Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARIS LIFE SCIENCES INC (CAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — CAI

Based on 182 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
182 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 — +18100% more funds vs a year ago

fund count last 6Q
+181 new funds entered over the past year (+18100% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 69% buying

135 buying61 selling
Last quarter: 135 funds were net buyers (74 opened a brand new position + 61 added to an existing one). Only 61 were sellers (33 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new CAI position: 1 → 115 → 52 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 28% long-term, 60% new

■ 28% conviction (2yr+) ■ 12% medium ■ 60% new
Of the 182 current holders: 51 (28%) held >2 years, 21 held 1–2 years, and 110 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.
➡️

Steady discovery — ~74 new funds/quarter

0 → 1 → 115 → 52 → 74 new funds/Q
New funds entering each quarter: 1 → 115 → 52 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 1% 1-2yr ■ 54% new
Of 190 current holders: 86 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
30 of 182 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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.

Institutional Sentiment Summary — CAI

In 2025 Q4, 135 hedge funds were net buyers of CAI (74 opened a new position, 61 added to an existing one), while 61 reduced or exited (33 trimmed, 28 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in CAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +46 funds (more new holders than closures). Total institutional holders: 182.

Hedge Fund Ownership: CAI

How many hedge funds hold CAI — quarterly history vs. share price
Quarterly hedge fund ownership of CAI vs. share price

Market Analysis: CAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 3 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CAI
2026 Q1 Stats Unlock in 7 days 190 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 190 140 35.71%
13F Shares 140M 114M 23.43%
Total Value $3.66B $3.21B 13.9%
New Positions 74 53 +21
Increased Positions 72 47 +25
Closed Positions 28 31 -3
Reduced Positions 38 19 +19
Total Calls 5 6 -16.67%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.8 0.33 Neutral

Statistics: CAI

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Financial Highlights

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Institutional Holders (2026 Q1)

190 + investors

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

Top 25 institutional holders of CAI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J. H. Whitney Equity Partners VI, LLC 100.00% 18,256,615 $326.4M
2 PURA VIDA INVESTMENTS, LLC 10.81% 89,940 $1.6M
3 Renaissance Capital LLC 0.60% 43,484 $826K
4 ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.31% 610,233 $10.9M
5 LOS ANGELES CAPITAL MANAGEMENT LLC 0.16% 2,289,602 $40.9M
6 Quantum Portfolio Management LLC 0.10% 12,280 $220K
7 Triton Wealth Management, PLLC 0.08% 10,918 $206K
8 China Universal Asset Management Co., Ltd. 0.07% 50,069 $895K
9 WPWealth LLP 0.06% 23,025 $412K
10 OAK RIDGE INVESTMENTS LLC 0.03% 26,106 $467K
11 COURIER CAPITAL LLC 0.02% 19,000 $340K
12 Americana Partners, LLC 0.02% 38,367 $686K
13 BNP PARIBAS FINANCIAL MARKETS 0.01% 1,614,286 $28.9M
14 Olistico Wealth, LLC 0.01% 1,423 $25K
15 Diversified Trust Co 0.01% 32,500 $581K
16 TD ASSET MANAGEMENT INC 0.01% 670,388 $12.0M
17 Amova Asset Management Americas, Inc. 0.01% 36,133 $646K
18 UBS Group AG 0.01% 2,745,811 $49.1M
19 FEDERATED HERMES, INC. 0.01% 239,150 $4.3M
20 Wedmont Private Capital 0.01% 10,715 $209K
21 Police & Firemen's Retirement System of New Jersey 0.01% 39,497 $706K
22 EMERALD ADVISERS, LLC 0.01% 10,422 $186K
23 Perigon Wealth Management, LLC 0.00% 13,500 $241K
24 PARK AVENUE SECURITIES LLC 0.00% 27,937 —
25 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% 3,758,462 $67.2M
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 — 3 quarters in a row: For 3 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 — 69% buying: Last quarter: 135 funds were net buyers (74 opened a brand new position + 61 added to an existing one). Only 61 were sellers (33 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAI holders?

Strong quality — 24% AUM from major funds: 30 of 182 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CAI?

Mixed — 28% long-term, 60% new: Of the 182 current holders: 51 (28%) held >2 years, 21 held 1–2 years, and 110 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.