CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL)

Historical Holders for Q3 2025

Symbol
CARL on Nasdaq
CUSIP
14280C105
Type / Class
Equity / Common Stock, $0.00001 par value per share
Shares outstanding
26.6M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
4.66M
Holdings value
$62.4M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
47
Number of buys
46
Average Value change %
+0%
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
B CAPITAL GROUP MANAGEMENT, L.P. 27.8% $99M 7.39M B CAPITAL GROUP MANAGEMENT, L.P. Sep 30, 2025
Presidio Management Group XII, L.L.C. 22% $78.2M 5.84M Casey M Tansey Jul 24, 2025
Cordonnier Michael 5.9% 1.6M Michael Cordonnier Jul 24, 2025

Institutional Holders of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 4.66M $62.4M +$62.4M $13.39 47