FollowFilings The Ledger · @followfilings · data: SEC Form 4 ← All receipts

$AI

C3.ai, Inc.
$12.16 -36.9% vs prior close

What they do: Services-Prepackaged Software · Exchange: NYSE · Employees: 764

C3.ai, Inc. operates as an enterprise artificial intelligence application software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. It offers C3 agentic AI platform, an application development and runtime environment that enables customers to design, develop, and deploy enterprise AI applications; C3 AI Studio, an integrated development environment in the C3 Agentic AI Platform that enables engineers, data scientists, and business analysts to design, build, test, and deploy AI applications; C3 AI Applications, a portfolio of industry-specific enterprise AI applications that enables the digital transformation of organizations globally; and C3 Generative AI, a library of agentic AI applications to retrieve data, analyze information, surface insights, and orchestrate workflows. The company also provides C3 Code, a solution that enables users to build, configure, and deploy a complete and production-grade Enterprise AI applications automatically, including data pipelines, AI models, business logic, security controls, and user interfaces. It has strategic partnerships with Microsoft, AWS, Google Cloud, McKinsey & Company, and Baker Hughes. The company was formerly known as C3 IoT, Inc. and changed its name to C3.ai, Inc. in June 2019. C3.ai, Inc. was incorporated in 2009 and is headquartered in Redwood City, California. (via Yahoo Finance)

Earnings trend (from SEC filings)

Quarter endRevenueDiluted EPS
2024-10-31$94.3M$-0.52
2025-01-31$98.8M$-0.62
2025-07-31$70.3M$-0.86
2025-10-31$75.1M$-0.75
2026-01-31$53.3M$-0.94
2026-07-31$52.4M$-0.60

Institutional ownership (via Yahoo Finance, 13F-derived)

Insiders hold: 8.11% · Institutions hold: 62.83% across 436 filers

InstitutionSharesValue% held
Blackrock Inc.14,255,067$173.3M9.06%
Vanguard Portfolio Management LLC8,967,629$109.0M5.70%
Vanguard Capital Management LLC5,991,015$72.9M3.81%
Morgan Stanley5,025,836$61.1M3.20%
BNP Paribas Financial Markets3,543,864$43.1M2.25%
State Street Corporation3,488,324$42.4M2.22%
Geode Capital Management, LLC3,431,376$41.7M2.18%
Goldman Sachs Group Inc3,221,882$39.2M2.05%

Insider activity — every transaction, real date, real price

Trade dateFiledNameRoleActionSharesPriceValueStock since
2026-10-132026-10-14SIEBEL THOMAS MCEO and Chairman of the BoardOPTION EXERCISE435,363$3.90$1.7M+1.2%
2026-10-132026-10-14SIEBEL THOMAS MCEO and Chairman of the BoardSOLD435,363$11.82$5.1M+1.2%
2026-10-122026-10-14Lath HiteshCHIEF FINANCIAL OFFICERSOLD20,000$12.37$247K+4.7%