CARLSMED INC

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

CARL (CARLSMED INC) is held by 48 institutional investors as of Q2 2026. Largest holders: Jupiter Topco LLC ($13M), BlackRock, Inc. ($5.5M), MILLENNIUM MANAGEMENT LLC ($3.1M). Net institutional sentiment: Bullish.

48

Holders

(3 Elite)

$40.3M

Total Value

67% (49)

Consensus

33 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)30

Insider (Form 4)84

Activist (13D/13G)38

Congressional (STOCK Act)25

Holder Quality

33

★★★★★

Elite

61

★★★★

Strong

41

★★★

Solid

79

★★

Below

62

★

Weak

Held by 48 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Oct 6, 2026 · Activists Nov 14, 2025 · Congress none

InsiderBJBertolini JeffreySell $11KOct 5, 2026

InsiderBJBertolini JeffreyExercise 747 shOct 5, 2026

InsiderBJBertolini JeffreySell $3KSep 30, 2026

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Top Holders

Top Holders (48)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JTJupiter Topco LLC	First report	1.3M	$13M	0.0%	+42.39%	0
BlackRock, Inc.	Increased	532,593(+19.2%)	$5.5M	0.0%	+14.25%	32
MILLENNIUM MANAGEMENT LLC	New	295,907	$3.1M	0.0%	+42.39%	37
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	238,727(-13.6%)	$2.5M	0.0%	+11.88%	0
Schonfeld Strategic Advisors LLC	Decreased	224,804(-20.6%)	$2.3M	0.0%	+11.88%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	204,655(+5.9%)	$2.1M	0.0%	+11.70%	28
Russell Investments Group, Ltd.	Decreased	139,142(-12.7%)	$1.4M	0.0%	+9.90%	0
STATE STREET CORP	Increased	133,083(+17.0%)	$1.4M	0.0%	+14.63%	20
CITADEL ADVISORS LLC	Increased	101,726(+128.1%)	$1.1M	0.0%	+27.19%	41
AQR CAPITAL MANAGEMENT LLC	New	92,159	$956,610	0.0%	+42.39%	35
JANE STREET GROUP, LLC	Increased	73,389(+388.1%)	$761,778	0.0%	+34.86%	40
NORTHERN TRUST CORP	Increased	64,633(+18.6%)	$670,890	0.0%	+14.10%	29
GOLDMAN SACHS GROUP INC	Increased	63,126(+178.8%)	$655,248	0.0%	+29.46%	40
DED. E. Shaw & Co., Inc.	New	60,439	$627,357	0.0%	+42.39%	34
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	56,948(+19.5%)	$591,120	0.0%	+15.94%	20
VFVANGUARD FIDUCIARY TRUST CO	Increased	49,928(+10.0%)	$518,253	0.0%	+14.10%	27
BNP PARIBAS FINANCIAL MARKETS	Increased	39,951(+1456.3%)	$414,691	0.0%	+39.77%	39
MORGAN STANLEY	Increased	30,699(+168.7%)	$318,656	0.0%	+28.43%	26
Boston Partners	Decreased	22,375(-11.2%)	$232,250	0.0%	+9.89%	0
MWMARSHALL WACE, LLP	New	21,283	$220,917	0.0%	+42.39%	32

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer