CARLSMED INC CARL
$11.34
-3.2% 52w: $8.83 – $16.99
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data8.8312.9116.99
Jul 23, 2025 Jul 2, 2026
Institutional holders
66
+9 QoQ
13F value
$48.0M
-16.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CARL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC ★2 | Fundamental diversified | 1.3M | $11.3M | 0.3% | Held |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 1.2M | $11.1M | 0.0% | +7.6% |
| Parkman Healthcare Partners LLC | Other | 521.1K | $4.7M | 0.5% | New |
| BlackRock, Inc. | Index provider | 446.9K | $4.0M | 0.0% | +4.5% |
| Schonfeld Strategic Advisors LLC | Multistrat pod | 283.2K | $2.6M | 0.0% | New |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 276.1K | $2.5M | 0.0% | — |
| KCM Capital Inc ★3 | Fundamental concentrated | 200.0K | $1.8M | 0.3% | New |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 193.2K | $1.7M | 0.0% | +19.2% |
| Russell Investments Group, Ltd. | Diversified mechanical | 159.3K | $1.4M | 0.0% | -0.6% |
| STATE STREET CORP | Index provider | 113.7K | $1.0M | 0.0% | +64.9% |
| NORTHERN TRUST CORP | Index provider | 54.5K | $493K | 0.0% | +7.4% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | Other | 53.4K | $484K | 0.0% | -3.3% |
| Burkehill Global Management, LP | Quant stat arb | 50.0K | $453K | 0.0% | Held |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 47.6K | $431K | 0.0% | — |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 45.4K | $411K | 0.0% | — |
| CITADEL ADVISORS LLC | Multistrat pod | 44.6K | $404K | 0.0% | New |
| WESBANCO BANK INC | Other | 37.0K | $335K | 0.0% | Held |
| Boston Partners | Other | 25.2K | $228K | 0.0% | -3.4% |
| XTX Topco Ltd | Market maker | 24.7K | $224K | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 22.6K | $205K | 0.0% | +66.5% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 20.0K | $192K | 0.0% | -88.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 16.8K | $152K | 0.0% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 15.6K | $141K | 0.0% | -26.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 15.1K | $137K | 0.0% | -0.4% |
| JANE STREET GROUP, LLC | Market maker | 15.0K | $136K | 0.0% | New |
| Quadrature Capital Ltd | Diversified mechanical | 13.4K | $121K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 13.1K | $119K | 0.0% | 0.0% |
| Centiva Capital, LP | Diversified mechanical | 12.7K | $115K | 0.0% | New |
| Board of Trustees of The Leland Stanford Junior University | Wealth advisor | 12.5K | $113K | 0.0% | -50.0% |
| HRT FINANCIAL LP | Diversified mechanical | 12.3K | $111K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 11.4K | $103K | 0.0% | -14.3% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 10.4K | $94K | 0.0% | -57.2% |
| UBS Group AG | Bank broker | 10.3K | $93K | 0.0% | -3.6% |
| DEUTSCHE BANK AG\ | Bank broker | 9.8K | $89K | 0.0% | Held |
| RHUMBLINE ADVISERS | Diversified mechanical | 5.2K | $47K | 0.0% | +17.2% |
| JPMORGAN CHASE & CO | Bank broker | 5.1K | $47K | 0.0% | +55.8% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 3.6K | $32K | 0.0% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 3.3K | $30K | 0.0% | +3.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.3K | $30K | 0.0% | -57.5% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 2.6K | $23K | 0.0% | +19.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 1.8K | $16K | 0.0% | Held |
| BARCLAYS PLC | Bank broker | 1.8K | $16K | 0.0% | -83.3% |
| Tower Research Capital LLC (TRC) | Market maker | 1.7K | $15K | 0.0% | +61.7% |
| FMR LLC | Long only active | 1.3K | $12K | 0.0% | +322.1% |
| Police & Firemen's Retirement System of New Jersey | Diversified mechanical | 1.3K | $11K | 0.0% | Held |
| US BANCORP \DE\ | Wealth advisor | 600 | $5K | 0.0% | New |
| Legal & General Group Plc | Diversified mechanical | 579 | $5K | 0.0% | -11.9% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 565 | $5K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 572 | $5K | 0.0% | -44.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Pension sovereign | 460 | $4K | 0.0% | +10.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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