DOSSIER · 13F Holders · Q3 2026
CARL

CARLSMED INC

81 institutions still hold CARLSMED INC as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14280C105·81 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$82M
visible holders
Holders
81
filers reporting
Concentration
15.81%
Jupiter Topco LLC #1
top holder share
AI Holders Summary · Q3 2026

81 institutions reported CARL in Q3 2026. Jupiter Topco LLC leads at 15.8% 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
BlackRock, Inc.
CIK 0002012383
$8M582K0.00%Q3 2026
04
Pier Capital, LLC
CIK 0001310051
$7M519K1.06%Q3 2026
05
Parkman Healthcare Partners LLC
CIK 0001777015
$6M597K0.63%Q2 2026
06
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$4M281K0.00%Q3 2026
07
Palumbo Wealth Management LLC
CIK 0001846310
$4M266K0.78%Q3 2026
08
Russell Investments Group, Ltd.
CIK 0001692234
$4M258K0.00%Q3 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$3M235K0.00%Q3 2026
10
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$3M296K0.00%Q2 2026
11
Schonfeld Strategic Advisors LLC
CIK 0001665241
$2M225K0.01%Q2 2026
12
STATE STREET CORP
CIK 0000093751
$2M138K0.00%Q3 2026
13
TOCQUEVILLE ASSET MANAGEMENT L.P.
CIK 0000883961
$1M80K0.02%Q3 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$1M102K0.00%Q2 2026
15
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$957K92K0.00%Q2 2026
16
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$927K66K0.00%Q3 2026
17
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$880K63K0.00%Q3 2026
18
Vanguard Portfolio Management
CIK 0002100121· Index
$816K58K0.00%Q3 2026
19
KORNITZER CAPITAL MANAGEMENT INC /KS
CIK 0000898358
$700K50K0.01%Q3 2026
20
NORTHERN TRUST CORP
CIK 0000073124· Index
$671K65K0.00%Q2 2026
Page 1 of 5
61 more holders available. Log in →
Insiders at CARLSMED INC
Bertolini Jeffrey →Heppenstall Richard →Sidow Kevin →Oboyle Kevin C →Young Philip M →Root Jonathan D →Greenstein Leonard M. →Cordonnier Michael →