Caris Life Sciences Inc (CAI)

CUSIP: 142152107 | NYSE | Healthcare · Biotechnology | Mid Cap | 383 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AJ H Whitney VI L P	11,256,615	4.0%	Newly reported	Jun 30, 2026	No 13F filer matched
13G/AAlan Waxman with Tssp Sub-Fund HoldCo, LLC	7,327,041	2.6%

Institutional Holders — Q3 2026

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Zevenbergen Capital Investments LLC719,597

0.5% of portfolio$22.0M

Pembroke Management, LTD299,793

1.1% of portfolio$9.2M

DekaBank Deutsche Girozentrale292,208

0.0% of portfolio$9.2K

Creative Planning180,474

0.0% of portfolio$5.5M

Wealth Enhancement Advisory Services, LLC148,221

0.0% of portfolio$3.6M

E. Ohman J:or Asset Management AB125,000

0.1% of portfolio$3.8M

Dimensional Fund Advisors LP87,910

0.0% of portfolio$2.7M

Mitsubishi UFJ Asset Management Co., Ltd.85,600

0.0% of portfolio$2.6M

Citigroup Inc75,012

0.0% of portfolio$2.3M

Cambridge Investment Research Advisors, Inc.56,753

0.0% of portfolio$1.7M

China Universal Asset Management Co., Ltd.51,563

0.1% of portfolio$1.6M

Sumitomo Mitsui Trust Group, Inc.49,524

0.0% of portfolio$1.5M

Renaissance Capital LLC46,542

1.0% of portfolio$1.4M

Brighton Jones LLC37,894

0.0% of portfolio$1.2M

Themes Management Co LLC37,352

0.8% of portfolio$1.1M

Caitong International Asset Management Co., Ltd35,708

0.1% of portfolio$1.1M

Fulcrum Asset Management LLP30,039

0.0% of portfolio$947.7K

Alps Advisors Inc29,630

0.0% of portfolio$907.6K

Kestra Advisory Services, LLC28,801

0.0% of portfolio$882.2K

OAK Ridge Investments LLC27,566

0.1% of portfolio$844.3K

Arizona State Retirement System25,879

0.0% of portfolio$792.7K

Lido Advisors, LLC25,806

0.0% of portfolio$790.4K

Security National Bank25,421

0.1% of portfolio$778.6K

Krilogy Financial LLC25,126

0.0% of portfolio$746.0K

HB Wealth Management, LLC24,164

0.0% of portfolio$740.1K

Perigon Wealth Management, LLC24,093

0.0% of portfolio$738.0K

Courier Capital LLC24,000

0.0% of portfolio$735.1K

Chicago Partners Investment Group LLC23,462

0.0% of portfolio$750.8K

Xponance LLC20,273

0.0% of portfolio$621.0K

Pavaki Capital Management LLC20,000

0.2% of portfolio$612.6K

Financiere des Professionnels - Fonds d'investissement inc.19,827

0.0% of portfolio$607.3K

City Center Advisors, LLC18,489

0.4% of portfolio$566.3K

Park Avenue Securities LLC18,431

0.0% of portfolio$565.0K

NorthCrest Asset Manangement, LLC17,266

0.0% of portfolio$474.8K

Simplex Trading, LLC17,134

0.0% of portfolio$524.8K

Hamilton Lane Advisors LLC16,253

0.3% of portfolio$497.8K

Americana Partners, LLC15,784

0.0% of portfolio$483.5K

Citizens Financial Group Inc15,523

0.0% of portfolio$475.5K

Salem Investment Counselors Inc15,000

0.0% of portfolio$459.5K

Mirae Asset Global Investments Co., Ltd.14,441

0.0% of portfolio$442.3K

Pictet Asset Management Holding SA13,880

0.0% of portfolio$425.1K

Temasek Holdings (Private) Ltd12,235

0.0% of portfolio$374.8K

AlphaCore Capital LLC11,751

0.0% of portfolio$359.9K

Inspire Investing, LLC11,287

0.0% of portfolio$345.7K

Triton Wealth Management, Pllc10,980

0.1% of portfolio$368.1K

Parcion Private Wealth LLC9,861

0.0% of portfolio$302.0K

ProShare Advisors LLC9,799

0.0% of portfolio$300.1K

Vise Technologies, Inc.9,664

0.0% of portfolio$296.0K

Roxbury Financial LLC9,639

0.2% of portfolio$295.2K

Whalen Wealth Management Inc.9,079

0.1% of portfolio$278.1K

Inscription Capital, LLC8,819

0.0% of portfolio$270.1K

Curated Wealth Partners LLC8,525

0.0% of portfolio$261.1K

Moody National Bank Trust Division8,500

0.0% of portfolio$260.4K

Swiss Life Asset Management Ltd8,498

0.0% of portfolio$260.3K

Amalgamated Bank8,349

0.0% of portfolio$256.0K

Juncture Wealth Strategies, LLC7,936

0.1% of portfolio$243.1K

Allegiance Financial Group Advisory Services LLC7,865

0.0% of portfolio$240.9K

MBL Wealth, LLC7,242

0.0% of portfolio$221.8K

MacKenzie Financial Corp6,966

0.0% of portfolio$213.4K

Wealthcare Advisory Partners LLC6,690

0.0% of portfolio$204.9K

EverSource Wealth Advisors, LLC5,686

0.0% of portfolio$174.2K

GF Fund Management Co. Ltd.5,389

0.0% of portfolio$165.1K

Farther Finance Advisors, LLC5,105

0.0% of portfolio$156.4K

State of Wyoming4,506

0.0% of portfolio$138.0K

SJS Investment Consulting Inc.4,361

0.0% of portfolio$133.6K

IFP Advisors, Inc4,317

0.0% of portfolio$132.2K

KBC Group NV4,221

0.0% of portfolio$129.0K

Essential Partners LLC3,320

0.0% of portfolio$101.7K

Bokf, NA2,152

0.0% of portfolio$65.9K

Versant Capital Management, Inc2,000

0.0% of portfolio$61.3K

Root Financial Partners, LLC1,958

0.0% of portfolio$60.0K

Strs Ohio1,694

0.0% of portfolio$51.9K

J.Safra Asset Management Corp1,532

0.0% of portfolio$46.9K

Olistico Wealth, LLC1,423

0.0% of portfolio$43.6K

Gamma Investing LLC1,263

0.0% of portfolio$38.7K

Ascentis Wealth Management, LLC1,204

0.0% of portfolio$36.9K

Albion Financial Group1,119

0.0% of portfolio$34.3K

Vermillion Wealth Management, Inc.1,000

0.0% of portfolio$30.6K

SBI Securities Co., Ltd.970

0.0% of portfolio$29.7K

True Wealth Design, LLC810

0.0% of portfolio$24.8K

Provenance Wealth Advisors, LLC778

0.0% of portfolio$23.8K

Sterling Capital Management LLC611

0.0% of portfolio$18.7K

Nisa Investment Advisors, LLC574

0.0% of portfolio$17.6K

Leonteq Securities AG500

0.0% of portfolio$15.3K

Trifecta Capital Advisors, LLC450

0.0% of portfolio$13.8K

Elevation Wealth Partners, LLC386

0.0% of portfolio$11.8K

Covestor Ltd366

0.0% of portfolio$11

Fortitude Family Office, LLC338

0.0% of portfolio$10.4K

Trust Co of Vermont330

0.0% of portfolio$10.1K

Activest Wealth Management323

0.0% of portfolio$9.9K

Elyxium Wealth, LLC304

0.0% of portfolio$9.3K

TD Waterhouse Canada Inc.300

0.0% of portfolio$8.5K

Signaturefd, LLC220

0.0% of portfolio$6.7K

Owl Creek Wealth Partners LLC190

0.0% of portfolio$5.8K

Ascentis Independent Advisors190

0.0% of portfolio$5.8K

Parkside Financial Bank & Trust154

0.0% of portfolio$4.7K

Financial Management Professionals, Inc.96

0.0% of portfolio$2.9K

Assetmark, Inc87

0.0% of portfolio$2.7K

Cromwell Holdings LLC54

0.0% of portfolio$1.7K

Private Trust Co NA49

0.0% of portfolio$1.5K

First Horizon Corp47

0.0% of portfolio$1.4K

Pinnacle Wealth Planning Services, Inc.41

0.0% of portfolio$1.3K

Financial Consulate, Inc20

0.0% of portfolio$613

Cedar Mountain Advisors, LLC5

0.0% of portfolio$153

				Style	Turnover	Location	Filed
Zevenbergen Capital Investments LLC	719,597	$22.0M	0.5%	Agg Growth	Medium	Edmonds, WA	2026-10-08
Pembroke Management, LTD	299,793	$9.2M	1.1%	GARP	Medium	Montreal, Austria	2026-10-21
DekaBank Deutsche Girozentrale	292,208	$9.2K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Creative Planning	180,474	$5.5M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Wealth Enhancement Advisory Services, LLC	148,221	$3.6M	0.0%	Core	Low	Plymouth, MN	2026-10-13
E. Ohman J:or Asset Management AB	125,000	$3.8M	0.1%	Growth	Medium	Stockholm, Sweden	2026-10-22
Dimensional Fund Advisors LP	87,910	$2.7M	0.0%	Index	Low	Austin, TX	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	85,600	$2.6M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Citigroup Inc	75,012	$2.3M	0.0%	Core	Medium	New York, NY	2026-11-04
Cambridge Investment Research Advisors, Inc.	56,753	$1.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
China Universal Asset Management Co., Ltd.	51,563	$1.6M	0.1%	Growth	Medium	Shanghai, France	2026-10-28
Sumitomo Mitsui Trust Group, Inc.	49,524	$1.5M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Renaissance Capital LLC	46,542	$1.4M	1.0%	Agg Growth	High	Stamford, CT	2026-10-23
Brighton Jones LLC	37,894	$1.2M	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Themes Management Co LLC	37,352	$1.1M	0.8%	GARP	Medium	Greenwich, CT	2026-10-29
Caitong International Asset Management Co., Ltd	35,708	$1.1M	0.1%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Fulcrum Asset Management LLP	30,039	$947.7K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Alps Advisors Inc	29,630	$907.6K	0.0%	Yield	Low	Denver, CO	2026-11-03
Kestra Advisory Services, LLC	28,801	$882.2K	0.0%	Core	Low	Austin, TX	2026-11-02
OAK Ridge Investments LLC	27,566	$844.3K	0.1%	Momentum	Medium	Chicago, IL	2026-10-30
Arizona State Retirement System	25,879	$792.7K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Lido Advisors, LLC	25,806	$790.4K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Security National Bank	25,421	$778.6K	0.1%	Growth	Low	Omaha, NE	2026-10-26
Krilogy Financial LLC	25,126	$746.0K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
HB Wealth Management, LLC	24,164	$740.1K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Perigon Wealth Management, LLC	24,093	$738.0K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Courier Capital LLC	24,000	$735.1K	0.0%	ETF	Low	Buffalo, NY	2026-10-19
Chicago Partners Investment Group LLC	23,462	$750.8K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Xponance LLC	20,273	$621.0K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Pavaki Capital Management LLC	20,000	$612.6K	0.2%	GARP	Medium	Pueblo, CO	2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.	19,827	$607.3K	0.0%	Growth	High	Montreal, Austria	2026-11-03
City Center Advisors, LLC	18,489	$566.3K	0.4%	ETF	Medium	Troy, MI	2026-10-08
Park Avenue Securities LLC	18,431	$565.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
NorthCrest Asset Manangement, LLC	17,266	$474.8K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Simplex Trading, LLC	17,134	$524.8K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Hamilton Lane Advisors LLC	16,253	$497.8K	0.3%	Yield	Medium	Conshohocken, PA	2026-10-21
Americana Partners, LLC	15,784	$483.5K	0.0%	Core	Medium	Houston, TX	2026-10-28
Citizens Financial Group Inc	15,523	$475.5K	0.0%	Growth	Low	Providence, RI	2026-10-23
Salem Investment Counselors Inc	15,000	$459.5K	0.0%	Growth	Very Low	Winston-Salem, NC	2026-10-13
Mirae Asset Global Investments Co., Ltd.	14,441	$442.3K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Pictet Asset Management Holding SA	13,880	$425.1K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Temasek Holdings (Private) Ltd	12,235	$374.8K	0.0%	Growth	Low	Singapore, Turkey	2026-10-28
AlphaCore Capital LLC	11,751	$359.9K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Inspire Investing, LLC	11,287	$345.7K	0.0%	GARP	High	Meridian, ID	2026-10-22
Triton Wealth Management, Pllc	10,980	$368.1K	0.1%	ETF	Medium	Sun City, AZ	2026-11-04
Parcion Private Wealth LLC	9,861	$302.0K	0.0%	Core	Medium	Bellevue, WA	2026-10-28
ProShare Advisors LLC	9,799	$300.1K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Vise Technologies, Inc.	9,664	$296.0K	0.0%	Index	Low	New York, NY	2026-10-29
Roxbury Financial LLC	9,639	$295.2K	0.2%	Core	Very Low	Mount Arlington, NJ	2026-10-01
Whalen Wealth Management Inc.	9,079	$278.1K	0.1%	Growth	High	Las Vegas, NV	2026-10-08
Inscription Capital, LLC	8,819	$270.1K	0.0%	GARP	Medium	Houston, TX	2026-11-02
Curated Wealth Partners LLC	8,525	$261.1K	0.0%	GARP	Low	El Segundo, CA	2026-10-15
Moody National Bank Trust Division	8,500	$260.4K	0.0%	Core	Medium	Galveston, TX	2026-10-06
Swiss Life Asset Management Ltd	8,498	$260.3K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Amalgamated Bank	8,349	$256.0K	0.0%	Core	Very Low	New York, NY	2026-10-23
Juncture Wealth Strategies, LLC	7,936	$243.1K	0.1%	ETF	Low	Scottsdale, AZ	2026-10-06
Allegiance Financial Group Advisory Services LLC	7,865	$240.9K	0.0%	ETF	Low	Vienna, VA	2026-11-02
MBL Wealth, LLC	7,242	$221.8K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
MacKenzie Financial Corp	6,966	$213.4K	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Wealthcare Advisory Partners LLC	6,690	$204.9K	0.0%	ETF	Low	West Chester, PA	2026-10-21
EverSource Wealth Advisors, LLC	5,686	$174.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
GF Fund Management Co. Ltd.	5,389	$165.1K	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Farther Finance Advisors, LLC	5,105	$156.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
State of Wyoming	4,506	$138.0K	0.0%	Value	High	Cheyenne, WY	2026-10-28
SJS Investment Consulting Inc.	4,361	$133.6K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
IFP Advisors, Inc	4,317	$132.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
KBC Group NV	4,221	$129.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Essential Partners LLC	3,320	$101.7K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Bokf, NA	2,152	$65.9K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Versant Capital Management, Inc	2,000	$61.3K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Root Financial Partners, LLC	1,958	$60.0K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Strs Ohio	1,694	$51.9K	0.0%	Core	Medium	Columbus, OH	2026-10-30
J.Safra Asset Management Corp	1,532	$46.9K	0.0%	ETF	Low	New York, NY	2026-11-03
Olistico Wealth, LLC	1,423	$43.6K	0.0%	Growth	Very Low	Tulsa, OK	2026-10-05
Gamma Investing LLC	1,263	$38.7K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Ascentis Wealth Management, LLC	1,204	$36.9K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Albion Financial Group	1,119	$34.3K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Vermillion Wealth Management, Inc.	1,000	$30.6K	0.0%	Value	Low	Rosemount, MN	2026-10-26
SBI Securities Co., Ltd.	970	$29.7K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
True Wealth Design, LLC	810	$24.8K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Provenance Wealth Advisors, LLC	778	$23.8K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Sterling Capital Management LLC	611	$18.7K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Nisa Investment Advisors, LLC	574	$17.6K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Leonteq Securities AG	500	$15.3K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Trifecta Capital Advisors, LLC	450	$13.8K	0.0%	Agg Growth	Very Low	Northbrook, IL	2026-10-21
Elevation Wealth Partners, LLC	386	$11.8K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Covestor Ltd	366	$11	0.0%	Value	High	London, United Kingdom	2026-10-30
Fortitude Family Office, LLC	338	$10.4K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Trust Co of Vermont	330	$10.1K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Activest Wealth Management	323	$9.9K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Elyxium Wealth, LLC	304	$9.3K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
TD Waterhouse Canada Inc.	300	$8.5K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Signaturefd, LLC	220	$6.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Owl Creek Wealth Partners LLC	190	$5.8K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Ascentis Independent Advisors	190	$5.8K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Parkside Financial Bank & Trust	154	$4.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Financial Management Professionals, Inc.	96	$2.9K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Assetmark, Inc	87	$2.7K	0.0%	ETF	Low	Concord, CA	2026-10-21
Cromwell Holdings LLC	54	$1.7K	0.0%	Index	Low	Jackson, WY	2026-10-28
Private Trust Co NA	49	$1.5K	0.0%	Core	Low	Cleveland, OH	2026-10-20
First Horizon Corp	47	$1.4K	0.0%	Core	Low	Memphis, TN	2026-10-26
Pinnacle Wealth Planning Services, Inc.	41	$1.3K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Financial Consulate, Inc	20	$613	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Cedar Mountain Advisors, LLC	5	$153	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15