undamentalytics Newsletter

Karat Packaging Inc.: which funds bought and sold

Institutions that bought and sold Karat Packaging shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 90 institutions that filed 13F reports for both quarters added to or opened positions in Karat Packaging, and 49 cut or closed them. Together they added a net 696K shares, +10.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 484K shares (+20.6%); index fund managers were net buyers of 147K shares (+9.4%). 29 opened a new position and 17 sold out entirely.

Bought, Q2 2026 90 institutions, 29 of them new holders Sold, Q2 2026 49 institutions, 17 of them sold out
Net change, all compared +696K shares (+10.9%)
Net change, active managers +484K shares (+20.6%), 24 bought, 13 sold

Buyers versus sellers

institutions compared, 158
Active managers and hedge funds 24 bought · 13 sold · +484K
Index fund managers 9 bought · 0 sold · +147K
Other institutions 57 bought · 36 sold · +66K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Acadian Asset Management LLC Active manager +147K +55.0% 414K $13.9M
Ameriprise Financial Inc +124K New position 124K $4.1M
Segall Bryant & Hamill, LLC Active manager +82K New position 82K $2.7M
Geode Capital Management, LLC Index funds +78K +36.2% 292K $9.8M
Citadel Advisors LLC Hedge fund +62K +66.1% 157K $5.3M
AQR Capital Management LLC Hedge fund +62K +38.0% 225K $7.5M
Algert Global LLC Hedge fund +56K +85.5% 122K $4.1M
Panagora Asset Management Inc Active manager +54K New position 54K $1.8M
Jpmorgan Chase & Co +40K +104.9% 79K $2.6M
Price T Rowe Associates Inc Active manager +38K +30.0% 166K $5.6M
PDT Partners, LLC Hedge fund +33K New position 33K $1.1M
Boston Partners Active manager +33K +19.7% 200K $6.7M
Mawer Investment Management Ltd. Active manager +31K New position 31K $1M
Russell Investments Group, Ltd. +31K +15.5% 232K $7.7M
Punch & Associates Investment Management, Inc. +29K +42.3% 98K $3.3M
Blackrock, Inc. Index funds +24K +4.2% 593K $19.8M
Point72 Asset Management, L.P. Hedge fund +24K +97.6% 48K $1.6M
Dimensional Fund Advisors LP +22K +9.9% 240K $8M
Vanguard Portfolio Management LLC Index funds +21K +33.5% 82K $2.7M
Walleye Capital LLC Hedge fund +20K New position 20K $684,157

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Harel Insurance Investments & Financial Services Ltd. −151K Sold out 0 —
Polar Asset Management Partners Inc. −113K Sold out 0 —
Millennium Management LLC Hedge fund −64K −59.7% 43K $1.5M
Trexquant Investment LP Hedge fund −49K −67.3% 24K $800,464
Ktf Investments, LLC −46K −23.8% 146K $4.9M
Jane Street Group, LLC −39K −84.7% 7,023 $234,989
Wellington Management Group LLP Active manager −36K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −33K Sold out 0 —
Morgan Stanley −28K −52.7% 25K $844,367
Lazard Asset Management LLC Active manager −28K Sold out 0 —
Engineers Gate Manager LP Hedge fund −18K −54.8% 15K $509,161
Renaissance Technologies LLC Hedge fund −12K −27.8% 30K $1M
Quadrature Capital Ltd Hedge fund −11K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −11K Sold out 0 —
De Lisle Partners LLP −11K −4.7% 218K $7.3M
Barclays PLC −11K −34.6% 20K $668,230
Bailard, Inc. −10K −53.0% 8,860 $296,456
Squarepoint Ops LLC Hedge fund −8,858 −51.4% 8,361 $279,759
Polymer Capital Management (US) LLC −8,651 Sold out 0 —
LSV Asset Management Active manager −8,600 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Ameriprise Financial Inc 124K $4.1M
Segall Bryant & Hamill, LLCActive manager 82K $2.7M
Panagora Asset Management IncActive manager 54K $1.8M
PDT Partners, LLCHedge fund 33K $1.1M
Mawer Investment Management Ltd.Active manager 31K $1M
Walleye Capital LLCHedge fund 20K $684,157
D. E. Shaw & Co., Inc.Hedge fund 19K $632,628
Xtx Topco Ltd 16K $546,803
Cambridge Investment Research Advisors, Inc. 14K $484,000
Raymond James Financial Inc 13K $449,368

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Harel Insurance Investments & Financial Services Ltd. 151K $4.2M
Polar Asset Management Partners Inc. 113K $3.2M
Wellington Management Group LLPActive manager 36K $995,906
Qube Research & Technologies LtdHedge fund 33K $927,726
Lazard Asset Management LLCActive manager 28K $772,770
Quadrature Capital LtdHedge fund 11K $311,894
Brevan Howard Capital Management LPHedge fund 11K $299,777
Polymer Capital Management (US) LLC 8,651 $241,536
LSV Asset ManagementActive manager 8,600 $240,000
Susquehanna Portfolio Strategies, LLC 8,406 $234,696

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
142
Ten largest holders
45.2%
of 13F-reported shares
Index fund managers
24.0%
of 13F-reported shares
Active managers and hedge funds
39.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 13 8 6 +484K +20.6%
Index fund managers 9 0 0 0 +147K +9.4%
Other institutions 57 36 21 11 +66K +2.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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