Caris Life Sciences, Inc.
CAI- Exchange
- Nasdaq
- Industry
- Services-Medical Laboratories
- SEC CIK
- 0002019410
In the last 90 days, Caris Life Sciences, Inc. insiders filed 1 open-market purchase and 3 sales; 247 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; superinvestors Coatue Management and Duquesne Family Office hold it.
13F holders, Q2 2025
Institutional positions in Caris Life Sciences, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 116
- +116 vs. Q1 2025
- Shares held
- 109.3M
- +109.3M vs. Q1 2025
- Total value
- $2.92B
- +$2.92B vs. Q1 2025
- New holders
- 116
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 247 | $2.75B |
| Q1 2026 | 202 | $2.80B |
| Q4 2025 | 186 | $3.92B |
| Q3 2025 | 138 | $3.41B |
| Q2 2025 | 116 | $2.92B |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Caris Life Sciences, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,300 | $34.7K | 0.00% | +1,300 | New |
| Olistico Wealth, LLC | 1,032 | $27.6K | 0.02% | +1,032 | New |
| Legal & General Group Plc | 1,000 | $26.7K | 0.00% | +1,000 | New |
| Advisor Group Holdings, Inc. | 1,000 | $26.7K | 0.00% | +1,000 | New |
| Royal Bank of Canada | 821 | $22.0K | 0.00% | +821 | New |
| Simplex Trading, LLC | 832 | $22.0K | 0.00% | +832 | New |
| Nomura Asset Management Co Ltd | 562 | $15.0K | 0.00% | +562 | New |
| The PNC Financial Services Group, Inc. | 200 | $5.34K | 0.00% | +200 | New |
| GWM Advisors LLC | 200 | $5.34K | 0.00% | +200 | New |
| ORG Wealth Partners, LLC | 200 | $5.30K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 158 | $4.22K | 0.00% | +158 | New |
| CWM, LLC | 150 | $4.00K | 0.00% | +150 | New |
| Financial Management Professionals, Inc. | 20 | $534 | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 19 | $508 | 0.00% | +19 | New |
| Citigroup Inc | 12 | $321 | 0.00% | +12 | New |
| Cedar Mountain Advisors, LLC | 5 | $134 | 0.00% | +5 | New |