Carlsmed, Inc.
Ownership
Ownership Structure
Who owns Carlsmed, Inc. (CARL)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 57.3% of the shares are freely tradable; institutional investors hold 39.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Jupiter Topco LLC | 4.58 | 1,251,616 | +0.0 | 06/30/2026 |
| HHG PLC | 4.50 | 1,227,452 | +7.6 | 03/31/2026 |
| Parkman Healthcare Partners LLC | 2.19 | 597,318 | +14.6 | 06/30/2026 |
| BlackRock Inc | 1.95 | 532,593 | +19.2 | 06/30/2026 |
| KCM Capital Inc | 1.61 | 440,000 | +120.0 | 06/30/2026 |
| Pier Capital, LLC | 1.37 | 373,677 | +0.0 | 06/30/2026 |
| Millennium Management LLC | 1.08 | 295,907 | +0.0 | 06/30/2026 |
| Palumbo Wealth Management LLC | 0.98 | 267,298 | +0.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 0.87 | 238,727 | -13.5 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Janus Henderson Venture D | 2.24 | 611,231 | +0.4 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Heppenstall Richard | CFO, Treasurer | 89,286 | 1,339,290 $ | Sep 28, 2026 | direct |
| Bertolini Jeffrey | Chief Operating Officer | 22,489 | 337,335 $ | Oct 5, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 5, 2026 | Bertolini Jeffrey | Chief Operating Officer | Sell | 747 | 14.39 | 10,749 |
| Oct 5, 2026 | Bertolini Jeffrey | Chief Operating Officer | Other | 747 | 5.92 | 4,419 |
| Sep 30, 2026 | Bertolini Jeffrey | Chief Operating Officer | Sell | 243 | 13.99 | 3,400 |
| Sep 30, 2026 | Bertolini Jeffrey | Chief Operating Officer | Other | 243 | 2.23 | 542 |
| Sep 28, 2026 | Heppenstall Richard | CFO, Treasurer | Other | 89,286 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.