CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL)
CUSIP: 14280C105
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Common Stock, $0.00001 par value per share
- Shares outstanding
- 26,583,853
- Total 13F shares
- 4,673,790
- Share change
- +13,532
- Total reported value
- $57,709,974
- Price per share
- $12.35
- Number of holders
- 56
- Value change
- -$443,486
- Number of buys
- 35
- Number of sells
- 15
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.
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Recent filing periods for CUSIP 14280C105:
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 | |
| 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 | |
| Jonathan D. Root |
3/4/5
|
Director |
6%
|
1,601,742
|
$23,225,260 | — | 22 Jul 2025 | |
| ORBIMED ADVISORS LLC |
13F
|
Company |
4.7%
|
1,252,600
|
$16,772,314 | — | 30 Sep 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
4.1%
|
1,092,537
|
$14,629,070 | — | 30 Sep 2025 | |
| Robert Mittendorff II |
3/4/5
|
Director |
3.5%
|
931,452
|
$13,506,054 | — | 24 Jul 2025 | |
| BlackRock, Inc. |
13F
|
Company |
1.4%
|
385,439
|
$5,161,029 | — | 30 Sep 2025 | |
| Avidity Partners Management LP |
13F
|
Company |
1.2%
|
321,912
|
$4,310,402 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.85%
|
227,195
|
$3,042,141 | — | 30 Sep 2025 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
13F
|
Company |
0.66%
|
175,000
|
$2,343,250 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.6%
|
158,946
|
$2,128,283 | — | 30 Sep 2025 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.57%
|
152,242
|
$2,025,644 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.56%
|
147,548
|
$1,975,667 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.41%
|
110,000
|
$1,472,900 | — | 30 Sep 2025 | |
| Philip M. Young |
3/4/5
|
Director |
0.27%
|
70,666
|
$1,024,658 | — | 22 Jul 2025 | |
| Kevin Sidow |
3/4/5
|
Director |
0.22%
|
59,566
|
$863,707 | — | 22 Jul 2025 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.21%
|
55,000
|
$736,450 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.2%
|
52,448
|
$702,278 | — | 30 Sep 2025 | |
| Burkehill Global Management, LP |
13F
|
Company |
0.19%
|
50,000
|
$669,500 | — | 30 Sep 2025 | |
| Ghisallo Capital Management LLC |
13F
|
Company |
0.19%
|
50,000
|
$669,500 | — | 30 Sep 2025 | |
| Zimmer Partners, LP |
13F
|
Company |
0.19%
|
50,000
|
$669,500 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.16%
|
41,724
|
$558,684 | — | 30 Sep 2025 | |
| Monashee Investment Management LLC |
13F
|
Company |
0.15%
|
40,000
|
$535,600 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.12%
|
30,710
|
$411,207 | — | 30 Sep 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.11%
|
30,000
|
$402,000 | — | 30 Sep 2025 | |
| Boston Partners |
13F
|
Company |
0.11%
|
29,317
|
$392,550 | — | 30 Sep 2025 | |
| Board of Trustees of The Leland Stanford Junior University |
13F
|
Company |
0.09%
|
25,030
|
$335,152 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.09%
|
24,203
|
$324,078 | — | 30 Sep 2025 | |
| Woodline Partners LP |
13F
|
Company |
0.09%
|
23,210
|
$310,782 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.08%
|
20,762
|
$278,003 | — | 30 Sep 2025 | |
| Kevin C. Oboyle |
3/4/5
|
Director |
0.07%
|
17,333
|
$251,329 | — | 22 Jul 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.06%
|
16,775
|
$224,617 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
15,069
|
$201,774 | — | 30 Sep 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.06%
|
14,800
|
$198,000 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.04%
|
11,254
|
$150,691 | — | 30 Sep 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.04%
|
10,037
|
$134,395 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.04%
|
9,612
|
$128,705 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.04%
|
9,525
|
$127,540 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.02%
|
5,903
|
$79,035 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.02%
|
4,845
|
$64,875 | — | 30 Sep 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.01%
|
3,152
|
$42,205 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.01%
|
2,734
|
$36,608 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.01%
|
2,500
|
$33,475 | — | 30 Sep 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.01%
|
1,800
|
$24,102 | — | 30 Sep 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
1,495
|
$20,018 | — | 30 Sep 2025 | |
| Police & Firemen's Retirement System of New Jersey |
13F
|
Company |
0%
|
1,258
|
$16,845 | — | 30 Sep 2025 | |
| STRS OHIO |
13F
|
Company |
0%
|
1,200
|
$16,068 | — | 30 Sep 2025 | |
| iA Global Asset Management Inc. |
13F
|
Company |
0%
|
1,000
|
$13,000 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0%
|
657
|
$8,824 | — | 30 Sep 2025 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0%
|
565
|
$7,565 | — | 30 Sep 2025 |
Institutional Holders of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) as of Q4 2025
As of 31 Dec 2025,
CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,673,790 shares.
The largest 10 holders included
ORBIMED ADVISORS LLC, JANUS HENDERSON GROUP PLC, BlackRock, Inc., VANGUARD GROUP INC, TD Waterhouse Canada Inc., TEACHER RETIREMENT SYSTEM OF TEXAS, GEODE CAPITAL MANAGEMENT, LLC, Russell Investments Group, Ltd., MILLENNIUM MANAGEMENT LLC, and STATE STREET CORP.
This page lists
56
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
47
Q4 2025 holders
56
Holder diff
9
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.