DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CARL

CARLSMED INC

63 institutions still hold CARLSMED INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14280C105·63 13F holders·last filed Mar 31, 2026
Market cap
4.6%
vs prior quarter
13F value held
$46M
48.0% inst. owned
of float
Holders
63
+59 QoQ
filers reporting
Activity
+48 / −74
+889 added · −823 reduced
this quarter
Concentration
24.69%
ORBIMED ADVISORS LLC #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported CARL in Q1 2026. ORBIMED ADVISORS LLC leads at 24.7% of the visible book. +59 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ORBIMED ADVISORS LLC
CIK 0001055951
$11M1.3M0.23%Q1 2026
02
JANUS HENDERSON GROUP PLC
CIK 0001274173
$11M1.2M0.01%Q1 2026
03
Parkman Healthcare Partners LLC
CIK 0001777015
$5M521K0.49%Q1 2026
04
BlackRock, Inc.
CIK 0002012383
$4M447K0.00%Q1 2026
05
Schonfeld Strategic Advisors LLC
CIK 0001665241
$3M283K0.02%Q1 2026
06
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$2M276K0.00%Q1 2026
07
KCM Capital Inc
CIK 0002026745
$2M200K0.29%Q1 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2M193K0.00%Q1 2026
09
Russell Investments Group, Ltd.
CIK 0001692234
$1M159K0.00%Q1 2026
10
STATE STREET CORP
CIK 0000093751
$1M114K0.00%Q1 2026
11
Burkehill Global Management, LP
CIK 0001904549
$617,50050K0.04%Q4 2025
12
NORTHERN TRUST CORP
CIK 0000073124· Index
$493,00854K0.00%Q1 2026
13
KORNITZER CAPITAL MANAGEMENT INC /KS
CIK 0000898358
$483,56053K0.01%Q1 2026
14
Vanguard Portfolio Management
CIK 0002100121· Index
$431,17848K0.00%Q1 2026
15
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$410,86145K0.00%Q1 2026
16
WESBANCO BANK INC
CIK 0000877134
$334,85037K0.01%Q1 2026
17
Boston Partners
CIK 0001386060
$228,07025K0.00%Q1 2026
18
XTX Topco Ltd
CIK 0001828301
$223,87925K0.00%Q1 2026
19
GOLDMAN SACHS GROUP INC
CIK 0000886982
$204,87423K0.00%Q1 2026
20
TD Waterhouse Canada Inc.
CIK 0001999606
$192,00020K0.00%Q1 2026
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