CAI · Caris Life Sciences, Inc. · Shareholders & Ownership

$31.52 -0.83 (-2.57%)

Russell 1000 member Rebalance outlook locked

Market Cap

$9.14B

282.60M

Volume · Oct 22 240.86K Avg daily vol (3M) 4.91M

Every disclosed holder of CAI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CAI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	260	154,697,959	54.74%	Yes
Insiders (Forms 3, 4, 5)	18	200,973,053	71.12%	Yes
13D/G-only blocks	1	3,583,100	1.27%	Yes
Remaining	—	76,658,926	-27.13%	Negative
Registered funds (N-PORT, not summed)	224	58,035,947	20.54%	No

Shares outstanding: 282,595,186, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CAI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	HALBERT DAVID D Insider CIK 1034380 · May 15, 2026 Director, See Remarks, 10% Owner, issuer-wide	123,599,535	43.74%	-40,712	May 15, 2026	Director, See Remarks, 10% Owner, issuer-wide
1.1	David D. Halbert 13G CIK 1034380 · Unknown · Jun 30, 2025 Rule 13d-1(d), exempt investor, not summed	124,906,296	44.20%	—	Jun 30, 2025	Rule 13d-1(d), exempt investor, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	30,923,878	10.94%	+138,293	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Select Health Care Portfolio Fund S000007466 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	3,750,000	1.33%	+700,000	May 31, 2026	Fidelity Select Portfolios, not summed
2.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	3,075,220	1.09%	+742,749	Jun 30, 2026	Fidelity Contrafund, not summed
2.3	Select Medical Technology and Devices Portfolio Fund S000007473 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	3,000,000	1.06%	+300,000	May 31, 2026	Fidelity Select Portfolios, not summed
2.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,898,600	1.03%	+759,300	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.5	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	2,576,270	0.91%	-117,230	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3	ADAPT I Ltd. Insider CIK 2072411 · Jun 20, 2025 10% Owner, issuer-wide	16,943,232	6.00%	—	Jun 20, 2025	10% Owner, issuer-wide
4	J H Whitney VI LP 13G CIK 1325073 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	11,256,615	3.98%	-7,000,000	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
4.1	J H Whitney VI L P Insider CIK 1325073 · Jun 20, 2025 10% Owner, issuer-wide	20,256,615	7.17%	+12,516,834	Jun 20, 2025	10% Owner, issuer-wide
5	J. H. Whitney Equity Partners VI, LLC 13F CIK 1394517 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	11,256,615	3.98%	-7,000,000	Jun 30, 2026	carried, not yet filed for the newest quarter
6	CASTLEMAN PETER M Insider CIK 1239594 · Aug 14, 2026 Director, issuer-wide	10,575,705	3.74%	—	Aug 14, 2026	Director, issuer-wide
7	COATUE MANAGEMENT LLC 13F CIK 1135730 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,819,992	3.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	BRAIDWELL LP 13F CIK 1920938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,256,032	2.92%	+246,585	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Alan Waxman 13G CIK 1677508 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	7,327,041	2.59%	-7,058,358	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
9.1	TSSP Sub-Fund HoldCo LLC Insider CIK 1677508 · Jun 20, 2025 Insider, issuer-wide	24,385,399	8.63%	—	Jun 20, 2025	Insider, issuer-wide
10	Sixth Street Partners Management Company, L.P. 13F CIK 1812095 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,327,041	2.59%	-7,058,358	Jun 30, 2026	carried, not yet filed for the newest quarter
11	PointState Capital LP 13F CIK 1509842 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,828,835	2.42%	-531,611	Jun 30, 2026	carried, not yet filed for the newest quarter
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,558,514	2.32%	+3,098,299	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,536,798	1.96%	+679,686	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	869,022	0.31%	-28,989	Jun 30, 2026	iShares Trust, not summed
13.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	653,429	0.23%	+349,935	Jun 30, 2026	iShares Trust, not summed
13.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	506,276	0.18%	+159,385	Jun 30, 2026	iShares Trust, not summed
13.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	413,869	0.15%	+231,277	Jun 30, 2026	iShares Trust, not summed
13.5	iShares Genomics Immunology and Healthcare ETF Fund S000065599 · Registered fund · Jul 31, 2026 iShares Trust, not summed	266,135	0.09%	+60,464	Jul 31, 2026	iShares Trust, not summed
14	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,079,141	1.80%	-509,116	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,844,431	1.71%	+1,085,969	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,280,238	1.51%	+951,217	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,047,820	1.43%	+892,122	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,958,531	1.40%	+1,668,929	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,590,963	1.27%	+377	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Millennium Management LLC 13G CIK 1273091 · Unknown · Jun 17, 2025 Rule 13d-1(c), passive investor	3,583,100	1.27%	—	Jun 17, 2025	Rule 13d-1(c), passive investor
21	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	3,320,983	1.18%	+1,629,839	Jun 30, 2026	JPMorgan Trust II, not summed
22	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,921,307	1.03%	+646,768	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	ORBIMED ADVISORS LLC 13F CIK 1055951 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,806,811	0.99%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,370,268	0.84%	+755,982	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,202,647	0.78%	+674,891	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MAK CAPITAL ONE LLC 13F CIK 1385702 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,937,229	0.69%	+1,937,229	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,935,531	0.68%	+856,114	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	736	0.00%	—	Jul 31, 2026	E Trade Trust, not summed
28	Duquesne Family Office LLC 13F CIK 1536411 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,894,450	0.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,686,026	0.60%	+412,760	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,595,877	0.56%	+44,103	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,548,918	0.55%	+2,827	Jun 30, 2026	carried, not yet filed for the newest quarter
32	HALBERT JON Insider CIK 1189394 · Aug 14, 2026 Director, issuer-wide	1,490,406	0.53%	+29,300	Aug 14, 2026	Director, issuer-wide
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,423,371	0.50%	-1,322,440	Jun 30, 2026	carried, not yet filed for the newest quarter
34	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,418,392	0.50%	+1,418,392	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,374,952	0.49%	+52,200	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,364	0.43%	+1,197,392	Jun 30, 2026	carried, not yet filed for the newest quarter
37	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,217,548	0.43%	+232,595	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	65,500	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
37.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	37,500	0.01%	+4,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
37.3	State Street Small-Cap Equity V.I.S. Fund Fund S000001636 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,845	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
38	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,213,272	0.43%	+33,099	Jun 30, 2026	carried, not yet filed for the newest quarter
39	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,205,390	0.43%	-3,166,381	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	2,702,379	0.96%	-1,825	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
39.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	319,591	0.11%	-106,530	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
39.3	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	293,596	0.10%	-23,330	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
39.4	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	99,367	0.04%	-1,810,500	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
39.5	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	94,812	0.03%	+40,379	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,200,590	0.42%	+677,322	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Spetzler David Baxley Insider CIK 2071953 · Sep 4, 2026 President, issuer-wide	1,182,871	0.42%	+652,788	Sep 4, 2026	President, issuer-wide
42	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,180,173	0.42%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
43	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,862	0.37%	-159,101	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	400,000	0.14%	-156,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
44	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,044,657	0.37%	+266,125	Jun 30, 2026	carried, not yet filed for the newest quarter
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	951,942	0.34%	+541,602	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	9,424	0.00%	+8,295	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
45.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	3,919	0.00%	+18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
45.3	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	808	0.00%	+627	May 31, 2026	Goldman Sachs ETF Trust, not summed
46	JNL/JPMorgan MidCap Growth Fund Fund S000001797 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	907,294	0.32%	+442,186	Jun 30, 2026	JNL Series Trust, not summed
47	Nationwide Large Cap Equity Portfolio Fund S000095440 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	889,267	0.31%	+717,600	Jul 31, 2026	Nationwide Mutual Funds, not summed
48	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	762,659	0.27%	+163,947	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	15,600	0.01%	+11,500	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
48.2	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	407	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
49	Brille Brian J Insider CIK 2071959 · Sep 17, 2026 Director, See Remarks, issuer-wide	730,303	0.26%	0	Sep 17, 2026	Director, See Remarks, issuer-wide
50	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	727,944	0.26%	+237,408	Jun 30, 2026	carried, not yet filed for the newest quarter

57 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 381 holders

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Key facts CIK 2019410 CUSIP 142152107 13F (30d) 37 filings 37 filers Visit website Investor relations