Stocks › CARL
CARLSMED, INC.
CARL·Nasdaq·
United States·USD
United States·USD$14.64
-0.66 (-4.31%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
CARL
CARLSMED, INC. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
CARLS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of CARL by members of U.S. Congress · 0 on record
No congressional trades in CARL on record.
Whale Activity
Position changes in CARL reported for 2026-06-30 by 8 tracked institutional filers
- Increased3
- New3
- Held0
- Decreased1
- Closed1
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 532.6K | $5.5M | increased |
| MILLENNIUM MANAGEMENT LLC | 295.9K | $3.1M | new |
| VANGUARD CAPITAL MANAGEMENT LLC | 238.7K | $2.5M | decreased |
| CITADEL ADVISORS LLC | 101.7K | $1.1M | increased |
| D. E. Shaw & Co., Inc. | 60.4K | $627K | new |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 56.9K | $591K | increased |
| TWO SIGMA INVESTMENTS, LP | 18.0K | $187K | new |
| Renaissance Technologies | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by CARL insiders, by quarter · Form 4
Recent Insider Transactions
49 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Bertolini JeffreyChief Operating Officer | Sale | −747 | $14.39 | $11K | Oct 5, 2026 | Form 4 ↗ |
| Bertolini JeffreyChief Operating Officer | Sale | −243 | $13.99 | $3K | Sep 30, 2026 | Form 4 ↗ |
| OBOYLE KEVIN CDirector | Grant / award | +13.7K | $0.00 | $0 | Jun 3, 2026 | Form 4 ↗ |
| Sidow KevinDirector | Grant / award | +13.7K | $0.00 | $0 | Jun 3, 2026 | Form 4 ↗ |
| ROOT JONATHAN DDirector | Grant / award | +13.7K | $0.00 | $0 | Jun 3, 2026 | Form 4 ↗ |
| YOUNG PHILIP MDirector | Grant / award | +13.7K | $0.00 | $0 | Jun 3, 2026 | Form 4 ↗ |
| Cordonnier MichaelCEO, President · Director | Option exercise | +33.3K | $4.35 | $145K | Mar 3, 2026 | Form 4 ↗ |
| Cordonnier MichaelCEO, President · Director | Option exercise | +160.6K | $0.34 | $55K | Mar 3, 2026 | Form 4 ↗ |
| Cordonnier MichaelCEO, President · Director | Sale | −197.9K | $13.29 | $2.6M | Mar 2, 2026 | Form 4 ↗ |
| Cordonnier MichaelCEO, President · Director | Option exercise | +197.9K | $0.34 | $67K | Mar 2, 2026 | Form 4 ↗ |
| Durall William ScottChief Commercial Officer | Grant / award | +45.0K | $0.00 | $0 | Jan 28, 2026 | Form 4 ↗ |
| Casey NiallChief IP Officer · Director | Grant / award | +45.0K | $0.00 | $0 | Jan 28, 2026 | Form 4 ↗ |
| Cordonnier MichaelCEO, President · Director | Grant / award | +117.3K | $0.00 | $0 | Jan 28, 2026 | Form 4 ↗ |
| Greenstein Leonard M.CFO, Treasurer | Grant / award | +45.0K | $0.00 | $0 | Jan 28, 2026 | Form 4 ↗ |
| Presidio Management Group XII, L.L.C. / U.S. Venture Partners XII, L.P. / Tansey Casey M | Purchase Amended | +200.0K | $15.00 | $3.0M | Jul 24, 2025 | Form 4 ↗ |
| Presidio Management Group XII, L.L.C.10% owner | Conversion | +1.1M | — | — | Jul 24, 2025 | Form 4 ↗ |
| Presidio Management Group XII, L.L.C.10% owner | Conversion | +27.0K | — | — | Jul 24, 2025 | Form 4 ↗ |
| Presidio Management Group XII, L.L.C.10% owner | Conversion | +41.9K | — | — | Jul 24, 2025 | Form 4 ↗ |
| Presidio Management Group XII, L.L.C.10% owner | Conversion | +149.7K | — | — | Jul 24, 2025 | Form 4 ↗ |
| Presidio Management Group XII, L.L.C.10% owner | Conversion | +531.9K | — | — | Jul 24, 2025 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding CARL · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Janus Henderson Venture Fund Janus Investment Fund | 609.1K | $6.3M | 0.17% | Jun 30, 2026 |
| Janus Henderson Small Cap Value Fund Janus Investment Fund | 343.6K | $3.6M | 0.28% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 213.0K | $2.2M | 0.00% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 158.6K | $1.6M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 102.9K | $1.3M | 0.13% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 93.1K | $1.2M | 0.00% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 73.5K | $763K | 0.00% | Jun 30, 2026 |
| Adara Smaller Companies Fund RBB Fund, Inc. | 59.7K | $682K | 0.08% | May 31, 2026 |
| Dunham Small Cap Growth Fund Dunham Funds | 51.8K | $652K | 0.82% | Jul 31, 2026 |
| Janus Henderson Small-Mid Cap Value Fund Janus Investment Fund | 54.8K | $569K | 0.79% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list CARL's shares (CUSIP 14280C105), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming carlsmed as client
- MANATT, PHELPS, AND PHILLIPSCARLSMED INC · 2026 Q2 · HCR, MMM$45K
Filing ↗ - MANATT, PHELPS, AND PHILLIPSCARLSMED INC · 2026 Q1 · HCR, MMM$45K
Filing ↗ - MANATT, PHELPS, AND PHILLIPSCARLSMED INC · 2025 Q4 · HCR, MMM$45K
Filing ↗ - MANATT, PHELPS, AND PHILLIPSCARLSMED INC · 2025 Q3 · HCR, MMM$35K
Filing ↗ - MANATT, PHELPS, AND PHILLIPSCARLSMED INC · 2025 Q2 · HCR, MMM—
Filing ↗
Government Contracts
Federal awards to CARLSMED, INC. · USAspending
No federal contract awards found for CARLSMED, INC..
U.S. Patents
Recent USPTO applications naming CARLSMED, INC.
No USPTO patent applications found for CARLSMED, INC..
Annual Financials
From CARL's 10-K filings · XBRL
No annual XBRL figures on record for CARL. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in CARL's price history.
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 5.02, 7.01, 9.01Officer / director change · Reg FD disclosureSep 30, 2026
EDGAR ↗ - 8-K · Items 5.02, 7.01, 9.01Officer / director change · Reg FD disclosureSep 8, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsAug 5, 2026
EDGAR ↗ - 8-K · Items 5.07Shareholder voteJun 3, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 5, 2026
EDGAR ↗
About CARLSMED, INC.
From SEC EDGAR company records
Industry (SIC 3841)Surgical & Medical Instruments & Apparatus
SectorHealthcare
HeadquartersCARLSBAD, CA
IncorporatedDE
SEC CIK0001794546 ↗