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EVR Research’s C3.ai AI Stock Holding History

EVR Research’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
Q1 		– Sell
-600,400
Closed -$8.09M – 31
2025
Q4 		$8.09M Buy
600,400
+415,000
+224% +$6.62M 4.37% 7
2025
Q3 		$3.21M Buy
185,400
+57,500
+45% +$1.2M 1.92% 15
2025
Q2 		$3.14M Sell
127,900
-5,000
-4% -$114K 1.37% 22
2025
Q1 		$2.8M Sell
132,900
-125,000
-48% -$3.55M 0.79% 26
2024
Q4 		$8.88M Sell
257,900
-129,600
-33% -$4.02M 2.97% 15
2024
Q3 		$9.39M Buy
387,500
+130,000
+50% +$3.3M 2.34% 18
2024
Q2 		$7.46M Sell
257,500
-117,500
-31% -$3.02M 2.23% 17
2024
Q1 		$10.2M Sell
375,000
-105,000
-22% -$2.95M 2.27% 18
2023
Q4 		$13.8M Sell
480,000
-305,000
-39% -$8.39M 3.08% 14
2023
Q3 		$20M Buy
785,000
+235,000
+43% +$7.84M 5.3% 6
2023
Q2 		$20M Buy
550,000
+120,000
+28% +$3.38M 5.35% 7
2023
Q1 		$14.4M Buy
+430,000
New +$8.8M 3.59% 12

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

EVR Research's AI Position: Q1 2026 in Review

EVR Research sold out of C3.ai (AI) in Q1 2026, closing a stake of 600,400 shares — an estimated $8.09M sold.

EVR Research first reported a position in AI in Q1 2023 and held it in 12 quarters. The position peaked at $20M in Q2 2023. 319 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • EVR Research reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • EVR Research sold 600,400 C3.ai shares in Q1 2026, an estimated $8.09M.
  • EVR Research first reported a position in C3.ai in Q1 2023 and held it in 12 quarters.
  • EVR Research's C3.ai position peaked at $20M in Q2 2023.
  • 319 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on EVR Research's 13F filing for Q1 2026, filed 14 May 2026.