How many institutions held CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share in Q3 2025?

47 institutional investors reported CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share for Q3 2025. Use the holders table for investor-level position and value details.

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

Q: What does CUSIP 14280C105 represent in this 13F holders report?

CUSIP 14280C105 is the security identifier for CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share used to aggregate holder disclosures.

CUSIP: 14280C105

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class: Equity / Common Stock, $0.00001 par value per share
Shares outstanding: 26,583,853
Total 13F shares: 4,660,608
Share change: +4,658,108
Total reported value: $62,392,468
Price per share: $13.39
Number of holders: 47
Value change: +$62,358,993
Number of buys: 46

Quarterly Holders Quick Answers

What is CUSIP 14280C105?
CUSIP 14280C105 identifies CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share in SEC institutional holdings data.

Need full ownership history?
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Back to full security ownership history for the broader multi-quarter picture.
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SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q4 2025

Recent filing periods for CUSIP 14280C105:

Q1 2026 Q4 2025 Q3 2025

Top shareholders of CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
B CAPITAL GROUP MANAGEMENT, L.P.	3/4/5 13D/G	10%+ Owner	28% from 13D/G	8,321,763	$120,665,564	—	24 Jul 2025	3/4/5 13D/G
Presidio Management Group XII, L.L.C.	13D/G 3/4/5	Casey M Tansey · 10%+ Owner	22%	5,842,073	$78,225,357	$0	24 Jul 2025	13D/G 3/4/5
Jonathan D. Root	3/4/5	Director	6%	1,601,742	$23,225,260	—	22 Jul 2025	3/4/5
Robert Mittendorff II	3/4/5	Director	3.5%	931,452	$13,506,054	—	24 Jul 2025	3/4/5
Philip M. Young	3/4/5	Director	0.27%	70,666	$1,024,658	—	22 Jul 2025	3/4/5
Kevin Sidow	3/4/5	Director	0.22%	59,566	$863,707	—	22 Jul 2025	3/4/5
Kevin C. Oboyle	3/4/5	Director	0.07%	17,333	$251,329	—	22 Jul 2025	3/4/5
Michael Cordonnier	13D/G	—	5.9%	1,597,752	—	$0	24 Jul 2025	13D/G

Institutional Holders of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) as of Q3 2025

As of 30 Sep 2025, CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) was held by 47 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,660,608 shares. The largest 10 holders included ORBIMED ADVISORS LLC, JANUS HENDERSON GROUP PLC, BlackRock, Inc., Avidity Partners Management LP, VANGUARD GROUP INC, TEACHER RETIREMENT SYSTEM OF TEXAS, Russell Investments Group, Ltd., TD Waterhouse Canada Inc., GEODE CAPITAL MANAGEMENT, LLC, and CITADEL ADVISORS LLC. This page lists 47 institutional shareholders reporting positions in this security for the Q3 2025 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q3 2025 vs Q4 2025 Across Filers

Q4 2025 holders

Q3 2025 holders

Holder diff

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Investor	Q4 2025 Shares	Q3 2025 Shares	Share Diff	Share Chg %	Q4 2025 Value $	Q3 2025 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.