DOSSIER · 13F Holders · Q2 2026
CARL

CARLSMED INC

74 institutions still hold CARLSMED INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14280C105·74 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
74
filers reporting
Concentration
20.03%
Jupiter Topco LLC #1
top holder share
AI Holders Summary · Q2 2026

74 institutions reported CARL in Q2 2026. Jupiter Topco LLC leads at 20.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Jupiter Topco LLC
CIK 0002146052
$13M1.3M0.01%Q2 2026
02
JANUS HENDERSON GROUP PLC
CIK 0001274173
$11M1.2M0.01%Q1 2026
03
Parkman Healthcare Partners LLC
CIK 0001777015
$6M597K0.63%Q2 2026
04
BlackRock, Inc.
CIK 0002012383
$6M533K0.00%Q2 2026
05
KCM Capital Inc
CIK 0002026745
$5M440K0.74%Q2 2026
06
Pier Capital, LLC
CIK 0001310051
$4M374K0.51%Q2 2026
07
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$3M296K0.00%Q2 2026
08
Palumbo Wealth Management LLC
CIK 0001846310
$3M267K0.58%Q2 2026
09
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$2M239K0.00%Q2 2026
10
Schonfeld Strategic Advisors LLC
CIK 0001665241
$2M225K0.01%Q2 2026
11
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2M205K0.00%Q2 2026
12
Russell Investments Group, Ltd.
CIK 0001692234
$1M139K0.00%Q2 2026
13
STATE STREET CORP
CIK 0000093751
$1M133K0.00%Q2 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$1M102K0.00%Q2 2026
15
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$957K92K0.00%Q2 2026
16
NORTHERN TRUST CORP
CIK 0000073124· Index
$671K65K0.00%Q2 2026
17
GOLDMAN SACHS GROUP INC
CIK 0000886982
$655K63K0.00%Q2 2026
18
Vanguard Portfolio Management
CIK 0002100121· Index
$591K57K0.00%Q2 2026
19
KORNITZER CAPITAL MANAGEMENT INC /KS
CIK 0000898358
$537K52K0.01%Q2 2026
20
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$518K50K0.00%Q2 2026
Page 1 of 4
54 more holders available. Log in →
Insiders at CARLSMED INC
Bertolini Jeffrey →Sidow Kevin →Oboyle Kevin C →Young Philip M →Root Jonathan D →Greenstein Leonard M. →Cordonnier Michael →Casey Niall →