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Disclosery

CARL CARLSMED INC

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COMMON STOCK (common), issuer CIK 1794546

57 managers (57 13F filers) reported a position in CARL shares at 2025-12-31, 4,673,791 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
57
13F filers
57
New
16
Added
20
Reduced
9
Sold out
7
Shares held by filers
4,673,791

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$15.5M0.32%013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson1,140,618$14.1M0.01%+48,08113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.427,474$5.28M<0.01%+42,03513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC360,082$4.45M<0.01%+132,88713F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS175,000$2.16M0.01%013F-HRTimeline
TD Waterhouse Canada Inc.175,405$2.15M0.01%+23,16313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC162,033$2M<0.01%+14,48513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…160,238$1.98M<0.01%+1,29213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC128,970$1.59M<0.01%+108,20813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP68,941$851K<0.01%+27,21713F-HRTimelineGroup
NORGES BANK65,000$803K<0.01%new13F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS55,235$682K0.01%+23513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP50,700$626K<0.01%-1,74813F-HRTimelineGroup
Ghisallo Capital Management LLC50,000$618K0.03%013F-HRTimeline
Burkehill Global Management, LP50,000$618K0.04%013F-HRTimeline
SECTORAL ASSET MANAGEMENT INC47,700$589K0.47%new13F-HRTimeline
WESBANCO BANK INC37,000$457K0.01%new13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp26,100$322K<0.01%-3,21713F-HRTimelineGroup
Board of Trustees of The Leland Stanfor…25,030$309K0.06%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,300$300K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,136$261K<0.01%+6,06713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.20,000$247K<0.01%-10,00013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co16,775$207K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC15,800$195K<0.01%+1,00013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,155$187K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,600$168K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,329$165K<0.01%+3,80413F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,104$162K<0.01%+1,85013F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,686$132K<0.01%-13,51713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC10,633$131K<0.01%+1,02113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,832$121K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,834$96.8K<0.01%+2,98913F-HRTimelineGroup
RHUMBLINE ADVISERS4,419$54.6K<0.01%-1,48413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,250$40.1K<0.01%+51613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,240$40K<0.01%+8813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,150$26.6K<0.01%-35013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND1,800$22.2K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…1,258$15.5K<0.01%013F-HRTimeline
STRS OHIO1,200$14.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,026$13K<0.01%+96013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,032$12.7K<0.01%-46313F-HRTimelineGroup
iA Global Asset Management Inc.1,000$12K<0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc657$8.09K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…565$6.98K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…417$5.15K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP380$4.69K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC307$3.79K<0.01%+30313F-HRTimelineGroup
AMALGAMATED BANK213$3K<0.01%-713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC187$2.31K<0.01%-3313F-HRTimelineGroup
Sterling Capital Management LLC179$2.21K<0.01%+1913F-HRTimeline
CWM, LLCin group CWM, LLC167$2K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20$247<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$62<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC4$50<0.01%new13F-HRTimeline
Allworth Financial LP2$25<0.01%new13F-HRTimeline
IFP Advisors, Inc2$25<0.01%new13F-HRTimeline
Essential Partners LLC1$12<0.01%new13F-HRTimeline

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