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 |
|---|---|---|---|---|---|
| Oak Ridge Investments LLC | 26,106 | $466.8K | 0.03% | +4,286+19.6% | Added |
| Charles Schwab Investment Management Inc | 25,331 | $452.9K | 0.00% | +25,331 | New |
| Russell Investments Group, Ltd. | 25,269 | $451.8K | 0.00% | +23,274+1,166.6% | Added |
| State Board of Administration of Florida Retirement System | 24,293 | $434.4K | 0.00% | +24,293 | New |
| WPWealth LLP | 23,025 | $411.7K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 22,615 | $404.4K | 0.01% | +10,350+84.4% | Added |
| Vanguard Asset Management, Ltd | 22,584 | $403.8K | 0.00% | +22,584 | New |
| Axq Capital, LP | 22,125 | $395.6K | 0.05% | +9,913+81.2% | Added |
| PDT Partners, LLC | 22,016 | $393.6K | 0.02% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 22,001 | $393.4K | 0.10% | +14,150+180.2% | Added |
| Amundi | 20,972 | $375.0K | 0.00% | +20,972 | New |
| Verition Fund Management LLC | 20,000 | $357.6K | 0.00% | +20,000 | New |
| MSA Advisors, LLC | 19,200 | $343.3K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 19,000 | $339.7K | 0.02% | +10,450+122.2% | Added |
| Royal Bank of Canada | 18,651 | $333.0K | 0.00% | +9,407+101.8% | Added |
| Group One Trading, L.P. | 18,173 | $324.9K | 0.01% | −8,170−31.0% | Reduced |
| Wells Fargo & Company | 17,250 | $308.4K | 0.00% | +8,255+91.8% | Added |
| HSBC Holdings PLC | 16,494 | $294.0K | 0.00% | +6,893+71.8% | Added |
| TD Waterhouse Canada Inc. | 14,300 | $273.2K | 0.00% | −78,353−84.6% | Reduced |
| American Century Companies Inc | 14,940 | $267.1K | 0.00% | +14,940 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,717 | $263.1K | 0.00% | +1,006+7.3% | Added |
| Savant Capital, LLC | 13,803 | $246.8K | 0.00% | +13,803 | New |
| Victory Capital Management Inc | 13,802 | $246.8K | 0.00% | +539+4.1% | Added |
| Natixis Advisors, L.P. | 13,759 | $246.0K | 0.00% | +13,759 | New |
| Perigon Wealth Management, LLC | 13,500 | $241.4K | 0.00% | +13,500 | New |
| Northwest & Ethical Investments L.P. | 12,500 | $237.6K | 0.01% | +1,900+17.9% | Added |
| IMC-Chicago, LLC | 12,919 | $231.0K | 0.00% | +12,919 | New |
| ProShare Advisors LLC | 12,622 | $225.7K | 0.00% | +160+1.3% | Added |
| Jacobs Levy Equity Management, Inc | 12,340 | $220.6K | 0.00% | +12,340 | New |
| Summit Trail Advisors, LLC | 12,317 | $220.2K | 0.00% | +3,025+32.6% | Added |
| Custom Index Systems, LLC | 12,280 | $219.6K | 0.10% | +12,280 | New |
| 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 |
| Bessemer Group Inc | 11,880 | $212.0K | 0.00% | −14,790−55.5% | Reduced |
| Wedmont Private Capital | 10,715 | $209.1K | 0.01% | +10,715 | New |
| Jones Financial Companies LLLP | 12,296 | $208.4K | 0.00% | +12,271+49,084.0% | Added |
| Triton Wealth Management, PLLC | 10,918 | $206.3K | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 10,921 | $195.3K | 0.00% | +10,921 | New |
| Jefferies Financial Group Inc. | 10,745 | $192.1K | 0.00% | +10,745 | New |
| Knollwood Investment Advisory, LLC | 10,445 | $186.8K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 10,422 | $186.3K | 0.01% | +10,422 | New |
| Federation des caisses Desjardins du Quebec | 6,932 | $123.9K | 0.00% | −993−12.5% | Reduced |
| Bellevue Group AG | 6,418 | $114.8K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 6,337 | $113.3K | 0.00% | +794+14.3% | Added |
| Advisor Group Holdings, Inc. | 5,928 | $106.0K | 0.00% | +1,839+45.0% | Added |
| California State Teachers Retirement System | 5,002 | $89.4K | 0.00% | +3,591+254.5% | Added |
| Blue Owl Capital Holdings LP | 4,711 | $84.2K | 0.02% | +4,711 | New |
| Quantbot Technologies LP | 3,855 | $68.9K | 0.00% | −767−16.6% | Reduced |
| MetLife Investment Management | 3,536 | $63.2K | 0.00% | +1,882+113.8% | Added |
| Quadrant Capital Group LLC | 2,884 | $51.6K | 0.00% | +2,884 | New |
| Simplex Trading, LLC | 2,669 | $47.7K | 0.00% | −1,930−42.0% | Reduced |
| STRS Ohio | 2,179 | $39.0K | 0.00% | +1,636+301.3% | Added |
| Sterling Capital Management LLC | 1,927 | $34.5K | 0.00% | +1,083+128.3% | Added |
| Ancora Advisors, LLC | 1,923 | $34.4K | 0.00% | +1,778+1,226.2% | Added |
| Versant Capital Management, Inc | 1,753 | $31.3K | 0.00% | +1,607+1,100.7% | Added |
| Fifth Third Bancorp | 1,749 | $31.3K | 0.00% | +1,749 | New |
| The PNC Financial Services Group, Inc. | 1,644 | $29.4K | 0.00% | +1,469+839.4% | Added |
| US Bancorp | 1,511 | $27.0K | 0.00% | −11,478−88.4% | Reduced |
| Olistico Wealth, LLC | 1,423 | $25.4K | 0.01% | +271+23.5% | Added |
| Bokf, NA | 1,131 | $20.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,035 | $18.5K | 0.00% | +35+3.5% | Added |
| SRS Capital Advisors, Inc. | 870 | $15.6K | 0.00% | +776+825.5% | Added |
| CWM, LLC | 866 | $15.5K | 0.00% | +691+394.9% | Added |
| Zions Bancorporation, National Association | 848 | $15.2K | 0.00% | +848 | New |
| J.Safra Asset Management Corp | 702 | $12.6K | 0.00% | +567+420.0% | Added |
| Albion Financial Group | 678 | $12.1K | 0.00% | +678 | New |
| CX Institutional | 684 | $12.0K | 0.00% | +684 | New |
| GAMMA Investing LLC | 616 | $11.0K | 0.00% | +519+535.1% | Added |
| Vanguard Global Advisers, LLC | 525 | $9.39K | 0.00% | +525 | New |
| Quent Capital, LLC | 516 | $9.23K | 0.00% | +516 | New |
| SBI Securities Co., Ltd. | 444 | $7.94K | 0.00% | −2−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 422 | $7.54K | 0.00% | +422 | New |
| Brown Brothers Harriman & Co | 344 | $6.15K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 304 | $5.00K | 0.00% | +288+1,800.0% | Added |
| Signaturefd, LLC | 220 | $3.93K | 0.00% | +220 | New |
| GWM Advisors LLC | 200 | $3.58K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 200 | $3.58K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 190 | $3.40K | 0.00% | +190 | New |
| Larson Financial Group LLC | 152 | $2.72K | 0.00% | +152 | New |
| Farther Finance Advisors, LLC | 132 | $2.52K | 0.00% | +103+355.2% | Added |
| Rockefeller Capital Management L.P. | 135 | $2.41K | 0.00% | +100+285.7% | Added |
| First Horizon Corp | 107 | $1.91K | 0.00% | +107 | New |
| Advisory Services Network, LLC | 100 | $1.79K | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 99 | $1.77K | 0.00% | −41−29.3% | Reduced |
| Financial Management Professionals, Inc. | 91 | $1.63K | 0.00% | +20+28.2% | Added |
| Cornerstone Planning Group LLC | 78 | $1.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 73 | $1.31K | 0.00% | +73 | New |
| Allworth Financial LP | 59 | $1.05K | 0.00% | +57+2,850.0% | Added |
| Huntington National Bank | 36 | $644 | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 34 | $608 | 0.00% | +34 | New |
| Essential Partners LLC | 33 | $590 | 0.00% | +33 | New |
| Umb Bank N A | 30 | $536 | 0.00% | +24+400.0% | Added |
| Massmutual Trust Co FSB | 29 | $519 | 0.00% | +29 | New |
| Caitong International Asset Management Co., Ltd | 24 | $429 | 0.00% | +24 | New |
| Rothschild Investment LLC | 19 | $340 | 0.00% | +16+533.3% | Added |
| IFP Advisors, Inc | 6 | $107 | 0.00% | +3+100.0% | Added |
| Freestone Grove Partners LP | 6 | $107 | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 5 | $89 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 3 | $54 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $53 | 0.00% | +3 | New |