$CAI

$32.46 +$0.45 (1.42%) Close

$CAI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 282.6M shares outstanding

Who owns CAI?

By type of holder

Institutions 54.6% Insiders 45.5% Everyone else 0.0%

Concentration Top 10 holders own 78.0%

Halbert David D 43.7% · FMR LLC 10.9%

Institutional ownership

54.6%

-1.0 pts vs last qtr

Institutional holders

246

+44 vs last qtr

Net shares bought

−2.7M

by institutions in Q2 2026

New / sold out

70 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jpmorgan Chase & Co +3.1M
Mak Capital One LLC NEW +1.9M

Biggest sellers in Q2 2026

Sixth Street Partners Management Company, L.P. −7.1M
J. H. Whitney Equity Partners VI, LLC −7.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$29.2M

6 notices from 5 people

Shares covered

1.1M

0.38% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

David Spetzler Officer $14.8M
Brian J Brille Officer $12.1M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+378.5%

+118.75% a year

Each share's claim on the business

−79.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$113K vs $104M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years73% Under 1 year27%

Quarterly turnover

15.8%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting CAI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	30.9M	10.94%	+138.3K (+0.4%)	2025	0.0%
Shares held by quarter Peak holding30.9M (Q2'26) Change over 8 quarters+30.9M Share of the company10.940% FMR LLC's full portfolio →
JH J. H. Whitney Equity Partners VI, LLC	11.3M	3.98%	−7.0M (−38.3%)	Q4 '25	100.0%
Shares held by quarter Peak holding20.3M (Q4'25) Change over 8 quarters+11.3M Share of the company3.980% J. H. Whitney Equity Partners VI, LLC's full portfolio →

FMR LLC

30.9M

% of company

10.94%

Change vs last qtr

+138.3K (+0.4%)

Held since

2025

J. H. Whitney Equity Partners VI, LLC

11.3M

% of company

3.98%

Change vs last qtr

−7.0M (−38.3%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Caris Life Sciences Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CAI on Form N-PORT; together they hold 19.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$72.1M	4.0M	1.43%	0.00%	June 30, 2026
JM JPMorgan Mid Cap Growth Fund JPMorgan Trust II	$59.2M	3.3M	1.18%	0.45%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$72.1M

% of company

1.43%

% of the fund

0.00%

As of

June 30, 2026

JPMorgan Mid Cap Growth Fund

JPMorgan Trust II

Position value

$59.2M

% of company

1.18%

% of the fund

0.45%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Caris Life Sciences Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HD Halbert David D Insider	123.6M	43.74%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company43.740% Halbert David D's insider activity →
CP Castleman Peter M Insider	10.7M	3.78%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.780% Castleman Peter M's insider activity →

Halbert David D

Insider

123.6M

% of company

43.74%

Change vs last qtr

—

Held since

—

Castleman Peter M

Insider

10.7M

% of company

3.78%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Caris Life Sciences Inc.

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