Carlsmed
CARL · NASDAQ
$14.18+$0.52 (+3.81%)TodayMarket closed ·
Prev close $13.66
Who owns CARL
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 73.5% of CARL’s shares.
- B Capital Group Management LP30.6%
- U.S. Venture Partners20.8%
- Cordonnier (Michael)5.3%
- Janus Henderson Investors4.6%
- Next 6 largest institutions12.2%
- All other shareholders26.5%
| Holder | Shares | % of shares |
|---|---|---|
| B Capital Group Management LP | 8.32M | 30.62% |
| U.S. Venture Partners | 5.64M | 20.76% |
| Cordonnier (Michael) | 1.43M | 5.27% |
| Janus Henderson Investors | 1.25M | 4.60% |
| Casey (Niall) | 937.59K | 3.45% |
| Parkman Healthcare Partners LLC | 597.32K | 2.20% |
| BlackRock Institutional Trust Company, N.A. | 499.93K | 1.84% |
| Root (Jonathan D) | 480.36K | 1.77% |
| KCM Capital Inc | 440.00K | 1.62% |
| Pier Capital, LLC | 373.68K | 1.37% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Janus Henderson Venture Fund | 609.06K | 2.24% |
| Worldwide Healthcare Trust PLC | 495.91K | 1.82% |
| Janus Henderson Small Cap Value Fund | 343.58K | 1.26% |
| iShares Russell 2000 ETF | 212.10K | 0.78% |
| SEB Choice Nordamerika Smabolagsfond | 195.72K | 0.72% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $14.15K (2 trades) of CARL on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Bertolini Jeffrey | Option exercise | 747 | — |
| Bertolini Jeffrey | Sale | 747 | $10.75K |
| Bertolini Jeffrey | Option exercise | 747 | $4.42K |
| Bertolini Jeffrey | Option exercise | 243 | — |
| Bertolini Jeffrey | Sale | 243 | $3.40K |
| Bertolini Jeffrey | Option exercise | 243 | $542 |
| Bertolini Jeffrey | Award | 50.00K | — |
| Sidow Kevin | Award | 13.70K | — |
| ROOT JONATHAN D | Award | 13.70K | — |
| OBOYLE KEVIN C | Award | 13.70K | — |
Short interest
Settled Sep 30, 2026
- Shares short
- 1.05M
- Days to cover
- 14.28
- % of shares outstanding
- 3.88%
- Average daily volume
- 73.78K
- Change since last report
- −2.3%
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