Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI)

Historical Holders from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
CAI on Nasdaq
Shares outstanding
277,487,877
Price per share
$26.98
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
113,389,372
Total reported value
$3,407,348,453
% of total 13F portfolios
0%
Share change
+4,017,360
Value change
+$143,025,542
Number of holders
137
Price from insider filings
$26.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HALBERT DAVID D 44% $3,311,265,907 124,906,296 David D. Halbert 30 Jun 2025
J H Whitney VI L P 7.3% $537,002,864 20,256,615 J H Whitney VI LP 30 Jun 2025
RIVERVIEW GROUP LLC 1.3% 3,583,100 Millennium Management LLC 17 Jun 2025
As of 30 Sep 2025, Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI) has 137 institutional shareholders filing 13F forms. They hold 113,389,372 shares. of 277,487,877 outstanding shares (41%) .

Top 25 institutional shareholders own 37% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Sixth Street Partners Management Company, L.P. 8.8% 24,385,399 0% 63% $737,658,320
COATUE MANAGEMENT LLC 3.7% 10,142,198 0% 0.75% $306,801,490
FMR LLC 3.5% 9,633,435 +12% 0.02% $291,411,398
T. Rowe Price Investment Management, Inc. 2.9% 8,025,759 +9.9% 0.15% $242,780,000
BRAIDWELL LP 2.6% 7,316,142 0% 6.6% $221,313,296
PRICE T ROWE ASSOCIATES INC /MD/ 2.5% 6,924,745 +2.4% 0.02% $209,474,000
Silver Lake Group, L.L.C. 1.9% 5,291,006 0% 3.1% $160,052,932
NEUBERGER BERMAN GROUP LLC 1.6% 4,345,042 -30% 0.08% $109,081,216
MILLENNIUM MANAGEMENT LLC 1.4% 3,938,072 +12% 0.09% $119,126,678
PointState Capital LP 1.4% 3,883,721 +55% 2.1% $117,482,560
ORBIMED ADVISORS LLC 1.1% 3,034,858 0% 2.2% $91,804,455
AMERIPRISE FINANCIAL INC 0.61% 1,679,468 +3.3% 0.01% $50,803,947
MORGAN STANLEY 0.55% 1,534,423 +91% 0% $46,416,331
Clearbridge Investments, LLC 0.5% 1,381,230 +9.9% 0.03% $41,782,213
CANADA PENSION PLAN INVESTMENT BOARD 0.48% 1,322,752 0% 0.03% $40,013,248
Longaeva Partners L.P. 0.46% 1,285,968 -12% 8.3% $38,900,532
ALLIANCEBERNSTEIN L.P. 0.43% 1,201,985 +28% 0.01% $36,360,046
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.4% 1,116,191 +40% 0.01% $33,764,778
Alyeska Investment Group, L.P. 0.4% 1,101,071 +193% 0.1% $33,307,398
PERCEPTIVE ADVISORS LLC 0.4% 1,098,163 0% 0.97% $33,219,430
Ghisallo Capital Management LLC 0.38% 1,048,163 0% 1% $31,706,931
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.35% 971,330 -7.5% 0.01% $29,382,734
JPMORGAN CHASE & CO 0.31% 858,105 -8.2% 0% $25,957,677
LORD, ABBETT & CO. LLC 0.31% 850,000 0.08% $25,713,000
Invesco Ltd. 0.29% 803,802 +59% 0% $24,315,010

Institutional Holders of Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 20,243 $546,156 -$554,408 $26.98 3
2025 Q3 113,389,372 $3,407,348,453 +$143,025,542 $30.25 137
2025 Q2 109,280,872 $2,919,429,193 +$2,917,131,273 $26.72 115