Company Analysis

Caris Life Sciences, Inc. (CAI)

Nasdaq: CAI · Services-Medical Laboratories · Irving, TX · filing with the SEC since 2024
Grade6.0
◀ Past 5.9● Present 6.7▶ Future 5.2
3 est.

Who owns Caris Life Sciences, Inc.

As filed with the SEC
Holders of 5% or more
2
David D. Halbert holds 44.1% of Common Stock, as its SCHEDULE 13G filed Aug 13, 2025 says.
Directors and officers
15
report now, of 18 people on the record since 2025. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
David D. Halbert
44.1%
Fmr LLC
SCHEDULE 13G/A · filed Apr 7, 2026 · COMMON STOCK · 5% in Feb 5, 2026
10.8%
J H Whitney VI L P
SCHEDULE 13G/A · filed Aug 12, 2026 · Common Stock, par value $0.001 per share · reported falling below 5%, from 6.5% in May 12, 2026
under 5%
Alan Waxman
SCHEDULE 13G/A · filed Aug 7, 2026 · Common Stock, par value $0.001 per share · reported falling below 5%, from 5.1% in May 12, 2026
under 5%
Millennium Management LLC
SCHEDULE 13G · filed Jun 24, 2025 · Common Stock, par value $0.001 per share · reported falling below 5%
under 5%
What CAI reports owning in othersstakes of 5% or more, and other ties
Caris Life Sciences, Inc. reports no stake in another company in the record.
Insider tradesForm 4
7sales
4purchases
2sales on a scheduled plan
4people selling
$28.9Msold, in dollars
$1.6Mbought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 24 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Spetzler David BaxleyPresident3$14.8M01$0
Brille Brian JVice Chairman and Executive Vice President1$12.1M00$0
Power Luke ThomasSenior Vice President, Chief Financial Officer, and Chief Accounting Officer2$1.7M20$0
Denton John RusselSenior Vice President, General Counsel, and Secretary1$200,00001$100,000
Halbert Jondirector0$001$1.0M
Vacirca Jeff Ldirector0$001$500,000
SI Assistanton CAI · research, not advice