Karat Packaging Inc (KRT) Hedge Fund Ownership (Q2 2026)

Karat Packaging Inc (KRT)

140 + Investors. Track Smart Money conviction in KRT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — KRT

Based on 140 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added KRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

140 hedge funds hold KRT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

92 buying54 selling

Last quarter: 92 funds were net buyers (33 opened a brand new position + 59 added to an existing one). Only 54 were sellers (32 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new KRT position: 18 → 24 → 20 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 29% medium ■ 30% new

58 out of 140 hedge funds have held KRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +35% but shares only +10% — price-driven

Value

+34%

+10%

Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

28 → 18 → 24 → 20 → 33 new funds/Q

New funds entering each quarter: 18 → 24 → 20 → 33. A growing number of institutions are discovering KRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 47% veterans vs 36% newcomers

■ 47% veterans ■ 17% 1-2yr ■ 36% new

Entry-cohort mix of 140 holders: 66 (47%) are 2+ year veterans, 24 entered 1–2 years ago, and 50 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

41 of 140 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in KRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	140	129	8.53%
13F Shares	7M	6M	10.22%
Total Value	$217M	$161M	34.56%
New Positions	33	20	+13
Increased Positions	59	53	+6
Closed Positions	22	12	+10
Reduced Positions	32	42	-10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

140

129

8.53%

13F Shares

10.22%

Total Value

$217M

$161M

34.56%

New Positions

+13

Increased Positions

Closed Positions

+10

Reduced Positions

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

140 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KRT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 KRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	De Lisle Partners LLP	0.80%	218,443	$7.3M
2	Ranger Investment Management, L.P.	0.70%	332,596	$11.1M
3	Ktf Investments, LLC	0.49%	146,145	$4.9M
4	North Star Investment Management Corp.	0.18%	97,000	$3.2M
5	Kings Path Partners LLC	0.17%	18,453	$465K
6	Punch & Associates Investment Management, INC.	0.16%	98,320	$3.3M
7	R Squared Ltd	0.15%	8,819	$295K
8	CWA Asset Management Group, LLC	0.14%	136,160	$4.6M
9	PDT Partners, LLC	0.06%	33,040	$1.1M
10	Odyssean, LLC	0.05%	9,552	$320K
11	Algert Global LLC	0.05%	122,248	$4.1M
12	Globeflex Capital L P	0.04%	9,152	$306K
13	Bard Associates Inc	0.04%	5,000	$167K
14	Compass Financial Management LLC	0.03%	8,153	$273K
15	Segall Bryant & Hamill, LLC	0.03%	82,117	$2.7M
16	Inspire Investing, LLC	0.03%	20,456	$684K
17	Two Sigma Securities, LLC	0.02%	7,827	$262K
18	Ritholtz Wealth Management	0.01%	29,963	$1.0M
19	Aquatic Capital Management LLC	0.01%	12,065	$404K
20	Jacobs Levy Equity Management, Inc	0.01%	100,550	$3.4M
21	Occudo Quantitative Strategies LP	0.01%	6,317	$211K
22	O'shaughnessy Asset Management, LLC	0.01%	51,205	$1.7M
23	XTX Topco Ltd	0.01%	16,342	$547K
24	Mawer Investment Management Ltd.	0.01%	31,084	$1.0M
25	Moran Wealth Management, LLC	0.01%	7,742	$259K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Karat Packaging Inc (KRT)

What does the Smart Money Trend signal show for KRT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KRT?

More buyers than sellers — 63% buying: Last quarter: 92 funds were net buyers (33 opened a brand new position + 59 added to an existing one). Only 54 were sellers (32 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KRT holders?

Elite ownership — 55% AUM from top-100 funds: 41 of 140 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in KRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KRT?

41% of holders stayed for 2+ years: 58 out of 140 hedge funds have held KRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Karat Packaging Inc (KRT)

Smart Money Signals — KRT

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+13 vs last Q)

41% of holders stayed for 2+ years

Value +35% but shares only +10% — price-driven

Growing discovery — still being found

Veteran-anchored — 47% veterans vs 36% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — KRT

Hedge Fund Ownership: KRT

Market Analysis: KRT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KRT

Hedge Fund Positioning: KRT

Statistics: KRT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Karat Packaging Inc (KRT)

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