Latest Period
Q4 2025
- Info
- Insider Trading
- Financials
- Holders
Security Snapshot
CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) Institutional Ownership
CUSIP: 14280C105
13F Institutional Holders and Ownership History from Q3 2025 to Q1 2026
Institutions Reporting
56
Shares (Excl. Options)
4,673,790
Price
$12.35
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- Type / Class
- Equity / Common Stock, $0.00001 par value per share
- Symbol
- CARL on Nasdaq
- Shares outstanding
- 26,583,853
- Price per share
- $9.28
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 4,673,790
- Total reported value
- $57,709,974
- % of total 13F portfolios
- 0%
- Share change
- +13,532
- Value change
- -$443,486
- Number of holders
- 56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share is tracked under CUSIP 14280C105.
- 56 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 56 to 4 between Q4 2025 and Q1 2026.
- Reported value moved from $57,709,974 to $1,269.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 56 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 14280C105?
CUSIP 14280C105 identifies CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Continue With The Right Next Step
- Latest 13F filings - identify new institutional portfolio moves.
- Latest Schedule 13D/13G reports - cross-check beneficial ownership events.
- All institutional ownership pages - compare nearby CUSIPs and holder concentration.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14280C105:
Significant Owners of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| B CAPITAL GROUP MANAGEMENT, L.P. | 28% | $98,956,264 | 7,390,311 | B CAPITAL GROUP MANAGEMENT, L.P. | 30 Sep 2025 | |||
| Presidio Management Group XII, L.L.C. | 22% | $78,225,357 | 5,842,073 | Casey M Tansey | 24 Jul 2025 | |||
| Cordonnier Michael | 5.9% | 1,597,752 | Michael Cordonnier | 24 Jul 2025 |
As of 31 Dec 2025, 56 institutional investors reported holding 4,673,790 shares of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL). This represents 18% of the company’s total 26,583,853 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) together control 17% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | 4.7% | 1,252,600 | 0% | 0.33% | $15,469,610 |
| JANUS HENDERSON GROUP PLC | 4.3% | 1,140,618 | +4.4% | 0.01% | $14,086,632 |
| BlackRock, Inc. | 1.6% | 427,474 | +11% | 0% | $5,279,305 |
| VANGUARD GROUP INC | 1.4% | 360,082 | +58% | 0% | $4,447,013 |
| TD Waterhouse Canada Inc. | 0.66% | 175,405 | +15% | 0.01% | $2,153,973 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.66% | 175,000 | 0% | 0.01% | $2,161,250 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.61% | 162,033 | +9.8% | 0% | $2,001,916 |
| Russell Investments Group, Ltd. | 0.6% | 160,238 | +0.81% | 0% | $1,978,936 |
| MILLENNIUM MANAGEMENT LLC | 0.49% | 128,970 | +521% | 0% | $1,592,780 |
| STATE STREET CORP | 0.26% | 68,941 | +65% | 0% | $851,421 |
| NORGES BANK | 0.24% | 65,000 | 0% | $802,750 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.21% | 55,235 | +0.43% | 0.01% | $682,152 |
| NORTHERN TRUST CORP | 0.19% | 50,700 | -3.3% | 0% | $626,145 |
| Ghisallo Capital Management LLC | 0.19% | 50,000 | 0% | 0.03% | $617,500 |
| BURKEHILL GLOBAL MANAGEMENT, LP | 0.19% | 50,000 | 0% | 0.04% | $617,500 |
| SECTORAL ASSET MANAGEMENT INC | 0.18% | 47,700 | 0.47% | $589,095 | |
| WESBANCO BANK INC | 0.14% | 37,000 | 0.01% | $456,950 | |
| Boston Partners | 0.1% | 26,100 | -11% | 0% | $322,340 |
| Board of Trustees of The Leland Stanford Junior University | 0.09% | 25,030 | 0% | 0.06% | $309,120 |
| RENAISSANCE TECHNOLOGIES LLC | 0.09% | 24,300 | 0% | $300,105 | |
| BANK OF AMERICA CORP /DE/ | 0.08% | 21,136 | +40% | 0% | $261,030 |
| COHEN & STEERS, INC. | 0.08% | 20,000 | -33% | 0% | $247,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.06% | 16,775 | 0% | 0% | $207,171 |
| Janney Montgomery Scott LLC | 0.06% | 15,800 | +6.8% | 0% | $195,000 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.06% | 15,155 | 0% | $187,164 |