CARLSMED, INC. (CARL) — Institutional Holders, Q2 2026
75 institutional investment managers reported a CARL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $59.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CARL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Pier CapitalNew · +373,677 sh+$3.9M
- MILLENNIUM MANAGEMENTNew · +295,907 sh+$3.1M
- Palumbo Wealth ManagementNew · +267,298 sh+$2.8M
- KCM CapitalAdded · +240,000 sh+$2.5M
- AQR CAPITAL MANAGEMENTNew · +92,159 sh+$956.6K
Biggest sellers
- ORBIMED ADVISORSSold out · -1,252,600 sh-$13.0M
- Schonfeld Strategic AdvisorsTrimmed · -58,376 sh-$605.9K
- Burkehill Global ManagementSold out · -50,000 sh-$519.0K
- VANGUARD CAPITAL MANAGEMENTTrimmed · -37,404 sh-$388.3K
- WESBANCO BANKSold out · -37,000 sh-$384.1K
CARL 13F holders ranked 1–75 of 75
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Jupiter Topco#1 · 1,251,616 sh | 1,251,616 | $13.0M | <0.01% | — |
| 2 | Parkman Healthcare Partners#2 · 597,318 sh | 597,318 | $6.2M | 0.63% | +14.6% |
| 3 | BlackRock#3 · 532,593 sh | 532,593 | $5.5M | <0.01% | +19.2% |
| 4 | KCM Capital#4 · 440,000 sh | 440,000 | $4.6M | 0.74% | +120.0% |
| 5 | Pier Capital#5 · 373,677 sh | 373,677 | $3.9M | 0.51% | New |
| 6 | MILLENNIUM MANAGEMENT#6 · 295,907 sh | 295,907 | $3.1M | <0.01% | New |
| 7 | Palumbo Wealth Management#7 · 267,298 sh | 267,298 | $2.8M | 0.58% | New |
| 8 | VANGUARD CAPITAL MANAGEMENT#8 · 238,727 sh | 238,727 | $2.5M | <0.01% | -13.5% |
| 9 | Schonfeld Strategic Advisors#9 · 224,804 sh | 224,804 | $2.3M | <0.01% | -20.6% |
| 10 | GEODE CAPITAL MANAGEMENT#10 · 204,655 sh | 204,655 | $2.1M | <0.01% | +5.9% |
| 11 | Russell Investments Group, Ltd.#11 · 139,142 sh | 139,142 | $1.4M | <0.01% | -12.6% |
| 12 | STATE STREET#12 · 133,083 sh | 133,083 | $1.4M | 0.00% | +17.0% |
| 13 | CITADEL ADVISORS#13 · 101,726 sh | 101,726 | $1.1M | <0.01% | +128.1% |
| 14 | AQR CAPITAL MANAGEMENT#14 · 92,159 sh | 92,159 | $956.6K | <0.01% | New |
| 15 | JANE STREET GROUP#15 · 73,389 sh | 73,389 | $761.8K | <0.01% | +388.1% |
| 16 | NORTHERN#16 · 64,633 sh | 64,633 | $670.9K | <0.01% | +18.6% |
| 17 | GOLDMAN SACHS GROUP#17 · 63,126 sh | 63,126 | $655.2K | <0.01% | +178.8% |
| 18 | D. E. Shaw#18 · 60,439 sh | 60,439 | $627.4K | <0.01% | New |
| 19 | VANGUARD PORTFOLIO MANAGEMENT#19 · 56,948 sh | 56,948 | $591.1K | 0.00% | +19.5% |
| 20 | KORNITZER CAPITAL MANAGEMENT#20 · 51,688 sh | 51,688 | $536.5K | 0.01% | -3.3% |
| 21 | VANGUARD FIDUCIARY#21 · 49,928 sh | 49,928 | $518.3K | <0.01% | +10.0% |
| 22 | BNP PARIBAS FINANCIAL MARKETS#22 · 39,951 sh | 39,951 | $414.7K | <0.01% | +1456.3% |
| 23 | MORGAN STANLEY#23 · 30,699 sh | 30,699 | $318.7K | 0.00% | +168.7% |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT#24 · 25,000 sh | 25,000 | $259.5K | <0.01% | New |
| 25 | Boston Partners#25 · 22,375 sh | 22,375 | $232.3K | <0.01% | -11.2% |
| 26 | MARSHALL WACE, LLP#26 · 21,283 sh | 21,283 | $220.9K | <0.01% | New |
| 27 | Jump Financial#27 · 19,414 sh | 19,414 | $201.5K | <0.01% | New |
| 28 | TWO SIGMA INVESTMENTS#28 · 18,008 sh | 18,008 | $186.9K | <0.01% | New |
| 29 | MERCER GLOBAL ADVISORS#29 · 17,462 sh | 17,462 | $181.3K | <0.01% | +15.7% |
| 30 | Bank of New York Mellon#30 · 17,452 sh | 17,452 | $181.2K | 0.00% | +33.2% |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 17,276 sh | 17,276 | $179.3K | 0.00% | +3.0% |
| 32 | UBS Group AG#32 · 16,749 sh | 16,749 | $173.9K | 0.00% | +62.6% |
| 33 | ALPINE WOODS CAPITAL INVESTORS#33 · 15,542 sh | 15,542 | $161.3K | 0.04% | New |
| 34 | Centiva Capital#34 · 14,891 sh | 14,891 | $154.6K | <0.01% | +16.8% |
| 35 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#35 · 14,040 sh | 14,040 | $145.7K | <0.01% | New |
| 36 | Janney Montgomery Scott#36 · 13,025 sh | 13,025 | $135.0K | <0.01% | New |
| 37 | Board of Trustees of The Leland Stanford Junior University#37 · 12,516 sh | 12,516 | $129.9K | 0.02% | 0.0% |
| 38 | ZEVENBERGEN CAPITAL INVESTMENTS#38 · 11,900 sh | 11,900 | $123.5K | — | New |
| 39 | Trexquant Investment#39 · 11,001 sh | 11,001 | $114.2K | <0.01% | New |
| 40 | BANK OF AMERICA#40 · 10,396 sh | 10,396 | $107.9K | 0.00% | -33.3% |
| 41 | DEUTSCHE BANK AG\#41 · 10,180 sh | 10,180 | $105.7K | 0.00% | +3.5% |
| 42 | WELLS FARGO & COMPANY#42 · 7,723 sh | 7,723 | $80.2K | 0.00% | +131.7% |
| 43 | RHUMBLINE ADVISERS#43 · 5,788 sh | 5,788 | $60.1K | 0.00% | +11.7% |
| 44 | JPMORGAN CHASE#44 · 5,264 sh | 5,264 | $58.5K | 0.00% | +4.0% |
| 45 | CITIGROUP#45 · 4,377 sh | 4,377 | $45.4K | 0.00% | +970.2% |
| 46 | MIRAE ASSET GLOBAL ETFS Ltd.#46 · 3,893 sh | 3,893 | $40.4K | 0.00% | +16.3% |
| 47 | Vanguard Global Advisers#47 · 3,577 sh | 3,577 | $37.1K | 0.00% | 0.0% |
| 48 | NEW YORK STATE COMMON RETIREMENT FUND#48 · 1,800 sh | 1,800 | $18.7K | 0.00% | 0.0% |
| 49 | BARCLAYS PLC#49 · 1,443 sh | 1,443 | $15.0K | 0.00% | -18.8% |
| 50 | Police & Firemen's Retirement System of New Jersey#50 · 1,258 sh | 1,258 | $13.1K | <0.01% | 0.0% |
| 51 | ARMSTRONG ADVISORY GROUP#51 · 1,234 sh | 1,234 | $12.8K | — | New |
| 52 | Tower Research Capital (TRC)#52 · 1,205 sh | 1,205 | $12.5K | <0.01% | -27.8% |
| 53 | FMR#53 · 1,155 sh | 1,155 | $12.0K | 0.00% | -10.9% |
| 54 | Legal & General Group Plc#54 · 1,024 sh | 1,024 | $10.7K | 0.00% | +76.9% |
| 55 | Integrated Wealth Concepts#55 · 999 sh | 999 | $10.4K | <0.01% | New |
| 56 | SRS Capital Advisors#56 · 749 sh | 749 | $7.8K | <0.01% | New |
| 57 | JONES FINANCIAL COMPANIES LLLP#57 · 630 sh | 630 | $7.4K | 0.00% | +65.8% |
| 58 | US BANCORP \DE\#58 · 600 sh | 600 | $6.2K | 0.00% | 0.0% |
| 59 | Ameritas Investment Partners#59 · 565 sh | 565 | $5.9K | <0.01% | 0.0% |
| 60 | ROYAL BANK OF CANADA#60 · 500 sh | 500 | $5.0K | 0.00% | -12.6% |
| 61 | EverSource Wealth Advisors#61 · 207 sh | 207 | $2.1K | <0.01% | New |
| 62 | Allworth Financial#62 · 180 sh | 180 | $1.9K | 0.00% | +8900.0% |
| 63 | Sterling Capital Management#63 · 105 sh | 105 | $1.1K | — | -19.2% |
| 64 | Farther Finance Advisors#64 · 96 sh | 96 | $1.0K | — | +4700.0% |
| 65 | Essential Partners#65 · 68 sh | 68 | $706.00 | — | +1600.0% |
| 66 | IFP Advisors#66 · 53 sh | 53 | $550.00 | — | +5200.0% |
| 67 | True Wealth Design#67 · 52 sh | 52 | $540.00 | — | +2500.0% |
| 68 | Fortitude Family Office#68 · 30 sh | 30 | $311.00 | — | New |
| 69 | ROTHSCHILD INVESTMENT#69 · 24 sh | 24 | $249.00 | 0.00% | New |
| 70 | OSAIC#70 · 20 sh | 20 | $208.00 | 0.00% | 0.0% |
| 71 | SJS Investment Consulting#71 · 19 sh | 19 | $198.00 | — | New |
| 72 | Caitong International Asset Management , Ltd#72 · 7 sh | 7 | $73.00 | 0.00% | +75.0% |
| 73 | Clearstead Advisors#73 · 5 sh | 5 | $53.00 | 0.00% | New |
| 74 | JPL Wealth Management#74 · 1 sh | 1 | $11.00 | 0.00% | New |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#75 · 114 sh | 114 | — | — | -75.2% |
Funds that sold out of CARL in Q2 2026 (13)
Held CARL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| ORBIMED ADVISORS1,252,600 sh | 1,252,600 | $11.3M |
| Burkehill Global Management50,000 sh | 50,000 | $452.5K |
| WESBANCO BANK37,000 sh | 37,000 | $334.9K |
| XTX Topco Ltd24,738 sh | 24,738 | $223.9K |
| TD Waterhouse Canada20,000 sh | 20,000 | $192.0K |
| Quadrature Capital Ltd13,352 sh | 13,352 | $120.8K |
| HRT FINANCIAL12,337 sh | 12,337 | $111.0K |
| RENAISSANCE TECHNOLOGIES10,400 sh | 10,400 | $94.1K |
| GAMMA Investing135 sh | 135 | $1.2K |
| Sunrise Financial Services26 sh | 26 | $235.00 |
| Root Financial Partners15 sh | 15 | $136.00 |
| MAI Capital Management4 sh | 4 | $37.00 |
| Advisory Services Network3 sh | 3 | $27.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.