CAI — Caris Life Sciences Inc Com Institutional Holders · Q3 2026
Who owns Caris Life Sciences Inc Com (CAI)? 12 institutions reported holding $24.00M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Zevenbergen Capital Investments LLC ($22.0M), City Center Advisors, LLC ($566,318), Roxbury Financial LLC ($295,243).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | $22.0M | 719,597 | Trimmed |
| 2 | City Center Advisors, LLC | $566,318 | 18,489 | New |
| 3 | Roxbury Financial LLC | $295,243 | 9,639 | New |
| 4 | Whalen Wealth Management Inc. | $278,090 | 9,079 | New |
| 5 | MOODY NATIONAL BANK TRUST DIVISION | $260,355 | 8,500 | New |
| 6 | JUNCTURE WEALTH STRATEGIES, LLC | $243,080 | 7,936 | New |
| 7 | Farther Finance Advisors, LLC | $156,366 | 5,105 | Added |
| 8 | Versant Capital Management, Inc | $61,260 | 2,000 | Added |
| 9 | Olistico Wealth, LLC | $43,586 | 1,423 | Hold |
| 10 | GAMMA Investing LLC | $38,686 | 1,263 | Added |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $11,824 | 386 | Added |
| 12 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30