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 Q3 2026

13F reference period

Q2 2026

Institutions Reporting

74

Shares (Excl. Options)

5.72MFull value: 5,715,782 · shares · 30 Jun 2026

Price

$10.38

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock, $0.00001 par value per share
Symbol
CARL on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
5,715,782
Latest holder snapshot 5 signals
Total 13F value
$59,334,987
Portfolio coverage rank
0%
Share change
+352,267
Value change
+$5,535,980
Number of holders
74
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
26,583,853
SEC-reported price per share
$14.07
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share is tracked under CUSIP 14280C105.
  • 74 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 66 to 74 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $48MFull value: $47,995,291 · USD · 31 Mar 2026
    to
    $59.33MFull value: $59,334,987 · USD · 30 Jun 2026
    .

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 74 institutions filings for Q2 2026.

Open SEC evidence

Security key

14280C105

13F reference period

Q2 2026

13F holders

74

13D/G owners

3

CIK / CUSIP context first

Open Q2 2026 holders CARL full holder history CARLSMED, INC. SEC filings CARLSMED, INC. company facts CARLSMED, INC. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
CARL
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 30 Jun 2026, 74 institutional investors reported holding
5.72MFull value: 5,715,782 · shares · 30 Jun 2026
shares of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL). This represents 22% of the company’s total
26.58MFull value: 26,583,853 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
20%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Jupiter Topco LLC 4.7% 1,251,616 0% 0.01% $12,991,774
Parkman Healthcare Partners LLC 2.2% 597,318 +15% 0.64% $6,200,161
BlackRock, Inc. 2% 532,593 +19% 0% $5,528,316
KCM Capital Inc 1.7% 440,000 +120% 0.75% $4,567,200
Pier Capital, LLC 1.4% 373,677 0.51% $3,878,767
MILLENNIUM MANAGEMENT LLC 1.1% 295,907 0% $3,071,515
Palumbo Wealth Management LLC 1% 267,298 0.59% $2,774,554
VANGUARD CAPITAL MANAGEMENT LLC 0.9% 238,727 -14% 0% $2,477,986
Schonfeld Strategic Advisors LLC 0.85% 224,804 -21% 0.01% $2,333,464
GEODE CAPITAL MANAGEMENT, LLC 0.77% 204,655 +5.9% 0% $2,125,082
Russell Investments Group, Ltd. 0.52% 139,142 -13% 0% $1,444,292
STATE STREET CORP 0.5% 133,083 +17% 0% $1,381,402
CITADEL ADVISORS LLC 0.38% 101,726 +128% 0% $1,055,916
AQR CAPITAL MANAGEMENT LLC 0.35% 92,159 0% $956,610
JANE STREET GROUP, LLC 0.28% 73,389 +388% 0% $761,778
NORTHERN TRUST CORP 0.24% 64,633 +19% 0% $670,890
GOLDMAN SACHS GROUP INC 0.24% 63,126 +179% 0% $655,248
D. E. Shaw & Co., Inc. 0.23% 60,439 0% $627,357
VANGUARD PORTFOLIO MANAGEMENT LLC 0.21% 56,948 +20% 0% $591,120
KORNITZER CAPITAL MANAGEMENT INC /KS 0.19% 51,688 -3.3% 0.01% $536,521
VANGUARD FIDUCIARY TRUST CO 0.19% 49,928 +10% 0% $518,253
BNP PARIBAS FINANCIAL MARKETS 0.15% 39,951 0% 0% $414,691
MORGAN STANLEY 0.12% 30,699 +169% 0% $318,656
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% 25,000 0% $259,500
Boston Partners 0.08% 22,375 -11% 0% $232,250

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
5
Headline period
Q2 2026
Rows shown
1-5 of 5
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 20,061 $282,261 +$91,513 $14.07 12
2026 Q2 5,715,782 $59,334,987 +$5,535,980 $10.38 74
2026 Q1 5,302,026 $47,995,291 +$3,815,515 $9.05 66
2025 Q4 4,673,791 $57,709,986 -$443,474 $12.35 57
2025 Q3 4,660,608 $62,392,468 +$62,358,993 $13.39 47
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