SEI Investments
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SEI Investments’s Caris Life Sciences CAI Stock Holding History

SEI 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
Q3 		$23.7M Buy
773,132
+10,473
+1% +$235K 0.02% 706
2026
Q2 		$13.6M Buy
762,659
+163,947
+27% +$2.93M 0.01% 982
2026
Q1 		$10.7M Buy
598,712
+574,261
+2,349% +$12.6M 0.01% 1109
2025
Q4 		$660K Buy
+24,451
New +$689K ﹤0.01% 2381

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return

SEI Investments's CAI Position: Q3 2026 in Review

SEI Investments increased its Caris Life Sciences (CAI) stake by 1.4% in Q3 2026, buying an estimated $235K and bringing the position to 773,132 shares worth $23.7M. The position accounts for 0.02% of the portfolio, ranked #706.

SEI Investments first reported a position in CAI in Q4 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • SEI Investments held 773,132 shares of Caris Life Sciences worth $23.7M as of Q3 2026.
  • SEI Investments bought 10,473 Caris Life Sciences shares in Q3 2026, an estimated $235K.
  • Caris Life Sciences made up 0.02% of SEI Investments's portfolio in Q3 2026, its #706 holding.
  • SEI Investments first reported a position in Caris Life Sciences in Q4 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.