KRT at a glance
Karat Packaging Inc. (KRT, SEC CIK 1758021) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Karat Packaging Inc. (KRT) reported revenue of $467.7 million (up 10.7% from FY2024) and net income of $31.5 million. Diluted EPS was $1.56.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Karat Packaging Inc. (KRT) shares worth $99.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cheng Marvin on September 8, 2026 of 2,000 shares at $48.50 per share.
- In the last 90 days, KRT insiders reported 0 open-market purchases ($0) and 4 open-market sales ($599K) on Form 4, a net sale of $599K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $467.7M
- +10.7% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$599K
- 13F holders
- 25 funds
- $99.3M · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $136.3M, up 9.9% YoY from $124.0M, driven by $13.1M volume and product mix
- Gross margin 56.6% vs 39.6% YoY, including 1,890-basis-point tariff-refund benefit
- Net income $29.6M, up 168.3% YoY from $11.1M; net margin 21.8% vs 8.9%
- Operating cash flow $33.2M, up 240.0% YoY; cash and equivalents $38.4M at June 30
- Tariff refunds provided $25.8M COGS reduction; headwinds from tariffs, ocean freight, raw materials, and supply-chain disruption risks
Risk Factors
- No material changes to 2025 Form 10-K risk factors
- Financial risk: $15.0 million share-repurchase authorization, with $10.022 million remaining
- Financing risk: May 11, 2026 change-in-terms agreement with Hanmi Bank
AI summary of the KRT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
Item 8.01: Other Events
- Quarterly cash dividend increased to $0.47 per share, signaling stronger shareholder-return commitment
- Payment scheduled on or about August 28, 2026, for shareholders of record August 21, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- All five director nominees elected, with votes for ranging from 16,173,766 to 16,693,717
- Eve Yen received the fewest affirmative votes at 16,173,766, with 550,769 votes withheld
AI summaries of KRT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KRT
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- Fund moves. Which tracked funds opened, added or cut KRT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cheng Marvin | Sell | Sep 8, 2026 | 2,000 | $48.50 |
| Cheng Marvin | Sell | Sep 4, 2026 | 4,000 | $48.38 |
| Cheng Marvin | Sell | Sep 1, 2026 | 2,000 | $47.75 |
| Cheng Marvin | Sell | Aug 20, 2026 | 4,500 | $47.33 |
| Guo Jian | M | Aug 13, 2026 | 4,700 | - |
| Guo Jian | M | Aug 13, 2026 | 4,700 | $16.53 |
| Quire Daniel | F | May 15, 2026 | 2,065 | $26.28 |
| Yu Alan | F | May 15, 2026 | 2,124 | $26.28 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $422.6M | $467.7M |
| Gross Profit | - | $164.3M | $172.1M |
| Operating Income | - | $37.8M | $41.4M |
| Net Income | - | $30.0M | $31.5M |
| Gross Margin | - | 38.9% | 36.8% |
| Op. Margin | - | 8.9% | 8.9% |
| Net Margin | - | 7.1% | 6.7% |
| Balance Sheet | |||
| Total Assets | $276.4M | $294.5M | $287.7M |
| Equity | $154.1M | $155.6M | $149.4M |
| ROE | - | 19.3% | 21.1% |
| Per Share | |||
| EPS | - | $1.49 | $1.56 |
| Cash Flow | |||
| Operating CF | - | $48.0M | $33.8M |
| CapEx | - | $934K | $756K |
Source: XBRL data in Karat Packaging Inc. (KRT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KRT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $99.3M |
| Q1 2026 | 23 | $71.9M |
| Q4 2025 | 20 | $56.2M |
| Q3 2025 | 23 | $60.0M |
| Q2 2025 | 24 | $65.7M |
| Q1 2025 | 19 | $36.6M |
| Q4 2024 | 14 | $42.5M |
| Q3 2024 | 12 | $25.8M |
- Citadel Advisors LLC+62.5K (+66%)
- AQR Capital Management+62.0K (+38%)
- JPMorgan Chase & Co+40.4K (+105%)
- T. Rowe Price Group+38.2K (+30%)
- BlackRock+23.9K (+4%)
- Millennium Management−64.5K (-60%)
- Morgan Stanley−28.1K (-53%)
- Renaissance Technologies LLC−11.6K (-28%)
- Wells Fargo & Co−7.8K (-43%)
- PNC Financial Services−18 (-37%)
- Ameriprise Financial+123.7K
- D.E. Shaw & Co+18.9K
- Raymond James Financial+13.4K
- U.S. Bancorp−11
Source: 13F-HR filings on SEC EDGAR (aggregated from 160 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KRT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Mar 17, 2026 | - | Analysis | - |
| 10-K | Mar 13, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 8-K | Feb 6, 2026 | - | - | |
| 10-Q | Nov 7, 2025 | Sep 30, 2025 | Analysis |
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KRT SEC filings: frequently asked questions
Are KRT insiders buying or selling?
In the last 90 days, Karat Packaging Inc. (KRT) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $598,985 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KRT stock?
As of June 30, 2026, the largest Karat Packaging Inc. (KRT) holders among the 13F filers tracked by SignalX were BlackRock ($19.8 million), Vanguard Capital Management LLC ($13.1 million), Dimensional Fund Advisors ($8.0 million), Two Sigma Investments ($7.6 million), AQR Capital Management ($7.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KRT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Karat Packaging Inc. (KRT) reported revenue of $467.7 million (up 10.7% from FY2024) and net income of $31.5 million. Diluted EPS was $1.56. The figures come from the XBRL data in the 10-K.
What did KRT report in its latest 8-K?
Karat Packaging Inc. (KRT) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest KRT SEC filings?
Karat Packaging Inc. (KRT) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 8, 2026.
What is KRT's SEC CIK number?
Karat Packaging Inc. (KRT)'s SEC Central Index Key (CIK) is 1758021. EDGAR lists every KRT filing under that number.
Ask anything about KRT
The research agent reads KRT's filings, financials, insider trades and 13F holders, then answers with sources.