CAI Institutional Ownership
Caris Life Sciences, Inc.
1W: +5.7%
1M: +1.5%
3M: +108.2%
YTD: +20.3%
1Y: +2.5%
$33.67
+1.22 (+3.74%)
After Hours: $33.00 (-0.67, -1.99%)
Weekly Expected Move ±9.6%
$26
$29
$32
$35
$38
Credit Risk of going bust: lower than 54% of companies Debt: 4.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.19 (down 99.4%), Caris Life Sciences, Inc. would be worth roughly what it owes.
Total debt $452.4M against a stock market value of $9.17B.
Distance to default 5.52 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $196.7M (short-term plus half of long-term), stock volatility 68.1%; Altman Z'' -0.33. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.19 (down 99.4%), Caris Life Sciences, Inc. would be worth roughly what it owes.
Total debt $452.4M against a stock market value of $9.17B.
Distance to default 5.52 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $196.7M (short-term plus half of long-term), stock volatility 68.1%; Altman Z'' -0.33. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CAI
272
Institutional Holders
+36 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
72
New Positions
105
Increased
70
Reduced
23
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (299 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 30,923,878 | $1.0B | +138,293 | +0.4% | 5Q | SEC ↗ |
| 2 | J. H. Whitney Equity Partners VI, LLC | 11,256,615 | $365M | -7,000,000 | -38.3% | 3Q | SEC ↗ |
| 3 | COATUE MANAGEMENT LLC | 9,819,992 | $319M | — | +0.0% | 5Q | SEC ↗ |
| 4 | BRAIDWELL LP | 8,256,032 | $268M | +246,585 | +3.1% | 5Q | SEC ↗ |
| 5 | Sixth Street Partners Management Compa | 7,327,041 | $238M | -7,058,358 | -49.1% | 5Q | SEC ↗ |
| 6 | PointState Capital LP | 6,828,835 | $222M | -531,611 | -7.2% | 5Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 6,558,514 | $213M | +3,098,299 | +89.5% | 5Q | SEC ↗ |
| 8 | BlackRock, Inc. | 5,536,798 | $180M | +679,686 | +14.0% | 5Q | SEC ↗ |
| 9 | T. Rowe Price Investment Management, I | 5,079,141 | $165M | -509,116 | -9.1% | 5Q | SEC ↗ |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,844,431 | $157M | +1,085,969 | +28.9% | 2Q | SEC ↗ |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | 4,280,238 | $139M | +951,217 | +28.6% | 2Q | SEC ↗ |
| 12 | LOS ANGELES CAPITAL MANAGEMENT LLC | 3,958,531 | $128M | +1,668,929 | +72.9% | 3Q | SEC ↗ |
| 13 | NEUBERGER BERMAN GROUP LLC | 3,590,963 | $117M | +377 | +0.0% | 5Q | SEC ↗ |
| 14 | ORBIMED ADVISORS LLC | 2,806,811 | $91M | — | +0.0% | 5Q | SEC ↗ |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 2,370,268 | $77M | +755,982 | +46.8% | 4Q | SEC ↗ |
| 16 | MILLENNIUM MANAGEMENT LLC | 2,202,647 | $71M | +674,891 | +44.2% | 5Q | SEC ↗ |
| 17 | MAK CAPITAL ONE LLC NEW | 1,937,229 | $63M | — | +0.0% | 1Q | SEC ↗ |
| 18 | MORGAN STANLEY | 1,935,531 | $63M | +856,114 | +79.3% | 5Q | SEC ↗ |
| 19 | Duquesne Family Office LLC | 1,894,450 | $61M | — | +0.0% | 2Q | SEC ↗ |
| 20 | Clearbridge Investments, LLC | 1,595,877 | $52M | +44,103 | +2.8% | 5Q | SEC ↗ |
| 21 | FIL Ltd | 1,548,918 | $50M | +2,827 | +0.2% | 5Q | SEC ↗ |
| 22 | UBS Group AG | 1,423,371 | $46M | -1,322,440 | -48.2% | 4Q | SEC ↗ |
| 23 | HRT FINANCIAL LP NEW | 1,418,392 | $46M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CANADA PENSION PLAN INVESTMENT BOARD | 1,374,952 | $45M | +52,200 | +3.9% | 5Q | SEC ↗ |
| 25 | Amundi | 1,218,364 | $40M | +1,197,392 | +5709.5% | 2Q | SEC ↗ |
| 26 | STATE STREET CORP | 1,217,548 | $40M | +232,595 | +23.6% | 4Q | SEC ↗ |
| 27 | Capital World Investors | 1,213,272 | $39M | +33,099 | +2.8% | 2Q | SEC ↗ |
| 28 | PRICE T ROWE ASSOCIATES INC /MD | 1,205,390 | $39M | -3,166,381 | -72.4% | 5Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 1,200,590 | $39M | +677,322 | +129.4% | 5Q | SEC ↗ |
| 30 | Champlain Investment Partners, LLC | 1,048,862 | $34M | -159,101 | -13.2% | 3Q | SEC ↗ |
| 31 | GEODE CAPITAL MANAGEMENT, LLC | 1,044,657 | $34M | +266,125 | +34.2% | 5Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 951,942 | $31M | +541,602 | +132.0% | 5Q | SEC ↗ |
| 33 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 802,083 | $26M | +191,850 | +31.4% | 3Q | SEC ↗ |
| 34 | SEI INVESTMENTS CO | 762,659 | $25M | +163,947 | +27.4% | 3Q | SEC ↗ |
| 35 | Trexquant Investment LP | 727,944 | $24M | +237,408 | +48.4% | 3Q | SEC ↗ |
| 36 | Woodline Partners LP | 723,163 | $23M | — | +0.0% | 5Q | SEC ↗ |
| 37 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 655,644 | $21M | +445,051 | +211.3% | 2Q | SEC ↗ |
| 38 | Nuveen, LLC | 604,416 | $20M | -59,162 | -8.9% | 4Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 572,784 | $19M | +164,705 | +40.4% | 5Q | SEC ↗ |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 568,000 | $18M | +118,100 | +26.3% | 4Q | SEC ↗ |
| 41 | Rock Springs Capital Management LP | 487,500 | $16M | -75,500 | -13.4% | 5Q | SEC ↗ |
| 42 | Quantinno Capital Management LP | 441,672 | $14M | +300,763 | +213.4% | 4Q | SEC ↗ |
| 43 | Walleye Capital LLC NEW | 424,407 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Squarepoint Ops LLC NEW | 380,927 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 45 | TD Asset Management Inc | 379,388 | $12M | -291,000 | -43.4% | 5Q | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 308,407 | $10M | +76,746 | +33.1% | 4Q | SEC ↗ |
| 47 | MENLO ADVISORS LLC NEW | 300,518 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 297,855 | $10M | +220,045 | +282.8% | 3Q | SEC ↗ |
| 49 | FEDERATED HERMES, INC. | 285,598 | $9M | +46,448 | +19.4% | 3Q | SEC ↗ |
| 50 | PICTON MAHONEY ASSET MANAGEMENT | 264,064 | $9M | -14,913 | -5.3% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MAK CAPITAL ONE LLC | 1,937,229 | $63M |
| HRT FINANCIAL LP | 1,418,392 | $46M |
| Walleye Capital LLC | 424,407 | $14M |
| Squarepoint Ops LLC | 380,927 | $12M |
| MENLO ADVISORS LLC | 300,518 | $10M |
| NOMURA ASSET MANAGEMENT INTERNATION | 247,605 | $8M |
| MARSHALL WACE, LLP | 222,717 | $7M |
| Maxi Investments CY Ltd | 210,670 | $7M |
| Militia Capital Management LLC | 166,600 | $5M |
| SG Americas Securities, LLC | 152,236 | $5M |
| SALEM INVESTMENT COUNSELORS INC | 100,000 | $3M |
| Mitsubishi UFJ Asset Management Co. | 85,600 | $3M |
| Pathstone Holdings, LLC | 82,782 | $3M |
| Exome Asset Management LLC | 78,180 | $3M |
| Jain Global LLC | 68,222 | $2M |
| MOORE CAPITAL MANAGEMENT, LP | 63,895 | $2M |
| Cambridge Investment Research Advis | 59,873 | $2M |
| Y-Intercept (Hong Kong) Ltd | 46,068 | $1M |
| Virtu Financial LLC | 44,018 | $1M |
| Jump Financial, LLC | 38,493 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 1,660,280 | $54M |
| Longaeva Partners L.P. | 1,509,745 | $49M |
| PERCEPTIVE ADVISORS LLC | 1,136,206 | $37M |
| Point72 Asset Management, L.P. | 918,331 | $30M |
| SEVEN GRAND MANAGERS, LLC | 495,095 | $16M |
| ARK Investment Management LLC | 408,725 | $13M |
| Meridiem Capital Partners LP | 278,063 | $9M |
| Schonfeld Strategic Advisors LLC | 247,407 | $8M |
| Holocene Advisors, LP | 237,897 | $8M |
| Parkman Healthcare Partners LLC | 229,912 | $7M |
| Man Group plc | 128,971 | $4M |
| ODDO BHF ASSET MANAGEMENT SAS | 109,539 | $4M |
| Engineers Gate Manager LP | 102,757 | $3M |
| Burkehill Global Management, LP | 75,000 | $2M |
| HAMILTON LANE ADVISORS LLC | 58,725 | $2M |
| TWINBEECH CAPITAL LP | 58,100 | $2M |
| ELEMENT CAPITAL MANAGEMENT LLC | 50,000 | $2M |
| FRANKLIN RESOURCES INC | 44,975 | $1M |
| MANGROVE PARTNERS IM, LLC | 42,483 | $1M |
| VARCOV Co. | 40,037 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +3,098,299 | +89.5% | 6,558,514 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +1,668,929 | +72.9% | 3,958,531 |
| Amundi | +1,197,392 | +5709.5% | 1,218,364 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,085,969 | +28.9% | 4,844,431 |
| VANGUARD CAPITAL MANAGEMENT LLC | +951,217 | +28.6% | 4,280,238 |
| MORGAN STANLEY | +856,114 | +79.3% | 1,935,531 |
| BNP PARIBAS FINANCIAL MARKETS | +755,982 | +46.8% | 2,370,268 |
| BlackRock, Inc. | +679,686 | +14.0% | 5,536,798 |
| BANK OF AMERICA CORP /DE | +677,322 | +129.4% | 1,200,590 |
| MILLENNIUM MANAGEMENT LLC | +674,891 | +44.2% | 2,202,647 |
| GOLDMAN SACHS GROUP INC | +541,602 | +132.0% | 951,942 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +445,051 | +211.3% | 655,644 |
| Quantinno Capital Management LP | +300,763 | +213.4% | 441,672 |
| GEODE CAPITAL MANAGEMENT, LLC | +266,125 | +34.2% | 1,044,657 |
| BRAIDWELL LP | +246,585 | +3.1% | 8,256,032 |
| Trexquant Investment LP | +237,408 | +48.4% | 727,944 |
| STATE STREET CORP | +232,595 | +23.6% | 1,217,548 |
| CITADEL ADVISORS LLC | +220,045 | +282.8% | 297,855 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | +191,850 | +31.4% | 802,083 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +177,343 | +3545.4% | 182,345 |