Karat Packaging
Supplies disposable cups, lids, and eco-friendly packaging to restaurant chains and boba shops nationwide.
$49.01
After-hours close−0.03 (−0.06%)
At close$49.04(−1.53%)
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Breakdown13F · Form 4
Institutions 32.18%6.42M sharesInsiders 57.32%11.44M sharesOther 10.50%2.10M shares
Shares outstanding 19.96M · Float 8.53M · 42.7% free float
Institutions13F, as of Mar 31, 2026
132 holders · 6.42M shares · 20 new positions · 75 increased · 43 reduced · 12 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 569.0K | 2.85% | −1.3K | May 13, 2026 |
| Vanguard Capital Management LLC | 387.9K | 1.94% | +387.9Knew | May 15, 2026 |
| Ranger Investment Management, L.P. | 325.1K | 1.63% | +24.4K | May 15, 2026 |
| Acadian Asset Management LLC | 267.3K | 1.34% | −23.8K | May 13, 2026 |
| American Century Companies Inc | 261.9K | 1.31% | −8.9K | May 15, 2026 |
| Bank of Montreal /Can/ | 230.9K | 1.16% | −192 | May 13, 2026 |
| De Lisle Partners LLP | 229.1K | 1.15% | 0 | May 13, 2026 |
| Dimensional Fund Advisors LP | 218.4K | 1.09% | +17.3K | May 7, 2026 |
Beneficial owners13D/G · 5% or more, as filed
No 13D/G filer at 5% or more on record.
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Alan Yu | director, 10 percent owner, officer: Chief Executive Officer | 6.10M | 30.54% | May 15, 2026 |
| Marvin Cheng | 10 percent owner, officer: VP-Manufacturing, Secy | 5.26M | 26.35% | Aug 21, 2026 |
| Jian Guo | director, officer: Chief Financial Officer | 41.0K | 0.21% | Aug 14, 2026 |
| Daniel Quire | officer: Chief Revenue Officer | 23.6K | 0.12% | May 15, 2026 |
| Eve Yen | director | 8.0K | 0.04% | May 11, 2026 |
| Eric K. Chen | director | 7.0K | 0.04% | May 11, 2026 |
| Paul Y. Chen | director | 7.0K | 0.04% | May 11, 2026 |
2 people have not refiled in the last 18 months (28.6K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 20, 2026 | Marvin Cheng10 percent owner, officer: VP-Manufacturing, Secy | Sale | 4,500 | $47.33 | 3,000 |
| Nov 12, 2025 | Jian Guodirector, officer: Chief Financial Officer | Purchase | 1,361 | $22.11 | 31,062 |
CongressHouse and Senate disclosures
Not reported.