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Carlsmed, Inc. Selected for Inclusion in Russell 2000® Index

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Carlsmed (Nasdaq: CARL) announced its inclusion in the Russell 2000® Index, effective after market close on September 22, 2025. The addition comes following the company's successful IPO in July 2025 and is part of the planned additions of select IPO companies to the index.

The Russell 2000 Index, which tracks the small-cap segment of the U.S. equity market, is widely used by investment managers and institutional investors, with approximately $9 trillion in assets benchmarked against Russell's U.S. indexes. The index represents about 10% of the total market capitalization of the Russell 3000® Index.

Carlsmed (Nasdaq: CARL) ha annunciato la sua inclusione nell'Indice Russell 2000®, effettiva dopo la chiusura del mercato il 22 settembre 2025. L'aggiunta arriva a seguito della riuscita IPO dell'azienda nel luglio 2025 ed è parte di un piano di inserimenti selezionati di società IPO nell'indice.

L'Indice Russell 2000, che segue la fascia delle small-cap del mercato azionario statunitense, è ampiamente utilizzato dai gestori di investimenti e dagli investitori istituzionali, con circa 9 trilioni di dollari in asset misurati rispetto agli indici statunitensi di Russell. L'indice rappresenta circa il 10% della capitalizzazione totale di mercato dell'Indice Russell 3000®.

Carlsmed (Nasdaq: CARL) anunció su inclusión en el Índice Russell 2000®, efectiva después del cierre del mercado el 22 de septiembre de 2025. La incorporación se produce tras la exitosa oferta pública inicial de la empresa en julio de 2025 y forma parte del plan de adiciones de algunas compañías IPO al índice.

El Índice Russell 2000, que rastrea el segmento de pequeña capitalización del mercado accionario de EE. UU., es ampliamente utilizado por gestores de inversión e inversores institucionales, con aproximadamente 9 billones de dólares en activos referenciados frente a los índices estadounidenses de Russell. El índice representa alrededor del 10% de la capitalización total de mercado del Russell 3000®.

Carlsmed (나스닥: CARL)은 2025년 9월 22일 장 마감 이후 효력이 발생하는 Russell 2000® 지수에 편입되었다고 발표했다. 이번 편입은 2025년 7월의 성공적인 IPO 이후이며, 선택된 IPO 기업의 지수 편입 계획의 일부이다.

Russell 2000 지수는 미국 주식시장의 소형주 부문을 추적하며, 투자 운용사 및 기관 투자자들에 의해 널리 사용되며, 약 9조 달러의 자산이 Russell의 미국 지수에 벤치마크로 사용된다. 이 지수는 Russell 3000® 지수의 시가총액 총합의 약 10%를 차지한다.

Carlsmed (Nasdaq : CARL) a annoncé son inclusion dans l'Indice Russell 2000®, effective après la clôture du marché le 22 septembre 2025. Cette ajout fait suite à l’introduction réussie en bourse de l’entreprise en juillet 2025 et fait partie du plan d’ajouts de certaines sociétés IPO à l’indice.

L’Indice Russell 2000, qui suit le segment des petites capitalisations du marché actions américain, est largement utilisé par les gestionnaires d’investissements et les investisseurs institutionnels, avec environ 9 trillions de dollars d’actifs indexés sur les indices américains de Russell. L’indice représente environ 10% de la capitalisation boursière totale de l’indice Russell 3000®.

Carlsmed (Nasdaq: CARL) gab bekannt, dass es in den Russell 2000®-Index aufgenommen wird, wirksam nach Handelsschluss am 22. September 2025. Die Aufnahme erfolgt nach dem erfolgreichen IPO des Unternehmens im Juli 2025 und ist Teil der geplanten Aufnahme ausgewählter IPO-Unternehmen in den Index.

Der Russell 2000 Index, der den Small-Cap-Sektor des US-Aktienmarktes verfolgt, wird von Investmentmanagern und institutionellen Anlegern weitgehend genutzt, mit ungefähr 9 Billionen US-Dollar an Vermögenswerten, die gegen die Russell-US-Indizes gemessen werden. Der Index repräsentiert etwa 10% der gesamten Marktkapitalisierung des Russell 3000®-Index.

Carlsmed (ناسداك: CARL) أعلن عن تضمينه في Russell 2000® المؤشر، على أن يكون ساري المفعول بعد إغلاق السوق في 22 سبتمبر 2025. تأتي الإضافة بعد الطرح العام الأولي الناجح للشركة في يوليو 2025 وهي جزء من خطط إضافة شركات IPO المختارة إلى المؤشر.

مؤشر Russell 2000، الذي يتتبع فئة الشركات الصغيرة في سوق الأسهم الأمريكية، يُستخدم على نطاق واسع من قبل مديري الاستثمار والمستثمرين المؤسسيين، مع وجود ما يقرب من 9 تريليون دولار من الأصول مقاسة مقابل مؤشرات Russell الأمريكية. يمثل المؤشر حوالي 10% من إجمالي رأس مال سوق Russell 3000®.

Carlsmed (纳斯达克:CARL)宣布被纳入Russell 2000®指数,该生效时间为2025年9月22日收盘后。此次增补是在公司2025年7月成功首次公开发行后进行的,属于将部分IPO公司纳入该指数的计划之一。

Russell 2000指数追踪美股市场的小盘股部分,受到投资经理和机构投资者广泛使用,约有9万亿美元资产作为对标Russell的美国指数。该指数约占Russell 3000®指数总市值的10%。

Positive
  • Inclusion in Russell 2000 Index increases visibility to institutional investors
  • Addition to the index may increase stock liquidity and trading volume
  • Validates company's successful IPO completion and market position
Negative
  • None.

CARLSBAD, Calif., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Carlsmed, Inc. (Nasdaq: CARL) (“Carlsmed” or the “Company”), a medical technology company pioneering AI-enabled personalized spine surgery solutions, today announced that effective after market close on September 22, 2025, it has been added to the Russell 2000® Index. This was part of the planned additions of select companies to this Index that had their IPO in the third quarter of 2025.

“Carlsmed’s inclusion in the Russell 2000 Index is further validation of our highly differentiated business and durable growth, following the successful completion of our IPO in July,” said Mike Cordonnier, Chairman and CEO of Carlsmed. “Joining the Russell 2000 Index further supports the value we are creating for patients, surgeons, and shareholders.”

The Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. The Russell 2000 Index tracks the performance of the small-cap segment of the U.S. equity market. As a subset of the Russell 3000® Index, it represents approximately 10 percent of the total market capitalization of that broader index. Roughly $9 trillion in assets are benchmarked against Russell’s U.S. indexes, which are part of FTSE Russell, a leading global index provider. For more information on the FTSE Russell 2000 Index and details about IPO additions, please visit the FTSE Russell website, where updates are provided through quarterly IPO reviews and the annual index reconstitution process.

About Carlsmed, Inc.

Carlsmed is a medical technology company pioneering AI-enabled personalized spine surgery solutions with a mission to improve outcomes and decrease the cost of healthcare for spine surgery and beyond.

Forward Looking Statement

Any statements in this press release about future expectations, plans and prospects, including statements about the Carlsmed’s ability to scale the impact of its aprevo technology platform and advance its personalized spine surgery platform to transform patient outcomes and drive long-term growth, Carlsmed’s current expectation of launching aprevo cervical in the United States in 2026, the number ranges presented in our 2025 Full Year Financial Outlook, and other statements containing the words “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “predict,” “project,” “target,” “potential,” “likely,” “will,” “would,” “could,” “should,” “continue,” and similar expressions, constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including such important factors as are set forth under the caption “Risk Factors” in the Carlsmed’s Registration Statement on Form S-1 on file with the U.S. Securities and Exchange Commission. The forward-looking statements included in this press release represent Carlsmed’s views as of the date of this press release. Carlsmed anticipates that subsequent events and developments will cause its views to change. However, while Carlsmed may elect to update these forward-looking statements at some point in the future, it specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing Carlsmed’s views as of any date subsequent to the date of this press release.

Investor Relations
Caroline Corner, PhD
IR@Carlsmed.com

Media
LeAnn Burton
Senior Director Brand Marketing
LBurton@Carlsmed.com


FAQ

When will Carlsmed (CARL) be added to the Russell 2000 Index?

Carlsmed will be added to the Russell 2000 Index effective after market close on September 22, 2025.

Why was Carlsmed (CARL) added to the Russell 2000 Index?

Carlsmed was added as part of the planned additions of select companies that completed their IPO in the third quarter of 2025.

What is the significance of Carlsmed joining the Russell 2000 Index?

Joining the Russell 2000 Index increases visibility to institutional investors, as approximately $9 trillion in assets are benchmarked against Russell's U.S. indexes.

When did Carlsmed (CARL) complete its IPO?

Carlsmed completed its IPO in July 2025.

What does Carlsmed (CARL) do as a company?

Carlsmed is a medical technology company that specializes in AI-enabled personalized spine surgery solutions.
CARLSMED INC

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