CARLSMED, INC. - CARL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 15,469 | 0.32% | 0.39% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 1,140,618 | 14,086 | 0.01% | 0.01% | 2 | +48,081 | 4.4% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 427,474 | 5,279 | 0.0% | 0.0% | 3 | +42,035 | 10.91% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 360,082 | 4,447 | 0.0% | 0.0% | 4 | +132,887 | 58.49% | Q4 2025 | Jan 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 175,000 | 2,161 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 175,405 | 2,153 | 0.01% | 0.01% | 6 | +23,163 | 15.21% | Q4 2025 | Jan 27, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 162,033 | 2,001 | 0.0% | 0.0% | 7 | +14,485 | 9.82% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 160,238 | 1,978 | 0.0% | 0.0% | 8 | +1,292 | 0.81% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 128,970 | 1,592 | 0.0% | 0.0% | 9 | +108,208 | 521.18% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 68,941 | 851 | 0.0% | 0.0% | 10 | +27,217 | 65.23% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 65,000 | 802 | 0.0% | — | 11 | +65,000 | New | Q4 2025 | Feb 10, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 55,235 | 682 | 0.01% | 0.01% | 12 | +235 | 0.43% | Q4 2025 | Feb 02, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 50,700 | 626 | 0.0% | 0.0% | 13 | -1,748 | -3.33% | Q4 2025 | Feb 17, 2026 |
| Ghisallo Capital Management LLC | History | No change | 50,000 | 617 | 0.03% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Burkehill Global Management, LP | History | No change | 50,000 | 617 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | New | 47,700 | 589 | 0.47% | — | 16 | +47,700 | New | Q4 2025 | Feb 09, 2026 |
| WESBANCO BANK INC | History | New | 37,000 | 456 | 0.01% | — | 17 | +37,000 | New | Q4 2025 | Feb 03, 2026 |
| Boston Partners | History | Reduced | 26,100 | 322 | 0.0% | 0.0% | 18 | -3,217 | -10.97% | Q4 2025 | Feb 13, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 25,030 | 309 | 0.06% | 0.04% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 24,300 | 300 | 0.0% | — | 20 | +24,300 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,136 | 261 | 0.0% | 0.0% | 21 | +6,067 | 40.26% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 20,000 | 247 | 0.0% | 0.0% | 22 | -10,000 | -33.33% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 16,775 | 207 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,800 | 195 | 0.0% | 0.0% | 24 | +1,000 | 6.76% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,155 | 187 | 0.0% | — | 25 | +15,155 | New | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 13,600 | 167 | 0.0% | — | 26 | +13,600 | New | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 13,329 | 164 | 0.0% | 0.0% | 27 | +3,804 | 39.94% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,104 | 161 | 0.0% | 0.0% | 28 | +1,850 | 16.44% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 10,686 | 131 | 0.0% | 0.0% | 30 | -13,517 | -55.85% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 10,633 | 131 | 0.0% | 0.0% | 29 | +1,021 | 10.62% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 9,832 | 121 | 0.0% | — | 31 | +9,832 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,834 | 96 | 0.0% | 0.0% | 32 | +2,989 | 61.69% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,419 | 54 | 0.0% | 0.0% | 33 | -1,484 | -25.14% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,250 | 40 | 0.0% | 0.0% | 34 | +516 | 18.87% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,240 | 40 | 0.0% | 0.0% | 35 | +88 | 2.79% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,150 | 26 | 0.0% | 0.0% | 36 | -350 | -14.0% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,800 | 22 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,258 | 15 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 1,200 | 14 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,026 | 13 | 0.0% | — | 40 | +1,026 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,032 | 12 | 0.0% | 0.0% | 41 | -463 | -30.97% | Q4 2025 | Feb 17, 2026 |
| iA Global Asset Management Inc. | History | No change | 1,000 | 12 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Legal & General Group Plc | History | No change | 657 | 8 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 565 | 6 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 417 | 5 | 0.0% | — | 45 | +417 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 380 | 4 | 0.0% | — | 46 | +380 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 307 | 3 | 0.0% | — | 47 | +303 | 7575.0% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 213 | 3 | 0.0% | 0.0% | 48 | -7 | -3.18% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | New | 167 | 2 | 0.0% | — | 51 | +167 | New | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 187 | 2 | 0.0% | 0.0% | 49 | -33 | -15.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 179 | 2 | 0.0% | 0.0% | 50 | +19 | 11.88% | Q4 2025 | Feb 13, 2026 |
| Avidity Partners Management LP | History | Closed out | 0 | 0 | — | 0.98% | — | -321,912 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Monashee Investment Management LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -40,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,710 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSAIC HOLDINGS, INC. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |