OakChart

Carlsmed Inc

CARLHealthcare·Health Information Services·USA·Small·NASD·Nov 11 • 3:59 PM ET

18.60+3.89 (26.44%)
2026-11-12 02:32 CET
Market cap
401.62 USD m
Revenue, TTM
71.78 USD m
Net income, TTM
-40.06 USD m
Free cash flow, TTM
-34.92 USD m
EPS diluted, TTM
-1.48
P/E
-
Compare

Price

CARL against its 20, 50 and 200-day averages
2050200beatmiss
10.0012.5015.0017.50436K872KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26CARLclose 18.6020-day 14.9950-day 14.91200-day 12.5018.6052w high

2.9% under the 52-week high of 19.15 on 11 Nov 2026. 52-week low 8.50 on 13 Apr 2026. Last 15 sessions, 36.7% high to low

Volume 5.85× normal · the line is the 50-bar volume average

Profile

CARL
52-week range, 100% of the way up
8.5017.23

Carlsmed, Inc. engages in the development of AI based technology solutions to the medical industry. Its solutions are utilized as an information database for surgeons using traditional surgical techniques. The company was founded by Mike Cordonnier and Niall Casey in 2018 and is headquartered in Carlsbad, CA.

IndexRUT
Employees127
IPOJul 23, 2025
Beta1.97
ATR, 14d1.27
Rel volume5.85
Short float12.16%
Insider own62.59%
Inst own21.96%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap507.83M
Enterprise Value449.31M
Income-40.06M
Sales71.78M
Book/sh2.76
Cash/sh2.94
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees127
IPOJul 23, 2025

Ratios

P/E-
Forward P/E-
PEG-
P/S7.07
P/B6.73
P/C6.32
P/FCF-
EV/EBITDA-
EV/Sales6.26
Quick Ratio5.62
Current Ratio5.79
Debt/Eq0.29
LT Debt/Eq0.28
Option/ShortNo / Yes

Earnings

EPS (ttm)-1.48
EPS next Y-1.54
EPS next Q-0.41
EPS this Y28.21%
EPS next Y-1.18%
EPS next 5Y20.20%
EPS past 3/5Y-26.24% -
Sales past 3/5Y91.47% -
EPS Y/Y TTM-48.25%
Sales Y/Y TTM60.38%
EPS Q/Q-39.85%
Sales Q/Q64.86%
EarningsNov 10 AMC
EPS/Sales Surpr.12.37% 12.77%

Ownership

Insider Own62.59%
Insider Trans-0.01%
Inst Own21.96%
Inst Trans1.84%
ROA-32.03%
ROE-43.95%
ROIC-41.44%
Gross Margin76.96%
Oper. Margin-55.02%
Profit Margin-55.82%
SMA2024.12%
SMA5024.72%
SMA20048.78%
Trades-

Technical

Shs Outstand27.39M
Shs Float10.21M
Short Float12.16%
Short Ratio11.88
Short Interest1.24M
52W High17.23 7.95%
52W Low8.50 118.82%
Volatility12.01% 7.52%
ATR (14)1.27
RSI (14)65.26
Beta1.97
Rel Volume5.85
Avg Volume104.47K
Volume611,185

Performance

Perf Week15.60%
Perf Month28.54%
Perf Quarter32.95%
Perf Half Y81.82%
Perf YTD50.61%
Perf Year52.71%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.00
Target Price22.00
Prev Close14.71
Price18.60
Change %26.44%

Analyst ratings

latest 6 of 6
DateActionAnalystRating changeTargetImplied
Jul 01, 2026InitiatedNNeedhamBuy$17-8.6%
Aug 18, 2025InitiatedTTruistBuy$18-3.2%
Aug 18, 2025InitiatedPPiper SandlerOverweight$18-3.2%
Aug 18, 2025InitiatedGGoldmanBuy$19+2.2%
Aug 18, 2025InitiatedBBTIG ResearchBuy$21+12.9%
Aug 18, 2025InitiatedBBofA SecuritiesBuy$16-14.0%

Peers

Mkt cap
TickerCompanyMkt cap
ATECAlphatec Holdings Inc1.14B
OFIXOrthofix Medical Inc292.66M
GMEDGlobus Medical Inc9.99B
SIBNSI-BONE Inc1.13B
KIDSOrthoPediatrics corp879.14M
XTNTXtant Medical Holdings Inc38.99M
TMCITreace Medical Concepts Inc331.73M
MDTMedtronic Plc129.98B
IARTIntegra Lifesciences Holdings Corp1.15B
PRCTProcept BioRobotics Corp1.34B

Insider trading

latest 14 of 17
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Bertolini JeffreyChief Operating OfficerNov 03 '26Option Exercise5.927474,41923,236Nov 04 04:40 PM
Bertolini JeffreyChief Operating OfficerNov 03 '26Sale15.1574711,31722,489Nov 04 04:40 PM
Bertolini JeffreyOfficerNov 03 '26Proposed Sale15.1574711,317Nov 03 09:48 AM
Bertolini JeffreyChief Operating OfficerOct 30 '26Option Exercise2.2324354222,732Nov 02 04:18 PM
Bertolini JeffreyChief Operating OfficerOct 30 '26Sale15.802433,83922,489Nov 02 04:18 PM
Bertolini JeffreyOfficerOct 30 '26Proposed Sale15.802433,839Oct 30 09:37 AM
Greenstein Leonard M.Former OfficerOct 14 '26Proposed Sale13.994,13657,872Oct 14 03:40 PM
Bertolini JeffreyChief Operating OfficerOct 05 '26Option Exercise5.927474,41923,236Oct 06 04:59 PM
Bertolini JeffreyChief Operating OfficerOct 05 '26Sale14.3974710,74922,489Oct 06 04:59 PM
Bertolini JeffreyOfficerOct 05 '26Proposed Sale14.3974710,749Oct 05 02:16 PM
Bertolini JeffreyChief Operating OfficerSep 30 '26Option Exercise2.2324354222,732Oct 01 05:35 PM
Bertolini JeffreyChief Operating OfficerSep 30 '26Sale13.992433,40022,489Oct 01 05:35 PM
Bertolini JeffreyOfficerSep 30 '26Proposed Sale13.992433,400Sep 30 11:14 AM
Cordonnier MichaelCEO, PresidentMar 03 '26Option Exercise1.02193,831198,5551,550,477Mar 04 04:05 PM

Held by

AUM
TickerCompanyAUM
IWMiShares Russell 2000 Index FundAUM: 77.38B
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
IWCiShares Micro-Cap ETFAUM: 1.22B
BUSMEA Bridgeway Ultra-Small Company Market ETFAUM: 111.21M
RUSCRussell Investments U.S. Small Cap Equity ETFAUM: 85.10M
VTWGVanguard Russell 2000 Growth Index ETFAUM: 1.41B

News

latest 14 of 50
  • XERS, CARL Stocks Hit All-Time Highs Today Heres What Analysts Are Saying (Stocktwits) +26.44%
  • Carlsmed Accelerates To 65% Growth And Raises Guidance Again, But GAAP Losses Widen And The Q4 Outlook Looks Cautious (Earnings Whispers) -8.35%
  • Carlsmed Reports Third Quarter 2026 Financial Results and Raises Full-Year Guidance (GlobeNewswire)
  • Carlsmed's Q3 Test: Can Growth Clear A Seasonal Lull After Four Straight Guidance Raises? (Earnings Whispers)
  • Carlsmed, Inc. to Report Third Quarter 2026 Financial Results on November 10, 2026 (GlobeNewswire)
  • Carlsmed Launches aprevo Lumbar Bi-lateral Posterior System (GlobeNewswire)
  • Carlsmed, Inc. Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +7.22%
  • Carlsmed Appoints Tony Jarc as Chief Product and AI Officer (GlobeNewswire)
  • Carlsmed names new CFO (MedTech Dive)
  • Carlsmed Appoints Richard Heppenstall as Chief Financial Officer (GlobeNewswire) -6.09%
  • Carlsmed, Inc. Files Patent Infringement Lawsuit against DeGen Medical (GlobeNewswire)
  • Carlsmed, Inc. Announces Chief Operating Officer Appointment (GlobeNewswire)
  • Carlsmed Inc (CARL) (Q2 2026) Earnings Call Highlights: Revenue Surges 57% to $18. ... (GuruFocus.com)
  • Carlsmed Reports Second Quarter 2026 Financial Results and Raises Full-Year Guidance (GlobeNewswire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-10-0.340-0.388-0.44921.5519.115
2026Q22026-08-05-0.390-0.396-0.38718.9417.995
2026Q12026-05-05-0.320-0.380-0.32416.1214.945
2025Q42026-02-25-0.320-0.420-0.32415.1714.725
2025Q32025-11-06-0.400-0.482-0.32113.0711.245
2025Q22025-08-28-1.470-0.914-0.26312.0811.994
2025Q12025-05-28-1.390--0.23810.11--
2026Q4---0.408--22.755
2027Q1---0.395--24.014
2027Q2---0.393--26.994
2027Q3---0.398--28.834
2027Q4---0.400--32.033
2028Q1---0.340--34.111
2028Q2---0.270--40.351
2028Q3---0.210--41.061
2028Q4---0.180--52.841

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2025FY-2.120-2.236-1.86350.5150.05
2026FY--1.522--79.25
2027FY--1.540--111.81
2028FY--1.078--155.09
2029FY--0.780--196.87

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-1153122.7522.4323.20
2026Q4S2026-11-1050122.4221.4823.13
2026Q4S2026-10-2050122.4221.4823.13
2026Q4S2026-10-1354122.4221.4823.13
2026Q4S2026-10-0955022.4821.4823.39
2026Q4S2026-09-2555022.4821.4823.39
2026Q4S2026-09-2455022.4821.4823.39
2026Q4S2026-08-1955022.4821.4823.39
2026Q4S2026-08-0655022.4821.4823.39
2026Q4S2026-07-2050021.8721.1423.13
2026Q4S2026-07-1552221.8721.1423.13
2026Q4S2026-07-1452221.8721.1423.13
2026Q4S2026-06-3063222.0521.1423.13
2026Q4S2026-06-0953222.0521.1423.13

Estimate history

EPS, annual-0.713-0.937-1.136-1.4828
Period202320242025TTM
EPS, quarterly-0.295-0.178-0.238-0.263-0.321-0.324-0.324-0.387-0.449
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual13.77827.16550.51171.78
Period202320242025TTM
Sales, quarterly6.599.40810.18912.08313.07415.16516.11618.9421.554
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual26.51626.51626.60527.388
Period202320242025MRQ
Shares, quarterly26.51626.51626.51625.68926.58426.60527.18227.22627.388
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Total Revenue71.7850.5127.1613.78
Cost of Goods Sold Incl. D&A16.5412.477.123.88
Gross Profit55.2438.0420.059.90
Selling, General and Administrative Excl. Other94.7368.6144.1728.49
Research and Development20.4717.0214.307.39
Other Operating Expense0.000.000.000.00
Operating Income-39.49-30.57-24.12-18.59
Interest Expense1.271.431.320.64
Unusual Expense2.830.330.140.00
Net Income Before Taxes-40.06-29.63-24.26-18.90
Income Taxes0.000.000.000.00
Consolidated Net Income-40.06-29.63-24.26-18.90
Net Income From Continuing Operations-40.06-29.63-24.26-18.90
Net Income-40.06-30.22-24.85-18.90
EPS (Recurring)-1.39-1.13-0.93-0.71
EPS (Basic, Before Extraordinaries)-1.48-1.14-0.94-0.71
EPS (Diluted)-1.48-1.14-0.94-0.71
EBITDA-39.04-30.29-23.98-18.45
Non-Operating Income (Expense)3.532.701.330.33
Other After Tax Adjustments0.000.000.000.00
Stock Option Compensation Expense7.971.930.250.12
Price To Sales Ratio5.356.50--
Gross Margin76.9675.3173.8071.88
Operating Margin-55.02-60.53-88.80-134.93
Net Margin-55.82-59.82-91.47-137.16
Shares Outstanding27.3926.6026.5226.52
Market Capitalization401.62401.62353.95-

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue21.5518.9416.1215.1613.0712.0810.199.41
Cost of Goods Sold Incl. D&A4.894.403.693.563.153.212.552.38
Gross Profit16.6614.5412.4311.619.938.877.647.02
Selling, General and Administrative Excl. Other26.5325.5821.7020.9318.9615.3713.3611.72
Research and Development3.996.045.185.264.454.163.15-
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income-9.86-11.04-9.28-9.32-9.04-6.50-5.72-4.70
Interest Expense0.320.310.310.330.380.360.36-
Unusual Expense2.840.000.00-0.010.070.240.03-
Net Income Before Taxes-12.24-10.51-8.70-8.61-8.53-6.77-5.73-4.72
Income Taxes0.000.000.000.000.000.000.000.00
Consolidated Net Income-12.24-10.51-8.70-8.61-8.53-6.77-5.73-4.72
Net Income From Continuing Operations-12.24-10.51-8.70-8.61-8.53-6.77-5.73-4.72
Net Income-12.24-10.51-8.70-8.61-8.53-6.77-6.31-4.72
EPS (Recurring)-0.38-0.39-0.32-0.32-0.32-0.26-0.24-0.18
EPS (Basic, Before Extraordinaries)-0.45-0.39-0.32-0.32-0.32-0.26-0.24-0.18
EPS (Diluted)-0.45-0.39-0.32-0.32-0.32-0.26-0.24-0.18
EBITDA-9.73-10.91-9.18-9.22-8.95-6.44-5.68-
Non-Operating Income (Expense)0.770.840.891.030.950.340.38-0.02
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense3.282.271.630.790.700.260.17-
Price To Sales Ratio5.354.464.306.507.95---
Gross Margin77.3276.7877.1076.5475.9373.4074.9474.66
Operating Margin-45.75-58.27-57.56-61.44-69.11-53.81-56.13-49.93
Net Margin-56.81-55.49-53.96-56.80-65.21-56.00-61.96-50.17
Shares Outstanding27.3927.2327.1826.6026.5825.6926.5226.52
Market Capitalization507.83282.18241.92328.42355.92357.52--

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY
Cash & Short Term Investments109.8940.237.37
Short Term Receivables11.366.773.17
Inventories1.840.990.57
Other Current Assets3.571.360.65
Total Current Assets126.6749.3511.77
Net Property, Plant & Equipment3.311.902.24
Total Investments and Advances0.000.000.00
Other Assets0.130.570.01
Total Assets130.1251.8214.02
Short Term Debt Incl. Current Port. of LT Debt0.750.452.15
Accounts Payable4.482.411.69
Other Current Liabilities9.055.963.60
Total Current Liabilities14.288.827.44
Long Term Debt16.6616.739.24
Provision for Risks Charges0.000.000.00
Other Liabilities0.310.680.10
Total Liabilities31.2526.2316.77
Non-Equity Reserves0.000.000.00
Preferred Stock - Carrying Value0.0096.2343.38
Common Equity98.87-70.63-46.13
Total Shareholders Equity98.8725.60-2.75
Accumulated Minority Interest0.000.000.00
Total Equity98.8725.60-2.75
Total Liabilities & Stockholders Equity130.1251.8214.02
Book Value Per Share3.72-2.66-1.74
Tangible Book Value Per Share3.72-2.66-1.74
Full-Time Employees12789-
Price to Book Ratio4.753.32-
Return on Assets-32.57-73.68-
Return on Equity-47.62-212.36-
Return on Invested Capital-25.65-57.31-291.28
Quick Ratio8.745.481.50
Current Ratio8.875.601.58

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Net Income-40.06-29.63-24.26-18.90
Depreciation0.450.280.140.14
Other Funds (Non Cash)12.395.272.722.17
Funds from Operations-27.22-24.09-21.39-16.59
Extraordinary Item0.000.000.000.00
Changes in Working Capital-7.14-4.89-4.08-0.89
Cash from Operating Activities-34.36-28.98-25.47-17.48
Capital Expenditures-1.79-1.36-0.18-0.14
Net Assets From Acquisitions0.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.00
Purchase or Sale of Investments-44.10-24.000.000.00
Purchase of Investments-59.60-24.000.000.00
Sale Or Maturity of Investments15.500.000.000.00
Other Uses0.00-0.130.000.00
Other Sources0.000.000.000.00
Cash from Investing Activities-45.89-25.48-0.18-0.14
Cash Dividends Paid0.000.000.000.00
Change in Capital Stock1.07105.5952.290.06
Repurchase of Common Pref Stock0.000.000.000.00
Sale of Common Pref Stock1.07105.5952.290.06
Proceedsfrom Stock Options0.21105.3852.260.00
Issuance or Reduction of Debt, Net-0.05-0.056.213.12
Change in Long Term Debt-0.05-0.056.213.12
Issuance of Long Term Debt0.000.006.213.12
Reduction of Long Term Debt-0.05-0.050.000.00
Net Financing Active Other Cash Flow-0.20-5.410.000.00
Other Financing Activities Uses-0.20-5.410.000.00
Cash from Financing Activities0.82100.1358.503.18
Net Change in Cash-79.4345.6732.85-14.44
Free Cash Flow-34.92-29.62-25.65-17.61
Preferred Dividends (Cash Flow)---0.00
Deferred Taxes & Investment Tax Credit-0.000.000.00

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments80.3189.3297.12109.89115.4733.57
Short Term Receivables16.8813.7812.2711.3611.309.71
Inventories2.992.272.061.841.341.07
Other Current Assets5.384.223.963.573.361.84
Total Current Assets105.56109.60115.41126.67131.4746.19
Net Property, Plant & Equipment9.328.353.263.313.173.12
Total Investments and Advances0.000.000.000.000.000.00
Other Assets0.400.250.100.130.233.96
Total Assets115.27118.20118.77130.12134.8653.27
Short Term Debt Incl. Current Port. of LT Debt0.790.700.780.750.660.57
Accounts Payable3.313.702.954.482.672.58
Other Current Liabilities14.147.995.999.057.596.33
Total Current Liabilities18.2412.409.7114.2810.939.48
Long Term Debt21.0021.2116.4816.6616.9517.14
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities0.360.340.330.310.320.99
Total Liabilities39.6033.9626.5231.2528.2027.61
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.00108.73
Common Equity75.6784.2592.2598.87106.66-83.07
Total Shareholders Equity75.6784.2592.2598.87106.6625.66
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity75.6784.2592.2598.87106.6625.66
Total Liabilities & Stockholders Equity115.27118.20118.77130.12134.8653.27
Book Value Per Share2.763.093.393.724.01-3.23
Tangible Book Value Per Share2.763.093.393.724.01-3.23
Full-Time Employees---127--
Price to Book Ratio6.733.062.443.08-4.14-4.16
Return on Assets-32.03-42.39-36.92-32.57--
Return on Equity-43.95-66.14-52.43-47.62--
Return on Invested Capital-12.67-9.97-8.00-7.46-6.90-15.81
Quick Ratio5.628.6611.678.7411.914.76
Current Ratio5.798.8411.888.8712.034.87

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Net Income-12.24-10.51-8.70-8.61-8.53-6.77
Depreciation0.130.130.100.100.080.06
Other Funds (Non Cash)4.323.752.781.541.491.52
Funds from Operations-7.80-6.63-5.82-6.97-6.96-5.19
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-0.87-0.73-7.191.65-1.50-1.85
Cash from Operating Activities-8.67-7.36-13.01-5.32-8.46-7.04
Capital Expenditures-0.60-0.75-0.21-0.23-0.34-0.55
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-1.19-18.910.00-24.000.000.00
Purchase of Investments-4.69-30.910.00-24.000.000.00
Sale Or Maturity of Investments3.5012.000.000.000.000.00
Other Uses0.000.000.000.000.00-0.13
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-1.80-19.66-0.21-24.23-0.34-0.67
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.00---
Change in Capital Stock0.370.240.440.0293.470.03
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.370.240.440.0293.470.03
Proceedsfrom Stock Options0.000.210.000.0093.470.00
Issuance or Reduction of Debt, Net0.000.000.00-0.050.000.00
Change in Long Term Debt0.000.000.00-0.050.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.00-0.050.000.00
Net Financing Active Other Cash Flow-0.200.000.000.00-2.76-2.28
Other Financing Activities Uses-0.200.000.000.00-2.76-2.28
Cash from Financing Activities0.170.240.44-0.0390.70-2.25
Net Change in Cash-10.30-26.77-12.78-29.5881.90-9.96
Free Cash Flow-8.96-7.48-13.09-5.39-8.62-7.37

Revenue breakdown

Surgical & Medical Instruments & Apparatus2024: 27.17M 2025: 50.51M
United States2024: 27.17M 2025: 50.51M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3012.16%1.2M10.2M111.08K
2026-10-1510.72%1.1M10.2M112.68K
2026-09-3010.32%1.1M10.2M133.15K
2026-09-1510.41%1.1M10.4M147.07K
2026-08-3110.59%1.1M10.4M148.05K
2026-08-1412.67%1.3M10.4M168.21K
2026-07-3115.12%1.4M9.1M168.34K
2026-07-1514.98%1.4M9.1M171.75K
2026-06-3014.50%1.3M9.1M159.71K
2026-06-1514.27%1.3M9.2M150.65K
2026-05-2914.22%1.3M9.2M160.50K
2026-05-157.07%0.6M9.2M144.79K
2026-04-307.50%0.7M9.0M128.82K
2026-04-156.49%0.6M8.8M130.61K
2026-03-318.64%0.8M9.0M122.05K
2026-03-137.00%0.6M9.0M113.71K
2026-02-277.61%0.7M9.0M105.37K
2026-02-136.97%0.6M9.0M83.68K
2026-01-306.82%0.6M9.0M82.13K
2026-01-157.50%0.7M9.2M71.69K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-108-KCurrent report2026-11-10SEC
2026-11-044Statement of changes in beneficial ownership of securities2026-11-03SEC
2026-11-03144Filing for proposed sale of securities under Rule 144.SEC
2026-11-024Statement of changes in beneficial ownership of securities2026-10-30SEC
2026-10-30144Filing for proposed sale of securities under Rule 144.SEC
2026-10-14144Filing for proposed sale of securities under Rule 144.SEC
2026-10-064Statement of changes in beneficial ownership of securities2026-10-05SEC
2026-10-05144Filing for proposed sale of securities under Rule 144.SEC
2026-10-014Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-01S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-09-30144Filing for proposed sale of securities under Rule 144.SEC
2026-09-308-KCurrent report2026-09-24SEC
2026-09-303Initial statement of beneficial ownership of securities2026-09-24SEC
2026-09-304Statement of changes in beneficial ownership of securities2026-09-28SEC
2026-09-303Initial statement of beneficial ownership of securities2026-09-28SEC
2026-09-154/A2025-07-24SEC
2026-09-104Statement of changes in beneficial ownership of securities2026-09-08SEC
2026-09-103Initial statement of beneficial ownership of securities2026-09-08SEC
2026-09-088-KCurrent report2026-09-04SEC
2026-08-21EFFECTEffectiveness filing by commission orderSEC
2026-08-14S-3Registration statement for specified transactions by certain issuers including face-amount certificate companiesSEC
2026-08-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-058-KCurrent report2026-08-05SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-06-03SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-06-03SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-06-03SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-06-03SEC
2026-06-038-KCurrent report2026-06-03SEC
2026-05-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110011.32K1
2026-100014.59K2
2026-09003.40K1
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-03002.63M1
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Jupiter Topco LLC4.60%
Parkman Healthcare Partners LLC2.20%
BlackRock, Inc.1.96%
KCM Capital Inc1.62%
Pier Capital, LLC1.37%
MILLENNIUM MANAGEMENT LLC1.09%
Palumbo Wealth Management LLC0.98%
Russell Investments Group, Ltd.0.94%
VANGUARD CAPITAL MANAGEMENT LLC0.88%
GEODE CAPITAL MANAGEMENT, LLC0.86%

Funds

Fund% owned
Janus Henderson Venture Fund2.24%
Janus Henderson Small Cap Value Fund1.26%
iShares Russell 2000 ETF0.78%
VANGUARD TOTAL STOCK MARKET INDEX FUND0.58%
U.S. Small Cap Equity Fund0.38%
Fidelity Small Cap Index Fund0.34%
Adara Smaller Companies Fund0.32%
VANGUARD EXTENDED MARKET INDEX FUND0.27%
Janus Henderson Small-Mid Cap Value Fund0.20%
Dunham Small Cap Growth Fund0.19%

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