Marshall Wace’s Karat Packaging KRT Stock Holding History

Marshall Wace’s Portfolio KRT Stock Details KRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	+42,575	New	+$1.07M	﹤0.01%	2048
2025 Q4	–	Sell	-75,206	Closed	-$1.9M	–	3221
2025 Q3	$1.9M	Sell	75,206 -77,923	-51%	-$2.05M	﹤0.01%	1651
2025 Q2	$4.31M	Buy	+153,129	New	+$4.27M	﹤0.01%	1213
2023 Q4	–	Sell	-17,141	Closed	-$395K	–	2410
2023 Q3	$395K	Buy	17,141 +1,947	+13%	+$41.8K	﹤0.01%	1792
2023 Q2	$277K	Buy	+15,194	New	+$234K	﹤0.01%	2164

Other funds holding KRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace's KRT Position: Q1 2026 in Review

Marshall Wace opened a new position in Karat Packaging (KRT) in Q1 2026: 42,575 shares worth $1.19M. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings. This is a return to the name: Marshall Wace previously reported a position in KRT as recently as Q3 2025.

Marshall Wace first reported a position in KRT in Q2 2023 and has held it in 5 quarters since. The position peaked at $4.31M in Q2 2025. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

Marshall Wace held 42,575 shares of Karat Packaging worth $1.19M as of Q1 2026.
Karat Packaging was a new Marshall Wace position in Q1 2026.
Karat Packaging made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2048 holding.
Marshall Wace first reported a position in Karat Packaging in Q2 2023 and has held it in 5 quarters since.
Marshall Wace's Karat Packaging position peaked at $4.31M in Q2 2025.
132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.