71 tracked 13F filers disclose a position in CARL as of the latest SEC 13F filings, a combined $57.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ORBIMED ADVISORS LLC | $11.3M | 1.3M | —Held | Q1 2026 | |
| 2 | JANUS HENDERSON GROUP PLC | $11.1M | 1.2M | ▲+7.6% Added · +87K sh | Q1 2026 | |
| 3 | Parkman Healthcare Partners LLC | $4.7M | 521K | ▲New +521K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $4.0M | 447K | ▲+4.5% Added · +19K sh | Q1 2026 | |
| 5 | KCM Capital Inc | $4.6M | 440K | ▲+120% Added · +240K sh | Q2 2026 | |
| 6 | Pier Capital, LLC | $3.9M | 374K | ▲New +374K sh | Q2 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $2.5M | 276K | →First observed position No prior filed position | Q1 2026 | |
| 8 | Palumbo Wealth Management LLC | $2.8M | 267K | ▲New +267K sh | Q2 2026 | |
| 9 | Schonfeld Strategic Advisors LLC | $2.3M | 225K | ▼−21% Reduced · −58K sh | Q2 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $2.1M | 205K | ▲+5.9% Added · +11K sh | Q2 2026 | |
| 11 | Russell Investments Group, Ltd. | $1.4M | 159K | ▼−0.6% Reduced · −947 sh | Q1 2026 | |
| 12 | STATE STREET CORP | $1.4M | 133K | ▲+17% Added · +19K sh | Q2 2026 | |
| 13 | NORGES BANK | $803K | 65K | ▲New +65K sh | Q4 2025 | |
| 14 | NORTHERN TRUST CORP | $493K | 54K | ▲+7.4% Added · +4K sh | Q1 2026 | |
| 15 | KORNITZER CAPITAL MANAGEMENT INC /KS | $484K | 53K | ▼−3.3% Reduced · −2K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $431K | 48K | →First observed position No prior filed position | Q1 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $411K | 45K | →First observed position No prior filed position | Q1 2026 | |
| 18 | Curated Wealth Partners LLC | Withheld | 45K | ▲New +45K sh | Q2 2026 | |
| 19 | CITADEL ADVISORS LLC | $404K | 45K | ▲New +45K sh | Q1 2026 | |
| 20 | Boston Partners | $228K | 25K | ▼−3.4% Reduced · −899 sh | Q1 2026 | |
| 21 | XTX Topco Ltd | $224K | 25K | ▲New +25K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $205K | 23K | ▲+66% Added · +9K sh | Q1 2026 | |
| 23 | Sixth Street Partners Management Company, L.P. | $179K | 17K | ▲New +17K sh | Q2 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $152K | 17K | —Held | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $141K | 16K | ▼−26% Reduced · −6K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 15 funds opened a new position in CARL and 6 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 27 funds | $5.8B |
| NVIDIA CORPNVDA | 26 funds | $25.6B |
| ALPHABET INC-CL CGOOG | 26 funds | $10.3B |
| APPLE INCAAPL | 25 funds | $15.0B |
| MICROSOFT CORPMSFT | 25 funds | $14.6B |
| AMAZON.COM INCAMZN | 25 funds | $12.9B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $8.2B |
| MICRON TECHNOLOGY INCMU | 25 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 25 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 25 funds | $5.1B |
| VISA INC-CLASS A SHARESV | 25 funds | $3.2B |
| ABBVIE INCABBV | 25 funds | $3.0B |
Ranked by how many of CARL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 2, 2026 | Cordonnier Michael | CEO, President, Director | Sell (S) | 198K | $2.6M |
| Jul 24, 2025 | YOUNG PHILIP M | Director | Buy (P) | 7K | $100K |
| Jul 24, 2025 | YOUNG PHILIP M | Director | Buy (P) | 53K | $800K |
| Jul 24, 2025 | ROOT JONATHAN D | Director | Buy (P) | 467K | $7.0M |
| Jul 24, 2025 | Mittendorff Robert II | Director | Buy (P) | 1.3M | $20.0M |
| Jul 24, 2025 | Sidow Kevin | Director | Buy (P) | 13K | $200K |
| Jul 24, 2025 | B Capital Healthcare I, L.P. | 10% Owner | Buy (P) | 1.3M | $20.0M |
Connected entities for CARL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CARL/capital-change-brief"
Use Arkolith's capital_change_brief for CARL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CARL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.