# CARIS LIFE SCIENCES INC (CAI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CAI/

- Reporting holders: 11
- Reported value: $24.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $22.0M | 719,597 | 0.5% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $566.3K | 18,489 | 0.4% | 1 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $295.2K | 9,639 | 0.2% | 1 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $278.1K | 9,079 | 0.1% | 1 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $260.4K | 8,500 | 0.0% | 1 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $243.1K | 7,936 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $156.4K | 5,105 | 0.0% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $61.3K | 2,000 | 0.0% | 4 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $43.6K | 1,423 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $38.7K | 1,263 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $11.8K | 386 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $24.0M |
| Q2 2026 | 247 | $2.8B |
| Q1 2026 | 201 | $2.8B |
| Q4 2025 | 186 | $4.0B |
| Q3 2025 | 143 | $3.5B |
| Q2 2025 | 118 | $2.9B |
| Q3 2021 | 129 | $860.0M |
| Q2 2021 | 145 | $888.7M |
| Q1 2021 | 143 | $644.9M |
| Q4 2020 | 117 | $470.4M |
| Q3 2020 | 91 | $408.8M |
| Q2 2020 | 84 | $247.8M |