Carlsmed, Inc.

NasdaqGS:CARL Stock Report

Market Cap: US$349.0m

Carlsmed Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:CARL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
24 Jul 25BuyUS$899,985Philip YoungIndividual59,999US$15.00
24 Jul 25BuyUS$6,999,990Jonathan RootIndividual466,666US$15.00
24 Jul 25BuyUS$19,999,995B Capital Group Management, L.P.Company1,333,333US$15.00
24 Jul 25BuyUS$199,995Kevin SidowIndividual13,333US$15.00

Insider Trading Volume

Insider Buying: CARL insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CARL?
Owner TypeNumber of SharesOwnership Percentage
Institutions399,5821.5%
Individual Insiders2,918,08211%
General Public9,299,63435%
VC/PE Firms13,963,83652.5%

Dilution of Shares: CARL only recently listed within the past 12 months

Top Shareholders

Top 12 shareholders own 65.01% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
31.3%
B Capital Group Management, L.P.
8,321,763US$109.3m0%no data
21.2%
USVP Management Company, LLC
5,642,073US$74.1m0%22.47%
4.66%
Michael Cordonnier
1,239,330US$16.3m460%no data
3.53%
Niall Casey
937,585US$12.3m460%no data
1.76%
Jonathan Root
466,666US$6.1m0%no data
0.74%
BlackRock, Inc.
197,307US$2.6m0%no data
0.54%
Leonard Greenstein
143,369US$1.9m458%no data
0.46%
The Vanguard Group, Inc.
123,381US$1.6m0%no data
0.33%
Philip Young
88,899US$1.2m0%no data
0.18%
Russell Investment Management, LLC
46,789US$614.3k0%no data
0.16%
Kevin Sidow
42,233US$554.5k25,200%no data
0.12%
Boston Partners Global Investors, Inc.
32,105US$421.5k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/14 07:30
End of Day Share Price 2025/10/14 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Carlsmed, Inc. is covered by 6 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Travis SteedBofA Global Research
Travis SteedBofA Global Research
Michael GormanBTIG