How many institutions held CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share in Q1 2026?

7 institutional investors reported CARL - CARLSMED, INC. - Common Stock, $0.00001 par value per share for Q1 2026. 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

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class: Equity / Common Stock, $0.00001 par value per share
Shares outstanding: 26,583,853
Total 13F shares: 37,285
Share change: -17,900
Total reported value: $337,432
Price per share: $9.05
Number of holders: 7
Value change: -$220,915
Number of buys: 3
Number of sells: 6

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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Previous 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
Michael Cordonnier	3/4/5 13D/G	CEO, President, Director	5.9% from 13D/G	2,468,404 mixed-class rows	$18,683,247	-$2,629,889	02 Mar 2026	3/4/5 13D/G
ORBIMED ADVISORS LLC	13F	Company	4.7%	1,252,600	$15,469,610	—	31 Dec 2025	13F
JANUS HENDERSON GROUP PLC	13F	Company	4.3%	1,140,618	$14,086,632	—	31 Dec 2025	13F
Robert Mittendorff II	3/4/5	Director	3.5%	931,452	$13,506,054	—	24 Jul 2025	3/4/5
Niall Casey	3/4/5	Chief IP Officer, Director	— mixed-class rows	1,148,611 mixed-class rows	$12,282,025	—	28 Jan 2026	3/4/5
BlackRock, Inc.	13F	Company	1.6%	427,474	$5,279,305	—	31 Dec 2025	13F
VANGUARD GROUP INC	13F	Company	1.4%	360,082	$4,447,013	—	31 Dec 2025	13F
Leonard M. Greenstein	3/4/5	CFO, Treasurer	— mixed-class rows	343,448 mixed-class rows	$2,354,325	—	28 Jan 2026	3/4/5
TEACHER RETIREMENT SYSTEM OF TEXAS	13F	Company	0.66%	175,000	$2,161,250	—	31 Dec 2025	13F
TD Waterhouse Canada Inc.	13F	Company	0.66%	175,405	$2,153,973	—	31 Dec 2025	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.61%	162,033	$2,001,916	—	31 Dec 2025	13F
Russell Investments Group, Ltd.	13F	Company	0.6%	160,238	$1,978,936	—	31 Dec 2025	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.49%	128,970	$1,592,780	—	31 Dec 2025	13F
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
STATE STREET CORP	13F	Company	0.26%	68,941	$851,421	—	31 Dec 2025	13F
NORGES BANK	13F	Company	0.24%	65,000	$802,750	—	31 Dec 2025	13F
KORNITZER CAPITAL MANAGEMENT INC /KS	13F	Company	0.21%	55,235	$682,152	—	31 Dec 2025	13F
NORTHERN TRUST CORP	13F	Company	0.19%	50,700	$626,145	—	31 Dec 2025	13F
Burkehill Global Management, LP	13F	Company	0.19%	50,000	$617,500	—	31 Dec 2025	13F
Ghisallo Capital Management LLC	13F	Company	0.19%	50,000	$617,500	—	31 Dec 2025	13F
SECTORAL ASSET MANAGEMENT INC	13F	Company	0.18%	47,700	$589,095	—	31 Dec 2025	13F
William Scott Durall	3/4/5	Chief Commercial Officer	— mixed-class rows	340,985 mixed-class rows	$562,212	—	28 Jan 2026	3/4/5
WESBANCO BANK INC	13F	Company	0.14%	37,000	$456,950	—	31 Dec 2025	13F
Boston Partners	13F	Company	0.1%	26,100	$322,340	—	31 Dec 2025	13F
Board of Trustees of The Leland Stanford Junior University	13F	Company	0.09%	25,030	$309,120	—	31 Dec 2025	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.09%	24,300	$300,105	—	31 Dec 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.08%	21,136	$261,030	—	31 Dec 2025	13F
Kevin C. Oboyle	3/4/5	Director	0.07%	17,333	$251,329	—	22 Jul 2025	3/4/5
COHEN & STEERS, INC.	13F	Company	0.08%	20,000	$247,000	—	31 Dec 2025	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.06%	16,775	$207,171	—	31 Dec 2025	13F
Janney Montgomery Scott LLC	13F	Company	0.06%	15,800	$195,000	—	31 Dec 2025	13F
MERCER GLOBAL ADVISORS INC /ADV	13F	Company	0.06%	15,155	$187,164	—	31 Dec 2025	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.05%	13,600	$167,960	—	31 Dec 2025	13F
MORGAN STANLEY	13F	Company	0.05%	13,329	$164,614	—	31 Dec 2025	13F
Bank of New York Mellon Corp	13F	Company	0.05%	13,104	$161,834	—	31 Dec 2025	13F
UBS Group AG	13F	Company	0.04%	10,686	$131,972	—	31 Dec 2025	13F
BARCLAYS PLC	13F	Company	0.04%	10,633	$131,317	—	31 Dec 2025	13F
DEUTSCHE BANK AG\	13F	Company	0.04%	9,832	$121,425	—	31 Dec 2025	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.03%	7,834	$96,750	—	31 Dec 2025	13F
RHUMBLINE ADVISERS	13F	Company	0.02%	4,419	$54,573	—	31 Dec 2025	13F
JPMORGAN CHASE & CO	13F	Company	0.01%	3,250	$40,138	—	31 Dec 2025	13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	13F	Company	0.01%	3,240	$40,014	—	31 Dec 2025	13F
BNP PARIBAS FINANCIAL MARKETS	13F	Company	0.01%	2,150	$26,552	—	31 Dec 2025	13F
NEW YORK STATE COMMON RETIREMENT FUND	13F	Company	0.01%	1,800	$22,230	—	31 Dec 2025	13F
Police & Firemen's Retirement System of New Jersey	13F	Company	0%	1,258	$15,536	—	31 Dec 2025	13F
STRS OHIO	13F	Company	0%	1,200	$14,820	—	31 Dec 2025	13F

Institutional Holders of CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) as of Q1 2026

As of 31 Mar 2026, CARLSMED, INC. - Common Stock, $0.00001 par value per share (CARL) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 37,285 shares. The largest 7 holders included WESBANCO BANK INC, GAMMA Investing LLC, Sterling Capital Management LLC, Root Financial Partners, LLC, Farther Finance Advisors, LLC, True Wealth Design, LLC, and IFP Advisors, Inc. This page lists 7 institutional shareholders reporting positions in this security for the Q1 2026 filing period.

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

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders

Q1 2026 holders

Holder diff

-49

Investor	Q4 2025 Shares	Q1 2026 Shares	Share Diff	Share Chg %	Q4 2025 Value $	Q1 2026 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.