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Institutional Ownership · SEC Form 13F

Who owns Caris Life Sciences (CAI)


Which tracked institutional funds hold CAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CAI company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

234
Institutional holders
146M
Shares held (tracked funds)
51.5%
Of shares outstanding

How the tape is positioned

71 tracked funds added or opened CAI while 36 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CAI’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CAI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 234 tracked filers holding CAI, 166 increased or opened the position and 78 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CAI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 20

  • MAK CAPITAL ONE LLC$35M
  • Walleye Capital LLC$8M
  • Squarepoint Ops LLC$7M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4M
  • MARSHALL WACE, LLP$4M
  • Militia Capital Management LLC$3M

Full exits 11

  • T. Rowe Price Investment Management, Inc.$100M
  • Point72 Asset Management, L.P.$16M
  • Parkman Healthcare Partners LLC$4M
  • Man Group plc$2M
  • ODDO BHF ASSET MANAGEMENT SAS$2M
  • Engineers Gate Manager LP$2M

Largest adds

  • JPMORGAN CHASE & CO$62M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$30M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$19M
  • VANGUARD CAPITAL MANAGEMENT LLC$17M
  • MORGAN STANLEY$15M
  • BNP PARIBAS FINANCIAL MARKETS$13M

Largest trims

  • Sixth Street Partners Management Company, L.P.$127M
  • J. H. Whitney Equity Partners VI, LLC$126M
  • PRICE T ROWE ASSOCIATES INC /MD/$57M
  • UBS Group AG$24M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21M
  • Invesco Ltd.$18M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
FMR LLC added30,923,878$551M21.4%2026-Q2
J. H. Whitney Equity Partners VI, LLC trimmed11,256,615$201M7.8%2026-Q2
COATUE MANAGEMENT LLC9,819,992$175M6.8%2026-Q2
BRAIDWELL LP added8,256,032$147M5.7%2026-Q2
Sixth Street Partners Management Company, L.P. trimmed7,327,041$131M5.1%2026-Q2
PointState Capital LP trimmed6,828,835$122M4.7%2026-Q2
JPMORGAN CHASE & CO added6,558,514$120M4.7%2026-Q2
BlackRock, Inc. added5,536,798$99M3.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added4,844,431$86M3.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added4,280,238$76M3.0%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added3,958,531$71M2.7%2026-Q2
NEUBERGER BERMAN GROUP LLC added3,590,963$64M2.5%2026-Q2
ORBIMED ADVISORS LLC2,806,811$50M1.9%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added2,370,268$42M1.6%2026-Q2
MILLENNIUM MANAGEMENT LLC added2,202,647$39M1.5%2026-Q2
MAK CAPITAL ONE LLC new1,937,229$35M1.3%2026-Q2
MORGAN STANLEY added1,935,531$34M1.3%2026-Q2
Duquesne Family Office LLC1,894,450$34M1.3%2026-Q2
Clearbridge Investments, LLC added1,595,877$28M1.1%2026-Q2
FIL Ltd added1,548,918$28M1.1%2026-Q2
UBS Group AG trimmed1,423,371$25M1.0%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added1,374,952$25M1.0%2026-Q2
STATE STREET CORP added1,217,548$22M0.8%2026-Q2
Capital World Investors added1,213,272$22M0.8%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,205,390$21M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added1,200,590$21M0.8%2026-Q2
Champlain Investment Partners, LLC trimmed1,048,862$19M0.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,044,657$19M0.7%2026-Q2
GOLDMAN SACHS GROUP INC added951,942$17M0.7%2026-Q2
ZEVENBERGEN CAPITAL INVESTMENTS LLC added802,083$14M0.6%2026-Q2
SEI INVESTMENTS CO added762,659$14M0.5%2026-Q2
Trexquant Investment LP added727,944$13M0.5%2026-Q2
Woodline Partners LP723,163$13M0.5%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added655,644$12M0.5%2026-Q2
Nuveen, LLC trimmed604,416$11M0.4%2026-Q2
AMERIPRISE FINANCIAL INC added572,784$10M0.4%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added568,000$10M0.4%2026-Q2
Rock Springs Capital Management LP trimmed487,500$9M0.3%2026-Q2
Quantinno Capital Management LP added441,672$8M0.3%2026-Q2
Walleye Capital LLC added424,407$8M0.3%2026-Q2
Squarepoint Ops LLC added380,927$7M0.3%2026-Q2
TD Asset Management Inc trimmed379,388$7M0.3%2026-Q2
Bank of New York Mellon Corp added308,407$5M0.2%2026-Q2
CITADEL ADVISORS LLC added297,855$5M0.2%2026-Q2
FEDERATED HERMES, INC. added285,598$5M0.2%2026-Q2
PICTON MAHONEY ASSET MANAGEMENT trimmed264,064$5M0.2%2026-Q2
NORTHERN TRUST CORP added258,787$5M0.2%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new247,605$4M0.2%2026-Q2
Qube Research & Technologies Ltd added226,878$4M0.2%2026-Q2
MARSHALL WACE, LLP trimmed222,717$4M0.2%2026-Q2
D. E. Shaw & Co., Inc. added204,818$4M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added204,432$4M0.1%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC added204,152$4M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added182,345$3M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added173,010$3M0.1%2026-Q2
Militia Capital Management LLC new166,600$3M0.1%2026-Q2
XTX Topco Ltd added136,488$2M0.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added132,479$2M0.1%2026-Q2
CastleKnight Management LP added132,236$2M0.1%2026-Q2
Invesco Ltd. trimmed132,103$2M0.1%2026-Q2
NATIXIS added124,716$2M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed123,129$2M0.1%2026-Q2
CITIGROUP INC added111,236$2M0.1%2026-Q2
ROYAL BANK OF CANADA added102,044$2M0.1%2026-Q2
TUDOR INVESTMENT CORP ET AL100,327$2M0.1%2026-Q2
SALEM INVESTMENT COUNSELORS INC new100,000$2M0.1%2026-Q2
Ghisallo Capital Management LLC trimmed100,000$2M0.1%2026-Q2
RHUMBLINE ADVISERS added98,849$2M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added98,595$2M0.1%2026-Q2
Smartleaf Asset Management LLC94,051$2M0.1%2026-Q2
Gotham Asset Management, LLC trimmed89,535$2M0.1%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. new85,600$2M0.1%2026-Q2
Pathstone Holdings, LLC new82,782$1M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed81,736$1M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added81,021$1M0.1%2026-Q2
Exome Asset Management LLC new78,180$1M0.1%2026-Q2
Creative Planning trimmed77,456$1M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added71,695$1M0.0%2026-Q2
Jain Global LLC trimmed68,222$1M0.0%2026-Q2
MOORE CAPITAL MANAGEMENT, LP new63,895$1M0.0%2026-Q2
Renaissance Capital LLC added62,887$1M0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added61,300$1M0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added61,237$1M0.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC added59,103$1M0.0%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed54,890$978K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added54,057$963K0.0%2026-Q2
LPL Financial LLC added51,502$918K0.0%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed47,595$848K0.0%2026-Q2
Y-Intercept (Hong Kong) Ltd new46,068$821K0.0%2026-Q2
China Universal Asset Management Co., Ltd. trimmed44,989$802K0.0%2026-Q2
DEUTSCHE BANK AG\ added43,653$778K0.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added42,899$764K0.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added42,500$757K0.0%2026-Q2
Russell Investments Group, Ltd. added42,199$752K0.0%2026-Q2
BARCLAYS PLC trimmed41,228$735K0.0%2026-Q2
Jump Financial, LLC trimmed38,493$686K0.0%2026-Q2
DIVERSIFIED TRUST CO added37,325$665K0.0%2026-Q2
TWO SIGMA INVESTMENTS, LP new35,900$640K0.0%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added35,145$626K0.0%2026-Q2
Brevan Howard Capital Management LP added34,868$621K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership