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Institutional Ownership · SEC Form 13F

Who owns Caris Life Sciences, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

201
Institutional holders
157M
Shares held (tracked funds)
55.5%
Of shares outstanding

How the tape is positioned

44 tracked funds added or opened CAI while 77 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 201 tracked filers holding CAI, 145 increased or opened the position and 80 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 2025-Q4 and 2026-Q1 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 16

  • VANGUARD PORTFOLIO MANAGEMENT LLC$67M
  • VANGUARD CAPITAL MANAGEMENT LLC$60M
  • Duquesne Family Office LLC$34M
  • Capital World Investors$21M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4M
  • D. E. Shaw & Co., Inc.$2M

Full exits 24

  • Balyasny Asset Management L.P.$45M
  • Longaeva Partners L.P.$41M
  • PERCEPTIVE ADVISORS LLC$31M
  • MARSHALL WACE, LLP$27M
  • SEVEN GRAND MANAGERS, LLC$13M
  • ARK Investment Management LLC$11M

Largest adds

  • FMR LLC$166M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$41M
  • BlackRock, Inc.$23M
  • Gotham Asset Management, LLC$11M
  • Nuveen, LLC$11M
  • STATE STREET CORP$11M

Largest trims

  • Sixth Street Partners Management Company, L.P.$266M
  • J. H. Whitney Equity Partners VI, LLC$220M
  • COATUE MANAGEMENT LLC$89M
  • CITADEL ADVISORS LLC$83M
  • MILLENNIUM MANAGEMENT LLC$71M
  • BRAIDWELL LP$68M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
FMR LLC added30,765,319$550M16.8%2026-Q1
J. H. Whitney Equity Partners VI, LLC trimmed18,256,615$326M10.0%2026-Q1
Sixth Street Partners Management Company, L.P. trimmed14,385,399$257M7.9%2026-Q1
COATUE MANAGEMENT LLC9,819,992$176M5.4%2026-Q1
BRAIDWELL LP added8,009,447$143M4.4%2026-Q1
PointState Capital LP added7,360,446$132M4.0%2026-Q1
T. Rowe Price Investment Management, Inc. added5,588,257$100M3.1%2026-Q1
BlackRock, Inc. added4,857,112$87M2.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed4,371,771$78M2.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,758,462$67M2.1%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed3,590,586$64M2.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,329,021$60M1.8%2026-Q1
JPMORGAN CHASE & CO added3,460,215$58M1.8%2026-Q1
ORBIMED ADVISORS LLC trimmed2,806,811$50M1.5%2026-Q1
UBS Group AG added2,745,811$49M1.5%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added2,289,602$41M1.3%2026-Q1
Duquesne Family Office LLC new1,894,450$34M1.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,614,286$29M0.9%2026-Q1
Clearbridge Investments, LLC added1,551,774$28M0.8%2026-Q1
FIL Ltd added1,546,091$28M0.8%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed1,527,756$27M0.8%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed1,322,752$24M0.7%2026-Q1
Champlain Investment Partners, LLC added1,207,963$22M0.7%2026-Q1
Capital World Investors added1,180,173$21M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,149,133$21M0.6%2026-Q1
Invesco Ltd. added1,112,656$20M0.6%2026-Q1
MORGAN STANLEY trimmed1,079,417$19M0.6%2026-Q1
STATE STREET CORP added984,953$18M0.5%2026-Q1
Point72 Asset Management, L.P. trimmed918,331$16M0.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added778,532$14M0.4%2026-Q1
Gotham Asset Management, LLC added744,426$13M0.4%2026-Q1
Woodline Partners LP723,163$13M0.4%2026-Q1
TD Asset Management Inc trimmed670,388$12M0.4%2026-Q1
Nuveen, LLC added663,578$12M0.4%2026-Q1
ZEVENBERGEN CAPITAL INVESTMENTS LLC added610,233$11M0.3%2026-Q1
SEI INVESTMENTS CO added598,712$11M0.3%2026-Q1
Rock Springs Capital Management LP trimmed563,000$10M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed523,268$9M0.3%2026-Q1
Trexquant Investment LP added490,536$9M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added449,900$8M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added410,340$7M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed408,079$7M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC added305,911$5M0.2%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added278,977$5M0.2%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed267,950$5M0.1%2026-Q1
Ghisallo Capital Management LLC trimmed250,000$4M0.1%2026-Q1
FEDERATED HERMES, INC. added239,150$4M0.1%2026-Q1
Bank of New York Mellon Corp added231,661$4M0.1%2026-Q1
Parkman Healthcare Partners LLC added229,912$4M0.1%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new210,593$4M0.1%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC added194,710$3M0.1%2026-Q1
Qube Research & Technologies Ltd trimmed187,480$3M0.1%2026-Q1
NORTHERN TRUST CORP added174,065$3M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added153,512$3M0.1%2026-Q1
Quantinno Capital Management LP added140,909$3M0.1%2026-Q1
Aquatic Capital Management LLC added140,097$3M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed136,334$2M0.1%2026-Q1
D. E. Shaw & Co., Inc. added129,577$2M0.1%2026-Q1
Man Group plc added128,971$2M0.1%2026-Q1
ODDO BHF ASSET MANAGEMENT SAS trimmed109,539$2M0.1%2026-Q1
Engineers Gate Manager LP added102,757$2M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed100,327$2M0.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new96,581$2M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed90,233$2M0.0%2026-Q1
PURA VIDA INVESTMENTS, LLC89,940$2M0.0%2026-Q1
Smartleaf Asset Management LLC new94,051$2M0.0%2026-Q1
Silver Lake Group, L.L.C.5,291,006$160M4.9%2025-Q3 stale
Balyasny Asset Management L.P. added1,660,280$45M1.4%2025-Q4 stale
Longaeva Partners L.P. added1,509,745$41M1.2%2025-Q4 stale
Alyeska Investment Group, L.P. added1,101,071$33M1.0%2025-Q3 stale
PERCEPTIVE ADVISORS LLC added1,136,206$31M0.9%2025-Q4 stale
MARSHALL WACE, LLP added1,002,734$27M0.8%2025-Q4 stale
LORD, ABBETT & CO. LLC new850,000$26M0.8%2025-Q3 stale
JANUS HENDERSON GROUP PLC trimmed664,438$20M0.6%2025-Q3 stale
Point72 (DIFC) Ltd added654,792$20M0.6%2025-Q3 stale
SEVEN GRAND MANAGERS, LLC added495,095$13M0.4%2025-Q4 stale
First Light Asset Management, LLC trimmed403,924$12M0.4%2025-Q3 stale
ARK Investment Management LLC added408,725$11M0.3%2025-Q4 stale
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC new296,000$8M0.2%2025-Q2 stale
Meridiem Capital Partners LP new278,063$8M0.2%2025-Q4 stale
Schonfeld Strategic Advisors LLC new247,407$7M0.2%2025-Q4 stale
Holocene Advisors, LP added237,897$6M0.2%2025-Q4 stale
JANE STREET GROUP, LLC added170,997$5M0.1%2025-Q4 stale
Walleye Capital LLC trimmed162,915$4M0.1%2025-Q4 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. new150,000$4M0.1%2025-Q2 stale
HRT FINANCIAL LP added122,939$3M0.1%2025-Q4 stale
Aberdeen Group plc new117,841$3M0.1%2025-Q2 stale
NORGES BANK trimmed110,294$3M0.1%2025-Q4 stale
Rakuten Investment Management, Inc. new14,518$3M0.1%2025-Q3 stale
Jump Financial, LLC new103,005$3M0.1%2025-Q4 stale
Blackstone Inc. new100,000$3M0.1%2025-Q2 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new100,000$3M0.1%2025-Q2 stale
JENNISON ASSOCIATES LLC trimmed84,459$3M0.1%2025-Q3 stale
Jain Global LLC new87,288$2M0.1%2025-Q2 stale
Limestone Investment Advisors LP new86,000$2M0.1%2025-Q2 stale
Cubist Systematic Strategies, LLC added70,731$2M0.1%2025-Q3 stale
HARBERT FUND ADVISORS, INC. new80,000$2M0.1%2025-Q2 stale
Squarepoint Ops LLC trimmed64,397$2M0.1%2025-Q4 stale
SOROS FUND MANAGEMENT LLC added55,650$2M0.1%2025-Q3 stale
HAMILTON LANE ADVISORS LLC new58,725$2M0.0%2025-Q4 stale

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