CARLSMED INC (CARL) is held by 47 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Janus Henderson Group Ltd. as of Q1 2026.

Are institutions buying or selling CARL?

In Q1 2026, 28 institutions opened or increased positions in CARLSMED INC while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CARL?

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

How many hedge funds hold CARL?

47 institutional investors report holding CARLSMED INC (CARL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CARL?

As of Q1 2026, tracked institutions in CARLSMED INC show 28 buyers versus 15 sellers — net inflows.

CARLSMED INC

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

Holders

Avg rating(10 Elite)

$28.6M

Total Value

65% (50)

Fund Consensus

28 buying - 15 selling

Smart Money Verdict

View all

Held by 47 funds

10 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

InsiderSKSidow KevinBuy $200KJul 24, 2025

InsiderYMYOUNG PHILIP MBuy $800KJul 24, 2025

InsiderYMYOUNG PHILIP MBuy $100KJul 24, 2025

ActivistMCMichael Cordonnier5.9%Jul 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 Ltd.	Increased	1.2M(+7.6%)	$11.1M	0.0%	-11.38%	30
BlackRock, Inc.	Increased	446,892(+4.5%)	$4M	0.0%	-11.37%	28
Schonfeld Strategic Advisors LLC	New	283,180	$2.6M	0.0%	-9.92%	36
VAVANGUARD CAPITAL MANAGEMENT LLC	New	276,131	$2.5M	0.0%	-9.92%	36
GEODE CAPITAL MANAGEMENT, LLC	Increased	193,173(+19.2%)	$1.7M	0.0%	-11.20%	30
Russell Investments Group, Ltd.	Decreased	159,291(-0.6%)	$1.4M	0.0%	-11.52%	0
STATE STREET CORP	Increased	113,717(+65.0%)	$1M	0.0%	-10.67%	25
NORTHERN TRUST CORP	Increased	54,476(+7.5%)	$493,008	0.0%	-11.41%	26
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	47,644	$431,178	0.0%	-9.92%	37
VFVANGUARD FIDUCIARY TRUST CO	New	45,399	$410,861	0.0%	-9.92%	33
CITADEL ADVISORS LLC	New	44,595	$403,585	0.0%	-9.92%	33
Boston Partners	Decreased	25,201(-3.4%)	$228,070	0.0%	-11.52%	0
XTX Topco Ltd	New	24,738	$223,879	0.0%	-9.92%	32
GOLDMAN SACHS GROUP INC	Increased	22,638(+66.5%)	$204,874	0.0%	-10.32%	23
TD Waterhouse Canada Inc.	Decreased	20,000(-88.6%)	$192,000	0.0%	-11.40%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Unchanged	16,775	$151,814	0.0%	-11.52%	0
BANK OF AMERICA CORP /DE/	Decreased	15,583(-26.3%)	$141,026	0.0%	-11.26%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	15,093(-0.4%)	$136,592	0.0%	-10.59%	0
JANE STREET GROUP, LLC	New	15,036	$136,075	0.0%	-9.92%	34
Quadrature Capital Ltd	New	13,352	$120,836	0.0%	-9.92%	30