How many institutions own CARL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CARL shares is 99, representing 40.5% of the company's common stock.

Who are the major shareholders selling Carlsmed, Inc. stock?

BOSTON PARTNERS, in the last quarter, reduced its stake in CARL by -11.21% restricting it's holding to 22.38 thousand shares of worth nearly $232.25K. KORNITZER CAPITAL MANAGEMENT INC /KS also lessened -3.26% of the CARL shares from its portfolio, reducing its holding to 51.69 thousand shares of worth $536.52K. RUSSELL INVESTMENTS GROUP, LTD. also shunned CARL shares holding by -12.65% last quarter which brought its holding to 139.14 thousand shares worth $1.44M.

Investors who are buying CARL stock?

As per its latest 13F filing, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP increased its stake in CARL by 100% in the last quarter. The institutional holder raised its holding to 14.04 thousand shares having worth more than $145.74K. CENTIVA CAPITAL, LP also added 16.84% more shares of CARL to its portfolio, raising its holding to 14.89 thousand shares of worth $154.57K. SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. also increased its CARL shares holding by 100% which brought its holding to 17.28 thousand shares worth $179.33K.

CARL's major insiders: who are they?

The insider with the most stakes in CARL is Cordonnier Michael , CEO, President at the company. Additionally, CARL stock is highly held by 10 percent owner Presidio Management Group XII, L.L.C. and N/A N/A among others.

Did an insider recently sell CARL stock?

Company executives, directors, and other insiders own 43.73% percent of Carlsmed, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which CARL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CORDONNIER MICHAEL.

Which insider recently purchased CARL stock?

There have been 0 transaction(s) during the past 6-months in which Carlsmed, Inc. insiders have bought stock, totalling 0 shares

How much of CARL does insiders own?

Around 0 Carlsmed, Inc. shares are held by insiders, which represents about 43.73% of CARL stock.

Who is the insider with the largest stake?

CARL CEO, President, Cordonnier Michael holds the largest portfolio of the company's shares. CARL shares owned by Cordonnier total nearly 1.36 million.

Which institution holds the most shares in CARL?

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is the largest institutional owner in CARL which holds 14.04 thousand shares worth $145.74K or 0.05% of the total CARL shares outstanding followed by CENTIVA CAPITAL, LP with ownership of 14.89 thousand shares representing 0.05% of the CARL ownership. SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. is the third largest stakeholder with 17.28 thousand shares or 0.06% of the ownership worth more than $179.33K.

Is Carlsmed, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CARL is concerned, it is a stock which is not optionable.

Is there a short position on CARL's shares?

Number of CARL shares short is 1.38M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CARL shares are there?

As of today, 27.30M shares of CARL are outstanding.

Is there many float in CARL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CARL has 15.67M shares in float.

CARL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CARL is 9.58.

Carlsmed (CARL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares5.05

Short Percent Of Float13.5

Shares Outstanding27.30M

Shares Float15.67M

Shares Short1.38M

Short Ratio9.58

13.5%

Short % of Float

5.05%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

43.73% Percentage of Shares held by All Insiders

40.5% Percentage of Shares held by All Institutions

71.97% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 40.5% of CARL shares are held by financial institutions. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is the top corporate investor, holding 14.04K shares valued at $145.74K. A 0.05% stake in Carlsmed, Inc. is owned by the company. CENTIVA CAPITAL, LP owns 14.89K shares valued at $154.57K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.05%	14.04K	145.74K	14.04K	+100.00%
Jun 30, 2026	CENTIVA CAPITAL, LP	0.05%	14.89K	154.57K	2.15K	+16.84%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.06%	17.28K	179.33K	17.28K	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	17.28K	179.33K	501	+2.99%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.06%	17.45K	181.16K	4.35K	+33.17%
Jun 30, 2026	BOSTON PARTNERS	0.08%	22.38K	232.25K	-2.83K	-11.21%
Jun 30, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.09%	25K	259.5K	25K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.06%	16.75K	173.86K	6.45K	+62.56%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.06%	17.46K	181.26K	2.37K	+15.70%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.07%	18.01K	186.92K	18.01K	+100.00%
Jun 30, 2026	MARSHALL WACE, LLP	0.08%	21.28K	220.92K	21.28K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.11%	30.7K	318.66K	19.27K	+168.68%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.15%	39.95K	414.69K	37.38K	+1,456.33%
Jun 30, 2026	CURATED WEALTH PARTNERS LLC	0.17%	45K	53.22K	45K	+100.00%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.18%	49.93K	518.25K	4.53K	+9.98%
Jun 30, 2026	KORNITZER CAPITAL MANAGEMENT INC /KS	0.19%	51.69K	536.52K	-1.74K	-3.26%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.21%	56.95K	591.12K	9.3K	+19.53%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.22%	60.44K	627.36K	60.44K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.23%	63.13K	655.25K	40.49K	+178.85%
Jun 30, 2026	NORTHERN TRUST CORP	0.24%	64.63K	670.89K	10.16K	+18.64%
Jun 30, 2026	BLACKROCK, INC.	1.96%	532.59K	5.53M	85.7K	+19.18%
Jun 30, 2026	PARKMAN HEALTHCARE PARTNERS LLC	2.2%	597.32K	6.2M	76.2K	+14.62%
Jun 30, 2026	JUPITER TOPCO LLC	4.6%	1.25M	12.99M	1.25M	+100.00%
Jun 30, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	18.68K	0	0
Jun 30, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	3.89K	40.41K	545	+16.28%
Jun 30, 2026	CITIGROUP INC	0.02%	4.38K	45.43K	3.97K	+970.17%
Jun 30, 2026	JANE STREET GROUP, LLC	0.27%	73.39K	761.78K	58.35K	+388.09%
Jun 30, 2026	JUMP FINANCIAL, LLC	0.07%	19.41K	201.52K	19.41K	+100.00%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.34%	92.16K	956.61K	92.16K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.37%	101.73K	1.06M	57.13K	+128.11%
Jun 30, 2026	STATE STREET CORP	0.49%	133.08K	1.38M	19.37K	+17.03%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.51%	139.14K	1.44M	-20.15K	-12.65%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.75%	204.66K	2.13M	11.48K	+5.94%
Jun 30, 2026	SCHONFELD STRATEGIC ADVISORS LLC	0.83%	224.8K	2.33M	-58.38K	-20.61%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0.88%	238.73K	2.48M	-37.4K	-13.55%
Jun 30, 2026	PALUMBO WEALTH MANAGEMENT LLC	0.98%	267.3K	2.77M	267.3K	+100.00%
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	1.09%	295.91K	3.07M	295.91K	+100.00%
Jun 30, 2026	PIER CAPITAL, LLC	1.37%	373.68K	3.88M	373.68K	+100.00%
Jun 30, 2026	KCM CAPITAL INC	1.62%	440K	4.57M	240K	+120.00%
Jun 30, 2026	RHUMBLINE ADVISERS	0.02%	5.79K	60.07K	607	+11.72%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.03%	7.72K	80.17K	4.39K	+131.71%
Jun 30, 2026	ALPINE WOODS CAPITAL INVESTORS, LLC	0.06%	15.54K	161.33K	15.54K	+100.00%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.01%	3.58K	37.13K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	5.26K	58.54K	201	+3.97%
Jun 30, 2026	DEUTSCHE BANK AG\	0.04%	10.18K	105.67K	348	+3.54%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.04%	10.4K	107.91K	-5.19K	-33.29%
Jun 30, 2026	TREXQUANT INVESTMENT LP	0.04%	11K	114.19K	11K	+100.00%
Jun 30, 2026	ZEVENBERGEN CAPITAL INVESTMENTS LLC	0.04%	11.9K	123.52K	11.9K	+100.00%
Jun 30, 2026	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.05%	12.52K	129.92K	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	13.03K	135K	13.03K	+100.00%
Mar 31, 2026	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	4	36	4	+100.00%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.05%	13.35K	120.84K	13.35K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.05%	12.34K	111K	12.34K	+100.00%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	3.35K	30.3K	108	+3.33%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.67K	15.1K	637	+61.72%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.57K	23.23K	417	+19.40%
Mar 31, 2026	KCM CAPITAL INC	0.75%	200K	1.81M	200K	+100.00%
Mar 31, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.18%	47.64K	431.18K	47.64K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	572	5K	-454	-44.25%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	5.11K	0	0
Mar 31, 2026	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	460	4.16K	43	+10.31%
Mar 31, 2026	WESBANCO BANK INC	0.14%	37K	334.85K	0	0
Mar 31, 2026	BOSTON PARTNERS	0.09%	25.2K	228.07K	-899	-3.44%
Mar 31, 2026	GAMMA INVESTING LLC	0%	135	1.22K	135	+100.00%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0%	130	1.18K	-49	-27.37%
Mar 31, 2026	CWM, LLC	0%	59	534	-108	-64.67%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	15	136	15	+100.00%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	1.03%	276.13K	2.5M	276.13K	+100.00%
Mar 31, 2026	TRUE WEALTH DESIGN, LLC	0%	2	19	-2	-50.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	2	19	2	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	1	9	-1	-50.00%
Mar 31, 2026	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	0	-	-175K	-100.00%
Mar 31, 2026	STRS OHIO	0%	0	-	-1.2K	-100.00%
Mar 31, 2026	AMALGAMATED BANK	0%	0	-	-213	-100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-15.8K	-100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	0	-	-5	-100.00%
Mar 31, 2026	IA GLOBAL ASSET MANAGEMENT INC.	0%	0	-	-1K	-100.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.07%	20K	192K	-155.41K	-88.60%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.04%	10.4K	94.12K	-13.9K	-57.20%
Mar 31, 2026	BLACKROCK, INC.	1.67%	446.89K	4.04M	19.42K	+4.54%
Mar 31, 2026	DEUTSCHE BANK AG\	0.04%	9.83K	88.98K	0	0
Mar 31, 2026	RHUMBLINE ADVISERS	0.02%	5.18K	46.88K	762	+17.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	15.04K	136.08K	15.04K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.05%	13.11K	118.6K	1	+0.01%
Mar 31, 2026	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.05%	12.52K	113.27K	-12.51K	-50.00%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.59%	159.29K	1.44M	-947	-0.59%
Mar 31, 2026	KORNITZER CAPITAL MANAGEMENT INC /KS	0.2%	53.43K	483.56K	-1.8K	-3.26%
Mar 31, 2026	BURKEHILL GLOBAL MANAGEMENT, LP	0.19%	50K	452.5K	0	0
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.17%	45.4K	410.86K	45.4K	+100.00%
Mar 31, 2026	ORBIMED ADVISORS LLC	4.67%	1.25M	11.34M	0	0
Mar 31, 2026	JANUS HENDERSON GROUP PLC	4.57%	1.23M	11.11M	86.83K	+7.61%
Mar 31, 2026	CITIGROUP INC	0%	409	3.7K	222	+118.72%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0%	380	3.67K	0	0
Mar 31, 2026	UBS GROUP AG	0.04%	10.3K	93.24K	-383	-3.58%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.72%	193.17K	1.75M	31.14K	+19.22%
Mar 31, 2026	CITADEL ADVISORS LLC	0.17%	44.6K	403.59K	44.6K	+100.00%
Mar 31, 2026	XTX TOPCO LTD	0.09%	24.74K	223.88K	24.74K	+100.00%
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	16.29K	0	0
Mar 31, 2026		0.18%	47.64K	431.18K	47.64K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.08%	22.64K	204.87K	9.04K	+66.46%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	16.78K	151.81K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	5.06K	46.73K	1.81K	+55.78%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	3.33K	30.16K	-4.5K	-57.45%
Mar 31, 2026	FMR LLC	0%	1.3K	11.73K	989	+322.15%
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0%	1.26K	11.39K	0	0
Mar 31, 2026	US BANCORP \DE\	0%	600	5.43K	600	+100.00%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0%	579	5.26K	-78	-11.87%
Mar 31, 2026	STATE STREET CORP	0.42%	113.72K	1.03M	44.78K	+64.95%
Mar 31, 2026	NORTHERN TRUST CORP	0.2%	54.48K	493.01K	3.78K	+7.45%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.06%	15.58K	141.03K	-5.55K	-26.27%
Mar 31, 2026	CENTIVA CAPITAL, LP	0.05%	12.75K	115.34K	12.75K	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.04%	11.43K	103.41K	-1.9K	-14.28%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.01%	3.58K	32.37K	3.58K	+100.00%
Mar 31, 2026	BARCLAYS PLC	0.01%	1.78K	16.08K	-8.86K	-83.29%
Mar 31, 2026	PARKMAN HEALTHCARE PARTNERS LLC	1.94%	521.12K	4.72M	521.12K	+100.00%
Mar 31, 2026	SCHONFELD STRATEGIC ADVISORS LLC	1.06%	283.18K	2.56M	283.18K	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.06%	15.09K	136.59K	-62	-0.41%
Dec 31, 2025	AVIDITY PARTNERS MANAGEMENT LP	0%	0	-	-321.91K	-100.00%
Dec 31, 2025	TRUE WEALTH DESIGN, LLC	0%	4	50	4	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	2	25	2	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	2	25	2	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0%	0	-	-10.04K	-100.00%
Dec 31, 2025	ZIMMER PARTNERS, LP	0%	0	-	-50K	-100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	24.3K	300.11K	24.3K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.1%	21.14K	261.03K	6.07K	+40.26%
Dec 31, 2025	COHEN & STEERS, INC.	0.09%	20K	247K	-10K	-33.33%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	207.17K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.07%	15.16K	187.16K	15.16K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.06%	13.1K	161.83K	1.85K	+16.44%
Dec 31, 2025	UBS GROUP AG	0.05%	10.69K	131.97K	-13.52K	-55.85%
Dec 31, 2025	BARCLAYS PLC	0.05%	10.63K	131.32K	1.02K	+10.62%
Dec 31, 2025	DEUTSCHE BANK AG\	0.05%	9.83K	121.43K	9.83K	+100.00%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	6.98K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	380	4.69K	380	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.15K	26.55K	-350	-14.00%
Dec 31, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	309.12K	0	0
Dec 31, 2025	NUVEEN, LLC	0%	0	-	-30.71K	-100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	5	62	5	+100.00%
Dec 31, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0%	0	-	-40K	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	187	2.31K	-33	-15.00%
Dec 31, 2025	SECTORAL ASSET MANAGEMENT INC	0.23%	47.7K	589.1K	47.7K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-110K	-100.00%
Dec 31, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	15.47M	0	0
Dec 31, 2025	JANUS HENDERSON GROUP PLC	5.41%	1.14M	14.09M	48.08K	+4.40%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.76%	160.24K	1.98M	1.29K	+0.81%
Dec 31, 2025	NORTHERN TRUST CORP	0.24%	50.7K	626.15K	-1.75K	-3.33%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	22.23K	0	0
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	15.54K	0	0
Dec 31, 2025	STRS OHIO	0.01%	1.2K	14.82K	0	0
Dec 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	417	5.15K	417	+100.00%
Dec 31, 2025	FMR LLC	0%	307	3.79K	303	+7,575.00%
Dec 31, 2025	AMALGAMATED BANK	0%	213	3K	-7	-3.18%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	7.83K	96.75K	2.99K	+61.69%
Dec 31, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	617.5K	0	0
Dec 31, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	617.5K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.02%	4.42K	54.57K	-1.48K	-25.14%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	3.25K	40.14K	516	+18.87%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.24K	40.01K	88	+2.79%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	179	2.21K	19	+11.88%
Dec 31, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55.24K	682.15K	235	+0.43%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	15.8K	195K	1K	+6.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	13.6K	167.96K	13.6K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.06%	13.33K	164.61K	3.8K	+39.94%
Dec 31, 2025	WOODLINE PARTNERS LP	0%	0	-	-23.21K	-100.00%
Dec 31, 2025	BLACKROCK, INC.	2.03%	427.47K	5.28M	42.04K	+10.91%
Dec 31, 2025	VANGUARD GROUP INC	1.71%	360.08K	4.45M	132.89K	+58.49%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.83%	175.41K	2.15M	23.16K	+15.21%
Dec 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.16M	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.77%	162.03K	2M	14.49K	+9.82%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.61%	128.97K	1.59M	108.21K	+521.18%
Dec 31, 2025	STATE STREET CORP	0.33%	68.94K	851.42K	27.22K	+65.23%
Dec 31, 2025	NORGES BANK	0.31%	65K	802.75K	65K	+100.00%
Dec 31, 2025	WESBANCO BANK INC	0.18%	37K	456.95K	37K	+100.00%
Dec 31, 2025	BOSTON PARTNERS	0.12%	26.1K	322.34K	-3.22K	-10.97%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.03K	12.75K	-463	-30.97%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	1.03K	13K	1.03K	+100.00%
Dec 31, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	12K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.09K	0	0
Dec 31, 2025	CWM, LLC	0%	167	2K	167	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	20	247	20	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.25%	52.45K	702.28K	52.45K	+100.00%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55K	736.45K	55K	+100.00%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.05%	10.04K	134.4K	10.04K	+100.00%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	7.57K	565	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.82K	657	+100.00%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	13K	1K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.03%	5.9K	79.04K	5.9K	+100.00%
Sep 30, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	335.15K	25.03K	+100.00%
Sep 30, 2025	BOSTON PARTNERS	0.14%	29.32K	392.55K	29.32K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.15%	30.71K	411.21K	30.71K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.7%	147.55K	1.98M	147.55K	+100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.72%	152.24K	2.03M	152.24K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.75%	158.95K	2.13M	158.95K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.15K	42.21K	3.15K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.07%	15.07K	201.77K	15.07K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	224.62K	16.78K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.1%	20.76K	278K	20.76K	+100.00%
Sep 30, 2025	WOODLINE PARTNERS LP	0.11%	23.21K	310.78K	23.21K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.11%	24.2K	324.08K	24.2K	+100.00%
Sep 30, 2025	CITIGROUP INC	0%	220	2.95K	220	+100.00%
Sep 30, 2025	STRS OHIO	0.01%	1.2K	16.07K	1.2K	+100.00%
Sep 30, 2025	COHEN & STEERS, INC.	0.14%	30K	402K	30K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	14.8K	198K	14.8K	+100.00%
Sep 30, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	16.77M	1.25M	+100.00%
Sep 30, 2025	FMR LLC	0%	4	54	4	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	160	2.14K	160	+100.00%
Sep 30, 2025	AMALGAMATED BANK	0%	220	3K	220	+100.00%
Sep 30, 2025	BLACKROCK, INC.	1.83%	385.44K	5.16M	385.44K	+100.00%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	5.18%	1.09M	14.63M	1.09M	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.52%	110K	1.47M	110K	+100.00%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.34M	175K	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	1.08%	227.2K	3.04M	227.2K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	2.73K	36.61K	2.73K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.5K	33.48K	2.5K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	24.1K	1.8K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.5K	20.02K	1.5K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	16.85K	1.26K	+100.00%
Sep 30, 2025	AVIDITY PARTNERS MANAGEMENT LP	1.53%	321.91K	4.31M	321.91K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	4.85K	64.88K	4.85K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.05%	9.53K	127.54K	9.53K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.05%	9.61K	128.71K	9.61K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	11.25K	150.69K	11.25K	+100.00%
Sep 30, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0.19%	40K	535.6K	40K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.2%	41.72K	558.68K	41.72K	+100.00%
Sep 30, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	ZIMMER PARTNERS, LP	0.24%	50K	669.5K	50K	+100.00%

Insiders

Among the CARL insiders holding of 43.73% of the stake in company, CORDONNIER MICHAEL, CEO, President, holds the largest shares of 1.36M. PRESIDIO MANAGEMENT GROUP XII, L.L.C., 10 percent owner, is the second largest CARL insider with ownership of 200K shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
CORDONNIER MICHAEL	CEO, President	1.36M
PRESIDIO MANAGEMENT GROUP XII, L.L.C.	10 percent owner	200K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 02, 2026	CORDONNIER MICHAEL	SALE	13.29	197.86K	2.63M	1.36M
Jul 24, 2025	PRESIDIO MANAGEMENT GROUP XII, L.L.C.	PURCHASE	15.00	200K	3M	200K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares5.05

Short Percent Of Float13.5

Shares Outstanding27.30M

Shares Float15.67M

Shares Short1.38M

Short Ratio9.58

13.5%

Short % of Float

5.05%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

43.73% Percentage of Shares held by All Insiders

40.5% Percentage of Shares held by All Institutions

71.97% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.05%	14.04K	145.74K	14.04K	+100.00%
Jun 30, 2026	CENTIVA CAPITAL, LP	0.05%	14.89K	154.57K	2.15K	+16.84%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.06%	17.28K	179.33K	17.28K	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	17.28K	179.33K	501	+2.99%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.06%	17.45K	181.16K	4.35K	+33.17%
Jun 30, 2026	BOSTON PARTNERS	0.08%	22.38K	232.25K	-2.83K	-11.21%
Jun 30, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.09%	25K	259.5K	25K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.06%	16.75K	173.86K	6.45K	+62.56%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.06%	17.46K	181.26K	2.37K	+15.70%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.07%	18.01K	186.92K	18.01K	+100.00%
Jun 30, 2026	MARSHALL WACE, LLP	0.08%	21.28K	220.92K	21.28K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.11%	30.7K	318.66K	19.27K	+168.68%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.15%	39.95K	414.69K	37.38K	+1,456.33%
Jun 30, 2026	CURATED WEALTH PARTNERS LLC	0.17%	45K	53.22K	45K	+100.00%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.18%	49.93K	518.25K	4.53K	+9.98%
Jun 30, 2026	KORNITZER CAPITAL MANAGEMENT INC /KS	0.19%	51.69K	536.52K	-1.74K	-3.26%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.21%	56.95K	591.12K	9.3K	+19.53%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.22%	60.44K	627.36K	60.44K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.23%	63.13K	655.25K	40.49K	+178.85%
Jun 30, 2026	NORTHERN TRUST CORP	0.24%	64.63K	670.89K	10.16K	+18.64%
Jun 30, 2026	BLACKROCK, INC.	1.96%	532.59K	5.53M	85.7K	+19.18%
Jun 30, 2026	PARKMAN HEALTHCARE PARTNERS LLC	2.2%	597.32K	6.2M	76.2K	+14.62%
Jun 30, 2026	JUPITER TOPCO LLC	4.6%	1.25M	12.99M	1.25M	+100.00%
Jun 30, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	18.68K	0	0
Jun 30, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	3.89K	40.41K	545	+16.28%
Jun 30, 2026	CITIGROUP INC	0.02%	4.38K	45.43K	3.97K	+970.17%
Jun 30, 2026	JANE STREET GROUP, LLC	0.27%	73.39K	761.78K	58.35K	+388.09%
Jun 30, 2026	JUMP FINANCIAL, LLC	0.07%	19.41K	201.52K	19.41K	+100.00%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.34%	92.16K	956.61K	92.16K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.37%	101.73K	1.06M	57.13K	+128.11%
Jun 30, 2026	STATE STREET CORP	0.49%	133.08K	1.38M	19.37K	+17.03%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.51%	139.14K	1.44M	-20.15K	-12.65%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.75%	204.66K	2.13M	11.48K	+5.94%
Jun 30, 2026	SCHONFELD STRATEGIC ADVISORS LLC	0.83%	224.8K	2.33M	-58.38K	-20.61%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0.88%	238.73K	2.48M	-37.4K	-13.55%
Jun 30, 2026	PALUMBO WEALTH MANAGEMENT LLC	0.98%	267.3K	2.77M	267.3K	+100.00%
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	1.09%	295.91K	3.07M	295.91K	+100.00%
Jun 30, 2026	PIER CAPITAL, LLC	1.37%	373.68K	3.88M	373.68K	+100.00%
Jun 30, 2026	KCM CAPITAL INC	1.62%	440K	4.57M	240K	+120.00%
Jun 30, 2026	RHUMBLINE ADVISERS	0.02%	5.79K	60.07K	607	+11.72%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.03%	7.72K	80.17K	4.39K	+131.71%
Jun 30, 2026	ALPINE WOODS CAPITAL INVESTORS, LLC	0.06%	15.54K	161.33K	15.54K	+100.00%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.01%	3.58K	37.13K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	5.26K	58.54K	201	+3.97%
Jun 30, 2026	DEUTSCHE BANK AG\	0.04%	10.18K	105.67K	348	+3.54%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.04%	10.4K	107.91K	-5.19K	-33.29%
Jun 30, 2026	TREXQUANT INVESTMENT LP	0.04%	11K	114.19K	11K	+100.00%
Jun 30, 2026	ZEVENBERGEN CAPITAL INVESTMENTS LLC	0.04%	11.9K	123.52K	11.9K	+100.00%
Jun 30, 2026	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.05%	12.52K	129.92K	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	13.03K	135K	13.03K	+100.00%
Mar 31, 2026	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	4	36	4	+100.00%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.05%	13.35K	120.84K	13.35K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.05%	12.34K	111K	12.34K	+100.00%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	3.35K	30.3K	108	+3.33%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.67K	15.1K	637	+61.72%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.57K	23.23K	417	+19.40%
Mar 31, 2026	KCM CAPITAL INC	0.75%	200K	1.81M	200K	+100.00%
Mar 31, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.18%	47.64K	431.18K	47.64K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	572	5K	-454	-44.25%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	5.11K	0	0
Mar 31, 2026	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	460	4.16K	43	+10.31%
Mar 31, 2026	WESBANCO BANK INC	0.14%	37K	334.85K	0	0
Mar 31, 2026	BOSTON PARTNERS	0.09%	25.2K	228.07K	-899	-3.44%
Mar 31, 2026	GAMMA INVESTING LLC	0%	135	1.22K	135	+100.00%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0%	130	1.18K	-49	-27.37%
Mar 31, 2026	CWM, LLC	0%	59	534	-108	-64.67%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	15	136	15	+100.00%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	1.03%	276.13K	2.5M	276.13K	+100.00%
Mar 31, 2026	TRUE WEALTH DESIGN, LLC	0%	2	19	-2	-50.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	2	19	2	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	1	9	-1	-50.00%
Mar 31, 2026	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	0	-	-175K	-100.00%
Mar 31, 2026	STRS OHIO	0%	0	-	-1.2K	-100.00%
Mar 31, 2026	AMALGAMATED BANK	0%	0	-	-213	-100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-15.8K	-100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	0	-	-5	-100.00%
Mar 31, 2026	IA GLOBAL ASSET MANAGEMENT INC.	0%	0	-	-1K	-100.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.07%	20K	192K	-155.41K	-88.60%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.04%	10.4K	94.12K	-13.9K	-57.20%
Mar 31, 2026	BLACKROCK, INC.	1.67%	446.89K	4.04M	19.42K	+4.54%
Mar 31, 2026	DEUTSCHE BANK AG\	0.04%	9.83K	88.98K	0	0
Mar 31, 2026	RHUMBLINE ADVISERS	0.02%	5.18K	46.88K	762	+17.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	15.04K	136.08K	15.04K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.05%	13.11K	118.6K	1	+0.01%
Mar 31, 2026	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.05%	12.52K	113.27K	-12.51K	-50.00%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.59%	159.29K	1.44M	-947	-0.59%
Mar 31, 2026	KORNITZER CAPITAL MANAGEMENT INC /KS	0.2%	53.43K	483.56K	-1.8K	-3.26%
Mar 31, 2026	BURKEHILL GLOBAL MANAGEMENT, LP	0.19%	50K	452.5K	0	0
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.17%	45.4K	410.86K	45.4K	+100.00%
Mar 31, 2026	ORBIMED ADVISORS LLC	4.67%	1.25M	11.34M	0	0
Mar 31, 2026	JANUS HENDERSON GROUP PLC	4.57%	1.23M	11.11M	86.83K	+7.61%
Mar 31, 2026	CITIGROUP INC	0%	409	3.7K	222	+118.72%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0%	380	3.67K	0	0
Mar 31, 2026	UBS GROUP AG	0.04%	10.3K	93.24K	-383	-3.58%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.72%	193.17K	1.75M	31.14K	+19.22%
Mar 31, 2026	CITADEL ADVISORS LLC	0.17%	44.6K	403.59K	44.6K	+100.00%
Mar 31, 2026	XTX TOPCO LTD	0.09%	24.74K	223.88K	24.74K	+100.00%
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	16.29K	0	0
Mar 31, 2026		0.18%	47.64K	431.18K	47.64K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.08%	22.64K	204.87K	9.04K	+66.46%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	16.78K	151.81K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	5.06K	46.73K	1.81K	+55.78%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	3.33K	30.16K	-4.5K	-57.45%
Mar 31, 2026	FMR LLC	0%	1.3K	11.73K	989	+322.15%
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0%	1.26K	11.39K	0	0
Mar 31, 2026	US BANCORP \DE\	0%	600	5.43K	600	+100.00%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0%	579	5.26K	-78	-11.87%
Mar 31, 2026	STATE STREET CORP	0.42%	113.72K	1.03M	44.78K	+64.95%
Mar 31, 2026	NORTHERN TRUST CORP	0.2%	54.48K	493.01K	3.78K	+7.45%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.06%	15.58K	141.03K	-5.55K	-26.27%
Mar 31, 2026	CENTIVA CAPITAL, LP	0.05%	12.75K	115.34K	12.75K	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.04%	11.43K	103.41K	-1.9K	-14.28%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.01%	3.58K	32.37K	3.58K	+100.00%
Mar 31, 2026	BARCLAYS PLC	0.01%	1.78K	16.08K	-8.86K	-83.29%
Mar 31, 2026	PARKMAN HEALTHCARE PARTNERS LLC	1.94%	521.12K	4.72M	521.12K	+100.00%
Mar 31, 2026	SCHONFELD STRATEGIC ADVISORS LLC	1.06%	283.18K	2.56M	283.18K	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.06%	15.09K	136.59K	-62	-0.41%
Dec 31, 2025	AVIDITY PARTNERS MANAGEMENT LP	0%	0	-	-321.91K	-100.00%
Dec 31, 2025	TRUE WEALTH DESIGN, LLC	0%	4	50	4	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	2	25	2	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	2	25	2	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0%	0	-	-10.04K	-100.00%
Dec 31, 2025	ZIMMER PARTNERS, LP	0%	0	-	-50K	-100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	24.3K	300.11K	24.3K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.1%	21.14K	261.03K	6.07K	+40.26%
Dec 31, 2025	COHEN & STEERS, INC.	0.09%	20K	247K	-10K	-33.33%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	207.17K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.07%	15.16K	187.16K	15.16K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.06%	13.1K	161.83K	1.85K	+16.44%
Dec 31, 2025	UBS GROUP AG	0.05%	10.69K	131.97K	-13.52K	-55.85%
Dec 31, 2025	BARCLAYS PLC	0.05%	10.63K	131.32K	1.02K	+10.62%
Dec 31, 2025	DEUTSCHE BANK AG\	0.05%	9.83K	121.43K	9.83K	+100.00%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	6.98K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	380	4.69K	380	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.15K	26.55K	-350	-14.00%
Dec 31, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	309.12K	0	0
Dec 31, 2025	NUVEEN, LLC	0%	0	-	-30.71K	-100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	5	62	5	+100.00%
Dec 31, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0%	0	-	-40K	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	187	2.31K	-33	-15.00%
Dec 31, 2025	SECTORAL ASSET MANAGEMENT INC	0.23%	47.7K	589.1K	47.7K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-110K	-100.00%
Dec 31, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	15.47M	0	0
Dec 31, 2025	JANUS HENDERSON GROUP PLC	5.41%	1.14M	14.09M	48.08K	+4.40%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.76%	160.24K	1.98M	1.29K	+0.81%
Dec 31, 2025	NORTHERN TRUST CORP	0.24%	50.7K	626.15K	-1.75K	-3.33%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	22.23K	0	0
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	15.54K	0	0
Dec 31, 2025	STRS OHIO	0.01%	1.2K	14.82K	0	0
Dec 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	417	5.15K	417	+100.00%
Dec 31, 2025	FMR LLC	0%	307	3.79K	303	+7,575.00%
Dec 31, 2025	AMALGAMATED BANK	0%	213	3K	-7	-3.18%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	7.83K	96.75K	2.99K	+61.69%
Dec 31, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	617.5K	0	0
Dec 31, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	617.5K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.02%	4.42K	54.57K	-1.48K	-25.14%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	3.25K	40.14K	516	+18.87%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.24K	40.01K	88	+2.79%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	179	2.21K	19	+11.88%
Dec 31, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55.24K	682.15K	235	+0.43%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	15.8K	195K	1K	+6.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	13.6K	167.96K	13.6K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.06%	13.33K	164.61K	3.8K	+39.94%
Dec 31, 2025	WOODLINE PARTNERS LP	0%	0	-	-23.21K	-100.00%
Dec 31, 2025	BLACKROCK, INC.	2.03%	427.47K	5.28M	42.04K	+10.91%
Dec 31, 2025	VANGUARD GROUP INC	1.71%	360.08K	4.45M	132.89K	+58.49%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.83%	175.41K	2.15M	23.16K	+15.21%
Dec 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.16M	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.77%	162.03K	2M	14.49K	+9.82%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.61%	128.97K	1.59M	108.21K	+521.18%
Dec 31, 2025	STATE STREET CORP	0.33%	68.94K	851.42K	27.22K	+65.23%
Dec 31, 2025	NORGES BANK	0.31%	65K	802.75K	65K	+100.00%
Dec 31, 2025	WESBANCO BANK INC	0.18%	37K	456.95K	37K	+100.00%
Dec 31, 2025	BOSTON PARTNERS	0.12%	26.1K	322.34K	-3.22K	-10.97%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.03K	12.75K	-463	-30.97%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	1.03K	13K	1.03K	+100.00%
Dec 31, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	12K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.09K	0	0
Dec 31, 2025	CWM, LLC	0%	167	2K	167	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	20	247	20	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.25%	52.45K	702.28K	52.45K	+100.00%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.26%	55K	736.45K	55K	+100.00%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.05%	10.04K	134.4K	10.04K	+100.00%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	565	7.57K	565	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	657	8.82K	657	+100.00%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0%	1K	13K	1K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.03%	5.9K	79.04K	5.9K	+100.00%
Sep 30, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.12%	25.03K	335.15K	25.03K	+100.00%
Sep 30, 2025	BOSTON PARTNERS	0.14%	29.32K	392.55K	29.32K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.15%	30.71K	411.21K	30.71K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.7%	147.55K	1.98M	147.55K	+100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.72%	152.24K	2.03M	152.24K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.75%	158.95K	2.13M	158.95K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	3.15K	42.21K	3.15K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.07%	15.07K	201.77K	15.07K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	16.78K	224.62K	16.78K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.1%	20.76K	278K	20.76K	+100.00%
Sep 30, 2025	WOODLINE PARTNERS LP	0.11%	23.21K	310.78K	23.21K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.11%	24.2K	324.08K	24.2K	+100.00%
Sep 30, 2025	CITIGROUP INC	0%	220	2.95K	220	+100.00%
Sep 30, 2025	STRS OHIO	0.01%	1.2K	16.07K	1.2K	+100.00%
Sep 30, 2025	COHEN & STEERS, INC.	0.14%	30K	402K	30K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	14.8K	198K	14.8K	+100.00%
Sep 30, 2025	ORBIMED ADVISORS LLC	5.94%	1.25M	16.77M	1.25M	+100.00%
Sep 30, 2025	FMR LLC	0%	4	54	4	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	160	2.14K	160	+100.00%
Sep 30, 2025	AMALGAMATED BANK	0%	220	3K	220	+100.00%
Sep 30, 2025	BLACKROCK, INC.	1.83%	385.44K	5.16M	385.44K	+100.00%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	5.18%	1.09M	14.63M	1.09M	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.52%	110K	1.47M	110K	+100.00%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.83%	175K	2.34M	175K	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	1.08%	227.2K	3.04M	227.2K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	2.73K	36.61K	2.73K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.5K	33.48K	2.5K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.8K	24.1K	1.8K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.5K	20.02K	1.5K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.26K	16.85K	1.26K	+100.00%
Sep 30, 2025	AVIDITY PARTNERS MANAGEMENT LP	1.53%	321.91K	4.31M	321.91K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	4.85K	64.88K	4.85K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.05%	9.53K	127.54K	9.53K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.05%	9.61K	128.71K	9.61K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	11.25K	150.69K	11.25K	+100.00%
Sep 30, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0.19%	40K	535.6K	40K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.2%	41.72K	558.68K	41.72K	+100.00%
Sep 30, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.24%	50K	669.5K	50K	+100.00%
Sep 30, 2025	ZIMMER PARTNERS, LP	0.24%	50K	669.5K	50K	+100.00%

Insiders

Insiders	Designation	Shares Held
CORDONNIER MICHAEL	CEO, President	1.36M
PRESIDIO MANAGEMENT GROUP XII, L.L.C.	10 percent owner	200K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 02, 2026	CORDONNIER MICHAEL	SALE	13.29	197.86K	2.63M	1.36M
Jul 24, 2025	PRESIDIO MANAGEMENT GROUP XII, L.L.C.	PURCHASE	15.00	200K	3M	200K

CARL Stock Ownership Breakdown

Carlsmed

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions