CARL · NASDAQ · Medical - Healthcare Information Services

Carlsmed (CARL)

Builds personalized spine-fusion implant kits from AI-enabled surgical plans.

$14.85
vs last close−0.57 (−3.70%)

13F · 13D/G · Form 4

Institutions21.17%5.78M shares
77 holders · as of Jun 30, 2026
Insiders5.93%1.62M shares
2 holders · as of Sep 10, 2026
Strategic holders15.77%4.31M shares
1 holder · as of Sep 30, 2025
Other57.13%15.60M shares
remainder

27.30M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
B Capital Global Growth III, L.P.Institution
18.36%5.01Mfiled Nov 14, 2025
Presidio Management Group XII, L.L.C.1Strategic10 percent owner
15.77%4.31Mfiled Sep 30, 2025
Michael CordonnierInsider
5.85%1.60Mfiled Jul 24, 2025
Jupiter Topco LLCInstitution
4.58%1.25Mas of Jun 30, 2026
Parkman Healthcare Partners LLCInstitution
2.19%597,318as of Jun 30, 2026
BlackRock, Inc.Institution
1.95%532,593as of Jun 30, 2026
KCM Capital IncInstitution
1.61%440,000as of Jun 30, 2026
Pier Capital, LLCInstitution
1.37%373,677as of Jun 30, 2026
Millennium Management LLCInstitution
1.08%295,907as of Jun 30, 2026
Palumbo Wealth Management LLCInstitution
0.98%267,298as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
0.87%238,727as of Jun 30, 2026
Schonfeld Strategic Advisors LLCInstitution
0.82%224,804as of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.75%204,655as of Jun 30, 2026
Russell Investments Group, Ltd.Institution
0.51%139,142as of Jun 30, 2026
State Street CorpInstitution
0.49%133,083as of Jun 30, 2026
Citadel Advisors LLCInstitution
0.37%101,726as of Jun 30, 2026
AQR Capital Management LLCInstitution
0.34%92,159as of Jun 30, 2026
Jane Street Group, LLCInstitution
0.27%73,389as of Jun 30, 2026
Northern Trust CorpInstitution
0.24%64,633as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.23%63,126as of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
0.22%60,439as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.21%56,948as of Jun 30, 2026
Kornitzer Capital Management Inc /KSInstitution
0.19%51,688as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.18%49,928as of Jun 30, 2026
Curated Wealth Partners LLCInstitution
0.16%45,000as of Jun 30, 2026
  1. Presidio Management Group XII, L.L.C.'s transaction reports restate only vehicles that traded; the 2025 ownership statement (4.31M) is used instead.

13F, as of Jun 30, 2026

77 holders · 5.78M shares · 26 new positions · 58 increased · 12 reduced · 15 closed

HolderShares% outstandingChg q/qFiled
Jupiter Topco LLC1.25M4.58%+1.25MnewAug 14, 2026
Parkman Healthcare Partners LLC597.3K2.19%+76.2KAug 14, 2026
BlackRock, Inc.532.6K1.95%+85.7KAug 7, 2026
KCM Capital Inc440.0K1.61%+240.0KAug 12, 2026
Pier Capital, LLC373.7K1.37%+373.7KnewAug 5, 2026
Millennium Management LLC295.9K1.08%+295.9KAug 14, 2026
Palumbo Wealth Management LLC267.3K0.98%+267.3KnewAug 12, 2026
Vanguard Capital Management LLC238.7K0.87%−37.4KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
B Capital Global Growth III, L.P.18.90%5.01M13GNov 14, 2025
U.S. Venture Partners XII, L.P.16.20%4.31M13GNov 13, 2025
Michael Cordonnier5.90%1.60M13GJul 24, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 24, 2025
Presidio Management Group XII, L.L.C.10 percent owner
Purchase200,000$15.00200,000

House and Senate disclosures

Not reported.