How many institutions held CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share in Q4 2025?

57 institutional investors reported CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share for Q4 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

Q4 2025 13F Holders as of 31 Dec 2025

Security type / class: Equity / Common Stock, $0.00001 par value per share
Total 13F shares: 4,673,791
Total 13F value: $57,709,986
Share change: +13,533
SEC-reported price per share: $12.35
Number of holders: 57
Value change: -$443,474
Number of buys: 36
Number of sells: 15
Shares outstanding: 26,583,853

Security key

14280C105

Report period

Q4 2025

Institutions

Top holders

CARL full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2026 Previous quarter: Q3 2025 CARLSMED, INC. SEC filings CARLSMED, INC. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 14280C105

Newer quarter: Q1 2026 Previous quarter: Q3 2025

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025

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

15/15

Latest evidence

30 Sep 2025

3/4/5 13D/G 13F Lead comparable stake: 28% 13D/G row: B CAPITAL GROUP MANAGEMENT, L.P. Showing 1-6 of 15 holder rows.

Quick read

B CAPITAL GROUP MANAGEMENT, L.P. leads the comparable SEC ownership view at 28%.

15 of 15 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 5

B CAPITAL GROUP MANAGEMENT, L.P. 28%

Presidio Management Group XII, L.... 22%

Michael Cordonnier 5.9%

Robert Mittendorff II 3.5%

ORBIMED ADVISORS LLC 4.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
B CAPITAL GROUP MANAGEMENT, L.P.	3/4/5 13D/G 10%+ Owner 3/4/5 13D/G	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 13D/G 3/4/5	22%	$78,225,357 5,842,073 shares	$0	24 Jul 2025
Michael Cordonnier	13D/G 13D/G	5.9%	— 1,597,752 shares	$0	24 Jul 2025
Robert Mittendorff II	3/4/5 Director 3/4/5	3.5%	$13,506,054 931,452 shares	—	24 Jul 2025
ORBIMED ADVISORS LLC	13F Company 13F	4.7%	$16,772,314 1,252,600 shares	—	30 Sep 2025
JANUS HENDERSON GROUP PLC	13F Company 13F	4.1%	$14,629,070 1,092,537 shares	—	30 Sep 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 Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

4,673,791

Rows available

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 Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders

Q4 2025 holders

Holder diff

Investor	Q3 2025 Shares	Q4 2025 Shares	Share Diff	Share Chg %	Q3 2025 value	Q4 2025 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend