What is the 13F Pro Quality Score for CAI?

13F Pro ranks Caris Life Sciences, Inc. (CAI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CAI's current score at https://13fpro.ai/company/CAI (free sign-up required for the full ranking).

Which hedge funds own the most CAI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CAI include FMR, J. H. Whitney Equity Partners VI,, COATUE MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CAI as soon as new 13F filings post.

Where does 13F Pro source CAI data?

All Caris Life Sciences, Inc. fundamentals and ownership data come directly from SEC EDGAR. Caris Life Sciences, Inc. files with the SEC under CIK 2019410. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CAI in?

Caris Life Sciences, Inc. (CAI) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

What drives CAI's revenue?

Per Caris Life Sciences, Inc.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Molecular profiling services ($252.3M, +54.8% YoY); Pharma research and development services ($11.5M, -38.0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CAI.

What are CAI's largest expenses?

Caris Life Sciences, Inc.'s latest 10-Q reports these as the largest expense items: Cost of Services - Molecular profiling services ($81.3M, +24.5% YoY); General and administrative expense ($66.5M, +3.4% YoY); Selling and marketing expense ($53.8M, +27.2% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is CAI research updated on 13F Pro?

CAI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Caris Life Sciences, Inc.(CAI)Stock Analysis

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SEC EDGAR: CIK 2019410 CAI stock profile & AI dashboard →

13F Pro Quality Score

69.0/100

Rank #289 of 2,961 stocksTOP 10%

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

91.6/100

Profitability

73.7/100

Balance Sheet

84.7/100

Earnings Quality

77.4/100

Free Cash Flow

64.8/100

Institutional Flow

22.2/100

Revenue Scale

49.6/100

Dilution Risk

17.9/100

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Why CAI Scores 69/100

exact factor attribution · 2026-09-11

CAI's composite is driven by revenue growth and profitability, held back by shareholder dilution and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.3 pts

92th pct

Profitability

+3.6 pts

74th pct

Capital efficiency

+3.5 pts

85th pct

Earnings quality

+2.7 pts

77th pct

Free cash flow

+2.2 pts

65th pct

Earnings growth

+1.8 pts

85th pct

Scale

-0.1 pts

50th pct

Institutional flow

-1.4 pts

22th pct

Shareholder dilution

-1.6 pts

18th pct

Latest change (2026-08-07): 32 → 67 · ↑ Revenue growth 30→95; ↑ Profit margin 30→78

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in CAI

Events flagged as statistical outliers against CAI's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-07
CAI quality score jumped 35 points (32→67) on a new filing
View source filing →

CAI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Caris Life Sciences, Inc. (CAI), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores CAI at 69.0/100 on a 32-signal composite quality model, placing it at rank #289 of 2,961 stocks — the top 10% of the AI-ranked universe. CAI scores in the top quartile across revenue growth (91.6), balance sheet strength (84.7), earnings quality (77.4). Areas of concern include institutional flow (22.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Caris Life Sciences, Inc. reports quarterly revenue of $263.7M, net income of $-637.0K, an operating margin of 10.2%. Top institutional holders of CAI by reported 13-F value include FMR, J. H. Whitney Equity Partners VI, COATUE MANAGEMENT, based on the most recent SEC filings. CAI trades on the Nasdaq exchange and files with the SEC under CIK 2019410. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CAI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Caris Life Sciences, Inc. directly from SEC EDGAR. Caris Life Sciences, Inc.'s 13F Pro composite quality score has ranged between 65 and 69 since 2026, currently 69.0 — a stable long-term trajectory across 19 quarterly and live scoring snapshots.

✦

Fun facts about Caris Life Sciences, Inc.

Quirks, history, and lore behind CAI — the kind of stuff that makes a stock memorable.

1
The Basics
A healthcare company headquartered in Texas · operates in the molecular diagnostics space · serves patients across the United States.
2
The Numbers
Has processed molecular profiles for hundreds of thousands of cancer patients, with a proprietary database that ranks among the largest clinico-genomic datasets in oncology.
3
The History
Founded in the late 1990s, the company pivoted hard into precision oncology, eventually selling off other business lines to focus entirely on cancer molecular testing.
4
The Secret
Its flagship platform doesn't just sequence your tumor — it profiles it across DNA, RNA, and protein simultaneously, giving oncologists a comprehensive biological portrait in one shot.
5
The Lore
The company built its own artificial intelligence engine trained on its massive patient dataset, and has partnerships with major biopharma companies using that data to find new drug targets.
6
The Giveaway
If your oncologist ordered a whole-transcriptome sequencing test called MI Profile to guide your cancer treatment, this Irving, Texas lab did the work.

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What's Driving CAI's Business? Latest 10-Q Breakdown

✓ 32/32 datapoints verified

AI-extracted from Caris Life Sciences, Inc.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Caris swung to profitability with Q2 revenue up 45% YoY to $263.7M, driven by a 54.8% surge in molecular profiling services, pushing operating income to $26.9M from a $18.0M loss a year ago.

Biggest Revenue Drivers

Molecular profiling services$252.3M+54.8% YoY

Driven primarily by higher clinical case volume (59,200 vs. 50,000 cases) and higher reimbursement, including improved average selling prices from enhanced contracting

Pharma research and development services$11.5M-38.0% YoY

Decrease was a result of the timing of delivery of services under applicable agreements

Biggest Revenue Drivers

Total revenue: $263.7M+45.4% YoY

Molecular profiling services$252.3M+54.8% YoY

Driven primarily by higher clinical case volume (59,200 vs. 50,000 cases) and higher reimbursement, including improved average selling prices from enhanced contracting

Pharma research and development services$11.5M-38.0% YoY

Decrease was a result of the timing of delivery of services under applicable agreements

Largest Expense Items

Cost of Services - Molecular profiling services$81.3M+24.5% YoY

Blood laboratory costs rose $10.4M (materials/testing +$8.6M, labor +$1.2M) and tissue laboratory costs rose $5.5M

General and administrative expense$66.5M+3.4% YoY

Higher labor, professional fees and utilities, largely offset by an $11.5M decrease in stock-based compensation tied to IPO-vesting awards in the prior-year quarter

Selling and marketing expense$53.8M+27.2% YoY

Personnel costs from sales team expansion (+$6.9M) plus higher travel/marketing and professional services spend

Research and development expense$32.4M+29.2% YoY

Higher depreciation, stock-based compensation, utilities, and biorepository collection fees

Margins: Gross profit rose 58.0% YoY to $179.6M as molecular profiling revenue grew faster than its cost of services; operating margin turned positive at 10% of revenue versus -10% a year ago as revenue growth outpaced opex growth.

Watch Items from the Filing

Payer 1 represented 37.3% of Q2 2026 revenue (down from 44.7% in Q2 2025); Payer 2 was 12.6% and Payer 3 was 15.6%, indicating continued heavy single-payer concentration.
The company remains under a DOJ Civil Investigative Demand regarding compliance with Medicare's 14-day rule, first disclosed March 2025, with the investigation still evolving and too early to assess outcome.
Management concluded disclosure controls were not effective as of June 30, 2026 due to an unremediated material weakness in internal control over financial reporting tied to insufficient qualified accounting resources.
Medicare patients accounted for approximately 38.9% of molecular profiling services revenue in Q2 2026, down from 49.7% in Q2 2025, showing a shifting but still substantial government payer exposure.
On April 1, 2026 the company refinanced into a new $400M term loan (maturing 2031) with a $300M delayed-draw facility for acquisitions, recognizing a $25.2M loss on extinguishment of the prior 2023 Term Loan.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$263.7M

Net Income

Q2 2026

$-637.0K

Operating Margin

Q2 2026

10.2%

ROIC

Q2 2026

10.9%

D/E Ratio

Q2 2026

0.66

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+97.0% YoY

$812.0MFY 2025

FY22 —FY23 $306.1MFY24 $412.3MFY25 $812.0M

Net Income

+75.8% YoY

$-68.1MFY 2025

FY22 —FY23 $-341.4MFY24 $-281.9MFY25 $-68.1M

Operating Income

+117.5% YoY

$45.1MFY 2025

FY22 —FY23 $-319.6MFY24 $-257.1MFY25 $45.1M

EPS (Diluted)

+69.8% YoY

$-3.22FY 2025

FY22 —FY23 $-13.24FY24 $-10.66FY25 $-3.22

Total Assets

+227.5% YoY

$1.13BFY 2025

FY22 —FY23 —FY24 $343.7MFY25 $1.13B

Total Debt

-12.5% YoY

$379.0MFY 2025

FY22 —FY23 —FY24 $433.2MFY25 $379.0M

Op. Cash Flow

+133.9% YoY

$83.2MFY 2025

FY22 —FY23 $-276.1MFY24 $-245.2MFY25 $83.2M

Free Cash Flow

+126.4% YoY

$66.9MFY 2025

FY22 —FY23 $-298.4MFY24 $-253.6MFY25 $66.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022
Revenue	$812.0M +97.0%	$412.3M +34.7%	$306.1M	—
Net Income	$-68.1M +75.8%	$-281.9M +17.4%	$-341.4M	—
Operating Income	$45.1M +117.5%	$-257.1M +19.5%	$-319.6M	—
EPS (Diluted)	$-3.22 +69.8%	$-10.66 +19.5%	$-13.24	—
Total Assets	$1.13B +227.5%	$343.7M	—	—
Total Debt	$379.0M -12.5%	$433.2M	—	—
Operating Cash Flow	$83.2M +133.9%	$-245.2M +11.2%	$-276.1M	—
Free Cash Flow	$66.9M +126.4%	$-253.6M +15.0%	$-298.4M	—

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Available Research

13F Pro tracks comprehensive data for Caris Life Sciences, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CAI

FMR LLC
$551.1M30,923,878 sh
J. H. Whitney Equity Partners VI, LLC
$200.6M11,256,615 sh
COATUE MANAGEMENT LLC
$175.0M9,819,992 sh
BRAIDWELL LP
$147.1M8,256,032 sh
Sixth Street Partners Management Company, L.P.
$130.6M7,327,041 sh
PointState Capital LP
$121.7M6,828,835 sh
JPMORGAN CHASE & CO
$120.2M6,558,514 sh
BlackRock, Inc.
$98.7M5,536,798 sh
T. Rowe Price Investment Management, Inc.
$90.5M5,079,141 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$86.3M4,844,431 sh

Fund	Value	Shares
FMR LLC	$551.1M	30,923,878
J. H. Whitney Equity Partners VI, LLC	$200.6M	11,256,615
COATUE MANAGEMENT LLC	$175.0M	9,819,992
BRAIDWELL LP	$147.1M	8,256,032
Sixth Street Partners Management Company, L.P.	$130.6M	7,327,041
PointState Capital LP	$121.7M	6,828,835
JPMORGAN CHASE & CO	$120.2M	6,558,514
BlackRock, Inc.	$98.7M	5,536,798
T. Rowe Price Investment Management, Inc.	$90.5M	5,079,141
VANGUARD PORTFOLIO MANAGEMENT LLC	$86.3M	4,844,431

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Is CAI a good stock to buy?

13F Pro's AI-powered analysis of Caris Life Sciences, Inc. (CAI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CAI are available on the CAI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CAI is classified as a mid company.

Which hedge funds own CAI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CAI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Caris Life Sciences, Inc.'s investment landscape.