CARL Smart Money
Carlsmed, Inc.
1W: -5.5%
1M: -12.7%
3M: +16.1%
YTD: +22.7%
1Y: +7.1%
$14.27
+0.51 (+3.71%)
Weekly Expected Move ±5.3%
$13
$14
$14
$15
$16
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: Q2 202689
Institutions Holding
+13 vs prior
15.3%
Ownership
+2.92%
25
New
32
Increased
25
Reduced
13
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Bertolini Jeffrey | officer: chief operating officer | S-Sale | 243 | $13.99 | $3K | Filing |
| 2026-09-28 | Heppenstall Richard | officer: cfo, treasurer | A-Grant/Award | 89,286 | $— | $0 | Filing |
| 2026-06-03 | Sidow Kevin | director | A-Grant/Award | 13,698 | $— | $0 | Filing |
| 2026-06-03 | OBOYLE KEVIN C | director | A-Grant/Award | 13,698 | $— | $0 | Filing |
| 2026-06-03 | YOUNG PHILIP M | director | A-Grant/Award | 13,698 | $— | $0 | Filing |
| 2026-06-03 | ROOT JONATHAN D | director | A-Grant/Award | 13,698 | $— | $0 | 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 | Mittendorff Robert II | director | C-Conversion | 2,376,472 | $— | $0 | Filing |
| 2025-07-24 | Mittendorff Robert II | director | C-Conversion | 3,680,506 | $— | $0 | Filing |
| 2025-07-24 | Sidow Kevin | director | M-Option Exercise | 28,900 | $— | $0 | Filing |
| 2025-07-24 | Casey Niall | officer: chief ip officer, secretary | M-Option Exercise | 3,612 | $— | $0 | Filing |
| 2025-07-24 | ROOT JONATHAN D | director | P-Purchase | 466,666 | $15.00 | $7.0M | Filing |
| 2025-07-24 | YOUNG PHILIP M | director | P-Purchase | 53,333 | $15.00 | $800K | Filing |
| 2025-07-24 | YOUNG PHILIP M | director | P-Purchase | 6,666 | $15.00 | $100K | Filing |
| 2025-07-24 | B CAPITAL GROUP MANAGEMENT, L.P. | 10% owner | C-Conversion | 2,376,472 | $— | $0 | Filing |
| 2025-07-24 | Hornet Co-Invest, LP | 10% owner | P-Purchase | 1,333,333 | $15.00 | $20.0M | Filing |
| 2025-07-24 | Hornet Co-Invest Investors, Ltd. | 10% owner | P-Purchase | 1,333,333 | $15.00 | $20.0M | 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 | Hornet Co-Invest Investors, Ltd. | 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 | |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 1,251,616 | $13M | +1,251,616 | 2026-06-30 | Filing |
| Parkman Healthcare Partners LLC | 597,318 | $6M | +76,195 | 2026-06-30 | Filing |
| BlackRock, Inc. | 532,593 | $6M | +85,701 | 2026-06-30 | Filing |
| KCM Capital Inc | 440,000 | $5M | +240,000 | 2026-06-30 | Filing |
| Pier Capital, LLC | 373,677 | $4M | +373,677 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 295,907 | $3M | +295,907 | 2026-06-30 | Filing |
| Palumbo Wealth Management LLC | 267,298 | $3M | +267,298 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 238,727 | $2M | -37,404 | 2026-06-30 | Filing |
| Schonfeld Strategic Advisors LLC | 224,804 | $2M | -58,376 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 204,655 | $2M | +11,482 | 2026-06-30 | Filing |
| Russell Investments Group, Ltd. | 139,142 | $1M | -20,149 | 2026-06-30 | Filing |
| STATE STREET CORP | 133,083 | $1M | +19,366 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 101,726 | $1M | +57,131 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 92,159 | $957K | +92,159 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 73,389 | $762K | +58,353 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 64,633 | $671K | +10,157 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 63,126 | $655K | +40,488 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 60,439 | $627K | +60,439 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 56,948 | $591K | +9,304 | 2026-06-30 | Filing |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 51,688 | $537K | -1,744 | 2026-06-30 | Filing |