Welcome to our dedicated page for Caris Life Sciences SEC filings (Ticker: CAI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Caris Life Sciences, Inc. (NASDAQ: CAI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Texas corporation with Commission File Number 001-42706, Caris uses current reports on Form 8-K and other SEC filings to communicate information about financial results, corporate governance changes and other material events.
Recent 8-K filings from Caris Life Sciences have furnished press releases announcing quarterly financial results, including revenue from molecular profiling services and pharma research and developmental services, as well as clinical therapy selection case volumes. Another 8-K describes an amendment and restatement of the company’s bylaws, including a provision specifying the minimum beneficial ownership threshold required for shareholders to institute or maintain a derivative proceeding under Texas law.
On this page, users can review CAI filings such as Form 8-K, and, as they become available, annual reports on Form 10-K, quarterly reports on Form 10-Q, and other documents that detail Caris’ business, risk factors, financial condition and governance matters. These filings complement the company’s press releases by providing formal, structured disclosures for investors and analysts.
Stock Titan enhances access to these documents with tools designed to help readers navigate and interpret complex SEC materials. Users can monitor new CAI filings as they are posted to the EDGAR system and use AI-powered summaries to understand key points in lengthy reports, including discussions of molecular profiling operations, precision oncology initiatives, and corporate policies referenced in Caris Life Sciences’ regulatory disclosures.
Caris Life Sciences, Inc. describes a precision oncology business built on comprehensive molecular profiling and artificial intelligence. The company focuses on tissue- and blood-based sequencing to guide cancer diagnosis, therapy selection, minimal residual disease tracking, and early detection.
Caris reports sequencing over 1,000,000 oncology cases as of December 31, 2025 and serving more than 6,000 ordering physicians. Its MI Profile tissue platform, Caris Assure blood platform, and planned whole genome solutions, including the Caris Detect early detection assay expected in 2026, generate large multi-modal datasets used for clinical care, biopharma partnerships, and internal drug discovery.
The company highlights FDA-approved MI Cancer Seek as a WES/WTS companion diagnostic, growing Medicare and commercial coverage for Caris Assure, extensive intellectual property, and a global research network. It also notes a substantial biopharma services and data-licensing business built on its clinico-genomic and imaging datasets.
Minor Lloyd reported acquisition or exercise transactions in this Form 4 filing.
Caris Life Sciences director Lloyd Minor reported receiving 2,492 shares of common stock on February 26, 2026. These shares were issued as equity in lieu of cash compensation for his 2025 board retainer fees, based on a ten-day average trading price. Following this award, his direct holdings increased to 18,621 shares of common stock.
Caris Life Sciences director Jeff L. Vacirca received a stock grant instead of cash board fees. On February 26, 2026, he acquired 2,492 shares of common stock at $20.06 per share as compensation for his 2025 board retainer, bringing his direct holdings to 18,621 shares.
Caris Life Sciences director David Paul Fredrickson acquired 2,492 shares of common stock as compensation. The shares were issued on February 26, 2026 in lieu of cash payment for his 2025 board retainer fees, valued at $20.06 per share.
After this stock award, his directly held stake increased to 18,621 common shares. The number of shares granted was calculated by dividing the cash retainer earned by the 10-day average volume-weighted average price per share through February 25, 2026.
HALBERT JON reported acquisition or exercise transactions in this Form 4 filing.
Caris Life Sciences director Jon Halbert received a grant of 2,492 shares of common stock as part of his 2025 board retainer, issued in stock instead of cash. The number of shares was based on the ten‑day average volume-weighted price through February 25, 2026 at $20.06 per share.
After this award, he directly holds 118,621 shares. An additional 625,000 shares are held indirectly through LAH Investments, Ltd., and 625,000 shares are held indirectly through the Jon and Linda Halbert Management Trust, following an in-kind distribution from Ke'Ohana Ventures, LLC. He disclaims beneficial ownership of these indirect holdings except to the extent of his pecuniary interest.
PHILLIPS T DANNY reported acquisition or exercise transactions in this Form 4 filing.
Caris Life Sciences director T. Danny Phillips received a stock grant instead of cash for 2025 board retainer fees. He was awarded 3,739 shares of common stock at a reference price of $20.06 per share, bringing his direct holdings to 119,868 shares.
CASTLEMAN PETER M reported acquisition or exercise transactions in this Form 4 filing.
Caris Life Sciences director Peter M. Castleman received a grant of 5,509 shares of common stock on February 26, 2026, as compensation for his 2025 board retainer fees, instead of cash. The shares were valued at $20.06 each, based on a ten-day volume-weighted average price through February 25, 2026.
After this award, he directly holds 24,138 common shares. He also has indirect holdings reported as 100,000 shares through a family trust and 10,270,906 shares held by CLS-PF-SPE, LLC, an entity whose manager controls voting and investment power, while he disclaims beneficial ownership beyond his economic interest.
Caris Life Sciences delivered a breakout 2025, nearly doubling revenue and turning profitable in the fourth quarter. Q4 2025 revenue reached $292.9 million, up 125% year over year, with gross margin expanding to 75% and net income of $82.0 million. Full-year 2025 revenue was $812.0 million, up 97%, with gross margin improving to 66%. The company still reported a full-year net loss of $68.1 million, but generated positive Adjusted EBITDA of $137.7 million, operating cash flow of $83.2 million, and free cash flow of $66.9 million.
Management expects 2026 revenue of $1.0 billion to $1.02 billion, implying approximately 23% to 26% growth, driven by about 20% higher clinical therapy selection volume and 21% to 22% molecular profiling growth. They also expect to remain positive on free cash flow and Adjusted EBITDA. The company highlighted an interim readout from its Achieve 1 study supporting the planned first-half 2026 launch of Caris Detect, a multi-cancer early detection test, and recent partnerships with Everlywell and Genentech.
Caris Life Sciences, Inc. received an updated ownership report from investment entities affiliated with TSSP Sub-Fund HoldCo, LLC and Alan Waxman. As of December 31, 2025, TSSP Sub-Fund HoldCo reports beneficial ownership of 18,416,128 shares of common stock, representing 6.5% of the company. Alan Waxman reports beneficial ownership of 19,385,399 shares, or 6.9% of the outstanding common stock.
The ownership percentages are calculated using 282,146,923 shares outstanding as of November 3, 2025, as disclosed in the company’s Form 10-Q. The filing explains that the reported holdings are spread across several affiliated investment vehicles and that each reporting person formally disclaims beneficial ownership of the securities held by those entities.
FMR LLC has filed a Schedule 13G reporting a passive ownership stake in Caris Life Sciences Inc. common stock. FMR and related entities beneficially own 14,143,768 shares, representing 5.0% of the class as of December 31, 2025.
FMR has sole voting power over 14,141,156 shares and sole dispositive power over 14,143,768 shares. Abigail P. Johnson is reported with sole dispositive power over the same 14,143,768 shares but no voting power. The filing certifies the holdings are in the ordinary course of business and not for influencing control of the company.