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Security record · archived quarter

CAI

Caris Life Sciences, Inc. · Healthcare · Biotechnology

30.56 -3.8% mkt cap $8.64B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
2Tracked holders
0Δ holders
148.52KShares held
$3.61MReported value
+0New positions
−0Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 148.52K $3.61M n/a n/a
Q2 2026 91 +10 93.54M $1.67B +15 −5
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 · Q3 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 148.22K +485.1% $3.60M 0.0% ▲ Add 2 SEC ↗
2 TD Waterhouse Canada Inc. 300 0.0% $8,517 0.0% Held 4 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

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: Q3 2026 · Methodology · Get this via the API