Carlsmed, Inc.
CARL- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001794546
In the last 90 days, Carlsmed, Inc. insiders filed 1 open-market purchase and 0 sales; 74 institutions reported holding it in 13F filings for Q2 2026, worth $59.3M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Carlsmed, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 74
- +10 vs. Q1 2026
- Shares held
- 5.72M
- +1.64M (+40.3%) vs. Q1 2026
- Total value
- $59.3M
- +$22.4M (+60.9%) vs. Q1 2026
- New holders
- 23
- 32 more added
- Sold out
- 13
- 12 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 74 | $59.3M |
| Q1 2026 | 66 | $48.0M |
| Q4 2025 | 57 | $57.7M |
| Q3 2025 | 48 | $62.4M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Carlsmed, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 1,251,616 | $13.0M | 0.01% | +1,251,616 | New |
| Parkman Healthcare Partners LLC | 597,318 | $6.20M | 0.64% | +76,195+14.6% | Added |
| BlackRock, Inc. | 532,593 | $5.53M | 0.00% | +85,701+19.2% | Added |
| KCM Capital Inc | 440,000 | $4.57M | 0.75% | +240,000+120.0% | Added |
| Pier Capital, LLC | 373,677 | $3.88M | 0.51% | +373,677 | New |
| Millennium Management LLC | 295,907 | $3.07M | 0.00% | +295,907 | New |
| Palumbo Wealth Management LLC | 267,298 | $2.77M | 0.58% | +267,298 | New |
| Vanguard Capital Management LLC | 238,727 | $2.48M | 0.00% | −37,404−13.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 224,804 | $2.33M | 0.01% | −58,376−20.6% | Reduced |
| Geode Capital Management, LLC | 204,655 | $2.13M | 0.00% | +11,482+5.9% | Added |
| Russell Investments Group, Ltd. | 139,142 | $1.44M | 0.00% | −20,149−12.6% | Reduced |
| State Street Corp | 133,083 | $1.38M | 0.00% | +19,366+17.0% | Added |
| Citadel Advisors LLC | 101,726 | $1.06M | 0.00% | +57,131+128.1% | Added |
| AQR Capital Management LLC | 92,159 | $956.6K | 0.00% | +92,159 | New |
| Jane Street Group, LLC | 73,389 | $761.8K | 0.00% | +58,353+388.1% | Added |
| Northern Trust Corp | 64,633 | $670.9K | 0.00% | +10,157+18.6% | Added |
| Goldman Sachs Group Inc | 63,126 | $655.2K | 0.00% | +40,488+178.8% | Added |
| D. E. Shaw & Co., Inc. | 60,439 | $627.4K | 0.00% | +60,439 | New |
| Vanguard Portfolio Management LLC | 56,948 | $591.1K | 0.00% | +9,304+19.5% | Added |
| Kornitzer Capital Management Inc | 51,688 | $536.5K | 0.01% | −1,744−3.3% | Reduced |
| Vanguard Fiduciary Trust Co | 49,928 | $518.3K | 0.00% | +4,529+10.0% | Added |
| BNP Paribas Arbitrage, SA | 39,951 | $414.7K | 0.00% | +37,384+1,456.3% | Added |
| Morgan Stanley | 30,699 | $318.7K | 0.00% | +19,273+168.7% | Added |
| Bridgeway Capital Management, LLC | 25,000 | $259.5K | 0.00% | +25,000 | New |
| Boston Partners | 22,375 | $232.3K | 0.00% | −2,826−11.2% | Reduced |
| Marshall Wace, LLP | 21,283 | $220.9K | 0.00% | +21,283 | New |
| Jump Financial, LLC | 19,414 | $201.5K | 0.00% | +19,414 | New |
| Two Sigma Investments, LP | 18,008 | $186.9K | 0.00% | +18,008 | New |
| Mercer Global Advisors Inc | 17,462 | $181.3K | 0.00% | +2,369+15.7% | Added |
| Bank of New York Mellon Corp | 17,452 | $181.2K | 0.00% | +4,347+33.2% | Added |
| Charles Schwab Investment Management Inc | 17,276 | $179.3K | 0.00% | +501+3.0% | Added |
| UBS Group AG | 16,749 | $173.9K | 0.00% | +6,446+62.6% | Added |
| Alpine Woods Capital Investors, LLC | 15,542 | $161.3K | 0.04% | +15,542 | New |
| Centiva Capital, LP | 14,891 | $154.6K | 0.01% | +2,146+16.8% | Added |
| Arrowstreet Capital, Limited Partnership | 14,040 | $145.7K | 0.00% | +14,040 | New |
| Janney Montgomery Scott LLC | 13,025 | $135.0K | 0.00% | +13,025 | New |
| Board of Trustees of The Leland Stanford Junior University | 12,516 | $129.9K | 0.02% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 11,900 | $123.5K | 0.00% | +11,900 | New |
| Trexquant Investment LP | 11,001 | $114.2K | 0.00% | +11,001 | New |
| Bank of America Corp | 10,396 | $107.9K | 0.00% | −5,187−33.3% | Reduced |
| Deutsche Bank AG | 10,180 | $105.7K | 0.00% | +348+3.5% | Added |
| Wells Fargo & Company | 7,723 | $80.2K | 0.00% | +4,390+131.7% | Added |
| Rhumbline Advisers | 5,788 | $60.1K | 0.00% | +607+11.7% | Added |
| JPMorgan Chase & Co | 5,264 | $58.5K | 0.00% | +201+4.0% | Added |
| Citigroup Inc | 4,377 | $45.4K | 0.00% | +3,968+970.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,893 | $40.4K | 0.00% | +545+16.3% | Added |
| Vanguard Global Advisers, LLC | 3,577 | $37.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,800 | $18.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,443 | $15.0K | 0.00% | −334−18.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,234 | $12.8K | 0.00% | +1,234 | New |
| Tower Research Capital LLC (TRC) | 1,205 | $12.5K | 0.00% | −464−27.8% | Reduced |
| FMR LLC | 1,155 | $12.0K | 0.00% | −141−10.9% | Reduced |
| Legal & General Group Plc | 1,024 | $10.7K | 0.00% | +445+76.9% | Added |
| SRS Capital Advisors, Inc. | 749 | $7.78K | 0.00% | +749 | New |
| Jones Financial Companies LLLP | 630 | $7.41K | 0.00% | +250+65.8% | Added |
| US Bancorp | 600 | $6.23K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 565 | $5.87K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 500 | $5.00K | 0.00% | −72−12.6% | Reduced |
| EverSource Wealth Advisors, LLC | 207 | $2.15K | 0.00% | +207 | New |
| Allworth Financial LP | 180 | $1.87K | 0.00% | +178+8,900.0% | Added |
| California State Teachers Retirement System | 114 | $1.18K | 0.00% | −346−75.2% | Reduced |
| Sterling Capital Management LLC | 105 | $1.09K | 0.00% | −25−19.2% | Reduced |
| Farther Finance Advisors, LLC | 96 | $1.00K | 0.00% | +94+4,700.0% | Added |
| Essential Partners LLC | 68 | $706 | 0.00% | +64+1,600.0% | Added |
| IFP Advisors, Inc | 53 | $550 | 0.00% | +52+5,200.0% | Added |
| True Wealth Design, LLC | 52 | $540 | 0.00% | +50+2,500.0% | Added |
| Fortitude Family Office, LLC | 30 | $311 | 0.00% | +30 | New |
| Rothschild Investment LLC | 24 | $249 | 0.00% | +24 | New |
| Advisor Group Holdings, Inc. | 20 | $208 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $198 | 0.00% | +19 | New |
| Caitong International Asset Management Co., Ltd | 7 | $73 | 0.00% | +3+75.0% | Added |
| Clearstead Advisors, LLC | 5 | $53 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 1 | $11 | 0.00% | +1 | New |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −1,252,600−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,738−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,352−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,337−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Sunrise Financial Services, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |