CARLSMED INC (CARL) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CARL?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for CARLSMED INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CARL?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CARLSMED INC.

Is institutional money flowing into CARL?

43 institutional investors hold CARLSMED INC (CARL). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CARL?

Track institutional sentiment and conviction scores for CARLSMED INC (CARL) including Smart Money Verdict and position changes on HoldingsIntel.

CARLSMED INC

CARL·14280C105·US·equity·Healthcare - Health Information Services-13D/G

Holders

Avg rating(1 Elite)

$25.2M

Total Value

60% (47)

Fund Consensus

24 buying - 16 selling

Smart Money Verdict

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See how CARL's score breaks down across 4 SEC sources

Held by 43 funds

1 elite

Who's Trading

InsiderCMCordonnier MichaelSell $2.6MMar 2, 2026

ActivistBGB Capital Global Growth III, L.P.18.9%Nov 14, 2025

ActivistUVU.S. Venture Partners XII, L.P.16.2%Nov 13, 2025

InsiderMIMittendorff Robert IIBuy $20.0MJul 24, 2025

InsiderBLB CAPITAL GROUP MANAGEMENT, L.P.Buy $20.0MJul 24, 2025

InsiderRDROOT JONATHAN DBuy $7.0MJul 24, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JANUS HENDERSON GROUP PLC	Increased	1.2M(+7.6%)	$11.1M	0.0%	-18.00%	30
BlackRock, Inc.	Increased	446,892(+4.5%)	$4M	0.0%	-18.00%	28
Schonfeld Strategic Advisors LLC	New	283,180	$2.6M	0.0%	-16.65%	36
GEODE CAPITAL MANAGEMENT, LLC	Increased	193,173(+19.2%)	$1.7M	0.0%	-17.84%	30
Russell Investments Group, Ltd.	Decreased	159,291(-0.6%)	$1.4M	0.0%	-18.13%	0
STATE STREET CORP	Increased	113,717(+65.0%)	$1M	0.0%	-17.35%	25
NORTHERN TRUST CORP	Increased	54,476(+7.5%)	$493,008	0.0%	-18.04%	26
CITADEL ADVISORS LLC	New	44,595	$403,585	0.0%	-16.65%	33
Boston Partners	Decreased	25,201(-3.4%)	$228,070	0.0%	-18.14%	0
XTX Topco Ltd	New	24,738	$223,879	0.0%	-16.65%	32
GOLDMAN SACHS GROUP INC	Increased	22,638(+66.5%)	$204,874	0.0%	-17.03%	23
TD Waterhouse Canada Inc.	Decreased	20,000(-88.6%)	$192,000	0.0%	-18.03%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Unchanged	16,775	$151,814	0.0%	-18.14%	0
BANK OF AMERICA CORP /DE/	Decreased	15,583(-26.3%)	$141,026	0.0%	-17.90%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	15,093(-0.4%)	$136,592	0.0%	-17.28%	0
JANE STREET GROUP, LLC	New	15,036	$136,075	0.0%	-16.65%	34
Quadrature Capital Ltd	New	13,352	$120,836	0.0%	-16.65%	30
Bank of New York Mellon Corp	Increased	13,105(+0.0%)	$118,597	0.0%	-18.02%	15
Centiva Capital, LP	New	12,745	$115,342	0.0%	-16.65%	30
MORGAN STANLEY	Decreased	11,426(-14.3%)	$103,405	0.0%	-17.90%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer