LLC | -1,600 | -20.5% | 6,190 |
| OCCUDO QUANTITATIVE STRATEGIES LP | -975 | -13.4% | 6,317 |
| LPL Financial LLC | -350 | -2.1% | 16,628 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -346 | -74.4% | 119 |