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, Q1 2026
Institutional positions in Caris Life Sciences, Inc. as of Mar 31, 2026. 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
- 202
- +22 vs. Q4 2025
- Shares held
- 156.9M
- +11.7M (+8.1%) vs. Q4 2025
- Total value
- $2.80B
- −$1.11B (−28.4%) vs. Q4 2025
- New holders
- 57
- 88 more added
- Sold out
- 35
- 38 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Caris Life Sciences, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 146,100 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $18 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 3 | $53 | 0.00% | +3 | New |
| Wealth Preservation Advisors, LLC | 3 | $54 | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 5 | $89 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $107 | 0.00% | +3+100.0% | Added |
| Freestone Grove Partners LP | 6 | $107 | 0.00% | +6 | New |
| Rothschild Investment LLC | 19 | $340 | 0.00% | +16+533.3% | Added |
| Caitong International Asset Management Co., Ltd | 24 | $429 | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 29 | $519 | 0.00% | +29 | New |
| Umb Bank N A | 30 | $536 | 0.00% | +24+400.0% | Added |
| Essential Partners LLC | 33 | $590 | 0.00% | +33 | New |
| EverSource Wealth Advisors, LLC | 34 | $608 | 0.00% | +34 | New |
| Huntington National Bank | 36 | $644 | 0.00% | +36 | New |
| Allworth Financial LP | 59 | $1.05K | 0.00% | +57+2,850.0% | Added |
| Atlantic Trust, LLC | 73 | $1.31K | 0.00% | +73 | New |
| Cornerstone Planning Group LLC | 78 | $1.48K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 91 | $1.63K | 0.00% | +20+28.2% | Added |
| Tower Research Capital LLC (TRC) | 99 | $1.77K | 0.00% | −41−29.3% | Reduced |
| Advisory Services Network, LLC | 100 | $1.79K | 0.00% | +100 | New |
| First Horizon Corp | 107 | $1.91K | 0.00% | +107 | New |
| Rockefeller Capital Management L.P. | 135 | $2.41K | 0.00% | +100+285.7% | Added |
| Farther Finance Advisors, LLC | 132 | $2.52K | 0.00% | +103+355.2% | Added |
| Larson Financial Group LLC | 152 | $2.72K | 0.00% | +152 | New |
| Owl Creek Wealth Partners LLC | 190 | $3.40K | 0.00% | +190 | New |
| GWM Advisors LLC | 200 | $3.58K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 200 | $3.58K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 220 | $3.93K | 0.00% | +220 | New |
| Covestor Ltd | 304 | $5.00K | 0.00% | +288+1,800.0% | Added |
| Brown Brothers Harriman & Co | 344 | $6.15K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 422 | $7.54K | 0.00% | +422 | New |
| SBI Securities Co., Ltd. | 444 | $7.94K | 0.00% | −2−0.4% | Reduced |
| Quent Capital, LLC | 516 | $9.23K | 0.00% | +516 | New |
| Vanguard Global Advisers, LLC | 525 | $9.39K | 0.00% | +525 | New |
| GAMMA Investing LLC | 616 | $11.0K | 0.00% | +519+535.1% | Added |
| CX Institutional | 684 | $12.0K | 0.00% | +684 | New |
| Albion Financial Group | 678 | $12.1K | 0.00% | +678 | New |
| J.Safra Asset Management Corp | 702 | $12.6K | 0.00% | +567+420.0% | Added |
| Zions Bancorporation, National Association | 848 | $15.2K | 0.00% | +848 | New |
| CWM, LLC | 866 | $15.5K | 0.00% | +691+394.9% | Added |
| SRS Capital Advisors, Inc. | 870 | $15.6K | 0.00% | +776+825.5% | Added |
| MAI Capital Management | 1,035 | $18.5K | 0.00% | +35+3.5% | Added |
| Bokf, NA | 1,131 | $20.2K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,423 | $25.4K | 0.01% | +271+23.5% | Added |
| US Bancorp | 1,511 | $27.0K | 0.00% | −11,478−88.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,644 | $29.4K | 0.00% | +1,469+839.4% | Added |
| Fifth Third Bancorp | 1,749 | $31.3K | 0.00% | +1,749 | New |
| Versant Capital Management, Inc | 1,753 | $31.3K | 0.00% | +1,607+1,100.7% | Added |
| Ancora Advisors, LLC | 1,923 | $34.4K | 0.00% | +1,778+1,226.2% | Added |
| Sterling Capital Management LLC | 1,927 | $34.5K | 0.00% | +1,083+128.3% | Added |
| STRS Ohio | 2,179 | $39.0K | 0.00% | +1,636+301.3% | Added |
| Simplex Trading, LLC | 2,669 | $47.7K | 0.00% | −1,930−42.0% | Reduced |
| Quadrant Capital Group LLC | 2,884 | $51.6K | 0.00% | +2,884 | New |
| MetLife Investment Management | 3,536 | $63.2K | 0.00% | +1,882+113.8% | Added |
| Quantbot Technologies LP | 3,855 | $68.9K | 0.00% | −767−16.6% | Reduced |
| Blue Owl Capital Holdings LP | 4,711 | $84.2K | 0.02% | +4,711 | New |
| California State Teachers Retirement System | 5,002 | $89.4K | 0.00% | +3,591+254.5% | Added |
| Advisor Group Holdings, Inc. | 5,928 | $106.0K | 0.00% | +1,839+45.0% | Added |
| GF Fund Management Co. Ltd. | 6,337 | $113.3K | 0.00% | +794+14.3% | Added |
| Bellevue Group AG | 6,418 | $114.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,932 | $123.9K | 0.00% | −993−12.5% | Reduced |
| Emerald Advisers, LLC | 10,422 | $186.3K | 0.01% | +10,422 | New |
| Knollwood Investment Advisory, LLC | 10,445 | $186.8K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,745 | $192.1K | 0.00% | +10,745 | New |
| Xponance, Inc. | 10,921 | $195.3K | 0.00% | +10,921 | New |
| Triton Wealth Management, PLLC | 10,918 | $206.3K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,296 | $208.4K | 0.00% | +12,271+49,084.0% | Added |
| Wedmont Private Capital | 10,715 | $209.1K | 0.01% | +10,715 | New |
| Bessemer Group Inc | 11,880 | $212.0K | 0.00% | −14,790−55.5% | Reduced |
| Temasek Holdings (Private) Ltd | 12,235 | $218.8K | 0.00% | 00.0% | Unchanged |
| Michael & Susan Dell Foundation | 12,235 | $218.8K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 12,280 | $219.6K | 0.10% | +12,280 | New |
| Summit Trail Advisors, LLC | 12,317 | $220.2K | 0.00% | +3,025+32.6% | Added |
| Jacobs Levy Equity Management, Inc | 12,340 | $220.6K | 0.00% | +12,340 | New |
| ProShare Advisors LLC | 12,622 | $225.7K | 0.00% | +160+1.3% | Added |
| IMC-Chicago, LLC | 12,919 | $231.0K | 0.00% | +12,919 | New |
| Northwest & Ethical Investments L.P. | 12,500 | $237.6K | 0.01% | +1,900+17.9% | Added |
| Perigon Wealth Management, LLC | 13,500 | $241.4K | 0.00% | +13,500 | New |
| Natixis Advisors, L.P. | 13,759 | $246.0K | 0.00% | +13,759 | New |
| Victory Capital Management Inc | 13,802 | $246.8K | 0.00% | +539+4.1% | Added |
| Savant Capital, LLC | 13,803 | $246.8K | 0.00% | +13,803 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,717 | $263.1K | 0.00% | +1,006+7.3% | Added |
| American Century Companies Inc | 14,940 | $267.1K | 0.00% | +14,940 | New |
| TD Waterhouse Canada Inc. | 14,300 | $273.2K | 0.00% | −78,353−84.6% | Reduced |
| HSBC Holdings PLC | 16,494 | $294.0K | 0.00% | +6,893+71.8% | Added |
| Wells Fargo & Company | 17,250 | $308.4K | 0.00% | +8,255+91.8% | Added |
| Group One Trading, L.P. | 18,173 | $324.9K | 0.01% | −8,170−31.0% | Reduced |
| Royal Bank of Canada | 18,651 | $333.0K | 0.00% | +9,407+101.8% | Added |
| Courier Capital LLC | 19,000 | $339.7K | 0.02% | +10,450+122.2% | Added |
| MSA Advisors, LLC | 19,200 | $343.3K | 0.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 20,000 | $357.6K | 0.00% | +20,000 | New |
| Amundi | 20,972 | $375.0K | 0.00% | +20,972 | New |
| Perbak Capital Partners LLP | 22,001 | $393.4K | 0.10% | +14,150+180.2% | Added |
| PDT Partners, LLC | 22,016 | $393.6K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 22,125 | $395.6K | 0.05% | +9,913+81.2% | Added |
| Vanguard Asset Management, Ltd | 22,584 | $403.8K | 0.00% | +22,584 | New |
| Edmond de Rothschild Holding S.A. | 22,615 | $404.4K | 0.01% | +10,350+84.4% | Added |
| WPWealth LLP | 23,025 | $411.7K | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 24,293 | $434.4K | 0.00% | +24,293 | New |
| Russell Investments Group, Ltd. | 25,269 | $451.8K | 0.00% | +23,274+1,166.6% | Added |