CARL NASDAQ
Carlsmed, Inc.
1W: +17.6%
1M: +19.1%
3M: -0.9%
YTD: +8.8%
$12.11
-0.54 (-4.27%)
Weekly Expected Move ±9.5%
$9
$10
$11
$12
$13
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q1 202676
Institutions Holding
+12 vs prior
14.2%
Ownership
-3.29%
19
New
15
Increased
32
Reduced
18
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-03-02 | Cordonnier Michael | officer: ceo, president | S-Sale | 197,855 | $13.29 | $2.6M | Filing |
| 2026-01-28 | Durall William Scott | officer: chief commercial officer | A-Grant/Award | 44,977 | $— | $0 | Filing |
| 2026-01-28 | Casey Niall | officer: chief ip officer | A-Grant/Award | 44,977 | $— | $0 | Filing |
| 2026-01-28 | Cordonnier Michael | officer: ceo, president | A-Grant/Award | 117,316 | $— | $0 | Filing |
| 2026-01-28 | Greenstein Leonard M. | officer: cfo, treasurer | A-Grant/Award | 44,977 | $— | $0 | Filing |
| 2025-07-24 | YOUNG PHILIP M | director | P-Purchase | 6,666 | $15.00 | $100K | Filing |
| 2025-07-24 | Hornet Co-Invest Investors, Ltd. | 10% owner | P-Purchase | 1,333,333 | $15.00 | $20.0M | Filing |
| 2025-07-24 | Hornet Co-Invest, LP | 10% owner | P-Purchase | 1,333,333 | $15.00 | $20.0M | Filing |
| 2025-07-24 | B CAPITAL GROUP MANAGEMENT, L.P. | 10% owner | C-Conversion | 2,376,472 | $— | $0 | Filing |
| 2025-07-24 | B Capital Global Growth III, L.P. | 10% owner | C-Conversion | 2,376,472 | $— | $0 | Filing |
| 2025-07-24 | B Capital Healthcare I, L.P. | 10% owner | C-Conversion | 2,376,472 | $— | $0 | Filing |
| 2025-07-24 | Hornet Co-Invest Investors, Ltd. | 10% owner | C-Conversion | 2,376,472 | $— | $0 | Filing |
| 2025-07-24 | Hornet Co-Invest Investors, Ltd. | 10% owner | C-Conversion | 3,680,506 | $— | $0 | Filing |
| 2025-07-24 | YOUNG PHILIP M | director | P-Purchase | 53,333 | $15.00 | $800K | Filing |
| 2025-07-24 | ROOT JONATHAN D | director | P-Purchase | 466,666 | $15.00 | $7.0M | Filing |
| 2025-07-24 | Casey Niall | officer: chief ip officer, secretary | M-Option Exercise | 3,612 | $— | $0 | Filing |
| 2025-07-24 | Mittendorff Robert II | director | C-Conversion | 3,680,506 | $— | $0 | Filing |
| 2025-07-24 | Mittendorff Robert II | director | P-Purchase | 1,333,333 | $15.00 | $20.0M | Filing |
| 2025-07-24 | Mittendorff Robert II | director | C-Conversion | 2,376,472 | $— | $0 | Filing |
| 2025-07-24 | Sidow Kevin | director | M-Option Exercise | 28,900 | $— | $0 | Filing |
| 2025-07-24 | B Capital Healthcare I, L.P. | 10% owner | P-Purchase | 1,333,333 | $15.00 | $20.0M | Filing |
| 2025-07-24 | B CAPITAL GROUP MANAGEMENT, L.P. | 10% owner | P-Purchase | 1,333,333 | $15.00 | $20.0M | Filing |
| 2025-07-24 | Hornet Co-Invest, LP | 10% owner | C-Conversion | 3,680,506 | $— | $0 | Filing |
| 2025-07-24 | B Capital Global Growth III, L.P. | 10% owner | C-Conversion | 3,680,506 | $— | $0 | Filing |
| 2025-07-24 | B CAPITAL GROUP MANAGEMENT, L.P. | 10% owner | C-Conversion | 3,680,506 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | 1,252,600 | $11M | — | 2026-03-31 | Filing |
| JANUS HENDERSON GROUP PLC | 1,227,452 | $11M | +86,834 | 2026-03-31 | Filing |
| Parkman Healthcare Partners LLC | 521,123 | $5M | +521,123 | 2026-03-31 | Filing |
| BlackRock, Inc. | 446,892 | $4M | +19,418 | 2026-03-31 | Filing |
| Schonfeld Strategic Advisors LLC | 283,180 | $3M | +283,180 | 2026-03-31 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 276,131 | $2M | +276,131 | 2026-03-31 | Filing |
| KCM Capital Inc | 200,000 | $2M | +200,000 | 2026-03-31 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 193,173 | $2M | +31,140 | 2026-03-31 | Filing |
| Russell Investments Group, Ltd. | 159,291 | $1M | -947 | 2026-03-31 | Filing |
| STATE STREET CORP | 113,717 | $1M | +44,776 | 2026-03-31 | Filing |
| NORTHERN TRUST CORP | 54,476 | $493K | +3,776 | 2026-03-31 | Filing |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 53,432 | $484K | -1,803 | 2026-03-31 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 47,644 | $431K | +47,644 | 2026-03-31 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 45,399 | $411K | +45,399 | 2026-03-31 | Filing |
| WESBANCO BANK INC | 37,000 | $335K | — | 2026-03-31 | Filing |
| XTX Topco Ltd | 24,738 | $224K | +24,738 | 2026-03-31 | Filing |
| GOLDMAN SACHS GROUP INC | 22,638 | $205K | +9,038 | 2026-03-31 | Filing |
| TD Waterhouse Canada Inc. | 20,000 | $192K | -155,405 | 2026-03-31 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16,775 | $152K | — | 2026-03-31 | Filing |
| BANK OF AMERICA CORP /DE | 15,583 | $141K | -5,553 | 2026-03-31 | Filing |