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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.

Holders of 5% or more of CARL

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Carlsmed, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of CARL
HolderLatest formStakeChangeFirst filedLatest filingFiling
B Capital Group Management, L.P.13G27.80%7.39M sharesNewNov 14, 20251 filingNov 14, 2025SEC
Presidio Management Group XII, L.L.C.13G22.00%5.84M sharesNewNov 13, 20251 filingNov 13, 2025SEC
Cordonnier Michael13G5.90%1.60M sharesNewJul 24, 20251 filingJul 24, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

3 Schedule 13D and 13G filings on Carlsmed, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on CARL
Filed (ET)FilerFormStakeChangeEvent dateFiling
Nov 14, 20254:05 PM ETB Capital Group Management, L.P.and 4 others13G27.80%7.39M sharesNewSep 30, 2025SEC
Nov 13, 20254:17 PM ETPresidio Management Group XII, L.L.C.and 2 others13G22.00%5.84M sharesNewJul 24, 2025SEC
Jul 24, 20258:24 PM ETCordonnier Michael13G5.90%1.60M sharesNewJul 24, 2025SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Carlsmed, Inc. shares.

No Form 144 notices for Carlsmed, Inc. are on file.