Carlsmed, Inc. 13F holders
74 funds reported a position in Carlsmed, Inc. in their 13F for the quarter ended 30 June 2026, together 5.7 million shares worth $59.3 million. Against the quarter before, 22 opened a position, 32 added, 12 trimmed and 13 sold out; together they bought a net 389,651 shares. The largest holders: Jupiter Topco LLC, Parkman Healthcare Partners LLC and BlackRock, Inc.
Funds holding74+8 on Q1 2026
Shares they held5.7Mworth $59.3 million
Net bought on the quarter389,651 sharesabout $4.0 million at the funds' values
Funds buying to selling54 to 25opened or added, to cut or sold
Opened 22Added 32Held 7Trimmed 12Sold out 13
What each fund did in CARL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CARL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 13 reported a position in Carlsmed, Inc.: 2 opened one, 6 added, 3 trimmed and 0 sold out, a net 6,423 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Zevenbergen Capital Investments LLC | +6,000 | 17,900 | added | 13F |
| Farther Finance Advisors, LLC | +165 | 261 | added | 13F |
| Sterling Capital Management LLC | +112 | 217 | added | 13F |
| Physician Wealth Advisors, Inc. | +91 | 91 | new | 13F |
| SJS Investment Consulting Inc. | +35 | 54 | added | 13F |
| Gamma Investing LLC | +12 | 12 | new | 13F |
| Fortitude Family Office, LLC | +11 | 41 | added | 13F |
| True Wealth Design, LLC | -5 | 47 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | +4 | 11 | added | 13F |
| IFP Advisors, Inc | -1 | 52 | trimmed | 13F |
| Essential Partners LLC | -1 | 67 | trimmed | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Carlsmed, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Millennium Management, 295,907 shares worth $3.1 million, 0.0% of its reported book. New this quarter: Millennium Management, Two Sigma Investments. Sold out: Renaissance Technologies. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 371,987 shares, about $3.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Millennium Management | 295,907 | $3.1 million | 0.0% | +295,907 | new | 30 June 2026 | 13F |
| Geode Capital Management | 204,655 | $2.1 million | 0.0% | +11,482 | added | 30 June 2026 | 13F |
| Citadel Advisors | 101,726 | $1.1 million | 0.0% | +57,131 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 18,008 | $186,923 | 0.0% | +18,008 | new | 30 June 2026 | 13F |
| FMR LLC | 1,155 | $11,989 | 0.0% | -141 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -10,400 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Jupiter Topco LLC | 1,251,616 | 21.90% | $13.0 million | 0.01% | first 13F | 13F |
| Parkman Healthcare Partners LLC | 597,318 | 10.45% | $6.2 million | 0.64% | +76,195 | 13F |
| BlackRock, Inc. | 532,593 | 9.32% | $5.5 million | 0.00% | +85,701 | 13F |
| KCM Capital Inc | 440,000 | 7.70% | $4.6 million | 0.75% | +240,000 | 13F |
| Pier Capital, LLC | 373,677 | 6.54% | $3.9 million | 0.51% | new | 13F |
| Millennium Management LLC | 295,907 | 5.18% | $3.1 million | 0.00% | new | 13F |
| Palumbo Wealth Management LLC | 267,298 | 4.68% | $2.8 million | 0.58% | new | 13F |
| Vanguard Capital Management LLC | 238,727 | 4.18% | $2.5 million | 0.00% | -37,404 | 13F |
| Schonfeld Strategic Advisors LLC | 224,804 | 3.93% | $2.3 million | 0.01% | -58,376 | 13F |
| Geode Capital Management, LLC | 204,655 | 3.58% | $2.1 million | 0.00% | +11,482 | 13F |
| Russell Investments Group, Ltd. | 139,142 | 2.43% | $1.4 million | 0.00% | -20,149 | 13F |
| State Street Corp. | 133,083 | 2.33% | $1.4 million | 0.00% | +19,366 | 13F |
| Citadel Advisors LLC | 101,726 | 1.78% | $1.1 million | 0.00% | +57,131 | 13F |
| AQR Capital Management LLC | 92,159 | 1.61% | $956,610 | 0.00% | new | 13F |
| Jane Street Group, LLC | 73,389 | 1.28% | $761,778 | 0.00% | +58,353 | 13F |
| Northern Trust Corp. | 64,633 | 1.13% | $670,890 | 0.00% | +10,157 | 13F |
| Goldman Sachs Group Inc. | 63,126 | 1.10% | $655,248 | 0.00% | +40,488 | 13F |
| D. E. Shaw & Co., Inc. | 60,439 | 1.06% | $627,357 | 0.00% | new | 13F |
| Vanguard Portfolio Management LLC | 56,948 | 1.00% | $591,120 | 0.00% | +9,304 | 13F |
| Kornitzer Capital Management Inc. | 51,688 | 0.90% | $536,521 | 0.01% | -1,744 | 13F |
| Vanguard Fiduciary Trust Co. | 49,928 | 0.87% | $518,253 | 0.00% | +4,529 | 13F |
| BNP Paribas Financial Markets | 39,951 | 0.70% | $414,691 | 0.00% | +37,384 | 13F |
| Morgan Stanley | 30,699 | 0.54% | $318,656 | 0.00% | +19,273 | 13F |
| Bridgeway Capital Management, LLC | 25,000 | 0.44% | $259,500 | 0.01% | new | 13F |
| Boston Partners | 22,375 | 0.39% | $232,250 | 0.00% | -2,826 | 13F |
| Marshall Wace, LLP | 21,283 | 0.37% | $220,917 | 0.00% | new | 13F |
| Jump Financial, LLC | 19,414 | 0.34% | $201,518 | 0.00% | new | 13F |
| Two Sigma Investments, LP | 18,008 | 0.32% | $186,923 | 0.00% | new | 13F |
| Mercer Global Advisors Inc. | 17,462 | 0.31% | $181,256 | 0.00% | +2,369 | 13F |
| Bank of New York Mellon Corp | 17,452 | 0.31% | $181,155 | 0.00% | +4,347 | 13F |
| Charles Schwab Investment Management Inc. | 17,276 | 0.30% | $179,325 | 0.00% | +501 | 13F |
| UBS Group AG | 16,749 | 0.29% | $173,855 | 0.00% | +6,446 | 13F |
| Alpine Woods Capital Investors, LLC | 15,542 | 0.27% | $161,326 | 0.04% | new | 13F |
| Centiva Capital, LP | 14,891 | 0.26% | $154,569 | 0.01% | +2,146 | 13F |
| Arrowstreet Capital, Limited Partnership | 14,040 | 0.25% | $145,735 | 0.00% | new | 13F |
| Janney Montgomery Scott LLC | 13,025 | 0.23% | $135,000 | 0.00% | new | 13F |
| Board of Trustees of The Leland Stanford Junior University | 12,516 | 0.22% | $129,916 | 0.02% | no change | 13F |
| Zevenbergen Capital Investments LLC | 11,900 | 0.21% | $123,522 | 0.00% | new | 13F |
| Trexquant Investment LP | 11,001 | 0.19% | $114,190 | 0.00% | new | 13F |
| Bank of America Corp. | 10,396 | 0.18% | $107,910 | 0.00% | -5,187 | 13F |
| Deutsche Bank AG | 10,180 | 0.18% | $105,668 | 0.00% | +348 | 13F |
| Wells Fargo & Company | 7,723 | 0.14% | $80,165 | 0.00% | +4,390 | 13F |
| Rhumbline Advisers | 5,788 | 0.10% | $60,074 | 0.00% | +607 | 13F |
| JPMorgan Chase & Co. | 5,264 | 0.09% | $58,535 | 0.00% | +201 | 13F |
| Citigroup Inc. | 4,377 | 0.08% | $45,433 | 0.00% | +3,968 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 3,893 | 0.07% | $40,409 | 0.00% | +545 | 13F |
| Vanguard Global Advisers, LLC | 3,577 | 0.06% | $37,129 | 0.00% | no change | 13F |
| New York State Common Retirement Fund | 1,800 | 0.03% | $18,684 | 0.00% | no change | 13F |
| Barclays PLC | 1,443 | 0.03% | $14,979 | 0.00% | -334 | 13F |
| Police & Firemen's Retirement System of New Jersey | 1,258 | 0.02% | $13,058 | 0.00% | no change | 13F |
The 50 largest of the 74 funds that reported a position in CARL in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 November 2025 | 13G | B Capital Global Growth III, L.P. and 9 others | 7.4 million | 27.8% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
| 13 November 2025 | 13G | U.S. Venture Partners XII, L.P. and 5 others | 5.8 million | 22.0% | 24 July 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 19 August 2026 | 4,575 | $14.88 | SEC |
| 18 August 2026 | 2,173 | $13.78 | SEC |
| 4 August 2026 | 300 | $12.93 | SEC |
| 20 July 2026 | 1,000 | $11.66 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.