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Evergreen Capital Management’s C3.ai AI Stock Holding History

Evergreen Capital Management’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Sell
50,329
-167
-0.3% -$1.59K 0.01% 963
2026
Q1 		$425K Buy
50,496
+350
+0.7% +$3.75K 0.01% 895
2025
Q4 		$676K Buy
50,146
+298
+0.6% +$4.75K 0.02% 587
2025
Q3 		$864K Sell
49,848
-166
-0.3% -$3.47K 0.02% 445
2025
Q2 		$1.23M Buy
50,014
+166
+0.3% +$3.79K 0.04% 328
2025
Q1 		$1.05M Sell
49,848
-352
-0.7% -$9.99K 0.04% 325
2024
Q4 		$1.73M Buy
50,200
+37
+0.1% +$1.15K 0.06% 271
2024
Q3 		$1.22M Hold
50,163
– – 0.04% 308
2024
Q2 		$1.45M Buy
+50,163
New +$1.29M 0.05% 270

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Evergreen Capital Management's AI Position: Q2 2026 in Review

Evergreen Capital Management reduced its C3.ai (AI) stake by 0.33% in Q2 2026, selling an estimated $1.59K and leaving 50,329 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #963.

Evergreen Capital Management first reported a position in AI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Evergreen Capital Management held 50,329 shares of C3.ai worth $457K as of Q2 2026.
  • Evergreen Capital Management sold 167 C3.ai shares in Q2 2026, an estimated $1.59K.
  • C3.ai made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #963 holding.
  • Evergreen Capital Management first reported a position in C3.ai in Q2 2024 and has held it in 9 quarters since.
  • Evergreen Capital Management's C3.ai position peaked at $1.73M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.