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Security record · archived quarter

CAI

Caris Life Sciences, Inc. · Healthcare · Biotechnology

32.00 +0.9% mkt cap $9.05B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
83Tracked holders
+5Δ holders
87.87MShares held
$1.57BReported value
+14New positions
−10Exits
Strongly Rising Conviction score 63/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.4% · share flow +21.7% · net new positions +4.8% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 148.52K $3.61M n/a n/a
Q2 2026 90 +10 92.32M $1.65B +15 −6
Q1 2026 83 +5 87.87M $1.57B +14 −10
Q4 2025 79 -1 69.03M $1.86B +2 −2
Q3 2025 18 0 36.49M $1.10B +3 −4
Q2 2025 16 +13 32.21M $860.64M +13 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 30.79M +116.5% $550.45M 0.0% ▲ Add 4 SEC ↗ ×5
2 Coatue Management ✦ 9.82M 0.0% $175.58M 0.6% Held 4 SEC ↗ ×2
3 BlackRock ✦ (passive) 4.86M +104.8% $86.85M 0.0% ▲ Add 4 SEC ↗ ×13
4 T. Rowe Price ✦ 4.37M -9.4% $78.17M 0.0% ▼ Trim 4 SEC ↗ ×2
5 Neuberger Berman Group LLC 3.59M -5.5% $64.20M 0.0% ▼ Trim 2 SEC ↗
6 Vanguard Capital Management Llc 3.33M n/a $59.52M 0.0% n/c 1 SEC ↗
7 JPMorgan Chase ✦ 3.46M +41.5% $58.30M 0.0% ▲ Add 3 SEC ↗ ×7
8 UBS Group AG 2.75M +25.7% $49.10M 0.0% ▲ Add 2 SEC ↗ ×4
9 Duquesne Family Office ✦ 1.89M New $33.87M 1.2% New 1 SEC ↗
10 Bnp Paribas Financial Markets 1.61M +135.4% $28.86M 0.0% ▲ Add 2 SEC ↗
11 Clearbridge Investments, LLC 1.55M +9.6% $27.75M 0.0% ▲ Add 2 SEC ↗
12 FIL Ltd 1.55M +37.7% $27.64M 0.0% ▲ Add 2 SEC ↗
13 Millennium Management ✦ 1.53M -58.2% $27.32M 0.0% ▼ Trim 4 SEC ↗
14 Canada Pension Plan Investment Board 1.32M -9.7% $23.65M 0.0% ▼ Trim 2 SEC ↗
15 Invesco Ltd. 1.22M +18.3% $21.85M 0.0% ▲ Add 2 SEC ↗ ×4
16 Capital World Investors ✦ 1.18M New $21.10M 0.0% New 1 SEC ↗
17 UBS AM, a distinct business unit of… 1.15M -21.8% $20.55M 0.0% ▼ Trim 2 SEC ↗ ×4
18 Morgan Stanley ✦ 1.08M -39.9% $19.30M 0.0% ▼ Trim 3 SEC ↗ ×7
19 State Street Global Advisors ✦ (passive) 984.95K +277.9% $17.61M 0.0% ▲ Add 3 SEC ↗
20 Point72 Asset Management ✦ 918.33K -50.8% $16.42M 0.0% ▼ Trim 4 SEC ↗
21 Geode Capital Management ✦ (passive) 778.53K +108.7% $13.92M 0.0% ▲ Add 4 SEC ↗ ×2
22 Gotham Asset Management ✦ 744.43K +1008.0% $13.31M 0.0% ▲ Add 3 SEC ↗
23 Td Asset Management Inc 670.39K -13.4% $11.99M 0.0% ▼ Trim 2 SEC ↗
24 Nuveen, LLC 663.58K +2860.7% $11.86M 0.0% ▲ Add 2 SEC ↗ ×3
25 Sei Investments Co 598.71K +2348.6% $10.70M 0.0% ▲ Add 2 SEC ↗ ×2
26 Bank Of America Corp /De/ 523.27K -53.4% $9.36M 0.0% ▼ Trim 2 SEC ↗ ×4
27 Renaissance Technologies ✦ 449.90K +36.4% $8.04M 0.0% ▲ Add 3 SEC ↗
28 Goldman Sachs Group ✦ 410.34K +17.2% $7.34M 0.0% ▲ Add 3 SEC ↗ ×2
29 Ameriprise Financial Inc 408.08K -72.9% $7.30M 0.0% ▼ Trim 2 SEC ↗
30 Lazard Asset Management Llc 305.91K +26.0% $5.47M 0.0% ▲ Add 2 SEC ↗
31 Massachusetts Financial Services Co… 267.95K -71.5% $4.79M 0.0% ▼ Trim 2 SEC ↗ ×2
32 Federated Hermes, Inc. 239.15K +7871.7% $4.28M 0.0% ▲ Add 2 SEC ↗ ×3
33 Bank of New York Mellon Corp 231.66K +359.6% $4.14M 0.0% ▲ Add 2 SEC ↗ ×8
34 Arrowstreet Capital ✦ 210.59K New $3.77M 0.0% New 1 SEC ↗
35 Qube Research & Technologies Ltd 187.48K -9.4% $3.35M 0.0% ▼ Trim 2 SEC ↗
36 Northern Trust Corp 174.06K +371.1% $3.11M 0.0% ▲ Add 2 SEC ↗ ×4
37 Manufacturers Life Insurance… 153.51K +50.8% $2.74M 0.0% ▲ Add 2 SEC ↗
38 Quantinno Capital Management LP 140.91K +117.0% $2.52M 0.0% ▲ Add 2 SEC ↗
39 State Of Wisconsin Investment Board 136.33K -9.1% $2.44M 0.0% ▼ Trim 2 SEC ↗
40 D. E. Shaw & Co. ✦ 129.58K New $2.32M 0.0% New 1 SEC ↗
41 Man Group plc 128.97K New $2.31M 0.0% New 1 SEC ↗ ×2
42 Tudor Investment Corp Et Al 100.33K -45.0% $1.79M 0.0% ▼ Trim 2 SEC ↗
43 Raymond James Financial Inc 90.23K -7.5% $1.61M 0.0% ▼ Trim 2 SEC ↗ ×2
44 Alliancebernstein L.P. 57.08K +180.0% $1.54M 0.0% ▲ Add 2 SEC ↗
45 Creative Planning 78.00K -48.0% $1.39M 0.0% ▼ Trim 2 SEC ↗
46 Citadel Advisors ✦ 77.81K -97.5% $1.39M 0.0% ▼ Trim 2 SEC ↗ ×2
47 Citigroup Inc 77.18K +151.2% $1.38M 0.0% ▲ Add 2 SEC ↗ ×2
48 Rhumbline Advisers 74.62K +219.2% $1.33M 0.0% ▲ Add 2 SEC ↗
49 Barclays Plc 74.42K +37.5% $1.33M 0.0% ▲ Add 2 SEC ↗ ×3
50 Sumitomo Mitsui Trust Group, Inc. 56.74K -24.7% $1.01M 0.0% ▼ Trim 2 SEC ↗
51 Envestnet Asset Management Inc 53.61K +72.8% $958,493 0.0% ▲ Add 2 SEC ↗
52 Susquehanna International Group, Llp 53.07K New $948,820 0.0% New 1 SEC ↗
53 New York State Common Retirement… 45.70K +254.3% $817,116 0.0% ▲ Add 2 SEC ↗
54 Franklin Resources Inc 44.98K -83.3% $804,153 0.0% ▼ Trim 2 SEC ↗ ×2
55 LPL Financial LLC 42.04K +63.5% $751,693 0.0% ▲ Add 2 SEC ↗
56 Deutsche Bank Ag\ 38.29K +51.4% $684,625 0.0% ▲ Add 2 SEC ↗
57 MIRAE ASSET GLOBAL ETFS HOLDINGS… 30.35K +0.6% $542,658 0.0% ▲ Add 2 SEC ↗
58 AQR Capital Management ✦ 28.99K New $518,414 0.0% New 1 SEC ↗ ×5
59 Legal & General Group Plc 28.78K +318.3% $514,615 0.0% ▲ Add 2 SEC ↗
60 Dimensional Fund Advisors Lp 27.49K New $491,557 0.0% New 1 SEC ↗
61 Charles Schwab Investment… 25.33K New $452,918 0.0% New 1 SEC ↗
62 Russell Investments Group, Ltd. 25.27K +1166.6% $451,808 0.0% ▲ Add 2 SEC ↗ ×5
63 State Board Of Administration Of… 24.29K New $434,359 0.0% New 1 SEC ↗
64 Amundi 20.97K New $374,979 0.0% New 1 SEC ↗
65 Royal Bank Of Canada 18.65K +101.8% $333,000 0.0% ▲ Add 2 SEC ↗ ×4
66 Group One Trading Llc 18.17K -31.0% $324,933 0.0% ▼ Trim 2 SEC ↗
67 Wells Fargo & Company/Mn 17.25K +91.8% $308,430 0.0% ▲ Add 2 SEC ↗ ×3
68 Hsbc Holdings Plc 16.49K -14.1% $293,958 0.0% ▼ Trim 2 SEC ↗ ×3
69 TD Waterhouse Canada Inc. 14.30K -84.6% $273,248 0.0% ▼ Trim 2 SEC ↗
70 American Century Companies Inc 14.94K New $267,127 0.0% New 1 SEC ↗
71 Mirae Asset Global Investments Co.… 14.72K +7.3% $263,140 0.0% ▲ Add 2 SEC ↗
72 Victory Capital Management Inc 13.80K +4.1% $246,780 0.0% ▲ Add 2 SEC ↗
73 IMC-Chicago, LLC 12.92K New $230,992 0.0% New 1 SEC ↗
74 ProShare Advisors LLC 12.62K +1.3% $225,681 0.0% ▲ Add 2 SEC ↗
75 Jones Financial Companies Lllp 12.30K +49084.0% $208,417 0.0% ▲ Add 2 SEC ↗
76 Osaic Holdings, Inc. 5.93K +45.0% $105,993 0.0% ▲ Add 2 SEC ↗
77 California State Teachers… 5.00K +254.5% $89,436 0.0% ▲ Add 2 SEC ↗
78 Simplex Trading, Llc 2.67K -42.0% $47,721 0.0% ▼ Trim 2 SEC ↗
79 Fifth Third Bancorp 1.75K New $31,266 0.0% New 1 SEC ↗
80 Pnc Financial Services Group, Inc. 1.64K +839.4% $29,394 0.0% ▲ Add 2 SEC ↗ ×4
81 Us Bancorp \De\ 1.51K -88.4% $27,017 0.0% ▼ Trim 2 SEC ↗ ×2
82 Cwm, Llc 866 +394.9% $15,484 0.0% ▲ Add 2 SEC ↗
83 Rockefeller Capital Management L.P. 135 +285.7% $2,414 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Balyasny Asset Management L.P. $44.79M was 0.1%
Marshall Wace $27.05M was 0.0%
ARK Investment Management $11.03M was 0.1%
Holocene Advisors, LP $6.42M was 0.0%
Jane Street Group, Llc $4.61M was 0.0%
Hrt Financial Lp $3.32M was 0.0%
Norges Bank $2.98M was 0.0%
Squarepoint Ops LLC $1.74M was 0.0%
Peak6 Llc $1.34M was 0.0%
Daiwa Securities Group Inc. $23,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 200 holders, 153.41M shares, $2.53B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 22 Denton John Russel

Officer · 7.50K sh · $238,626

Sep 17 Brille Brian J

Officer, Director · 400.00K sh · $12.13M

Sep 04 Spetzler David Baxley

Officer · 119.21K sh · $2.95M

Sep 03 Spetzler David Baxley

Officer · 393.10K sh · $9.73M

Sep 03 Spetzler David Baxley

Officer · 84.90K sh · $2.15M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 12 SC 13G/A: J H Whitney VI L P

View original SEC filing ↗

Aug 07 SC 13G/A: TSSP Sub-Fund HoldCo LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API