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, Q1 2026
Institutional positions in Carlsmed, Inc. as of Mar 31, 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
- 66
- +11 vs. Q4 2025
- Shares held
- 5.30M
- +1.05M (+24.8%) vs. Q4 2025
- Total value
- $48.0M
- −$4.46M (−8.5%) vs. Q4 2025
- New holders
- 21
- 16 more added
- Sold out
- 10
- 18 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Carlsmed, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OrbiMed Advisors LLC | 1,252,600 | $11.3M | 0.26% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,227,452 | $11.1M | 0.01% | +86,834+7.6% | Added |
| Parkman Healthcare Partners LLC | 521,123 | $4.72M | 0.49% | +521,123 | New |
| BlackRock, Inc. | 446,892 | $4.04M | 0.00% | +19,418+4.5% | Added |
| Schonfeld Strategic Advisors LLC | 283,180 | $2.56M | 0.02% | +283,180 | New |
| Vanguard Capital Management LLC | 276,131 | $2.50M | 0.00% | +276,131 | New |
| KCM Capital Inc | 200,000 | $1.81M | 0.34% | +200,000 | New |
| Geode Capital Management, LLC | 193,173 | $1.75M | 0.00% | +31,140+19.2% | Added |
| Russell Investments Group, Ltd. | 159,291 | $1.44M | 0.00% | −947−0.6% | Reduced |
| State Street Corp | 113,717 | $1.03M | 0.00% | +44,776+64.9% | Added |
| Northern Trust Corp | 54,476 | $493.0K | 0.00% | +3,776+7.4% | Added |
| Kornitzer Capital Management Inc | 53,432 | $483.6K | 0.01% | −1,803−3.3% | Reduced |
| Burkehill Global Management, LP | 50,000 | $452.5K | 0.02% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 47,644 | $431.2K | 0.00% | +47,644 | New |
| Vanguard Fiduciary Trust Co | 45,399 | $410.9K | 0.00% | +45,399 | New |
| Citadel Advisors LLC | 44,595 | $403.6K | 0.00% | +44,595 | New |
| Wesbanco Bank Inc | 37,000 | $334.9K | 0.01% | 00.0% | Unchanged |
| Boston Partners | 25,201 | $228.1K | 0.00% | −899−3.4% | Reduced |
| XTX Topco Ltd | 24,738 | $223.9K | 0.00% | +24,738 | New |
| Goldman Sachs Group Inc | 22,638 | $204.9K | 0.00% | +9,038+66.5% | Added |
| TD Waterhouse Canada Inc. | 20,000 | $192.0K | 0.00% | −155,405−88.6% | Reduced |
| Charles Schwab Investment Management Inc | 16,775 | $151.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,583 | $141.0K | 0.00% | −5,553−26.3% | Reduced |
| Mercer Global Advisors Inc | 15,093 | $136.6K | 0.00% | −62−0.4% | Reduced |
| Jane Street Group, LLC | 15,036 | $136.1K | 0.00% | +15,036 | New |
| Quadrature Capital Ltd | 13,352 | $120.8K | 0.00% | +13,352 | New |
| Bank of New York Mellon Corp | 13,105 | $118.6K | 0.00% | +10.0% | Added |
| Centiva Capital, LP | 12,745 | $115.3K | 0.01% | +12,745 | New |
| Board of Trustees of The Leland Stanford Junior University | 12,516 | $113.3K | 0.01% | −12,514−50.0% | Reduced |
| HRT Financial LP | 12,337 | $111.0K | 0.00% | +12,337 | New |
| Morgan Stanley | 11,426 | $103.4K | 0.00% | −1,903−14.3% | Reduced |
| Renaissance Technologies LLC | 10,400 | $94.1K | 0.00% | −13,900−57.2% | Reduced |
| UBS Group AG | 10,303 | $93.2K | 0.00% | −383−3.6% | Reduced |
| Deutsche Bank AG | 9,832 | $89.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 5,181 | $46.9K | 0.00% | +762+17.2% | Added |
| JPMorgan Chase & Co | 5,063 | $46.7K | 0.00% | +1,813+55.8% | Added |
| Vanguard Global Advisers, LLC | 3,577 | $32.4K | 0.00% | +3,577 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,348 | $30.3K | 0.00% | +108+3.3% | Added |
| Wells Fargo & Company | 3,333 | $30.2K | 0.00% | −4,501−57.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,567 | $23.2K | 0.00% | +417+19.4% | Added |
| New York State Common Retirement Fund | 1,800 | $16.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,777 | $16.1K | 0.00% | −8,856−83.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,669 | $15.1K | 0.00% | +637+61.7% | Added |
| FMR LLC | 1,296 | $11.7K | 0.00% | +989+322.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $11.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 600 | $5.43K | 0.00% | +600 | New |
| Legal & General Group Plc | 579 | $5.26K | 0.00% | −78−11.9% | Reduced |
| Ameritas Investment Partners, Inc. | 565 | $5.11K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 572 | $5.00K | 0.00% | −454−44.2% | Reduced |
| California State Teachers Retirement System | 460 | $4.16K | 0.00% | +43+10.3% | Added |
| Citigroup Inc | 409 | $3.70K | 0.00% | +222+118.7% | Added |
| Jones Financial Companies LLLP | 380 | $3.67K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 135 | $1.22K | 0.00% | +135 | New |
| Sterling Capital Management LLC | 130 | $1.18K | 0.00% | −49−27.4% | Reduced |
| CWM, LLC | 59 | $534 | 0.00% | −108−64.7% | Reduced |
| Sunrise Financial Services, LLC | 26 | $235 | 0.00% | +26 | New |
| Advisor Group Holdings, Inc. | 20 | $181 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 15 | $136 | 0.00% | +15 | New |
| MAI Capital Management | 4 | $37 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $36 | 0.00% | +3+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $36 | 0.00% | +4 | New |
| Advisory Services Network, LLC | 3 | $27 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $19 | 0.00% | −2−50.0% | Reduced |
| Allworth Financial LP | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $19 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $9 | 0.00% | −1−50.0% | Reduced |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −128,970−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |