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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jupiter Topco LLC | History | New | 1,251,616 | 12,991 | 0.01% | — | 1 | +1,251,616 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,227,452 | 11,108 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 597,318 | 6,200 | 0.63% | 0.49% | 3 | +76,195 | 14.62% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 532,593 | 5,528 | 0.0% | 0.0% | 4 | +85,701 | 19.18% | Q2 2026 | Aug 07, 2026 |
| KCM Capital Inc | History | Added to | 440,000 | 4,567 | 0.74% | 0.29% | 5 | +240,000 | 120.0% | Q2 2026 | Aug 12, 2026 |
| Pier Capital, LLC | History | New | 373,677 | 3,878 | 0.51% | — | 6 | +373,677 | New | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 295,907 | 3,071 | 0.0% | — | 7 | +295,907 | New | Q2 2026 | Aug 14, 2026 |
| Palumbo Wealth Management LLC | History | New | 267,298 | 2,774 | 0.58% | — | 8 | +267,298 | New | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 238,727 | 2,477 | 0.0% | 0.0% | 9 | -37,404 | -13.55% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 224,804 | 2,333 | 0.01% | 0.02% | 10 | -58,376 | -20.61% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 204,655 | 2,125 | 0.0% | 0.0% | 11 | +11,482 | 5.94% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 139,142 | 1,444 | 0.0% | 0.0% | 12 | -20,149 | -12.65% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | Added to | 133,083 | 1,381 | 0.0% | 0.0% | 13 | +19,366 | 17.03% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 101,726 | 1,055 | 0.0% | 0.0% | 14 | +57,131 | 128.11% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 92,159 | 956 | 0.0% | — | 15 | +92,159 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 73,389 | 761 | 0.0% | 0.0% | 16 | +58,353 | 388.09% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 64,633 | 670 | 0.0% | 0.0% | 17 | +10,157 | 18.64% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 63,126 | 655 | 0.0% | 0.0% | 18 | +40,488 | 178.85% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 60,439 | 627 | 0.0% | — | 19 | +60,439 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 56,948 | 591 | 0.0% | 0.0% | 20 | +9,304 | 19.53% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 51,688 | 536 | 0.01% | 0.01% | 21 | -1,744 | -3.26% | Q2 2026 | Jul 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 49,928 | 518 | 0.0% | 0.0% | 22 | +4,529 | 9.98% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 39,951 | 414 | 0.0% | 0.0% | 23 | +37,384 | 1456.33% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 30,699 | 318 | 0.0% | 0.0% | 24 | +19,273 | 168.68% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 25,000 | 259 | 0.0% | — | 25 | +25,000 | New | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | Reduced | 22,375 | 232 | 0.0% | 0.0% | 26 | -2,826 | -11.21% | Q2 2026 | Aug 04, 2026 |
| MARSHALL WACE, LLP | History | New | 21,283 | 220 | 0.0% | — | 27 | +21,283 | New | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 19,414 | 201 | 0.0% | — | 28 | +19,414 | New | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 18,008 | 186 | 0.0% | — | 29 | +18,008 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,452 | 181 | 0.0% | 0.0% | 31 | +4,347 | 33.17% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,462 | 181 | 0.0% | 0.0% | 30 | +2,369 | 15.7% | Q2 2026 | Aug 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 17,276 | 179 | 0.0% | 0.0% | 32 | +501 | 2.99% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 16,749 | 173 | 0.0% | 0.0% | 33 | +6,446 | 62.56% | Q2 2026 | Aug 13, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | New | 15,542 | 161 | 0.03% | — | 34 | +15,542 | New | Q2 2026 | Aug 07, 2026 |
| Centiva Capital, LP | History | Added to | 14,891 | 154 | 0.0% | 0.0% | 35 | +2,146 | 16.84% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 14,040 | 145 | 0.0% | — | 36 | +14,040 | New | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 13,025 | 135 | 0.0% | — | 37 | +13,025 | New | Q2 2026 | Aug 05, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 12,516 | 129 | 0.02% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | New | 11,900 | 123 | 0.0% | — | 39 | +11,900 | New | Q2 2026 | Jul 15, 2026 |
| Trexquant Investment LP | History | New | 11,001 | 114 | 0.0% | — | 40 | +11,001 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,396 | 107 | 0.0% | 0.0% | 41 | -5,187 | -33.29% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,180 | 105 | 0.0% | 0.0% | 42 | +348 | 3.54% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,723 | 80 | 0.0% | 0.0% | 43 | +4,390 | 131.71% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 5,788 | 60 | 0.0% | 0.0% | 44 | +607 | 11.72% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,264 | 58 | 0.0% | 0.0% | 45 | +201 | 3.97% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 4,377 | 45 | 0.0% | 0.0% | 46 | +3,968 | 970.17% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,893 | 40 | 0.0% | 0.0% | 47 | +545 | 16.28% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,577 | 37 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,800 | 18 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Reduced | 1,443 | 14 | 0.0% | 0.0% | 50 | -334 | -18.8% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,258 | 13 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 1,234 | 12 | 0.0% | — | 53 | +1,234 | New | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,205 | 12 | 0.0% | 0.0% | 52 | -464 | -27.8% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Reduced | 1,155 | 11 | 0.0% | 0.0% | 54 | -141 | -10.88% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 1,024 | 10 | 0.0% | 0.0% | 55 | +445 | 76.86% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 749 | 7 | 0.0% | — | 57 | +749 | New | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 630 | 7 | 0.0% | 0.0% | 56 | +250 | 65.79% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 600 | 6 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 500 | 5 | 0.0% | 0.0% | 59 | -72 | -12.59% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 565 | 5 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 207 | 2 | 0.0% | — | 61 | +207 | New | Q2 2026 | Jul 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 114 | 1 | 0.0% | 0.0% | 62 | -346 | -75.22% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | Added to | 180 | 1 | 0.0% | — | 64 | +178 | 8900.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 96 | 1 | 0.0% | — | 65 | +94 | 4700.0% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 105 | 1 | 0.0% | 0.0% | 63 | -25 | -19.23% | Q2 2026 | Jul 28, 2026 |
| ORBIMED ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,252,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -50,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,000 | -100.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24,738 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,352 | -100.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,337 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Essential Partners LLC | History | Added to | 68 | 0 | — | — | — | +64 | 1600.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 53 | 0 | — | — | — | +52 | 5200.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 52 | 0 | — | — | — | +50 | 2500.0% | Q2 2026 | Jul 16, 2026 |
| Fortitude Family Office, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Jul 20, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |