How many institutional investors hold CARL?

2 tracked institutional investors disclosed a position in CARL (CARLSMED INC) in their most recent 13F filing.

Who is the largest institutional holder of CARL?

Izzy Englander, Millennium Management, holds the largest disclosed position in CARL, valued at $2M.

Where does this CARL ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

CARL — CARLSMED INC

Name: CARLSMED INC (CARL) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About CARLSMED INC (CARL)

CARLSMED INC (CARL) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $2M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CARL

100

/100

Strong Institutional Accumulation

Added / Increased2

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track CARL

/100

Undiscovered

2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded

151015+

CARL Ownership Composition

How CARLSMED INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

100% of tracked value

Institutions

tracked investors

Total Reported

$2M

combined 13F value

Other100.0%

Other(2)

100.0%

Tracked investors reporting CARL

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	129K	$1.6M	0.00%	Dec 31, 2025
Ken Griffin	Citadel Advisors	44.6K	$403.6K	0.00%	Mar 31, 2026

Izzy EnglanderDec 31, 2025
Millennium Management
Shares
129K
Value
$1.6M
% Portfolio
0.00%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
44.6K
Value
$403.6K
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Izzy Englander	New	—	$1.6M	Feb 17, 2026
Ken Griffin	New	—	$1.5M	Nov 14, 2025

Izzy Englander
New
$1.6MFeb 17, 2026
Ken Griffin
New
$1.5MNov 14, 2025

Frequently asked questions

How many institutional investors hold CARL?: 2 tracked institutional investors disclosed a position in CARL (CARLSMED INC) in their most recent 13F filing.
Who is the largest institutional holder of CARL?: Izzy Englander, Millennium Management, holds the largest disclosed position in CARL, valued at $2M.
Did institutional ownership of CARL increase or decrease?: Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 fully exited CARL.
Where does this CARL ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.