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, Q4 2025
Institutional positions in Caris Life Sciences, Inc. as of Dec 31, 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
- 186
- +50 vs. Q3 2025
- Shares held
- 145.3M
- +32.6M (+29.0%) vs. Q3 2025
- Total value
- $3.92B
- +$531.3M (+15.7%) vs. Q3 2025
- New holders
- 77
- 63 more added
- Sold out
- 27
- 30 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Caris Life Sciences, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 146,100 | $0 | 0.00% | +146,100 | New |
| Covestor Ltd | 16 | $0 | 0.00% | +16 | New |
| Allworth Financial LP | 2 | $54 | 0.00% | +2 | New |
| Rothschild Investment LLC | 3 | $81 | 0.00% | +3 | New |
| IFP Advisors, Inc | 3 | $81 | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 5 | $135 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $162 | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 25 | $675 | 0.00% | −115−82.1% | Reduced |
| Farther Finance Advisors, LLC | 29 | $782 | 0.00% | +29 | New |
| SageView Advisory Group, LLC | 32 | $864 | 0.00% | +32 | New |
| Rockefeller Capital Management L.P. | 35 | $944 | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 71 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 78 | $2.07K | 0.00% | +78 | New |
| SRS Capital Advisors, Inc. | 94 | $2.54K | 0.00% | −123−56.7% | Reduced |
| GAMMA Investing LLC | 97 | $2.62K | 0.00% | +97 | New |
| J.Safra Asset Management Corp | 135 | $3.64K | 0.00% | +114+542.9% | Added |
| Tower Research Capital LLC (TRC) | 140 | $3.78K | 0.00% | +117+508.7% | Added |
| Ancora Advisors, LLC | 145 | $3.91K | 0.00% | +145 | New |
| Versant Capital Management, Inc | 146 | $3.94K | 0.00% | +146 | New |
| The PNC Financial Services Group, Inc. | 175 | $4.72K | 0.00% | −680−79.5% | Reduced |
| CWM, LLC | 175 | $5.00K | 0.00% | −603−77.5% | Reduced |
| GWM Advisors LLC | 200 | $5.40K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 200 | $5.40K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 330 | $8.90K | 0.00% | +330 | New |
| Brown Brothers Harriman & Co | 344 | $9.28K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 446 | $12.0K | 0.00% | −780−63.6% | Reduced |
| STRS Ohio | 543 | $14.7K | 0.00% | +7+1.3% | Added |
| Los Angeles Capital Management LLC | 565 | $17.6K | 0.00% | +565 | New |
| Comerica Bank | 689 | $18.6K | 0.00% | +27+4.1% | Added |
| Sterling Capital Management LLC | 844 | $22.8K | 0.00% | +130+18.2% | Added |
| Daiwa Securities Group Inc. | 850 | $23.0K | 0.00% | +850 | New |
| Global Retirement Partners, LLC | 1,000 | $27.0K | 0.00% | +999+99,900.0% | Added |
| MAI Capital Management | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Bokf, NA | 1,131 | $30.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,152 | $31.1K | 0.02% | +1,152 | New |
| California State Teachers Retirement System | 1,411 | $38.1K | 0.00% | +105+8.0% | Added |
| Amalgamated Bank | 1,471 | $40.0K | 0.00% | +8+0.5% | Added |
| MetLife Investment Management | 1,654 | $44.6K | 0.00% | +755+84.0% | Added |
| Russell Investments Group, Ltd. | 1,995 | $53.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,488 | $67.1K | 0.03% | +2,488 | New |
| Federated Hermes, Inc. | 3,000 | $80.9K | 0.00% | +3,000 | New |
| Aquatic Capital Management LLC | 3,817 | $103.0K | 0.00% | +3,817 | New |
| Advisor Group Holdings, Inc. | 4,089 | $110.3K | 0.00% | +3,639+808.7% | Added |
| Simplex Trading, LLC | 4,599 | $124.1K | 0.00% | +616+15.5% | Added |
| Quantbot Technologies LP | 4,622 | $124.7K | 0.00% | +4,622 | New |
| Adams Street Partners LLC | 4,894 | $132.0K | 0.05% | +4,894 | New |
| GF Fund Management Co. Ltd. | 5,543 | $149.6K | 0.00% | +5,543 | New |
| Bellevue Group AG | 6,418 | $173.2K | 0.00% | −3,187−33.2% | Reduced |
| Public Employees Retirement System of Ohio | 6,821 | $184.0K | 0.00% | −176−2.5% | Reduced |
| Legal & General Group Plc | 6,881 | $185.6K | 0.00% | +4,584+199.6% | Added |
| Perbak Capital Partners LLP | 7,851 | $211.8K | 0.06% | −2,852−26.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,925 | $213.8K | 0.00% | +7,925 | New |
| Occudo Quantitative Strategies LP | 8,355 | $225.4K | 0.02% | +8,355 | New |
| Courier Capital LLC | 8,550 | $230.7K | 0.01% | +8,550 | New |
| Wells Fargo & Company | 8,995 | $242.7K | 0.00% | +7,225+408.2% | Added |
| Royal Bank of Canada | 9,244 | $250.0K | 0.00% | +4,953+115.4% | Added |
| Triton Wealth Management, PLLC | 10,918 | $250.6K | 0.09% | +413+3.9% | Added |
| Summit Trail Advisors, LLC | 9,292 | $250.7K | 0.00% | +9,292 | New |
| Treasurer of the State of North Carolina | 9,496 | $256.0K | 0.00% | −577−5.7% | Reduced |
| HSBC Holdings PLC | 9,601 | $260.7K | 0.00% | +9,601 | New |
| Brevan Howard Capital Management LP | 9,767 | $263.5K | 0.01% | +9,767 | New |
| Lykos Global Management, LP | 10,000 | $269.8K | 0.19% | +10,000 | New |
| CastleKnight Management LP | 10,436 | $281.6K | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 10,445 | $281.8K | 0.03% | +10,445 | New |
| Northwest & Ethical Investments L.P. | 10,600 | $289.6K | 0.01% | +10,600 | New |
| Police & Firemen's Retirement System of New Jersey | 11,932 | $321.9K | 0.00% | +1,560+15.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 11,930 | $322.0K | 0.00% | +11,930 | New |
| Axq Capital, LP | 12,212 | $329.5K | 0.07% | +12,212 | New |
| Temasek Holdings (Private) Ltd | 12,235 | $330.1K | 0.00% | +12,235 | New |
| Michael & Susan Dell Foundation | 12,235 | $330.1K | 0.01% | +12,235 | New |
| Edmond de Rothschild Holding S.A. | 12,265 | $330.9K | 0.00% | +4,765+63.5% | Added |
| Americana Partners, LLC | 12,433 | $335.4K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,462 | $336.2K | 0.00% | +12,462 | New |
| New York State Common Retirement Fund | 12,900 | $348.0K | 0.00% | +12,900 | New |
| US Bancorp | 12,989 | $350.4K | 0.00% | +267+2.1% | Added |
| Lighthouse Investment Partners, LLC | 13,251 | $357.5K | 0.01% | +13,251 | New |
| Victory Capital Management Inc | 13,263 | $357.8K | 0.00% | +13,263 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,711 | $369.9K | 0.00% | +13,711 | New |
| Renaissance Capital LLC | 14,429 | $389.3K | 0.28% | −14,031−49.3% | Reduced |
| Gsa Capital Partners LLP | 15,235 | $411.0K | 0.04% | +15,235 | New |
| Davy Global Fund Management Ltd | 15,546 | $419.4K | 0.03% | +7,220+86.7% | Added |
| Boothbay Fund Management, LLC | 16,490 | $444.9K | 0.01% | +16,490 | New |
| Magnetar Financial LLC | 17,493 | $472.0K | 0.00% | +17,493 | New |
| MSA Advisors, LLC | 19,200 | $518.0K | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 20,000 | $539.6K | 0.01% | +20,000 | New |
| Alliancebernstein L.P. | 20,387 | $550.0K | 0.00% | −1,181,598−98.3% | Reduced |
| Oak Ridge Investments LLC | 21,820 | $588.7K | 0.04% | +21,820 | New |
| PDT Partners, LLC | 22,016 | $594.0K | 0.04% | +22,016 | New |
| Nuveen, LLC | 22,413 | $604.7K | 0.00% | 00.0% | Unchanged |
| WPWealth LLP | 23,025 | $621.2K | 0.10% | −110.0% | Reduced |
| Rhumbline Advisers | 23,381 | $630.8K | 0.00% | +1,884+8.8% | Added |
| Sandia Investment Management LP | 23,600 | $636.7K | 1.59% | +15,000+174.4% | Added |
| SEI Investments Co | 24,451 | $659.7K | 0.00% | +24,451 | New |
| PEAK6 LLC | 24,800 | $669.1K | 0.02% | +24,800 | New |
| Deutsche Bank AG | 25,290 | $682.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 25,711 | $693.7K | 0.00% | +9,720+60.8% | Added |
| Group One Trading, L.P. | 26,343 | $710.7K | 0.02% | +26,343 | New |
| Bessemer Group Inc | 26,670 | $719.0K | 0.00% | +26,670 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 30,157 | $813.6K | 0.00% | +30,157 | New |
| Citigroup Inc | 30,725 | $829.0K | 0.00% | −17,720−36.6% | Reduced |