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Livermore
Livermore
ZHEN

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 1 sale; 74 institutions reported holding it in 13F filings for Q2 2026, worth $59.3M in total; no superinvestor holds it.

Q3 2025 vs. Q2 2025

How the institutions holding Carlsmed, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CARL: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders048+48
Shares04.66M+4.66M
Value$0$62.4M+$62.4M

New holders (48)

Institutions that held Carlsmed, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CARL in Q3 2025
InstitutionSharesValue% of portfolio
OrbiMed Advisors LLC1,252,600$16.8M0.40%
Janus Henderson Group PLC1,092,537$14.6M0.01%
BlackRock, Inc.385,439$5.16M0.00%
Avidity Partners Management LP321,912$4.31M0.98%
Vanguard Group Inc227,195$3.04M0.00%
Teacher Retirement System of Texas175,000$2.34M0.01%
Russell Investments Group, Ltd.158,946$2.13M0.00%
TD Waterhouse Canada Inc.152,242$2.03M0.01%
Geode Capital Management, LLC147,548$1.98M0.00%
Citadel Advisors LLC110,000$1.47M0.00%
Kornitzer Capital Management Inc55,000$736.5K0.01%
Northern Trust Corp52,448$702.3K0.00%
Zimmer Partners, LP50,000$669.5K0.02%
Ghisallo Capital Management LLC50,000$669.5K0.02%
Burkehill Global Management, LP50,000$669.5K0.04%
State Street Corp41,724$558.7K0.00%
Monashee Investment Management LLC40,000$535.6K0.27%
Nuveen, LLC30,710$411.2K0.00%
Cohen & Steers, Inc.30,000$402.0K0.00%
Boston Partners29,317$392.6K0.00%
Board of Trustees of The Leland Stanford Junior University25,030$335.2K0.04%
UBS Group AG24,203$324.1K0.00%
Woodline Partners LP23,210$310.8K0.00%
Millennium Management LLC20,762$278.0K0.00%
Charles Schwab Investment Management Inc16,775$224.6K0.00%
Bank of America Corp15,069$201.8K0.00%
Janney Montgomery Scott LLC14,800$198.0K0.00%
Bank of New York Mellon Corp11,254$150.7K0.00%
D. E. Shaw & Co., Inc.10,037$134.4K0.00%
Barclays PLC9,612$128.7K0.00%
Morgan Stanley9,525$127.5K0.00%
Rhumbline Advisers5,903$79.0K0.00%
Wells Fargo & Company4,845$64.9K0.00%
Mirae Asset Global ETFs Holdings Ltd.3,152$42.2K0.00%
JPMorgan Chase & Co2,734$36.6K0.00%
BNP Paribas Arbitrage, SA2,500$33.5K0.00%
New York State Common Retirement Fund1,800$24.1K0.00%
Tower Research Capital LLC (TRC)1,495$20.0K0.00%
Police & Firemen's Retirement System of New Jersey1,258$16.8K0.00%
STRS Ohio1,200$16.1K0.00%
iA Global Asset Management Inc.1,000$13.0K0.00%
Legal & General Group Plc657$8.82K0.00%
Ameritas Investment Partners, Inc.565$7.57K0.00%
Amalgamated Bank220$3.00K0.00%
Citigroup Inc220$2.95K0.00%
Sterling Capital Management LLC160$2.14K0.00%
FMR LLC4$540.00%
Royal Bank of Canada66$00.00%

Sold out (0)

Institutions that held Carlsmed, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

None.