Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Caris Life Sciences, Inc. (CAI) ownership update: J.H. Whitney VI, L.P. and affiliated reporting persons state beneficial ownership of 18,256,615 shares of common stock, representing 6.5% of the class. The filing attributes shared voting and dispositive power over those shares to the reporting entities.
The statement lists J.H. Whitney Equity Partners VI, LLC as the sole general partner and names Paul R. Vigano and Robert M. Williams Jr. as managing members; no other person is reported to have rights to dividends or sale proceeds.
Key Figures
Beneficial ownership:18,256,615 sharesPercent of class:6.5%Shared voting power:18,256,615 shares+2 more
Shared voting power18,256,615 sharesItem 4(c)(ii) shared power to vote
Shared dispositive power18,256,615 sharesItem 4(c)(iv) shared power to dispose
CUSIP142152107Item 1(e) CUSIP number
Key Terms
Schedule 13G/A, beneficially owned, shared dispositive power
3 terms
Schedule 13G/Aregulatory
"Amendment No. 1 and header lines referencing Schedule 13G/A"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially ownedregulatory
"Item 4(a) Amount beneficially owned: 18,256,615"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive powerregulatory
"Item 4(c)(iv) Shared power to dispose or to direct the disposition: 18,256,615"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does J.H. Whitney hold in Caris Life Sciences (CAI)?
J.H. Whitney VI, L.P. beneficially owns 18,256,615 shares, equal to 6.5% of Caris Life Sciences common stock. The filing lists this amount under Item 4(a) as the reported beneficial ownership.
Who are the reporting persons on the CAI Schedule 13G/A amendment?
The filing is reported by J.H. Whitney VI, L.P., J.H. Whitney Equity Partners VI, LLC (sole general partner), and managing members Paul R. Vigano and Robert M. Williams Jr., with address in New Canaan, CT.
What voting and disposition powers are reported for the CAI shares?
The Schedule 13G/A shows 0 sole voting power and 18,256,615 shared voting and shared dispositive power. Sole dispositive and sole voting powers are reported as zero for these reporting persons.
Does anyone else have rights to dividends or sale proceeds for these CAI shares?
The filing states that no other person is known to have the right to receive dividends or proceeds from sale of the securities owned by J.H. Whitney VI, L.P., as described in Item 6 of the statement.
What CUSIP and class are covered in this CAI filing?
The Schedule 13G/A applies to Common Stock, par value $0.001 per share with CUSIP 142152107, as specified under Item 1(d)-(e) of the statement.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Caris Life Sciences, Inc.
(Name of Issuer)
Common Stock, par value $0.001 per share
(Title of Class of Securities)
142152107
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
142152107
1
Names of Reporting Persons
J H Whitney VI L P
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
18,256,615.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
18,256,615.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
18,256,615.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.5 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
142152107
1
Names of Reporting Persons
J. H. Whitney Equity Partners VI, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
18,256,615.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
18,256,615.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
18,256,615.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.5 %
12
Type of Reporting Person (See Instructions)
OO, HC
SCHEDULE 13G
CUSIP Number(s):
142152107
1
Names of Reporting Persons
VIGANO PAUL R
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
18,256,615.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
18,256,615.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
18,256,615.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.5 %
12
Type of Reporting Person (See Instructions)
IN, HC
SCHEDULE 13G
CUSIP Number(s):
142152107
1
Names of Reporting Persons
WILLIAMS ROBERT M JR
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
18,256,615.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
18,256,615.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
18,256,615.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.5 %
12
Type of Reporting Person (See Instructions)
IN, HC
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Caris Life Sciences, Inc.
(b)
Address of issuer's principal executive offices:
750 W. John Carpenter Freeway, Suite 800, Irving, Texas, 75039
Item 2.
(a)
Name of person filing:
This Statement is filed on behalf of J.H. Whitney VI, L.P., as the direct holder of the shares reported herein, J.H. Whitney Equity Partners VI, LLC, as the sole general partner of J.H. Whitney VI, L.P., and Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC (collectively, the "Reporting Persons").
(b)
Address or principal business office or, if none, residence:
The address of each Reporting Person is 212 Elm Street, Suite 1, New Canaan, CT 06840.
(c)
Citizenship:
J.H. Whitney VI, L.P. is a Delaware limited partnership. J.H. Whitney Equity Partners VI, LLC is a Delaware limited liability company. Paul R. Vigano and Robert M. Williams Jr. are citizens of the United States.
(d)
Title of class of securities:
Common Stock, par value $0.001 per share
(e)
CUSIP No.:
142152107
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
18,256,615
(b)
Percent of class:
6.5%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
18,256,615
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
18,256,615
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
No other person has the right to receive or the power to direct the receipt of dividends from, or proceeds from the sale of, the securities owned by J.H. Whitney VI, L.P.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
J H Whitney VI L P
Signature:
/s/ Paul R. Vigano
Name/Title:
Paul R. Vigano, Managing Member of J.H. Whitney Equity Partners VI, LLC, its General Partner