Latest Period
Q1 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 Q1 2026
Institutions Reporting
66
Shares (Excl. Options)
5,302,026
Price
$9.05
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- Security type / class
- Equity / Common Stock, $0.00001 par value per share
- Symbol
- CARL on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,302,026
- Total 13F value
- $47,995,291
- Portfolio coverage rank
- 0%
- Share change
- +615,149
- Value change
- +$3,815,515
- Number of holders
- 66
- Shares outstanding
- 26,583,853
- SEC-reported price per share
- $9.66
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.
- 66 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 57 to 66 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $57,709,986 to $47,995,291.
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 66 institutions filings for Q1 2026.
Security key
14280C105
Latest holder period
Q1 2026
13F holders
66
13D/G owners
3
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 66 institutional investors reported holding 5,302,026 shares of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL). This represents 20% 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
19%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | 4.7% | 1,252,600 | 0% | 0.26% | $11,336,030 |
| JANUS HENDERSON GROUP PLC | 4.6% | 1,227,452 | +7.6% | 0.01% | $11,108,441 |
| Parkman Healthcare Partners LLC | 2% | 521,123 | 0.49% | $4,716,163 | |
| BlackRock, Inc. | 1.7% | 446,892 | +4.5% | 0% | $4,044,374 |
| Schonfeld Strategic Advisors LLC | 1.1% | 283,180 | 0.02% | $2,562,778 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1% | 276,131 | 0% | 0% | $2,498,986 |
| KCM Capital Inc | 0.75% | 200,000 | 0.34% | $1,810,000 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0.73% | 193,173 | +19% | 0% | $1,748,837 |
| Russell Investments Group, Ltd. | 0.6% | 159,291 | -0.59% | 0% | $1,441,580 |
| STATE STREET CORP | 0.43% | 113,717 | +65% | 0% | $1,029,139 |
| NORTHERN TRUST CORP | 0.2% | 54,476 | +7.4% | 0% | $493,008 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.2% | 53,432 | -3.3% | 0.01% | $483,560 |
| Burkehill Global Management, LP | 0.19% | 50,000 | 0% | 0.02% | $452,500 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.18% | 47,644 | 0% | 0% | $431,178 |
| VANGUARD FIDUCIARY TRUST CO | 0.17% | 45,399 | 0% | 0% | $410,861 |
| CITADEL ADVISORS LLC | 0.17% | 44,595 | 0% | $403,585 | |
| WESBANCO BANK INC | 0.14% | 37,000 | 0% | 0.01% | $334,850 |
| Boston Partners | 0.09% | 25,201 | -3.4% | 0% | $228,070 |
| XTX Topco Ltd | 0.09% | 24,738 | 0% | $223,879 | |
| GOLDMAN SACHS GROUP INC | 0.09% | 22,638 | +66% | 0% | $204,874 |
| TD Waterhouse Canada Inc. | 0.08% | 20,000 | -89% | 0% | $192,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.06% | 16,775 | 0% | 0% | $151,814 |
| BANK OF AMERICA CORP /DE/ | 0.06% | 15,583 | -26% | 0% | $141,026 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.06% | 15,093 | -0.41% | 0% | $136,592 |
| JANE STREET GROUP, LLC | 0.06% | 15,036 | 0% | $136,075 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
3
Latest
Q1 2026
Rows shown
1-3 of 3