Caris Life Sciences CAI Institutional Ownership

NASDAQ CAI

$25.09 -0.23 (-0.91%)

As of: Sep 4, 2026 · 3:59 PM EDT

Institutions by Trading Activity

245 Institutions

Increased 173 70.6%

Unchanged 23 9.4%

Reduced 49 20.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

51.88%

▼-3.64 pp QoQ

Shares Held by Institutions

146.77Mn

of 282.89Mn outstanding

▼-5.34% QoQ

Shares Outstanding

282.89Mn

136.12Mn held outside 13F filers

Institutional Investors

245

filed 13F for Jun 2026

▲+44 vs prior quarter

Net Shares Added (QoQ)

-8.29Mn

distributed since last quarter

Value of Holdings

$3.72Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Caris Life Sciences, Inc. (NASDAQ:CAI) showed up in the 13F filings of 245 institutional investors as of June 2026.

These investors collectively held 51.9% of Caris Life Sciences's outstanding shares in June 2026, down from 55.5% in March 2026.
Their total shares held in CAI decreased -5.34% from the prior quarter, while the number of investors in Caris Life Sciences increased 113.04% year over year.
Of these 245 holders, 173 added to their stakes in Caris Life Sciences, 49 trimmed positions, and 23 made no changes.
Combined, these investors held 146.77Mn shares in CAI for June 2026, down by 8.29Mn shares quarter on quarter, and up 34.67Mn shares year over year.
FMR LLC leads ownership in CAI with 30.92Mn shares as of June 30, 2026, equal to 10.93% of outstanding shares.
Top purchasers of CAI stock for the quarter ending June 2026 included Jpmorgan Chase & Co (3.1Mn), MAK CAPITAL ONE LLC (1.94Mn), LOS ANGELES CAPITAL MANAGEMENT LLC (1.67Mn), HRT FINANCIAL LP (1.42Mn), Amundi (1.2Mn).
Leading sellers of Caris Life Sciences shares for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (14.34Mn), J. H. Whitney Equity Partners VI, LLC (7.0Mn), PRICE T ROWE ASSOCIATES INC /MD/ (3.17Mn), UBS Group AG (1.32Mn), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (1.15Mn).
Per Business Quant, the top 10 investors in CAI for the quarter ending June 2026 include FMR LLC (30.92Mn), J. H. Whitney Equity Partners VI, LLC (11.26Mn), COATUE MANAGEMENT LLC (9.82Mn), BRAIDWELL LP (8.26Mn), PointState Capital LP (6.83Mn), Jpmorgan Chase & Co (6.56Mn), BlackRock, Inc. (5.54Mn), T. Rowe Price Investment Management, Inc. (5.08Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.84Mn), VANGUARD CAPITAL MANAGEMENT LLC (4.28Mn).

Form 13F Holdings

245 Institutional Holders

Report period 30 Jun, 2026

Total shares held 146.77Mn

Of outstanding 51.88%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	30,923,878	10.93%	▲138,293	+0.45%	$551.06Mn
2	J. H. Whitney Equity Partners VI, LLC	0001394517	11,256,615	3.98%	▼7,000,000	-38.34%	$200.59Mn
3	COATUE MANAGEMENT LLC	0001135730	9,819,992	3.47%	0	0.00%	$174.99Mn
4	BRAIDWELL LP	0001920938	8,256,032	2.92%	▲246,585	+3.08%	$147.12Mn
5	PointState Capital LP	0001509842	6,828,835	2.41%	▼531,611	-7.22%	$121.69Mn
6	Jpmorgan Chase & Co	0000019617	6,558,514	2.32%	▲3,098,299	+89.54%	$120.24Mn
7	BlackRock, Inc.	0002012383	5,536,798	1.96%	▲679,686	+13.99%	$98.67Mn
8	T. Rowe Price Investment Management, Inc.	0001897612	5,079,141	1.80%	▼509,116	-9.11%	$90.51K
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,844,431	1.71%	▲1,085,969	+28.89%	$86.33Mn
10	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,280,238	1.51%	▲951,217	+28.57%	$76.27Mn
11	LOS ANGELES CAPITAL MANAGEMENT LLC	0001177206	3,958,531	1.40%	▲1,668,929	+72.89%	$70.54Mn
12	Neuberger Berman Group LLC	0001465109	3,590,963	1.27%	▲377	+0.01%	$63.99Mn
13	ORBIMED ADVISORS LLC	0001055951	2,806,811	0.99%	0	0.00%	$50.02Mn
14	BNP PARIBAS FINANCIAL MARKETS	0001166588	2,370,268	0.84%	▲755,982	+46.83%	$42.24Mn
15	MILLENNIUM MANAGEMENT LLC	0001273087	2,202,647	0.78%	▲674,891	+44.18%	$39.25Mn
16	MAK CAPITAL ONE LLC	0001385702	1,937,229	0.68%	▲1,937,229	0.00%	$34.52Mn
17	Morgan Stanley	0000895421	1,935,531	0.68%	▲856,114	+79.31%	$34.49Mn
18	Duquesne Family Office LLC	0001536411	1,894,450	0.67%	0	0.00%	$33.76K
19	Clearbridge Investments, LLC	0001348883	1,595,877	0.56%	▲44,103	+2.84%	$28.44Mn
20	FIL Ltd	0000318989	1,548,918	0.55%	▲2,827	+0.18%	$27.60Mn

Showing 1 to 20 of 245 holders