AI — C3 AI INC

Ownership history in EVOKE WEALTH, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in C3 AI INC (AI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.66% (2024 Q2)
Avg. % of fund
0.06%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 39,319 -1,126 -2.8% 0.01% $682K $17.34
2025 Q2 REDUCED 40,445 -403 -1.0% 0.02% $994K $24.57
2025 Q1 ADDED 40,848 +179 +0.4% 0.02% $860K $21.05
2024 Q4 ADDED 40,669 +2 +0.0% 0.04% $1.4M $34.43
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AI price (monthly, adj. close)

Other funds also holding AI

As of 2025 Q4 — sorted by position size

EVR Research LP 3Y 4.37% DOW CHEMICAL CO /DE/ 3Y 7Y 1.46% Tiller Private Wealth, Inc. 3Y 7Y 1.07% Crawford Fund Management, LLC 0.71% Shearwater Capital LLC 3Y 0.52% Atom Investors LP 3Y 7Y 0.4% LM Advisors LLC 0.39% Neo Ivy Capital Management 3Y 7Y 0.37% Bayesian Capital Management, LP 3Y 7Y 0.36% PHILADELPHIA TRUST CO 3Y 7Y 0.32%
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