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Disclosery

CARL CARLSMED INC

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COMMON STOCK (common), issuer CIK 1794546

63 managers (66 13F filers) reported a position in CARL shares at 2026-03-31, 5,302,026 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
63
13F filers
66
New
17
Added
16
Reduced
18
Sold out
11
Shares held by filers
5,302,026

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$11.3M0.25%013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson1,227,452$11.1M0.01%+86,83413F-HR/ATimelineGroup
Parkman Healthcare Partners LLC521,123$4.72M0.49%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.446,892$4.04M<0.01%+19,41813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding372,751$3.37MnewTimeline
Schonfeld Strategic Advisors LLC283,180$2.56M0.02%new13F-HRTimeline
KCM Capital Inc200,000$1.81M0.34%new13F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC193,173$1.75M<0.01%+31,14013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…159,291$1.44M<0.01%-94713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP113,717$1.03M<0.01%+44,77613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP54,476$493K<0.01%+3,77613F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS53,432$484K0.01%-1,80313F-HRTimeline
Burkehill Global Management, LP50,000$452K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,595$404K<0.01%new13F-HRTimelineGroup
WESBANCO BANK INC37,000$335K0.01%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp25,201$228K<0.01%-89913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd24,738$224K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,638$205K<0.01%+9,03813F-HRTimelineGroup
TD Waterhouse Canada Inc.20,000$192K<0.01%-155,40513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co16,775$152K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,583$141K<0.01%-5,55313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,093$137K<0.01%-6213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,036$136K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd13,352$121K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,105$119K<0.01%+113F-HRTimelineGroup
Centiva Capital, LP12,745$115K0.01%new13F-HRTimeline
Board of Trustees of The Leland Stanfor…12,516$113K0.01%-12,51413F-HRTimeline
HRT FINANCIAL LP12,337$111K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,426$103K<0.01%-1,90313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC10,400$94.1K<0.01%-13,90013F-HRTimeline
UBS Group AGin group UBS Group AG10,303$93.2K<0.01%-38313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,832$89K<0.01%013F-HRTimelineGroup
RHUMBLINE ADVISERS5,181$46.9K<0.01%+76213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,063$46.7K<0.01%+1,81313F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,348$30.3K<0.01%+10813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,333$30.2K<0.01%-4,50113F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,567$23.2K<0.01%+41713F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND1,800$16.3K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,777$16.1K<0.01%-8,85613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,669$15.1K<0.01%+63713F-HRTimelineGroup
FMR LLCin group FMR LLC1,296$11.7K<0.01%+98913F-HRTimelineGroup
Police & Firemen's Retirement System of…1,258$11.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\600$5.43K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc579$5.26K<0.01%-7813F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…565$5.11K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA572$5K<0.01%-45413F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…460$4.16K<0.01%+4313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC409$3.7K<0.01%+22213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP380$3.67K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC135$1.22K<0.01%new13F-HRTimeline
Sterling Capital Management LLC130$1.18K<0.01%-4913F-HRTimeline
CWM, LLCin group CWM, LLC59$534<0.01%-10813F-HRTimelineGroup
Sunrise Financial Services, LLC26$235<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20$181<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC15$136<0.01%new13F-HRTimeline
MAI Capital Management4$37<0.01%new13F-HRTimeline
Caitong International Asset Management …4$36<0.01%new13F-HRTimeline
Essential Partners LLC4$36<0.01%+313F-HRTimeline
Advisory Services Network, LLC3$27<0.01%new13F-HRTimeline
Allworth Financial LP2$19<0.01%013F-HRTimeline
True Wealth Design, LLC2$19<0.01%-213F-HRTimeline
Farther Finance Advisors, LLC2$19<0.01%new13F-HRTimeline
IFP Advisors, Inc1$9<0.01%-113F-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