Carlsmed Inc (CARL) 13F Positioning & Ownership Changes (Q2 2026)

CARL ranks #5166 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

77 institutions disclose a position in CARL, but none treat it as a major bet — even KCM Capital Inc, its most concentrated holder, allocates just 0.7% of its own portfolio to it.

State Street has added to its CARL position for two straight quarters, increasing it by $530.0K to reach $1.4M today.

Bank Of America CORP /de/ has trimmed its CARL position for two straight quarters, cutting it by $153.1K while still holding $107.9K.

CARL is down 0.2% today, but institutions show net buying of $19.4M this quarter — a divergence between today's price move and the underlying institutional flow.

CARL reported a net loss of $29.6M in its latest fiscal year.

• Not yet profitable — net loss of $29.6M in the latest fiscal year
• Revenue grew 85.9% year over year
• Net income declined year over year, from -$24.3M to -$29.6M
• Operating cash flow was negative, using $29.0M in cash
• Current ratio of 8.87x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.32x equity — within a conventional range