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 2026
Institutional positions in Caris Life Sciences, Inc. as of Jun 30, 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
- 247
- +46 vs. Q1 2026
- Shares held
- 154.3M
- −2.52M (−1.6%) vs. Q1 2026
- Total value
- $2.75B
- −$47.9M (−1.7%) vs. Q1 2026
- New holders
- 70
- 105 more added
- Sold out
- 24
- 47 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Caris Life Sciences, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 146,100 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $36 | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $53 | 0.00% | −3−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 5 | $89 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $143 | 0.00% | +8 | New |
| Kilter Group LLC | 16 | $286 | 0.00% | +16 | New |
| Caption Management, LLC | 19 | $339 | 0.00% | −33,313−99.9% | Reduced |
| Massmutual Trust Co FSB | 25 | $446 | 0.00% | −4−13.8% | Reduced |
| Nisa Investment Advisors, LLC | 29 | $517 | 0.00% | −393−93.1% | Reduced |
| Financial Consulate, Inc | 30 | $535 | 0.00% | +30 | New |
| Parallel Advisors, LLC | 34 | $606 | 0.00% | +34 | New |
| Huntington National Bank | 36 | $642 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 40 | $713 | 0.00% | −476−92.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 41 | $731 | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 46 | $819 | 0.00% | +43+1,433.3% | Added |
| Activest Wealth Management | 60 | $1.07K | 0.00% | +59+5,900.0% | Added |
| Cornerstone Planning Group LLC | 78 | $1.20K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 71 | $1.26K | 0.00% | +38+115.2% | Added |
| SJS Investment Consulting Inc. | 74 | $1.32K | 0.00% | +74 | New |
| Parkside Financial Bank & Trust | 79 | $1.41K | 0.00% | +79 | New |
| National Bank of Canada | 96 | $1.71K | 0.00% | +96 | New |
| Financial Management Professionals, Inc. | 96 | $1.71K | 0.00% | +5+5.5% | Added |
| Atlantic Trust, LLC | 101 | $1.80K | 0.00% | +28+38.4% | Added |
| Farther Finance Advisors, LLC | 128 | $2.28K | 0.00% | −4−3.0% | Reduced |
| Umb Bank N A | 138 | $2.46K | 0.00% | +108+360.0% | Added |
| Silver Grove Financial Group, Inc. | 148 | $2.64K | 0.00% | +148 | New |
| First Horizon Corp | 154 | $2.74K | 0.00% | +47+43.9% | Added |
| GWM Advisors LLC | 200 | $3.56K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 200 | $3.56K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 211 | $3.76K | 0.00% | −1,300−86.0% | Reduced |
| Signaturefd, LLC | 220 | $3.92K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 250 | $4.46K | 0.00% | −6,682−96.4% | Reduced |
| Allworth Financial LP | 253 | $4.51K | 0.00% | +194+328.8% | Added |
| ZRC Wealth Management, LLC | 270 | $4.81K | 0.00% | +270 | New |
| Global Retirement Partners, LLC | 274 | $4.88K | 0.00% | +274 | New |
| EverSource Wealth Advisors, LLC | 294 | $5.24K | 0.00% | +260+764.7% | Added |
| TD Waterhouse Canada Inc. | 300 | $5.63K | 0.00% | −14,000−97.9% | Reduced |
| Trust Co of Vermont | 330 | $5.88K | 0.00% | +330 | New |
| Rothschild Investment LLC | 339 | $6.04K | 0.00% | +320+1,684.2% | Added |
| Brown Brothers Harriman & Co | 344 | $6.13K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 389 | $7.00K | 0.00% | +85+28.0% | Added |
| Owl Creek Wealth Partners LLC | 530 | $9.45K | 0.00% | +340+178.9% | Added |
| GAMMA Investing LLC | 542 | $9.66K | 0.00% | −74−12.0% | Reduced |
| Vanguard Global Advisers, LLC | 635 | $11.3K | 0.00% | +110+21.0% | Added |
| UBS Asset Management Americas Inc | 770 | $13.7K | 0.00% | −1,148,363−99.9% | Reduced |
| J.Safra Asset Management Corp | 881 | $15.7K | 0.00% | +179+25.5% | Added |
| Rockefeller Capital Management L.P. | 995 | $17.7K | 0.00% | +860+637.0% | Added |
| Leonteq Securities AG | 1,000 | $17.8K | 0.00% | +1,000 | New |
| Vermillion Wealth Management, Inc. | 1,000 | $17.8K | 0.00% | +1,000 | New |
| SBI Securities Co., Ltd. | 1,176 | $21.0K | 0.00% | +732+164.9% | Added |
| Sterling Capital Management LLC | 1,177 | $21.0K | 0.00% | −750−38.9% | Reduced |
| Albion Financial Group | 1,178 | $21.0K | 0.00% | +500+73.7% | Added |
| Larson Financial Group LLC | 1,189 | $21.2K | 0.00% | +1,037+682.2% | Added |
| Olistico Wealth, LLC | 1,423 | $25.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,938 | $34.5K | 0.00% | +185+10.6% | Added |
| MCF Advisors LLC | 2,000 | $35.6K | 0.00% | +2,000 | New |
| Trifecta Capital Advisors, LLC | 2,100 | $37.4K | 0.00% | +2,100 | New |
| The PNC Financial Services Group, Inc. | 2,131 | $38.0K | 0.00% | +487+29.6% | Added |
| Bokf, NA | 2,152 | $38.3K | 0.00% | +1,021+90.3% | Added |
| Zions Bancorporation, National Association | 2,384 | $42.5K | 0.00% | +1,536+181.1% | Added |
| SRS Capital Advisors, Inc. | 2,524 | $45.0K | 0.00% | +1,654+190.1% | Added |
| STRS Ohio | 2,599 | $46.3K | 0.00% | +420+19.3% | Added |
| Tower Research Capital LLC (TRC) | 3,299 | $58.8K | 0.00% | +3,200+3,232.3% | Added |
| Fifth Third Bancorp | 3,434 | $61.2K | 0.00% | +1,685+96.3% | Added |
| Freestone Grove Partners LP | 3,655 | $65.1K | 0.00% | +3,649+60,816.7% | Added |
| Blue Owl Capital Holdings LP | 4,711 | $84.0K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 4,727 | $86.6K | 0.00% | −7,773−62.2% | Reduced |
| GF Fund Management Co. Ltd. | 5,970 | $106.4K | 0.00% | −367−5.8% | Reduced |
| MetLife Investment Management | 6,355 | $113.2K | 0.00% | +2,819+79.7% | Added |
| Bellevue Group AG | 6,418 | $114.4K | 0.00% | 00.0% | Unchanged |
| Index Technologies Group LLC | 7,390 | $131.7K | 0.11% | +7,390 | New |
| Aster Capital Management (DIFC) Ltd | 9,054 | $161.3K | 0.03% | +9,054 | New |
| DRW Securities, LLC | 10,031 | $178.8K | 0.01% | +10,031 | New |
| Knollwood Investment Advisory, LLC | 10,445 | $186.1K | 0.02% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 10,918 | $189.1K | 0.06% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 11,028 | $196.5K | 0.05% | +11,028 | New |
| Granville Capital, Inc. | 11,068 | $197.2K | 0.09% | +11,068 | New |
| CAPROCK Group, Inc. | 11,206 | $199.7K | 0.00% | +11,206 | New |
| Chicago Partners Investment Group LLC | 13,034 | $204.0K | 0.00% | +13,034 | New |
| Magnetar Financial LLC | 11,504 | $205.0K | 0.00% | +11,504 | New |
| Voya Investment Management LLC | 11,750 | $209.4K | 0.00% | +11,750 | New |
| Temasek Holdings (Private) Ltd | 12,235 | $218.0K | 0.00% | 00.0% | Unchanged |
| Michael & Susan Dell Foundation | 12,235 | $218.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 12,397 | $220.9K | 0.01% | −5,776−31.8% | Reduced |
| Aigen Investment Management, LP | 12,568 | $224.0K | 0.06% | +12,568 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,643 | $225.3K | 0.00% | −2,074−14.1% | Reduced |
| Hudson Bay Capital Management LP | 12,870 | $229.3K | 0.00% | +12,870 | New |
| Americana Partners, LLC | 12,945 | $230.7K | 0.01% | −25,422−66.3% | Reduced |
| Advisor Group Holdings, Inc. | 13,359 | $238.1K | 0.00% | +7,431+125.4% | Added |
| Simplex Trading, LLC | 13,409 | $238.9K | 0.01% | +10,740+402.4% | Added |
| Scientech Research LLC | 13,670 | $243.6K | 0.20% | +13,670 | New |
| Caitong International Asset Management Co., Ltd | 13,784 | $245.6K | 0.03% | +13,760+57,333.3% | Added |
| Victory Capital Management Inc | 14,161 | $252.3K | 0.00% | +359+2.6% | Added |
| Custom Index Systems, LLC | 14,343 | $255.6K | 0.09% | +2,063+16.8% | Added |
| Winton Group Ltd | 14,800 | $263.7K | 0.01% | +14,800 | New |
| Park Avenue Securities LLC | 15,680 | $279.0K | 0.00% | −12,257−43.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,123 | $287.3K | 0.02% | +16,123 | New |
| CWM Advisors, LLC | 16,682 | $297.3K | 0.01% | +16,682 | New |
| Cetera Investment Advisers | 16,861 | $300.5K | 0.00% | +16,861 | New |
| Moneta Group Investment Advisors LLC | 17,159 | $305.8K | 0.00% | +17,159 | New |