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Disclosery

CARL CARLSMED INC

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COMMON STOCK (common), issuer CIK 1794546

48 managers (48 13F filers) reported a position in CARL shares at 2025-09-30, 4,660,674 shares in all. 48 filers opened a position and 0 filers sold out during the quarter.

Managers
48
13F filers
48
New
48
Added
0
Reduced
0
Sold out
0
Shares held by filers
4,660,674

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Bertolini Jeffreyofficer (Chief Operating Officer)2026-10-05-747 S$14.39Form 4
Bertolini Jeffreyofficer (Chief Operating Officer)2026-10-05+747 M$5.915Form 4

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ORBIMED ADVISORS LLCin group ORBIMED ADVISORS LLC1,252,600$16.8M0.4%new13F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson1,092,537$14.6M0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.385,439$5.16M<0.01%new13F-HRTimelineGroup
Avidity Partners Management LP321,912$4.31M0.98%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC227,195$3.04M<0.01%new13F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS175,000$2.34M0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…158,946$2.13M<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.152,242$2.03M0.01%new13F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC147,548$1.98M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,000$1.47M<0.01%new13F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS55,000$736K0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP52,448$702K<0.01%new13F-HRTimelineGroup
Zimmer Partners, LP50,000$670K0.02%new13F-HRTimeline
Ghisallo Capital Management LLC50,000$670K0.02%new13F-HRTimeline
Burkehill Global Management, LP50,000$670K0.04%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP41,724$559K<0.01%new13F-HRTimelineGroup
Monashee Investment Management LLC40,000$536K0.27%new13F-HRTimeline
Nuveen, LLCin group TIAA30,710$411K<0.01%new13F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$402K<0.01%new13F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp29,317$393K<0.01%new13F-HRTimelineGroup
Board of Trustees of The Leland Stanfor…25,030$335K0.04%new13F-HRTimeline
UBS Group AGin group UBS Group AG24,203$324K<0.01%new13F-HRTimelineGroup
Woodline Partners LP23,210$311K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,762$278K<0.01%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co16,775$225K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,069$202K<0.01%new13F-HR/ATimelineGroup
Janney Montgomery Scott LLC14,800$198K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,254$151K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,037$134K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC9,612$129K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,525$128K<0.01%new13F-HR/ATimelineGroup
RHUMBLINE ADVISERS5,903$79K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,845$64.9K<0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,152$42.2K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,734$36.6K<0.01%new13F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,500$33.5K<0.01%new13F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND1,800$24.1K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,495$20K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…1,258$16.8K<0.01%new13F-HRTimeline
STRS OHIO1,200$16.1K<0.01%new13F-HRTimeline
iA Global Asset Management Inc.1,000$13K<0.01%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc657$8.82K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…565$7.57K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK220$3K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC220$2.95K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC160$2.14K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4$54<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.

Events

  • Bertolini Jeffrey reported transactions in CARL shares with no net change in a Form 4 filed 2026-10-06. 0001193125-26-415735

    Accepted , ingested