Caris Life Sciences CAI Institutional Ownership

NASDAQ CAI

$31.55 -0.20 (-0.63%)

At close: Sep 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

247 Institutions

Increased 176 71.3%

Unchanged 23 9.3%

Reduced 48 19.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

51.99%

▼-3.53 pp QoQ

Shares Held by Institutions

147.07Mn

of 282.89Mn outstanding

▼-5.14% QoQ

Shares Outstanding

282.89Mn

135.82Mn held outside 13F filers

Institutional Investors

247

filed 13F for Jun 2026

▲+46 vs prior quarter

Net Shares Added (QoQ)

-7.97Mn

distributed since last quarter

Value of Holdings

$4.67Bn

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) has 247 institutional investors with active 13F positions as of June 2026.

These investors held 52.0% of outstanding shares in June 2026, down from 55.5% in March 2026.
They decreased total shares held in Caris Life Sciences by -5.14% from last quarter, and the number of investors in CAI increased 114.78% annually.
Of these 247 holders, 176 added to their stakes in Caris Life Sciences, 48 trimmed positions, and 23 made no changes.
In total, institutional investors held 147.07Mn shares in Caris Life Sciences as of June 2026, down by 7.97Mn shares quarter on quarter, and up 38.89Mn shares year over year.
FMR LLC is the top holder of Caris Life Sciences as of June 30, 2026, with 30.92Mn shares representing 10.93% of outstanding stock.
The biggest buyers of Caris Life Sciences 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).
The largest sales of CAI for the quarter ending June 2026 came from 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 data, the top 10 holders of Caris Life Sciences for the quarter ending June 2026 are 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

247 Institutional Holders

Report period 30 Jun, 2026

Total shares held 147.07Mn

Of outstanding 51.99%

#	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 247 holders