undamentalytics Newsletter

Caris Life Sciences, Inc.: which funds bought and sold

Institutions that bought and sold Caris Life Sciences shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 172 institutions that filed 13F reports for both quarters added to or opened positions in Caris Life Sciences, and 70 cut or closed them. Together they sold a net 2.7M shares, −1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.3M shares (−1.5%); index fund managers were net buyers of 3.4M shares (+23.9%). 67 opened a new position and 23 sold out entirely.

Bought, Q2 2026 172 institutions, 67 of them new holders Sold, Q2 2026 70 institutions, 23 of them sold out
Net change, all compared −2.7M shares (−1.7%)
Net change, active managers −1.3M shares (−1.5%), 36 bought, 16 sold

Buyers versus sellers

institutions compared, 266
Active managers and hedge funds 36 bought · 16 sold · −1.3M
Index fund managers 9 bought · 1 sold · +3.4M
Other institutions 127 bought · 53 sold · −4.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co +3.1M +89.5% 6.6M $120M
Mak Capital One LLC +1.9M New position 1.9M $34.5M
Los Angeles Capital Management LLC Active manager +1.7M +72.9% 4.0M $70.5M
HRT Financial LP +1.4M New position 1.4M $25.3M
Amundi +1.2M +5709.5% 1.2M $21.7M
Vanguard Portfolio Management LLC Index funds +1.1M +28.9% 4.8M $86.3M
Vanguard Capital Management LLC Index funds +951K +28.6% 4.3M $76.3M
Morgan Stanley +856K +79.3% 1.9M $34.5M
BNP Paribas Financial Markets +756K +46.8% 2.4M $42.2M
Blackrock, Inc. Index funds +680K +14.0% 5.5M $98.7M
Bank Of America Corp +677K +129.4% 1.2M $21.4M
Millennium Management LLC Hedge fund +675K +44.2% 2.2M $39.3M
Goldman Sachs Group Inc +542K +132.0% 952K $17M
Arrowstreet Capital, Limited Partnership Hedge fund +445K +211.3% 656K $11.7M
Walleye Capital LLC Hedge fund +424K New position 424K $7.6M
Squarepoint Ops LLC Hedge fund +381K New position 381K $6.8M
Quantinno Capital Management LP +301K +213.4% 442K $7.9M
Geode Capital Management, LLC Index funds +266K +34.2% 1.0M $18.6M
Nomura Asset Management International Inc. +248K New position 248K $4.4M
Braidwell LP Hedge fund +247K +3.1% 8.3M $147M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Sixth Street Partners Management Company, L.P. −7.1M −49.1% 7.3M $131M
J. H. Whitney Equity Partners Vi, LLC −7.0M −38.3% 11.3M $201M
Price T Rowe Associates Inc Active manager −3.2M −72.4% 1.2M $21.5M
UBS Group AG −1.3M −48.2% 1.4M $25.4M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −1.1M −99.9% 770 $13,721
Invesco Ltd. −1.1M −89.2% 132K $2.4M
Point72 Asset Management, L.P. Hedge fund −918K Sold out 0 —
Gotham Asset Management, LLC Hedge fund −655K −88.0% 90K $1.6M
Pointstate Capital LP Hedge fund −532K −7.2% 6.8M $122M
T. Rowe Price Investment Management, Inc. Active manager −509K −9.1% 5.1M $90.5M
TD Asset Management Inc −291K −43.4% 379K $6.8M
Massachusetts Financial Services Co Active manager −241K −89.8% 27K $486,735
Parkman Healthcare Partners LLC −230K Sold out 0 —
Lazard Asset Management LLC Active manager −224K −73.3% 82K $1.5M
Champlain Investment Partners, LLC Active manager −159K −13.2% 1.0M $18.7M
Ghisallo Capital Management LLC Hedge fund −150K −60.0% 100K $1.8M
Man Group PLC Hedge fund −129K Sold out 0 —
Aquatic Capital Management LLC −118K −84.2% 22K $393,252
Manufacturers Life Insurance Company, The −106K −69.0% 48K $848,143
Engineers Gate Manager LP Hedge fund −103K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Mak Capital One LLC 1.9M $34.5M
HRT Financial LP 1.4M $25.3M
Walleye Capital LLCHedge fund 424K $7.6M
Squarepoint Ops LLCHedge fund 381K $6.8M
Nomura Asset Management International Inc. 248K $4.4M
Marshall Wace, LLPHedge fund 223K $4M
Maxi Investments Cy Ltd 211K $3.8M
Militia Capital Management LLC 167K $3M
SG Americas Securities, LLC 152K $2.7M
Cambridge Investment Research Advisors, Inc. 120K $2.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 918K $16.4M
Parkman Healthcare Partners LLC 230K $4.1M
Man Group PLCHedge fund 129K $2.3M
Engineers Gate Manager LPHedge fund 103K $1.8M
Burkehill Global Management, LPHedge fund 75K $1.3M
Twinbeech Capital LP 58K $1M
Franklin Resources IncActive manager 45K $804,153
Axq Capital, LP 22K $395,595
Perbak Capital Partners LLP 22K $393,378
Verition Fund Management LLCHedge fund 20K $357,600

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
245
Ten largest holders
62.6%
of 13F-reported shares
Index fund managers
11.3%
of 13F-reported shares
Active managers and hedge funds
56.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 36 16 12 7 −1.3M −1.5%
Index fund managers 9 1 0 1 +3.4M +23.9%
Other institutions 127 53 55 15 −4.7M −8.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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