CARL
CARLSMED, INC.
Surgical & Medical Instruments & ApparatusNasdaq<br>Emerging growth company
Total Trades
11
Buys
5
Sells
1
Largest Trade
N/A
Insiders
6
Institutional Funds
42
Inst. Value
$1M+
Activist Filings
3
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Cordonnier Michael | CEO, President | EXERCISE | $100K–$500K | 392K | $0.68 | Mar 4, 2026 |
| Cordonnier Michael | CEO, President | SELL | $1M+ | 198K | $13.29 | Mar 4, 2026 |
| B CAPITAL GROUP MANAGEMENT, L.P. | 10% Owner | BUY | $1M+ | 1.3M | $15.00 | Jul 25, 2025 |
| Sidow Kevin | Director | BUY | $100K–$500K | 13K | $15.00 | Jul 25, 2025 |
| Sidow Kevin | Director | EXERCISE | N/A | 29K | — | Jul 25, 2025 |
| Sidow Kevin | Director | GRANT | N/A | 17K | — | Jul 25, 2025 |
| Mittendorff Robert II | Director | BUY | $1M+ | 1.3M | $15.00 | Jul 25, 2025 |
| ROOT JONATHAN D | Director | BUY | $1M+ | 467K | $15.00 | Jul 25, 2025 |
| ROOT JONATHAN D | Director | GRANT | N/A | 17K | — | Jul 25, 2025 |
| YOUNG PHILIP M | Director | GRANT | N/A | 17K | — | Jul 25, 2025 |
| YOUNG PHILIP M | Director | BUY | $500K+ | 60K | $15.00 | Jul 25, 2025 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 42 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| ORBIMED ADVISORS LLC | 1.3M | $1M+ | SH |
| VANGUARD GROUP INC | 312K | $1M+ | SH |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 175K | $1M+ | SH |
| TD Waterhouse Canada Inc. | 175K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 140K | $1M+ | SH |
| STATE STREET CORP | 69K | $500K+ | SH |
| NORGES BANK | 65K | $500K+ | SH |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 55K | $500K+ | SH |
| Burkehill Global Management, LP | 50K | $500K+ | SH |
| SECTORAL ASSET MANAGEMENT INC | 48K | $500K+ | SH |
| WESBANCO BANK INC | 37K | $100K–$500K | SH |
| Boston Partners | 26K | $100K–$500K | SH |
| RENAISSANCE TECHNOLOGIES LLC | 24K | $100K–$500K | SH |
| COHEN & STEERS, INC. | 20K | $100K–$500K | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17K | $100K–$500K | SH |
| Janney Montgomery Scott LLC | 16K | $100K–$500K | SH |
| MERCER GLOBAL ADVISORS INC /ADV | 15K | $100K–$500K | SH |
| GOLDMAN SACHS GROUP INC | 14K | $100K–$500K | SH |
| BARCLAYS PLC | 11K | $100K–$500K | SH |
| DEUTSCHE BANK AG\ | 10K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
B Capital Global Growth III, L.P.
SC 13G · Nov 14, 2025
18.9%
5.0M shares
U.S. Venture Partners XII, L.P.
SC 13G · Nov 13, 2025
16.2%
4.3M shares
SC 13G · Jul 25, 2025
5.9%
1.6M shares