Joel Greenblatt’s C3.ai AI Stock Holding History

Joel Greenblatt’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
2025 Q3	–	Sell	-63,186	Closed	-$1.55M	–	1684
2025 Q2	$1.55M	Buy	+63,186	New	+$1.44M	0.01%	1013
2025 Q1	–	Sell	-9,554	Closed	-$329K	–	1546
2024 Q4	$329K	Buy	+9,554	New	+$297K	﹤0.01%	1238
2024 Q3	–	Sell	-7,837	Closed	-$227K	–	1408
2024 Q2	$227K	Buy	+7,837	New	+$201K	﹤0.01%	1303
2023 Q3	–	Sell	-8,682	Closed	-$316K	–	1316
2023 Q2	$316K	Buy	+8,682	New	+$245K	0.01%	1103
2021 Q3	–	Sell	-30,626	Closed	-$1.92M	–	1010
2021 Q2	$1.92M	Buy	+30,626	New	+$1.9M	0.08%	323

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joel Greenblatt's AI Position: Q3 2025 in Review

Joel Greenblatt sold out of C3.ai (AI) in Q3 2025, closing a stake of 63,186 shares — an estimated $1.55M sold.

Joel Greenblatt first reported a position in AI in Q2 2021 and held it in 5 quarters. The position peaked at $1.92M in Q2 2021. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

Joel Greenblatt reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
Joel Greenblatt sold 63,186 C3.ai shares in Q3 2025, an estimated $1.55M.
Joel Greenblatt first reported a position in C3.ai in Q2 2021 and held it in 5 quarters.
Joel Greenblatt's C3.ai position peaked at $1.92M in Q2 2021.
329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.