How many institutions own CARL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CARL shares is 3, representing 0.55% of the company's common stock.

Who are the major shareholders selling CARLSMED, INC. stock?

BNP PARIBAS ARBITRAGE, SNC, in the last quarter, reduced its stake in CARL by -14% restricting it's holding to 2.15 thousand shares of worth nearly $26.55K. AMALGAMATED BANK also lessened -3.18% of the CARL shares from its portfolio, reducing its holding to 213 shares of worth $3.00K. RHUMBLINE ADVISERS also shunned CARL shares holding by -25.14% last quarter which brought its holding to 4.42 thousand shares worth $54.57K.

Investors who are buying CARL stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in CARL by 61.69% in the last quarter. The institutional holder raised its holding to 7.83 thousand shares having worth more than $96.75K. CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM also added 100% more shares of CARL to its portfolio, raising its holding to 417 shares of worth $5.15K. FMR LLC also increased its CARL shares holding by 7,575% which brought its holding to 307 shares worth $3.79K.

CARL's major insiders: who are they?

The insider with the most stakes in CARL is Cordonnier Michael , CEO, President at the company. Additionally, CARL stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell CARL stock?

Company executives, directors, and other insiders own 42.08% percent of CARLSMED, INC.'s stock. Within the last six months, there have been 1 transaction(s) in which CARL insiders have sold stock, totaling 197.86K shares. Insiders that have sold shares include CORDONNIER MICHAEL.

Which insider recently purchased CARL stock?

There have been 0 transaction(s) during the past 6-months in which CARLSMED, INC. insiders have bought stock, totalling 0 shares

How much of CARL does insiders own?

Around 1.36M CARLSMED, INC. shares are held by insiders, which represents about 42.08% of CARL stock.

Who is the insider with the largest stake?

CARL CEO, President, Cordonnier Michael holds the largest portfolio of the company's shares. CARL shares owned by Cordonnier total nearly 1.36 million.

Which institution holds the most shares in CARL?

BNP PARIBAS ARBITRAGE, SNC is the largest institutional owner in CARL which holds 2.15 thousand shares worth $26.55K or 0.01% of the total CARL shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 7.83 thousand shares representing 0.04% of the CARL ownership. STRS OHIO is the third largest stakeholder with 1.2 thousand shares or 0.01% of the ownership worth more than $14.82K.

Is CARLSMED, INC. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CARL is concerned, it is a stock which is not optionable.

Is there a short position on CARL's shares?

Number of CARL shares short is 151.59K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CARL shares are there?

As of today, 26.52M shares of CARL are outstanding.

Is there many float in CARL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CARL has 9.70M shares in float.

CARL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CARL is 1.19.

CARLSMED INC (CARL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.81

Short Percent Of Float1.97

Shares Outstanding26.52M

Shares Float9.70M

Shares Short151.59K

Short Ratio1.19

1.97%

Short % of Float

1.81%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

42.08% Percentage of Shares held by All Insiders

0.55% Percentage of Shares held by All Institutions

0.94% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 0.55% of CARL shares are held by financial institutions. BNP PARIBAS ARBITRAGE, SNC is the top corporate investor, holding 2.15K shares valued at $26.55K. A 0.01% stake in CARLSMED, INC. is owned by the company. WELLS FARGO & COMPANY/MN owns 7.83K shares valued at $96.75K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.15K	26.55K	-350	-14.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	7.83K	96.75K	2.99K	+61.69%
Dec 31, 2025	STRS OHIO	0.01%	1.2K	14.82K	0	0
Dec 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	417	5.15K	417	+100.00%
Dec 31, 2025	FMR LLC	0%	307	3.79K	303	+7,575.00%
Dec 31, 2025	AMALGAMATED BANK	0%	213	3K	-7	-3.18%
Dec 31, 2025	RHUMBLINE ADVISERS	0.02%	4.42K	54.57K	-1.48K	-25.14%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	3.25K	40.14K	516	+18.87%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.24K	40.01K	88	+2.79%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	179	2.21K	19	+11.88%
Dec 31, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55.24K	682.15K	235	+0.43%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	15.8K	195K	1K	+6.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	13.6K	167.96K	13.6K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.06%	13.33K	164.61K	3.8K	+39.94%
Dec 31, 2025	WOODLINE PARTNERS LP	0%	0	-	-23.21K	-100.00%
Dec 31, 2025	BLACKROCK, INC.	2.03%	427.47K	5.28M	42.04K	+10.91%
Dec 31, 2025	VANGUARD GROUP INC	1.71%	360.08K	4.45M	132.89K	+58.49%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.83%	175.41K	2.15M	23.16K	+15.21%
Dec 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.16M	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.77%	162.03K	2M	14.49K	+9.82%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.61%	128.97K	1.59M	108.21K	+521.18%
Dec 31, 2025	STATE STREET CORP	0.33%	68.94K	851.42K	27.22K	+65.23%
Dec 31, 2025	NORGES BANK	0.31%	65K	802.75K	65K	+100.00%
Dec 31, 2025	WESBANCO BANK INC	0.18%	37K	456.95K	37K	+100.00%
Dec 31, 2025	BOSTON PARTNERS	0.12%	26.1K	322.34K	-3.22K	-10.97%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	24.3K	300.11K	24.3K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.1%	21.14K	261.03K	6.07K	+40.26%
Dec 31, 2025	COHEN & STEERS, INC.	0.09%	20K	247K	-10K	-33.33%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	207.17K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.07%	15.16K	187.16K	15.16K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.06%	13.1K	161.83K	1.85K	+16.44%
Dec 31, 2025	UBS GROUP AG	0.05%	10.69K	131.97K	-13.52K	-55.85%
Dec 31, 2025	BARCLAYS PLC	0.05%	10.63K	131.32K	1.02K	+10.62%
Dec 31, 2025	DEUTSCHE BANK AG\	0.05%	9.83K	121.43K	9.83K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.03K	12.75K	-463	-30.97%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	1.03K	13K	1.03K	+100.00%
Dec 31, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	12K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.09K	0	0
Dec 31, 2025	CWM, LLC	0%	167	2K	167	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	20	247	20	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	5	62	5	+100.00%
Dec 31, 2025	TRUE WEALTH DESIGN, LLC	0%	4	50	4	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	2	25	2	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	2	25	2	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0%	0	-	-10.04K	-100.00%
Dec 31, 2025	ZIMMER PARTNERS, LP	0%	0	-	-50K	-100.00%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	6.98K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	380	4.69K	380	+100.00%
Dec 31, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	309.12K	0	0
Dec 31, 2025	SECTORAL ASSET MANAGEMENT INC	0.23%	47.7K	589.1K	47.7K	+100.00%
Dec 31, 2025	CITIGROUP INC	0%	187	2.31K	-33	-15.00%
Dec 31, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0%	0	-	-40K	-100.00%
Dec 31, 2025	AVIDITY PARTNERS MANAGEMENT LP	0%	0	-	-321.91K	-100.00%
Dec 31, 2025	NUVEEN, LLC	0%	0	-	-30.71K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-110K	-100.00%
Dec 31, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	15.47M	0	0
Dec 31, 2025	JANUS HENDERSON GROUP PLC	5.41%	1.14M	14.09M	48.08K	+4.40%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.76%	160.24K	1.98M	1.29K	+0.81%
Dec 31, 2025	NORTHERN TRUST CORP	0.24%	50.7K	626.15K	-1.75K	-3.33%
Dec 31, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	617.5K	0	0
Dec 31, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	617.5K	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	22.23K	0	0
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	15.54K	0	0
Sep 30, 2025	NUVEEN, LLC	0.15%	30.71K	411.21K	30.71K	+100.00%
Sep 30, 2025	COHEN & STEERS, INC.	0.14%	30K	402K	30K	+100.00%
Sep 30, 2025	STRS OHIO	0.01%	1.2K	16.07K	1.2K	+100.00%
Sep 30, 2025	CITIGROUP INC	0%	220	2.95K	220	+100.00%
Sep 30, 2025	UBS GROUP AG	0.11%	24.2K	324.08K	24.2K	+100.00%
Sep 30, 2025	WOODLINE PARTNERS LP	0.11%	23.21K	310.78K	23.21K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.1%	20.76K	278K	20.76K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	224.62K	16.78K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.07%	15.07K	201.77K	15.07K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	2.73K	36.61K	2.73K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.5K	33.48K	2.5K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	24.1K	1.8K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.5K	20.02K	1.5K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	16.85K	1.26K	+100.00%
Sep 30, 2025	BOSTON PARTNERS	0.14%	29.32K	392.55K	29.32K	+100.00%
Sep 30, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	335.15K	25.03K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.03%	5.9K	79.04K	5.9K	+100.00%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	13K	1K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.82K	657	+100.00%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	7.57K	565	+100.00%
Sep 30, 2025	AVIDITY PARTNERS MANAGEMENT LP	1.53%	321.91K	4.31M	321.91K	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	1.08%	227.2K	3.04M	227.2K	+100.00%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.34M	175K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.52%	110K	1.47M	110K	+100.00%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	5.18%	1.09M	14.63M	1.09M	+100.00%
Sep 30, 2025	BLACKROCK, INC.	1.83%	385.44K	5.16M	385.44K	+100.00%
Sep 30, 2025	AMALGAMATED BANK	0%	220	3K	220	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	160	2.14K	160	+100.00%
Sep 30, 2025	FMR LLC	0%	4	54	4	+100.00%
Sep 30, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	16.77M	1.25M	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	14.8K	198K	14.8K	+100.00%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.05%	10.04K	134.4K	10.04K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.75%	158.95K	2.13M	158.95K	+100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.72%	152.24K	2.03M	152.24K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.7%	147.55K	1.98M	147.55K	+100.00%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55K	736.45K	55K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.25%	52.45K	702.28K	52.45K	+100.00%
Sep 30, 2025	ZIMMER PARTNERS, LP	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.2%	41.72K	558.68K	41.72K	+100.00%
Sep 30, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0.19%	40K	535.6K	40K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	11.25K	150.69K	11.25K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.05%	9.61K	128.71K	9.61K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.05%	9.53K	127.54K	9.53K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	4.85K	64.88K	4.85K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.15K	42.21K	3.15K	+100.00%

Insiders

Among the CARL insiders holding of 42.08% of the stake in company, CORDONNIER MICHAEL, CEO, President, holds the largest shares of 1.36M. , , is the second largest CARL insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
CORDONNIER MICHAEL	CEO, President	1.36M

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 02, 2026	CORDONNIER MICHAEL	SALE	13.29	197.86K	2.63M	1.36M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES197.86K1

NET SHARES-197.86K1

SHARES HELD1.36M1

% NET SHARES-114.58%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.81

Short Percent Of Float1.97

Shares Outstanding26.52M

Shares Float9.70M

Shares Short151.59K

Short Ratio1.19

1.97%

Short % of Float

1.81%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

42.08% Percentage of Shares held by All Insiders

0.55% Percentage of Shares held by All Institutions

0.94% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.15K	26.55K	-350	-14.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	7.83K	96.75K	2.99K	+61.69%
Dec 31, 2025	STRS OHIO	0.01%	1.2K	14.82K	0	0
Dec 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	417	5.15K	417	+100.00%
Dec 31, 2025	FMR LLC	0%	307	3.79K	303	+7,575.00%
Dec 31, 2025	AMALGAMATED BANK	0%	213	3K	-7	-3.18%
Dec 31, 2025	RHUMBLINE ADVISERS	0.02%	4.42K	54.57K	-1.48K	-25.14%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	3.25K	40.14K	516	+18.87%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.24K	40.01K	88	+2.79%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	179	2.21K	19	+11.88%
Dec 31, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55.24K	682.15K	235	+0.43%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	15.8K	195K	1K	+6.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	13.6K	167.96K	13.6K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.06%	13.33K	164.61K	3.8K	+39.94%
Dec 31, 2025	WOODLINE PARTNERS LP	0%	0	-	-23.21K	-100.00%
Dec 31, 2025	BLACKROCK, INC.	2.03%	427.47K	5.28M	42.04K	+10.91%
Dec 31, 2025	VANGUARD GROUP INC	1.71%	360.08K	4.45M	132.89K	+58.49%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.83%	175.41K	2.15M	23.16K	+15.21%
Dec 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.16M	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.77%	162.03K	2M	14.49K	+9.82%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.61%	128.97K	1.59M	108.21K	+521.18%
Dec 31, 2025	STATE STREET CORP	0.33%	68.94K	851.42K	27.22K	+65.23%
Dec 31, 2025	NORGES BANK	0.31%	65K	802.75K	65K	+100.00%
Dec 31, 2025	WESBANCO BANK INC	0.18%	37K	456.95K	37K	+100.00%
Dec 31, 2025	BOSTON PARTNERS	0.12%	26.1K	322.34K	-3.22K	-10.97%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	24.3K	300.11K	24.3K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.1%	21.14K	261.03K	6.07K	+40.26%
Dec 31, 2025	COHEN & STEERS, INC.	0.09%	20K	247K	-10K	-33.33%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	207.17K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.07%	15.16K	187.16K	15.16K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.06%	13.1K	161.83K	1.85K	+16.44%
Dec 31, 2025	UBS GROUP AG	0.05%	10.69K	131.97K	-13.52K	-55.85%
Dec 31, 2025	BARCLAYS PLC	0.05%	10.63K	131.32K	1.02K	+10.62%
Dec 31, 2025	DEUTSCHE BANK AG\	0.05%	9.83K	121.43K	9.83K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.03K	12.75K	-463	-30.97%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	1.03K	13K	1.03K	+100.00%
Dec 31, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	12K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.09K	0	0
Dec 31, 2025	CWM, LLC	0%	167	2K	167	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	20	247	20	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	5	62	5	+100.00%
Dec 31, 2025	TRUE WEALTH DESIGN, LLC	0%	4	50	4	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	2	25	2	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	2	25	2	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0%	0	-	-10.04K	-100.00%
Dec 31, 2025	ZIMMER PARTNERS, LP	0%	0	-	-50K	-100.00%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	6.98K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	380	4.69K	380	+100.00%
Dec 31, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	309.12K	0	0
Dec 31, 2025	SECTORAL ASSET MANAGEMENT INC	0.23%	47.7K	589.1K	47.7K	+100.00%
Dec 31, 2025	CITIGROUP INC	0%	187	2.31K	-33	-15.00%
Dec 31, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0%	0	-	-40K	-100.00%
Dec 31, 2025	AVIDITY PARTNERS MANAGEMENT LP	0%	0	-	-321.91K	-100.00%
Dec 31, 2025	NUVEEN, LLC	0%	0	-	-30.71K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-110K	-100.00%
Dec 31, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	15.47M	0	0
Dec 31, 2025	JANUS HENDERSON GROUP PLC	5.41%	1.14M	14.09M	48.08K	+4.40%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.76%	160.24K	1.98M	1.29K	+0.81%
Dec 31, 2025	NORTHERN TRUST CORP	0.24%	50.7K	626.15K	-1.75K	-3.33%
Dec 31, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	617.5K	0	0
Dec 31, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	617.5K	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	22.23K	0	0
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	15.54K	0	0
Sep 30, 2025	NUVEEN, LLC	0.15%	30.71K	411.21K	30.71K	+100.00%
Sep 30, 2025	COHEN & STEERS, INC.	0.14%	30K	402K	30K	+100.00%
Sep 30, 2025	STRS OHIO	0.01%	1.2K	16.07K	1.2K	+100.00%
Sep 30, 2025	CITIGROUP INC	0%	220	2.95K	220	+100.00%
Sep 30, 2025	UBS GROUP AG	0.11%	24.2K	324.08K	24.2K	+100.00%
Sep 30, 2025	WOODLINE PARTNERS LP	0.11%	23.21K	310.78K	23.21K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.1%	20.76K	278K	20.76K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	224.62K	16.78K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.07%	15.07K	201.77K	15.07K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	2.73K	36.61K	2.73K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.5K	33.48K	2.5K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	24.1K	1.8K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.5K	20.02K	1.5K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	16.85K	1.26K	+100.00%
Sep 30, 2025	BOSTON PARTNERS	0.14%	29.32K	392.55K	29.32K	+100.00%
Sep 30, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	335.15K	25.03K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.03%	5.9K	79.04K	5.9K	+100.00%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	13K	1K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.82K	657	+100.00%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	7.57K	565	+100.00%
Sep 30, 2025	AVIDITY PARTNERS MANAGEMENT LP	1.53%	321.91K	4.31M	321.91K	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	1.08%	227.2K	3.04M	227.2K	+100.00%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.34M	175K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.52%	110K	1.47M	110K	+100.00%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	5.18%	1.09M	14.63M	1.09M	+100.00%
Sep 30, 2025	BLACKROCK, INC.	1.83%	385.44K	5.16M	385.44K	+100.00%
Sep 30, 2025	AMALGAMATED BANK	0%	220	3K	220	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	160	2.14K	160	+100.00%
Sep 30, 2025	FMR LLC	0%	4	54	4	+100.00%
Sep 30, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	16.77M	1.25M	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	14.8K	198K	14.8K	+100.00%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.05%	10.04K	134.4K	10.04K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.75%	158.95K	2.13M	158.95K	+100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.72%	152.24K	2.03M	152.24K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.7%	147.55K	1.98M	147.55K	+100.00%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55K	736.45K	55K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.25%	52.45K	702.28K	52.45K	+100.00%
Sep 30, 2025	ZIMMER PARTNERS, LP	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.2%	41.72K	558.68K	41.72K	+100.00%
Sep 30, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0.19%	40K	535.6K	40K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	11.25K	150.69K	11.25K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.05%	9.61K	128.71K	9.61K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.05%	9.53K	127.54K	9.53K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	4.85K	64.88K	4.85K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.15K	42.21K	3.15K	+100.00%

Insiders

Insiders	Designation	Shares Held
CORDONNIER MICHAEL	CEO, President	1.36M

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 02, 2026	CORDONNIER MICHAEL	SALE	13.29	197.86K	2.63M	1.36M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES197.86K1

NET SHARES-197.86K1

SHARES HELD1.36M1

% NET SHARES-114.58%0%

CARL Stock Ownership Breakdown

CARLSMED INC

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions