Caris Life Sciences Inc (CAI) Hedge Fund Ownership (Q1 2026)

Caris Life Sciences Inc (CAI)

198 + Investors. Track Smart Money conviction in CAI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CAI

Based on 199 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added CAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

199 hedge funds hold CAI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +19800% more funds vs a year ago

fund count last 6Q

+198 new funds entered over the past year (+19800% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

147 buying82 selling

Last quarter: 147 funds were net buyers (55 opened a brand new position + 92 added to an existing one). Only 82 were sellers (41 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 117 → 53 → 74 → 55. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 28% long-term, 48% new

■ 28% conviction (2yr+) ■ 24% medium ■ 48% new

Of the 199 current holders: 56 (28%) held >2 years, 47 held 1–2 years, and 96 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +9%, value -31%

Value

-30%

+9%

Last quarter: funds added +9% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

1 → 117 → 53 → 74 → 55 new funds/Q

New funds entering each quarter: 117 → 53 → 74 → 55. CAI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 59% of holders entered in last year

■ 41% veterans ■ 0% 1-2yr ■ 59% new

Of 205 current holders: 120 (59%) entered in the past year, only 85 (41%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

52 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.2

out of 10

Moderate Exit Risk

Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	198	184	7.61%
13F Shares	154M	140M	9.46%
Total Value	$2.54B	$3.66B	-30.69%
New Positions	54	74	-20
Increased Positions	88	61	+27
Closed Positions	40	28	+12
Reduced Positions	39	33	+6
Total Calls	3	5	-40.0%
Total Puts	4	4	-
PUT/CALL Ratio	1.33	0.8	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

198

184

7.61%

13F Shares

154M

140M

9.46%

Total Value

$2.54B

$3.66B

-30.69%

New Positions

-20

Increased Positions

+27

Closed Positions

+12

Reduced Positions

Total Calls

-40.0%

Total Puts

PUT/CALL Ratio

1.33

0.8

Bearish

Institutional Holders (2026 Q2)

198 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CAI. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	J. H. Whitney Equity Partners VI, LLC	100.00%	11,256,615	$200.6M
2	Braidwell LP	5.44%	8,256,032	$147.1M
3	Mak Capital One LLC	4.84%	1,937,229	$34.5M
4	PointState Capital LP	1.56%	6,828,835	$121.7M
5	Pura Vida Investments, LLC	1.23%	25,500	$454K
6	Orbimed Advisors LLC	0.93%	2,806,811	$50.0M
7	Exome Asset Management LLC	0.86%	78,180	$1.4M
8	Renaissance Capital LLC	0.62%	62,887	$1.1M
9	Champlain Investment Partners, LLC	0.48%	1,048,862	$18.7M
10	Rock Springs Capital Management LP	0.42%	487,500	$8.7M
11	Coatue Management LLC	0.36%	9,819,992	$175.0M
12	Zevenbergen Capital Investments LLC	0.33%	802,083	$14.3M
13	Los Angeles Capital Management LLC	0.26%	3,958,531	$70.5M
14	Corus Family Wealth Advisors	0.26%	21,105	$376K
15	Scientech Research LLC	0.20%	13,670	$244K
16	Index Technologies Group LLC	0.11%	7,390	$132K
17	Quantum Portfolio Management LLC	0.09%	14,343	$256K
18	Intercapital, LLC	0.09%	20,000	$356K
19	Granville Capital, INC.	0.09%	11,068	$197K
20	MSA Advisors, LLC	0.09%	19,200	$342K
21	Trexquant Investment LP	0.08%	727,944	$13.0M
22	Aigen Investment Management, LP	0.06%	12,568	$224K
23	WPWealth LLP	0.06%	23,025	$410K
24	Triton Wealth Management, PLLC	0.06%	10,918	$189K
25	Smartleaf Asset Management LLC	0.06%	94,051	$1.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Caris Life Sciences Inc (CAI)

What does the Smart Money Trend signal show for CAI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CAI?

More buyers than sellers — 64% buying: Last quarter: 147 funds were net buyers (55 opened a brand new position + 92 added to an existing one). Only 82 were sellers (41 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAI holders?

Elite ownership — 43% AUM from top-100 funds: 52 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CAI?

Mixed — 28% long-term, 48% new: Of the 199 current holders: 56 (28%) held >2 years, 47 held 1–2 years, and 96 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Caris Life Sciences Inc (CAI)

Smart Money Signals — CAI

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +19800% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-19 vs last Q)

Mixed — 28% long-term, 48% new

Buying through price weakness — shares +9%, value -31%

Peak discovery — momentum slowing

Early stage — 59% of holders entered in last year

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — CAI

Hedge Fund Ownership: CAI

Market Analysis: CAI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CAI

Hedge Fund Positioning: CAI

Statistics: CAI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Caris Life Sciences Inc (CAI)

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