CARLCarlsmed, Inc. Common Stock

CSNasdaq (XNAS)·USD

Identity

Security key: 13106
Ticker: CARL
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 2025-07-23
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: CARL

Detail

Enriched 2026-08-14 20:47

Market cap: $374,593,633.96
Shares outstanding (class): 27,302,743
Shares outstanding (weighted): 27,302,743
SIC: 3841 SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
Employees: 127
Location: CARLSBAD, CA
Homepage: https://www.carlsmed.com
Description: Carlsmed Inc is a commercial-stage medical technology company focused on developing AI-enabled personalized solutions for spine surgery. The company operates as a single operating and reportable segment engaged in the design, manufacture, and marketing of its Aprevo technology platform, which provides customized surgical planning and implants for lumbar and cervical spine fusion procedures, mainly sold to hospitals and ambulatory surgical centers.

Market cap and share counts drift.

Funds holding this security

44 funds · 44 positions · $15.14M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
Janus Henderson Venture Fund JANUS INVESTMENT FUND	—	$5.32M	0.17%	588,027 NS	FIGI
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND	—	$3.11M	0.27%	343,579 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$1.76M	0.00%	194,638 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$1.57M	0.00%	173,168 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$667.5K	0.00%	73,755 NS	FIGI
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND	—	$507.7K	0.71%	56,101 NS	FIGI
Buffalo Early Stage Growth Fund Buffalo Funds	—	$481.4K	0.79%	53,197 NS	FIGI
iShares Russell 2000 Growth ETF iShares Trust	IWO	$398.2K	0.00%	43,995 NS	FIGI
WesMark Small Company Fund WesMark Funds	—	$334.9K	0.22%	37,000 NS	FIGI
iShares Micro-Cap ETF iShares Trust	IWC	$183.4K	0.02%	20,265 NS	FIGI
iShares Russell 2000 Value ETF iShares Trust	IWN	$166.8K	0.00%	18,433 NS	FIGI
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS	—	$116.9K	0.06%	12,922 NS	FIGI
Master Small Cap Index Series Quantitative Master Series LLC	—	$103.1K	0.00%	11,392 NS	FIGI
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust	—	$54.1K	0.00%	5,976 NS	FIGI
Small Cap Index Fund Northern Funds	—	$44.0K	0.00%	4,865 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERCARL
FIGI_COMPOSITEBBG00PQMDFQ1
FIGI_SHARE_CLASSBBG00PQMDFR0
CIK0001794546
ISINUS14280C1053
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Health Care
Industry: Medical Devices
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: SIC 3841 indicates surgical and medical instruments, which maps to the Healthcare sector and Medical Devices industry.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.