SAM
CAI

Smartleaf Asset Management’s Caris Life Sciences CAI Stock Holding History

Smartleaf Asset Management’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 		$1.72M Hold
94,051
– – 0.06% 293
2026
Q1 		$1.58M Buy
+94,051
New +$2.06M 0.06% 297

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Smartleaf Asset Management's CAI Position: Q2 2026 in Review

Smartleaf Asset Management held its Caris Life Sciences (CAI) position steady in Q2 2026 at 94,051 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #293.

Smartleaf Asset Management first reported a position in CAI in Q1 2026 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Smartleaf Asset Management held 94,051 shares of Caris Life Sciences worth $1.72M as of Q2 2026.
  • Smartleaf Asset Management left its Caris Life Sciences share count unchanged in Q2 2026.
  • Caris Life Sciences made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #293 holding.
  • Smartleaf Asset Management first reported a position in Caris Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.