CARLSMED, INC. (CARL) Institutional Ownership & Insider Trading
75 institutions reported holding CARLSMED, INC. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 3 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- Market cap
- 396.7M
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 5 Nov, in 12 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters75 institutions held 20.9% of the shares. Across filers that reported both quarters, shares held changed +9.6%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 75 | 6 | +9.6% | 32 | 22 | 12 | 10 |
| Mar 26 | 66 | 5 | +16.0% | 15 | 16 | 16 | 10 |
| Dec 25 | 56 | 5 | -1.2% | 17 | 14 | 10 | 7 |
| Sep 25 | 48 | 5 | — | — | — | — | — |
CARLSMED, INC. — questions
- Who owns CARLSMED, INC. stock?
- 75 institutions reported CARLSMED, INC. shares in 13F filings for the quarter ended 2026-06-30. The largest: Jupiter Topco LLC (4.6%), Parkman Healthcare Partners LLC (2.2%), BlackRock, Inc. (1.9%).
- Are CARLSMED, INC. insiders buying or selling?
- 3 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from CARLSMED, INC.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.