Security Snapshot

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

CUSIP: 142152107

13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

199

Shares (Excl. Options)

156,665,747

Price

$17.88

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Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
CAI on Nasdaq
Shares outstanding
282,066,647
Price per share
$17.77
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
156,665,747
Total reported value
$2,797,619,919
% of total 13F portfolios
0.02%
Share change
+3,437,743
Value change
-$13,710,474
Number of holders
199
Price from insider filings
$17.77
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • CAI - Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 142152107.
  • 199 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 184 to 199 between Q4 2025 and Q1 2026.
  • Reported value moved from $3,916,731,528 to $2,797,619,919.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 199 institutions filings for Q1 2026.

Open SEC Evidence

Security key

142152107

Latest holder period

Q1 2026

13F holders

199

13D/G owners

5

CIK / CUSIP context first

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
FMR LLC 11% +116% $547,689,677 +$294,800,519 30,631,585 +117% FMR LLC 31 Mar 2026
J H Whitney VI L P 6.5% -11% $329,531,901 -$36,100,000 18,256,615 -9.9% J H Whitney VI L P 31 Mar 2026
TSSP Sub-Fund HoldCo LLC 5.1% -26% $259,656,452 -$90,250,000 14,385,399 -26% Alan Waxman 31 Mar 2026
RIVERVIEW GROUP LLC 1.3% 3,583,100 Millennium Management LLC 17 Jun 2025

As of 31 Mar 2026, 199 institutional investors reported holding 156,665,747 shares of Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI). This represents 56% of the company’s total 282,066,647 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 11% 30,785,585 +117% 0.03% $550,446,260
J. H. Whitney Equity Partners VI, LLC 6.5% 18,256,615 -9.9% 100% $326,428,276
Sixth Street Partners Management Company, L.P. 5.1% 14,385,399 -26% 36% $257,210,934
COATUE MANAGEMENT LLC 3.5% 9,819,992 0% 0.6% $175,581,457
BRAIDWELL LP 2.8% 8,009,447 +2.5% 4.8% $143,208,912
PointState Capital LP 2.6% 7,360,446 +9.6% 3.1% $131,604,774
T. Rowe Price Investment Management, Inc. 2% 5,588,257 -39% 0.07% $99,919,000
BlackRock, Inc. 1.7% 4,857,112 +105% 0% $86,845,162
PRICE T ROWE ASSOCIATES INC /MD/ 1.5% 4,371,771 -9.4% 0.01% $78,168,000
VANGUARD PORTFOLIO MANAGEMENT LLC 1.3% 3,758,462 0% 0% $67,201,301
NEUBERGER BERMAN GROUP LLC 1.3% 3,590,586 -5.5% 0.05% $64,199,677
JPMORGAN CHASE & CO 1.2% 3,460,215 +42% 0% $58,304,631
VANGUARD CAPITAL MANAGEMENT LLC 1.2% 3,329,021 0% 0% $59,522,895
ORBIMED ADVISORS LLC 1% 2,806,811 -9.9% 1.1% $50,185,781
UBS Group AG 0.97% 2,745,811 +26% 0.01% $49,095,101
LOS ANGELES CAPITAL MANAGEMENT LLC 0.81% 2,289,602 +405139% 0.16% $40,938,083
Duquesne Family Office LLC 0.67% 1,894,450 1.2% $33,873,000
BNP PARIBAS FINANCIAL MARKETS 0.57% 1,614,286 0% 0.02% $28,863,434
Clearbridge Investments, LLC 0.55% 1,551,774 +9.6% 0.02% $27,745,714
FIL Ltd 0.55% 1,546,091 +38% 0.02% $27,644,107
MILLENNIUM MANAGEMENT LLC 0.54% 1,527,756 -58% 0.02% $27,316,277
CANADA PENSION PLAN INVESTMENT BOARD 0.47% 1,322,752 -9.7% 0.02% $23,650,806
Invesco Ltd. 0.43% 1,222,278 +18% 0% $21,854,331
Champlain Investment Partners, LLC 0.43% 1,207,963 +29% 0.27% $21,598,378
Capital World Investors 0.42% 1,180,173 0% $21,101,493

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 (Median) Investors
2026 Q1 156,665,747 $2,797,619,919 -$13,710,474 $17.88 199
2025 Q4 145,171,924 $3,916,731,528 +$281,575,305 $26.98 184
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
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