CARIS LIFE SCIENCES INC (CAI)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
Institutions report 143,745,547 shares against 282,595,186 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $551.1M | 30,923,878 | 0.02% | 5q | HELD |
| J. H. Whitney Equity Partners VI, LLC | $200.6M | 11,256,615 | 100.00% | 3q | -38.3%-$124.7M |
| COATUE MANAGEMENT LLC | $175.0M | 9,819,992 | 0.36% | 5q | HELD |
| BRAIDWELL LP | $147.1M | 8,256,032 | 5.44% | 5q | +3.1%+$4.4M |
| Sixth Street Partners Management Company, L.P. | $131.3M | 7,369,541 | 0.02% | 5q | -48.8%-$125.0M |
| PointState Capital LP | $121.7M | 6,828,835 | 1.56% | 5q | -7.2%-$9.5M |
| JPMORGAN CHASE & CO | $120.2M | 6,558,514 | 0.01% | 5q | +89.5%+$56.8M |
| BlackRock, Inc. | $98.7M | 5,536,798 | 0.00% | 5q | +14.0%+$12.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86.3M | 4,844,431 | 0.00% | 2q | +28.9%+$19.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $76.3M | 4,280,238 | 0.00% | 2q | +28.6%+$17.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $70.5M | 3,958,531 | 0.26% | 3q | +72.9%+$29.7M |
| NEUBERGER BERMAN GROUP LLC | $64.0M | 3,590,963 | 0.04% | 5q | HELD |
| ORBIMED ADVISORS LLC | $50.0M | 2,806,811 | 0.93% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $42.2M | 2,370,268 | 0.01% | 4q | +46.8%+$13.5M |
| MILLENNIUM MANAGEMENT LLC | $39.3M | 2,202,647 | 0.01% | 5q | +44.2%+$12.0M |
| MAK CAPITAL ONE LLC | $34.5M | 1,937,229 | 4.84% | new | NEW |
| MORGAN STANLEY | $34.5M | 1,935,531 | 0.00% | 5q | +79.3%+$15.3M |
| Clearbridge Investments, LLC | $28.4M | 1,595,877 | 0.02% | 5q | +2.8%+$785.9K |
| FIL Ltd | $27.6M | 1,548,918 | 0.02% | 5q | HELD |
| UBS Group AG | $25.4M | 1,423,371 | 0.00% | 4q | -48.2%-$23.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $24.5M | 1,374,952 | 0.01% | 5q | +3.9%+$930.2K |
| STATE STREET CORP | $21.7M | 1,217,548 | 0.00% | 4q | +23.6%+$4.2M |
| Amundi | $21.7M | 1,218,364 | 0.01% | 2q | +5709.5%+$21.3M |
| Capital World Investors | $21.6M | 1,213,272 | 0.00% | 2q | +2.8%+$589.8K |
| BANK OF AMERICA CORP /DE/ | $21.4M | 1,200,590 | 0.00% | 5q | +129.4%+$12.1M |
| Champlain Investment Partners, LLC | $18.7M | 1,048,862 | 0.48% | 3q | -13.2%-$2.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $18.6M | 1,044,657 | 0.00% | 5q | +34.2%+$4.7M |
| GOLDMAN SACHS GROUP INC | $17.0M | 951,942 | 0.00% | 5q | +132.0%+$9.7M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $14.3M | 802,083 | 0.33% | 3q | +31.4%+$3.4M |
| SEI INVESTMENTS CO | $13.6M | 762,659 | 0.01% | 3q | +27.4%+$2.9M |
| Trexquant Investment LP | $13.0M | 727,944 | 0.08% | 3q | +48.4%+$4.2M |
| Woodline Partners LP | $12.9M | 723,163 | 0.04% | 5q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.7M | 655,644 | 0.01% | 2q | +211.3%+$7.9M |
| Nuveen, LLC | $10.8M | 604,416 | 0.00% | 4q | -8.9%-$1.1M |
| AMERIPRISE FINANCIAL INC | $10.2M | 572,784 | 0.00% | 5q | -29.8%-$4.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M | 204,432 | 0.00% | 5q | +285.2%+$7.5M |
| RENAISSANCE TECHNOLOGIES LLC | $10.1M | 568,000 | 0.01% | 4q | +26.3%+$2.1M |
| Rock Springs Capital Management LP | $8.7M | 487,500 | 0.42% | 5q | -13.4%-$1.3M |
| Quantinno Capital Management LP | $7.9M | 441,672 | 0.01% | 4q | +213.4%+$5.4M |
| Walleye Capital LLC | $7.6M | 424,407 | 0.03% | new | NEW |
| CITADEL ADVISORS LLC | $7.0M | 297,855 | 0.00% | 5q | +282.8%+$5.2M |
| Squarepoint Ops LLC | $6.8M | 380,927 | 0.01% | new | NEW |
| TD Asset Management Inc | $6.8M | 379,388 | 0.01% | 5q | -43.4%-$5.2M |
| Bank of New York Mellon Corp | $5.5M | 308,407 | 0.00% | 4q | +33.1%+$1.4M |
| FEDERATED HERMES, INC. | $5.1M | 285,598 | 0.01% | 3q | +19.4%+$827.7K |
| PICTON MAHONEY ASSET MANAGEMENT | $4.7M | 264,064 | 0.03% | 4q | -5.3%-$265.7K |
| NORTHERN TRUST CORP | $4.6M | 258,787 | 0.00% | 4q | +48.7%+$1.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $4.4M | 247,605 | 0.01% | new | NEW |
| Qube Research & Technologies Ltd | $4.0M | 226,878 | 0.00% | 5q | +21.0%+$702.1K |
| MARSHALL WACE, LLP | $4.0M | 222,717 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $3.9M | options only | 0.00% | 4q | OPTIONS |
| D. E. Shaw & Co., Inc. | $3.6M | 204,818 | 0.00% | 2q | +58.1%+$1.3M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $3.6M | 204,152 | 0.01% | 4q | +4.8%+$168.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $3.1M | 173,010 | 0.00% | 3q | +470.0%+$2.5M |
| Militia Capital Management LLC | $3.0M | 166,600 | 0.09% | new | NEW |
| XTX Topco Ltd | $2.4M | 136,488 | 0.03% | 2q | +73.9%+$1.0M |
| VANGUARD FIDUCIARY TRUST CO | $2.4M | 132,479 | 0.00% | 2q | +37.2%+$639.7K |
| CastleKnight Management LP | $2.4M | 132,236 | 0.03% | 5q | +222.2%+$1.6M |
| Invesco Ltd. | $2.4M | 132,103 | 0.00% | 5q | -89.2%-$19.4M |
| NATIXIS | $2.2M | 124,716 | 0.01% | 2q | +136.3%+$1.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.2M | 123,129 | 0.00% | 5q | -9.7%-$235.3K |
| CITIGROUP INC | $2.0M | 111,236 | 0.00% | 5q | +44.1%+$606.9K |
| Caption Management, LLC | $2.0M | 19 | 0.01% | 4q | -99.9%-$3.4B |
| IMC-Chicago, LLC | $1.8M | 23,148 | 0.00% | 3q | +79.2%+$817.0K |
| ROYAL BANK OF CANADA | $1.8M | 102,044 | 0.00% | 5q | +447.1%+$1.5M |
| TUDOR INVESTMENT CORP ET AL | $1.8M | 100,327 | 0.00% | 5q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $1.8M | 100,000 | 0.04% | new | NEW |
| Ghisallo Capital Management LLC | $1.8M | 100,000 | 0.03% | 5q | -60.0%-$2.7M |
| RHUMBLINE ADVISERS | $1.8M | 98,849 | 0.00% | 4q | +32.5%+$431.7K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 98,595 | 0.00% | 5q | +9.3%+$149.0K |
| Smartleaf Asset Management LLC | $1.7M | 94,051 | 0.06% | 2q | HELD |
| Gotham Asset Management, LLC | $1.6M | 89,535 | 0.00% | 4q | -88.0%-$11.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.5M | 85,600 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $1.5M | 82,782 | 0.00% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $1.5M | 81,736 | 0.00% | 5q | -73.3%-$4.0M |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 81,021 | 0.00% | 5q | +42.0%+$428.1K |
| Exome Asset Management LLC | $1.4M | 78,180 | 0.86% | new | NEW |
| Creative Planning | $1.4M | 77,456 | 0.00% | 3q | -0.7%-$9.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 71,695 | 0.00% | 3q | +33.7%+$322.3K |
| Jain Global LLC | $1.2M | 68,222 | 0.00% | new | NEW |
| MOORE CAPITAL MANAGEMENT, LP | $1.1M | 63,895 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.1M | 61,237 | 0.00% | 4q | +398.0%+$905.4K |
| Renaissance Capital LLC | $1.1M | 62,887 | 0.62% | 4q | +44.6%+$345.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.1M | 61,300 | 0.00% | 3q | +34.1%+$278.0K |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 59,103 | 0.00% | 2q | +103.8%+$536.5K |
| Sumitomo Mitsui Trust Group, Inc. | $978.1K | 54,890 | 0.00% | 5q | -3.3%-$33.0K |
| Police & Firemen's Retirement System of New Jersey | $963.3K | 54,057 | 0.01% | 4q | +36.9%+$259.5K |
| LPL Financial LLC | $917.8K | 51,502 | 0.00% | 5q | +22.5%+$168.6K |
| GROUP ONE TRADING LLC | $883.8K | 12,397 | 0.00% | 4q | -31.8%-$411.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $848.1K | 47,595 | 0.00% | 5q | -69.0%-$1.9M |
| Y-Intercept (Hong Kong) Ltd | $820.9K | 46,068 | 0.02% | new | NEW |
| China Universal Asset Management Co., Ltd. | $801.7K | 44,989 | 0.05% | 3q | -10.1%-$90.5K |
| DEUTSCHE BANK AG\ | $777.9K | 43,653 | 0.00% | 5q | +14.0%+$95.6K |
| AMERICAN CENTURY COMPANIES INC | $764.5K | 42,899 | 0.00% | 2q | +187.1%+$498.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $757.4K | 42,500 | 0.00% | 2q | +67.8%+$306.0K |
| Russell Investments Group, Ltd. | $752.0K | 42,199 | 0.00% | 4q | +67.0%+$301.7K |
| BARCLAYS PLC | $734.7K | 41,228 | 0.00% | 5q | -44.6%-$591.5K |
| Jump Financial, LLC | $685.9K | 38,493 | 0.01% | new | NEW |
| DIVERSIFIED TRUST CO | $665.1K | 37,325 | 0.01% | 3q | +14.8%+$86.0K |
| Tidal Investments LLC | $656.2K | 18,422 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | J H Whitney VI L Pwith 3 co-filers | 4.0% |
| 2026-08-07 | 13G/A | Alan Waxman INDIVIDUALwith 1 co-filers | 2.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | $2.6B | 143,745,547 | 64 | 97 | 47 | 0.7% |
| Q1 2026 | 192 | $2.6B | 145,214,822 | 46 | 85 | 36 | 0.4% |
| Q4 2025 | 176 | $3.6B | 130,983,635 | 65 | 61 | 28 | 0.5% |
| Q3 2025 | 135 | $3.0B | 98,418,254 | 52 | 42 | 19 | 0.5% |
| Q2 2025 | 113 | $2.5B | 94,981,673 | 113 | 0 | 0 | 0.1% |
| Q3 2021 | 129 | $860.0M | 15,280,417 | 21 | 40 | 44 | 0.7% |
| Q2 2021 | 145 | $888.7M | 15,247,661 | 39 | 34 | 54 | 4.0% |
| Q1 2021 | 143 | $644.9M | 14,075,010 | 38 | 44 | 42 | 0.7% |
| Q4 2020 | 117 | $470.4M | 14,999,690 | 28 | 41 | 26 | 0.4% |
| Q3 2020 | 91 | $408.8M | 14,830,129 | 14 | 23 | 32 | 0.1% |
| Q2 2020 | 84 | $247.8M | 14,853,749 | 10 | 27 | 26 | 0.1% |
| Q1 2020 | 83 | $212.5M | 14,980,318 | 9 | 22 | 30 | 0.3% |
| Q4 2019 | 93 | $457.3M | 15,721,428 | 14 | 29 | 29 | 0.4% |
| Q3 2019 | 92 | $340.3M | 15,572,876 | 13 | 33 | 30 | 0.4% |
| Q2 2019 | 99 | $400.2M | 15,890,665 | 12 | 35 | 33 | 1.4% |
| Q1 2019 | 103 | $405.5M | 16,529,374 | 14 | 33 | 33 | 5.4% |
| Q4 2018 | 101 | $392.1M | 16,405,350 | 3 | 2 | 4 | 2.8% |