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.
Q2 2026 vs. Q1 2026
How the institutions holding Carlsmed, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 66 | 2 | 74 | +10 |
| Shares | 5.30M | 1.23M | 5.72M | +1.64M (+40.3%) |
| Value | $48.0M | $11.1M | $59.3M | +$22.4M (+60.9%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (23)
Institutions that held Carlsmed, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
Sold out (13)
Institutions that held Carlsmed, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| OrbiMed Advisors LLC | 1,252,600 | $11.3M |
| Burkehill Global Management, LP | 50,000 | $452.5K |
| Wesbanco Bank Inc | 37,000 | $334.9K |
| XTX Topco Ltd | 24,738 | $223.9K |
| TD Waterhouse Canada Inc. | 20,000 | $192.0K |
| Quadrature Capital Ltd | 13,352 | $120.8K |
| HRT Financial LP | 12,337 | $111.0K |
| Renaissance Technologies LLC | 10,400 | $94.1K |
| GAMMA Investing LLC | 135 | $1.22K |
| Sunrise Financial Services, LLC | 26 | $235 |
| Root Financial Partners, LLC | 15 | $136 |
| MAI Capital Management | 4 | $37 |
| Advisory Services Network, LLC | 3 | $27 |
Not filed for Q2 2026 yet (2)
Institutions that held Carlsmed, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Janus Henderson Group PLC | 1,227,452 | $11.1M |
| CWM, LLC | 59 | $534 |