CARLSMED, INC. - CARL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | History | No change | 1,252,600 | 11,336 | 0.22% | 0.32% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 1,227,452 | 11,108 | 0.01% | 0.01% | 2 | +86,834 | 7.61% | Q1 2026 | May 18, 2026 |
| Parkman Healthcare Partners LLC | History | New | 521,123 | 4,716 | 0.49% | — | 3 | +521,123 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 360,082 | 4,447 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 446,892 | 4,044 | 0.0% | 0.0% | 5 | +19,418 | 4.54% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 283,180 | 2,562 | 0.02% | — | 6 | +283,180 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 276,131 | 2,498 | 0.0% | — | 7 | +276,131 | New | Q1 2026 | May 15, 2026 |
| KCM Capital Inc | History | New | 200,000 | 1,810 | 0.29% | — | 8 | +200,000 | New | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 193,173 | 1,748 | 0.0% | 0.0% | 9 | +31,140 | 19.22% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 159,291 | 1,441 | 0.0% | 0.0% | 10 | -947 | -0.59% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 113,717 | 1,029 | 0.0% | 0.0% | 11 | +44,776 | 64.95% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 65,000 | 802 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 54,476 | 493 | 0.0% | 0.0% | 13 | +3,776 | 7.45% | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 53,432 | 483 | 0.01% | 0.01% | 14 | -1,803 | -3.26% | Q1 2026 | Apr 30, 2026 |
| Burkehill Global Management, LP | History | No change | 50,000 | 452 | 0.02% | 0.04% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 47,644 | 431 | 0.0% | — | 16 | +47,644 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 45,399 | 410 | 0.0% | — | 17 | +45,399 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 44,595 | 403 | 0.0% | — | 18 | +44,595 | New | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | No change | 37,000 | 334 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Boston Partners | History | Reduced | 25,201 | 228 | 0.0% | 0.0% | 20 | -899 | -3.44% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 24,738 | 223 | 0.0% | — | 21 | +24,738 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,638 | 204 | 0.0% | 0.0% | 22 | +9,038 | 66.46% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 20,000 | 192 | 0.0% | 0.01% | 23 | -155,405 | -88.6% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 16,775 | 151 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 15,583 | 141 | 0.0% | 0.0% | 25 | -5,553 | -26.27% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,036 | 136 | 0.0% | — | 27 | +15,036 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,093 | 136 | 0.0% | 0.0% | 26 | -62 | -0.41% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 13,352 | 120 | 0.0% | — | 28 | +13,352 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,105 | 118 | 0.0% | 0.0% | 29 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Centiva Capital, LP | History | New | 12,745 | 115 | 0.0% | — | 30 | +12,745 | New | Q1 2026 | May 14, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | Reduced | 12,516 | 113 | 0.01% | 0.06% | 31 | -12,514 | -50.0% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 12,337 | 111 | 0.0% | — | 32 | +12,337 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 11,426 | 103 | 0.0% | 0.0% | 33 | -1,903 | -14.28% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,400 | 94 | 0.0% | 0.0% | 34 | -13,900 | -57.2% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 10,303 | 93 | 0.0% | 0.0% | 35 | -383 | -3.58% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,832 | 88 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,063 | 46 | 0.0% | 0.0% | 37 | +1,813 | 55.78% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 5,181 | 46 | 0.0% | 0.0% | 38 | +762 | 17.24% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,577 | 32 | 0.0% | — | 39 | +3,577 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,333 | 30 | 0.0% | 0.0% | 40 | -4,501 | -57.45% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,348 | 30 | 0.0% | 0.0% | 41 | +108 | 3.33% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,567 | 23 | 0.0% | 0.0% | 42 | +417 | 19.4% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 1,777 | 16 | 0.0% | 0.0% | 43 | -8,856 | -83.29% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,800 | 16 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,669 | 15 | 0.0% | 0.0% | 45 | +637 | 61.72% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,296 | 11 | 0.0% | 0.0% | 46 | +989 | 322.15% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,258 | 11 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | New | 600 | 5 | 0.0% | — | 51 | +600 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 572 | 5 | 0.0% | 0.0% | 49 | -454 | -44.25% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 579 | 5 | 0.0% | 0.0% | 48 | -78 | -11.87% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 565 | 5 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 460 | 4 | 0.0% | 0.0% | 52 | +43 | 10.31% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 409 | 3 | 0.0% | 0.0% | 54 | +222 | 118.72% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 380 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 135 | 1 | 0.0% | — | 56 | +135 | New | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 130 | 1 | 0.0% | 0.0% | 55 | -49 | -27.37% | Q1 2026 | Apr 22, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -175,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128,970 | -100.0% | Q1 2026 | May 15, 2026 |
| Ghisallo Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.47% | — | -47,700 | -100.0% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,800 | -100.0% | Q1 2026 | Apr 22, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | Apr 24, 2026 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 59 | 0 | — | 0.0% | — | -108 | -64.67% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | May 21, 2026 |
| Advisory Services Network, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |