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.
Q4 2025 vs. Q3 2025
How the institutions holding Carlsmed, Inc. changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 48 | 57 | +9 |
| Shares | 4.66M | 4.67M | +13.1K (+0.3%) |
| Value | $62.4M | $57.7M | −$4.68M (−7.5%) |
New holders (16)
Institutions that held Carlsmed, Inc. at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Norges Bank | 65,000 | $802.8K | 0.00% |
| Sectoral Asset Management Inc | 47,700 | $589.1K | 0.47% |
| Wesbanco Bank Inc | 37,000 | $456.9K | 0.01% |
| Renaissance Technologies LLC | 24,300 | $300.1K | 0.00% |
| Mercer Global Advisors Inc | 15,155 | $187.2K | 0.00% |
| Goldman Sachs Group Inc | 13,600 | $168.0K | 0.00% |
| Deutsche Bank AG | 9,832 | $121.4K | 0.00% |
| California State Teachers Retirement System | 417 | $5.15K | 0.00% |
| Jones Financial Companies LLLP | 380 | $4.69K | 0.00% |
| CWM, LLC | 167 | $2.00K | 0.00% |
| Advisor Group Holdings, Inc. | 20 | $247 | 0.00% |
| EverSource Wealth Advisors, LLC | 5 | $62 | 0.00% |
| True Wealth Design, LLC | 4 | $50 | 0.00% |
| Allworth Financial LP | 2 | $25 | 0.00% |
| IFP Advisors, Inc | 2 | $25 | 0.00% |
| Essential Partners LLC | 1 | $12 | 0.00% |
Sold out (7)
Institutions that held Carlsmed, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Avidity Partners Management LP | 321,912 | $4.31M |
| Citadel Advisors LLC | 110,000 | $1.47M |
| Zimmer Partners, LP | 50,000 | $669.5K |
| Monashee Investment Management LLC | 40,000 | $535.6K |
| Nuveen, LLC | 30,710 | $411.2K |
| Woodline Partners LP | 23,210 | $310.8K |
| D. E. Shaw & Co., Inc. | 10,037 | $134.4K |