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Carlsmed Ownership | Who Owns Carlsmed?

OverviewRevenueFinancialsChartTranscripts

Carlsmed Ownership Summary

Carlsmed is owned by 21.26% institutional investors, 44.42% insiders, and 34.32% retail investors. Quadrature capital is the largest institutional shareholder, holding 0% of CARL shares. Janus Henderson Venture D is the top mutual fund, with 2.23% of its assets in Carlsmed shares.

CARL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCarlsmed21.26%44.42%34.32%
SectorHealthcare Stocks 245.07%12.10%-157.17%
IndustryHealthcare Information Services Stocks 53.38%12.65%33.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Quadrature capital---
Renaissance---
Td waterhouse canada---
Gamma investing---
Wesbanco bank---
Mai capital management---
Xtx topco---
Hrt financial lp---
Advisory services network---
Orbimed advisors---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Quadrature capital---
Renaissance---
Td waterhouse canada---
Gamma investing---
Wesbanco bank---
Mai capital management---
Xtx topco---
Hrt financial lp---
Advisory services network---
Orbimed advisors---

Top Buyers

HolderShares% AssetsChange
Advisory services network---3.00
Mai capital management---4.00
Root financial partners---15.00
Gamma investing---135.00
Renaissance---10.40K

Top Sellers

HolderShares% AssetsChange
Orbimed advisors---1.25M
Burkehill global management, lp---50.00K
Wesbanco bank---37.00K
Xtx topco---24.74K
Td waterhouse canada---20.00K

Sold Out

HolderChange
Advisory services network-3.00
Mai capital management-4.00
Root financial partners-15.00
Gamma investing-135.00
Renaissance-10.40K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20267716.67%5,780,1269.02%215.45%5959.46%11-38.89%
Mar 31, 20266615.79%5,302,02613.44%191.83%372.78%18100.00%
Dec 31, 20255721.28%4,673,7910.28%326.72%36-23.40%9-
Sep 30, 202547-4,660,608-22-47---

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Janus Henderson Venture D609.06K2.23%-
Janus Henderson US Small Cap Growth609.06K2.23%21.03K
Worldwide Healthcare Ord495.91K1.82%-355.95K
Janus Henderson Small Cap Value L343.58K1.26%-
iShares Russell 2000 ETF208.36K0.76%-3.74K
Pier Capital Small Cap Growth Equity175.06K0.64%-157.96K
Vanguard MStar Total Stk Mkt Idx Invest158.58K0.58%-
Vanguard Morn Total Stk Mkt Idx Investor158.58K0.58%-36.05K
SEB Nordamerikafond Småbolag130.20K0.48%14.19K
Janus Strategic Val A USD129.83K0.48%-

Recent Insider Transactions

DateNameRoleActivityValue
Jul 24, 2025Presidio Management Group XII, L.L.C.-Buy$3.00M
Mar 02, 2026Cordonnier Michael CEO, PresidentSell$2.63M

Insider Transactions Trends

DateBuySell
2026 Q3--
2026 Q2--
2026 Q1-1

CARL Ownership FAQ

Who Owns Carlsmed?

Carlsmed shareholders are primarily institutional investors at 21.26%, followed by 44.42% insiders and 34.32% retail investors. The average institutional ownership in Carlsmed's industry, Healthcare Information Services Stocks , is 53.38%, which Carlsmed falls below.

Who owns the most shares of Carlsmed?

Carlsmed’s largest shareholders are Quadrature capital (0 shares, 0%), Renaissance (0 shares, 0%), and Td waterhouse canada (0 shares, 0%). Together, they hold 0% of Carlsmed’s total shares outstanding.

Does Blackrock own Carlsmed?

BlackRock is not among the top 10 institutional shareholders of Carlsmed.

Who is Carlsmed’s biggest shareholder by percentage of total assets invested?

Quadrature capital is Carlsmed’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Carlsmed shares, valued at 0$.

Who is the top mutual fund holder of Carlsmed shares?

Janus Henderson Venture D is the top mutual fund holder of Carlsmed shares, with 2.23% of its total shares outstanding invested in 609.06K Carlsmed shares.

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