Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
74
Shares (Excl. Options)
5,716,667
Price
$10.38
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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
- 5,716,667
- Total 13F value
- $59,344,175
- Portfolio coverage rank
- 0%
- Share change
- +353,612
- Value change
- +$5,549,942
- Number of holders
- 74
- Shares outstanding
- 26,583,853
- SEC-reported price per share
- $11.66
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
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 $47,995,291 to $59,344,175.
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
Open SEC evidence
Latest holder context comes from 74 institutions filings for Q2 2026.
Security key
14280C105
Latest holder 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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14280C105:
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 5,716,667 shares of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL). This represents 22% of the company’s total 26,583,853 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
4
Latest
Q2 2026
Rows shown
1-4 of 4