Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Karat Packaging Inc (KRT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — KRT

Based on 129 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
129 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

73 buying54 selling
Last quarter: 73 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 18 → 24 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 29% medium ■ 26% new
57 out of 129 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.
➡️

Steady discovery — ~20 new funds/quarter

10 → 28 → 18 → 24 → 20 new funds/Q
New funds entering each quarter: 28 → 18 → 24 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 30% newcomers

■ 50% veterans ■ 19% 1-2yr ■ 30% new
Entry-cohort mix of 129 holders: 65 (50%) are 2+ year veterans, 25 entered 1–2 years ago, and 39 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
37 of 129 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — KRT

In 2026 Q1, 73 hedge funds were net buyers of KRT (20 opened a new position, 53 added to an existing one), while 54 reduced or exited (42 trimmed, 12 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 37% of total institutional value in KRT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 129.

Hedge Fund Ownership: KRT

How many hedge funds hold KRT — quarterly history vs. share price
Quarterly hedge fund ownership of KRT vs. share price

Market Analysis: KRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KRT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Karat Packaging Inc (KRT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KRT has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
KRT
nan%
XLY
nan%

KRT outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
KRT
nan%
XLY
nan%

Since the filing became public, KRT outperformed XLY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: KRT
129 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 129 121 6.61%
13F Shares 6M 6M 0.97%
Total Value $161M $139M 15.86%
New Positions 20 24 -4
Increased Positions 53 51 +2
Closed Positions 12 27 -15
Reduced Positions 42 29 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KRT

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

129 + 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:
Top 25 KRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ktf Investments, LLC 0.92% 191,845 $5.4M
2 De Lisle Partners LLP 0.77% 229,143 $6.4M
3 Ranger Investment Management, L.P. 0.66% 325,104 $9.1M
4 North Star Investment Management Corp. 0.16% 97,000 $2.7M
5 CWA Asset Management Group, LLC 0.12% 122,386 $3.4M
6 Punch & Associates Investment Management, INC. 0.11% 69,115 $1.9M
7 Polar Asset Management Partners Inc. 0.06% 113,299 $3.2M
8 Inspire Investing, LLC 0.04% 18,331 $512K
9 Polymer Capital Management (US) LLC 0.02% 8,651 $242K
10 Trexquant Investment LP 0.01% 73,247 $2.0M
11 Bailard, INC. 0.01% 18,860 $527K
12 Engineers Gate Manager LP 0.01% 33,679 $940K
13 Occudo Quantitative Strategies LP 0.01% 7,292 $209K
14 Ritholtz Wealth Management 0.01% 19,938 $557K
15 Jacobs Levy Equity Management, Inc 0.01% 80,279 $2.2M
16 Brooklyn Investment Group 0.01% 10,133 $283K
17 Russell Investments Group, Ltd. 0.01% 200,660 $5.6M
18 O'shaughnessy Asset Management, LLC 0.01% 40,895 $1.1M
19 Vident Advisory, LLC 0.01% 23,353 $652K
20 Boston Partners 0.00% 166,981 $4.7M
21 Two Sigma Investments, LP 0.00% 208,757 $5.8M
22 American Century Companies Inc 0.00% 261,899 $7.3M
23 Quadrature Capital Ltd 0.00% 11,171 $312K
24 Los Angeles Capital Management LLC 0.00% 32,865 $918K
25 Merit Financial Group, LLC 0.00% 17,283 $483K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 73 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KRT holders?

Strong quality — 37% AUM from major funds: 37 of 129 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held KRT?

44% of holders stayed for 2+ years: 57 out of 129 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.

Is it too late to buy Karat Packaging Inc (KRT) following the 2026 Q1 hedge fund 13F filings?

As of today, KRT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), KRT has gained nan% vs nan% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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