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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 995 | $17.7K | 0.00% | +860+637.0% | Added |
| J.Safra Asset Management Corp | 881 | $15.7K | 0.00% | +179+25.5% | Added |
| UBS Asset Management Americas Inc | 770 | $13.7K | 0.00% | −1,148,363−99.9% | Reduced |
| Vanguard Global Advisers, LLC | 635 | $11.3K | 0.00% | +110+21.0% | Added |
| GAMMA Investing LLC | 542 | $9.66K | 0.00% | −74−12.0% | Reduced |
| Owl Creek Wealth Partners LLC | 530 | $9.45K | 0.00% | +340+178.9% | Added |
| Covestor Ltd | 389 | $7.00K | 0.00% | +85+28.0% | Added |
| Brown Brothers Harriman & Co | 344 | $6.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 339 | $6.04K | 0.00% | +320+1,684.2% | Added |
| Trust Co of Vermont | 330 | $5.88K | 0.00% | +330 | New |
| TD Waterhouse Canada Inc. | 300 | $5.63K | 0.00% | −14,000−97.9% | Reduced |
| EverSource Wealth Advisors, LLC | 294 | $5.24K | 0.00% | +260+764.7% | Added |
| Global Retirement Partners, LLC | 274 | $4.88K | 0.00% | +274 | New |
| ZRC Wealth Management, LLC | 270 | $4.81K | 0.00% | +270 | New |
| Allworth Financial LP | 253 | $4.51K | 0.00% | +194+328.8% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $4.46K | 0.00% | −6,682−96.4% | Reduced |
| Signaturefd, LLC | 220 | $3.92K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 211 | $3.76K | 0.00% | −1,300−86.0% | Reduced |
| GWM Advisors LLC | 200 | $3.56K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 200 | $3.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 154 | $2.74K | 0.00% | +47+43.9% | Added |
| Silver Grove Financial Group, Inc. | 148 | $2.64K | 0.00% | +148 | New |
| Umb Bank N A | 138 | $2.46K | 0.00% | +108+360.0% | Added |
| Farther Finance Advisors, LLC | 128 | $2.28K | 0.00% | −4−3.0% | Reduced |
| Atlantic Trust, LLC | 101 | $1.80K | 0.00% | +28+38.4% | Added |
| Financial Management Professionals, Inc. | 96 | $1.71K | 0.00% | +5+5.5% | Added |
| National Bank of Canada | 96 | $1.71K | 0.00% | +96 | New |
| Parkside Financial Bank & Trust | 79 | $1.41K | 0.00% | +79 | New |
| SJS Investment Consulting Inc. | 74 | $1.32K | 0.00% | +74 | New |
| Essential Partners LLC | 71 | $1.26K | 0.00% | +38+115.2% | Added |
| Cornerstone Planning Group LLC | 78 | $1.20K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 60 | $1.07K | 0.00% | +59+5,900.0% | Added |
| Transamerica Financial Advisors, Inc. | 46 | $819 | 0.00% | +43+1,433.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 41 | $731 | 0.00% | +41 | New |
| Quent Capital, LLC | 40 | $713 | 0.00% | −476−92.2% | Reduced |
| Huntington National Bank | 36 | $642 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34 | $606 | 0.00% | +34 | New |
| Financial Consulate, Inc | 30 | $535 | 0.00% | +30 | New |
| Nisa Investment Advisors, LLC | 29 | $517 | 0.00% | −393−93.1% | Reduced |
| Massmutual Trust Co FSB | 25 | $446 | 0.00% | −4−13.8% | Reduced |
| Caption Management, LLC | 19 | $339 | 0.00% | −33,313−99.9% | Reduced |
| Kilter Group LLC | 16 | $286 | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 8 | $143 | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 5 | $89 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $53 | 0.00% | −3−50.0% | Reduced |
| MV Capital Management, Inc. | 2 | $36 | 0.00% | +2 | New |
| DekaBank Deutsche Girozentrale | 146,100 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −918,331−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −229,912−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −128,971−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −109,539−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −102,757−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −58,100−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −44,975−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −22,125−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −22,001−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,494−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −13,803−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −12,622−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −12,340−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −11,880−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −10,715−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,745−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |