Security key
14280C105
CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL)
CUSIP: 14280C105
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Common Stock, $0.00001 par value per share
- Total 13F shares
- 4,660,608
- Total 13F value
- $62,392,468
- Share change
- +4,658,108
- SEC-reported price per share
- $13.39
- Number of holders
- 47
- Value change
- +$62,358,993
- Number of buys
- 46
- Shares outstanding
- 26,583,853
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2025
Institutions
47
Top holders
10
CARL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
CARLSMED, INC. SEC filings
CARLSMED, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 14280C105
Recent filing periods:
Ownership snapshot
Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
B CAPITAL GROUP MANAGEMEN...
Disclosed value leader
B CAPITAL GROUP MANAGEMEN...
Comparable rows
4/4
Latest evidence
24 Jul 2025
3/4/5
13D/G
Lead comparable stake: 28%
13D/G row: B CAPITAL GROUP MANAGEMENT, L.P.
Quick read
B CAPITAL GROUP MANAGEMENT, L.P. leads the comparable SEC ownership view at 28%.
4 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens B CAPITAL GROUP MANAGEMENT, L.P.'s linked filing trail.
Comparable ownership
Top 4
B CAPITAL GROUP MANAGEMENT, L.P.
28%
Presidio Management Group XII, L....
22%
Michael Cordonnier
5.9%
Robert Mittendorff II
3.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| B CAPITAL GROUP MANAGEMENT, L.P. |
3/4/5
13D/G
10%+ Owner
|
28%
from 13D/G
|
$120,665,564
8,321,763 shares
|
— | 24 Jul 2025 |
| Presidio Management Group XII, L.L.C. |
13D/G
3/4/5
Casey M Tansey · 10%+ Owner
|
22%
|
$78,225,357
5,842,073 shares
|
$0 | 24 Jul 2025 |
| Michael Cordonnier |
13D/G
|
5.9%
|
—
1,597,752 shares
|
$0 | 24 Jul 2025 |
| Robert Mittendorff II |
3/4/5
Director
|
3.5%
|
$13,506,054
931,452 shares
|
— | 24 Jul 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
47
Shares
4,660,608
Rows available
47
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q4 2025 Across Filers
Q4 2025 holders
57
Q3 2025 holders
47
Holder diff
-10
| Investor | Q4 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q4 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend