Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Caris Life Sciences Inc (CAI)

198 + 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
↑ +14
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — CAI

Based on 198 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
198 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 — +19700% more funds vs a year ago

fund count last 6Q
+197 new funds entered over the past year (+19700% 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

146 buying81 selling
Last quarter: 146 funds were net buyers (54 opened a brand new position + 92 added to an existing one). Only 81 were sellers (41 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 117 → 52 → 74 → 54. 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 198 current holders: 56 (28%) held >2 years, 47 held 1–2 years, and 95 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%
Shares
+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 → 52 → 74 → 54 new funds/Q
New funds entering each quarter: 117 → 52 → 74 → 54. 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 204 current holders: 120 (59%) entered in the past year, only 84 (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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
50 of 197 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — CAI

In 2026 Q1, 146 hedge funds were net buyers of CAI (54 opened a new position, 92 added to an existing one), while 81 reduced or exited (41 trimmed, 40 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in CAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 198.

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

-- --

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

Is It Too Late to Buy Caris Life Sciences Inc (CAI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CAI has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
CAI
nan%
XLV
+2.1%

CAI outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CAI
nan%
XLV
+3.2%

Since the filing became public, CAI outperformed XLV by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: CAI
198 + Investors

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

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

Statistics: CAI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

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:
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% 18,256,615 $326.4M
2 Sixth Street Partners Management Company, L.P. 36.19% 14,385,399 $257.2M
3 Pura Vida Investments, LLC 10.81% 89,940 $1.6M
4 Braidwell LP 4.78% 8,009,447 $143.2M
5 PointState Capital LP 1.67% 7,360,446 $131.6M
6 Orbimed Advisors LLC 0.99% 2,806,811 $50.2M
7 Coatue Management LLC 0.60% 9,819,992 $175.6M
8 Renaissance Capital LLC 0.60% 43,484 $826K
9 Rock Springs Capital Management LP 0.59% 563,000 $10.1M
10 Parkman Healthcare Partners LLC 0.42% 229,912 $4.1M
11 Zevenbergen Capital Investments LLC 0.31% 610,233 $10.9M
12 Champlain Investment Partners, LLC 0.27% 1,207,963 $21.6M
13 Los Angeles Capital Management LLC 0.16% 2,289,602 $40.9M
14 Ghisallo Capital Management LLC 0.12% 250,000 $4.5M
15 Twinbeech Capital LP 0.11% 58,100 $1.0M
16 MSA Advisors, LLC 0.10% 19,200 $343K
17 Perbak Capital Partners LLP 0.10% 22,001 $393K
18 Quantum Portfolio Management LLC 0.10% 12,280 $220K
19 Oddo Bhf Asset Management Sas 0.08% 109,539 $2.0M
20 Triton Wealth Management, PLLC 0.08% 10,918 $206K
21 Aquatic Capital Management LLC 0.07% 140,097 $2.5M
22 Dark Forest Capital Management LP 0.07% 43,080 $770K
23 China Universal Asset Management Co., Ltd. 0.07% 50,069 $895K
24 Burkehill Global Management, LP 0.07% 75,000 $1.3M
25 Trexquant Investment LP 0.06% 490,536 $8.8M
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: 146 funds were net buyers (54 opened a brand new position + 92 added to an existing one). Only 81 were sellers (41 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAI holders?

Strong quality — 39% AUM from major funds: 50 of 197 holders rank in the top 100 by AUM, accounting for 39% 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, 48% new: Of the 198 current holders: 56 (28%) held >2 years, 47 held 1–2 years, and 95 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.

Is it too late to buy Caris Life Sciences Inc (CAI) following the 2026 Q1 hedge fund 13F filings?

As of today, CAI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CAI has gained nan% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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