ORI
CAI

Oak Ridge Investments’s Caris Life Sciences CAI Stock Holding History

Oak Ridge Investments’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482K Buy
27,064
+958
+4% +$17.1K 0.03% 148
2026
Q1 		$467K Buy
26,106
+4,286
+20% +$93.7K 0.03% 150
2025
Q4 		$589K Buy
+21,820
New +$615K 0.04% 144

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oak Ridge Investments's CAI Position: Q2 2026 in Review

Oak Ridge Investments increased its Caris Life Sciences (CAI) stake by 3.7% in Q2 2026, buying an estimated $17.1K and bringing the position to 27,064 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #148.

Oak Ridge Investments first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $589K in Q4 2025. 44 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Oak Ridge Investments held 27,064 shares of Caris Life Sciences worth $482K as of Q2 2026.
  • Oak Ridge Investments bought 958 Caris Life Sciences shares in Q2 2026, an estimated $17.1K.
  • Caris Life Sciences made up 0.03% of Oak Ridge Investments's portfolio in Q2 2026, its #148 holding.
  • Oak Ridge Investments first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • Oak Ridge Investments's Caris Life Sciences position peaked at $589K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.