Caris Life Sciences Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:CAI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Nov 25	BuyUS$100,793	J. Denton	Individual	4,184	US$24.09
07 Nov 25	BuyUS$9,540	David Spetzler	Individual	400	US$23.85
20 Jun 25	BuyUS$630,000	Brian Brille	Individual	30,000	US$21.00
20 Jun 25	BuyUS$157,500	J. Denton	Individual	7,500	US$21.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CAI?
Owner Type	Number of Shares	Ownership Percentage
State or Government	9,496	0.00308%
Private Companies	9,778,805	3.17%
VC/PE Firms	39,642,014	12.8%
Institutions	122,612,504	39.7%
Individual Insiders	136,692,684	44.3%

Dilution of Shares: CAI only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 100.75% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
43.4%	David Halbert	122,545,546	US$2.3b	0%	no data
10.8%	FMR LLC	30,631,585	US$582.0m	115%	0.03%
7.17%	J.H. Whitney Capital Partners, LLC	20,256,615	US$384.9m	0%	60.6%
6.86%	Sixth Street Partners, LLC	19,385,399	US$368.3m	-20.5%	41.23%
4.96%	T. Rowe Price Group, Inc.	14,033,924	US$266.6m	-6.13%	0.02%
3.67%	Peter Castleman	10,378,915	US$197.2m	0.08%	no data
3.47%	Coatue Management, L.L.C.	9,819,992	US$186.6m	-3.18%	0.41%
3.02%	Adapt I Ltd.	8,528,805	US$162.0m	0%	no data
2.77%	Braidwell LP	7,816,142	US$148.5m	6.83%	5.24%
2.38%	PointState Capital LP	6,718,707	US$127.7m	73%	2.21%
1.36%	Millennium Management LLC	3,841,508	US$73.0m	-2.7%	0.04%
1.34%	Neuberger Berman Investment Advisers LLC	3,800,922	US$72.2m	-12.5%	0.05%
1.29%	UBS Asset Management AG	3,654,275	US$69.4m	170%	0.01%
1.1%	OrbiMed Advisors LLC	3,116,011	US$59.2m	2.67%	0.84%
1.1%	Citadel Advisors LLC	3,113,956	US$59.2m	0%	0.04%
0.84%	BlackRock, Inc.	2,371,236	US$45.1m	266%	no data
0.84%	JP Morgan Asset Management	2,366,415	US$45.0m	182%	no data
0.66%	Point72 Asset Management, L.P.	1,864,860	US$35.4m	91.8%	0.05%
0.59%	Balyasny Asset Management L.P.	1,660,280	US$31.5m	23,900%	0.06%
0.58%	Eaton Vance Management	1,632,210	US$31.0m	0%	0.01%
0.53%	Longaeva Partners L.P.	1,509,745	US$28.7m	17.4%	3.63%
0.53%	Columbia Management Investment Advisers, LLC	1,505,080	US$28.6m	-10.4%	0.01%
0.52%	Canada Pension Plan Investment Board	1,464,558	US$27.8m	10.7%	0.01%
0.5%	ClearBridge Investments, LLC	1,416,207	US$26.9m	2.53%	0.02%
0.48%	Jon Halbert	1,352,492	US$25.7m	1,250%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/05/01 15:09
End of Day Share Price	2026/05/01 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Caris Life Sciences, Inc. is covered by 14 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Catherine Ramsey Schulte	Baird
Michael Ryskin	BofA Global Research
Mark Massaro	BTIG