Latest Period
Q4 2025
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
- $9.70
- 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 21 between Q4 2025 and Q1 2026.
- Reported value moved from $57,709,974 to $6,083,231.
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.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
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 |