Karat Packaging Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:KRT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Nov 25	BuyUS$30,092	Jian Guo	Individual	1,361	US$22.11
27 Jun 25	SellUS$3,037,500	Marvin Cheng	Individual	112,500	US$27.00
27 Jun 25	SellUS$3,037,500	Alan Yu	Individual	112,500	US$27.00
12 Jun 25	SellUS$20,250,000	Alan Yu	Individual	750,000	US$27.00
12 Jun 25	SellUS$20,250,000	Marvin Cheng	Individual	750,000	US$27.00

Insider Trading Volume

Insider Buying: KRT insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of KRT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	20,279	0.101%
General Public	2,599,235	12.9%
Institutions	6,063,156	30.2%
Individual Insiders	11,416,835	56.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 79.29% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
30.3%	Alan Yu	6,091,305	US$138.9m	0%	no data
26.2%	Marvin Cheng	5,257,272	US$119.9m	0%	no data
2.76%	BlackRock, Inc.	555,619	US$12.7m	22.5%	no data
2.38%	The Vanguard Group, Inc.	477,450	US$10.9m	12%	no data
1.68%	Acadian Asset Management LLC	337,303	US$7.7m	20.7%	0.01%
1.6%	Ranger Investment Management, L.P.	322,536	US$7.4m	0.62%	0.5%
1.29%	Wasatch Advisors LP	259,186	US$5.9m	-21.7%	0.02%
1.29%	American Century Investment Management Inc	258,991	US$5.9m	13.1%	no data
1.25%	Millennium Management LLC	251,912	US$5.7m	-15.1%	no data
1.14%	De Lisle Partners Llp	229,143	US$5.2m	0%	0.65%
0.99%	Geode Capital Management, LLC	199,897	US$4.6m	17.8%	no data
0.99%	Polar Asset Management Partners Inc.	199,896	US$4.6m	0%	0.19%
0.9%	Russell Investment Management, LLC	180,011	US$4.1m	5.2%	no data
0.88%	Dimensional Fund Advisors LP	176,960	US$4.0m	4.71%	no data
0.73%	BNY Asset Management	147,537	US$3.4m	3.68%	no data
0.71%	Boston Partners Global Investors, Inc.	142,167	US$3.2m	34.7%	no data
0.65%	State Street Global Advisors, Inc.	131,213	US$3.0m	6.55%	no data
0.63%	UBS Asset Management AG	126,714	US$2.9m	-74.5%	no data
0.52%	T. Rowe Price Group, Inc.	104,694	US$2.4m	57.1%	no data
0.51%	Two Sigma Investments, LP	101,652	US$2.3m	30.1%	no data
0.46%	Jacobs Levy Equity Management Inc	91,856	US$2.1m	20%	0.01%
0.4%	Northern Trust Global Investments	79,430	US$1.8m	30.1%	no data
0.37%	Marshall Wace LLP	75,206	US$1.7m	-50.9%	no data
0.37%	Two Sigma Advisers, LP	74,700	US$1.7m	66.7%	no data
0.32%	O'Shaughnessy Asset Management, LLC	63,353	US$1.4m	-7.37%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/28 17:32
End of Day Share Price	2025/12/26 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Karat Packaging Inc. is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
George Staphos	BofA Global Research
William Newby	D.A. Davidson & Co.
Ryan Meyers	Lake Street Capital Markets, LLC