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The company

Carlsmed, Inc.

CARL · Nasdaq

Health CareMedical DevicesLeadingAI

CARL stood above a rising 150-day average in 10 of the last 30 weekly readings, including each of the last 10 weeks. It is 15.6% above that average now. Medical Devices: 29% of its 181 stocks in an uptrend (−5 points in four weeks); Health Care: 28% (−9 points in four weeks).

SEC filings

Statistics

Rotation: Leading
Weeks in an uptrend: 10 in a row
Industry in uptrend: 29% -5 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $5.3M
Officials’ trades on record: 0
Institutions holding: 75 (+11)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 10 of 30 weeks.

21 Apr – 20 Oct

Medical Devices: A minority of its stocks are in an uptrend and the share has been slipping. Health Care: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months3

Buyers · sellers0 · 2

Who	Did	Shares	Traded
Jeffrey BertoliniChief Operating Officer	sold	747at $14.39	5 Oct 2026filed 6 Oct 2026
Jeffrey BertoliniChief Operating Officer	sold	243at $13.99	30 Sep 2026filed 1 Oct 2026
Michael CordonnierCEO, President	sold	197,855at $13.29	2 Mar 2026filed 4 Mar 2026
Presidio Management Group Xii, L.l.c.10% owner	bought	200,000at $15.00	24 Jul 2025filed 15 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders75+11 on the quarter

New · exited26 · 14

Reported value$59.4M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Jupiter Topco LLCnew · filed 14 Aug 2026	1,251,616$13.0M	+1,251,616
Parkman Healthcare Partners LLCadded · filed 14 Aug 2026	597,318$6.2M	+76,195+14.6%
BlackRock, Inc.added · filed 7 Aug 2026	532,593$5.5M	+85,701+19.2%
KCM Capital Incadded · filed 12 Aug 2026	440,000$4.6M	+240,000+120.0%
Pier Capital, LLCnew · filed 5 Aug 2026	373,677$3.9M	+373,677
MILLENNIUM MANAGEMENT LLCnew · filed 14 Aug 2026	295,907$3.1M	+295,907
Palumbo Wealth Management LLCnew · filed 12 Aug 2026	267,298$2.8M	+267,298
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	238,727$2.5M	-37,404−13.5%
Schonfeld Strategic Advisors LLCreduced · filed 14 Aug 2026	224,804$2.3M	-58,376−20.6%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	204,655$2.1M	+11,482+5.9%