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C3.ai, Inc. (AI)

SEC filings, insider trading & institutional ownership from EDGAR.

C3 AI describes itself as an Enterprise AI application software company. It provides software that lets organizations develop, deploy, and operate large-scale Enterprise AI applications. Its offering is built on a patented model-driven architecture, which lets developers use conceptual models of data objects, computing resources, and AI/ML services instead of writing lengthy code. The company says it positions its software as an alternative to AI vendor lock-in, and customers can run it on major public clouds, private or hybrid clouds, or directly on their own servers.

The product family has five core areas, collectively called C3 AI Software. The C3 Agentic AI Platform is the core development and runtime environment on which every other product runs. C3 AI Studio is the integrated development environment, with a Visual Studio Code extension, a low-code Application Canvas, and Data Studio and Auto ML tools. C3 AI Applications are pre-built, industry-specific SaaS applications. For asset performance, they include Reliability, Process Optimization, Energy Management, Asset Connect, and Field Services. For supply chain, they include Supply Network Risk, Inventory Optimization, Demand Forecasting, Production Schedule Optimization, Sourcing Optimization, and Supply Chain Orchestration. For defense and intelligence, they include Readiness, Intelligence Analysis, Decision Advantage, and Contested Logistics. Residential and Commercial Property Appraisal applications serve state and local governments. C3 Generative AI offers over 30 applications that use agents and retrieval-augmented generation to ground answers in a customer's own data. It is LLM-agnostic and also includes C3 AI Agentic Process Automation. C3 Code, the newest product, generates production-grade applications from natural language instructions by orchestrating multiple AI agents.

C3 AI's go-to-market strategy centers on lighthouse customers: large global early adopters in Europe, Asia, and the United States. Industries served include manufacturing, defense, oil and gas, utilities, chemicals, healthcare, life sciences, and government. Customers include the U.S. Department of War and its branches such as the Air Force, the Missile Defense Agency, and the Chief Digital and Artificial Intelligence Office. The U.S. Federal government, including defense, intelligence, and civilian agencies, is described as a significant and growing segment. Engagements often begin as initial production deployments and expand into enterprise-wide agreements spanning multiple divisions. The company says it is now more selective about these deployments, favoring those more likely to convert into production contracts.

C3 AI sells directly and also through a partner ecosystem that includes Microsoft, Amazon Web Services, McKinsey & Company, Baker Hughes, and Booz Allen Hamilton, which serves as a primary channel for customer acquisition and expansion. The software supports deployment on Azure, AWS, GCP, and FedRAMP-authorized government clouds, and its core generative AI features work in air-gapped environments. It integrates with enterprise systems such as SAP ERP and with data sources such as Snowflake, Oracle, and Databricks. The text does not cover manufacturing, suppliers, competitors, or headquarters.

AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.

RevenueFY2026
$250.27M
▼ 35.7%YoY
Net incomeFY2026
-$470.37M
▼ 62.9%YoY
Diluted EPSFY2026
-$3.35
▼ 49.6%YoY
Gross margin
30.9%
▼ 2970 bpsYoY
Insider net6 mo
+6.8M
shares20 sells0 buys
Institutions
37
$737.41M held

Financials

As reported to the SEC via XBRL, no adjustments

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Revenue & net income
-$600M-$400M-$200M$200M$400M
FY2023FY2024FY2025FY2026
RevenueNet income
FY2026 highlightsfrom 10-K
Gross profit$77.38M
Operating income-$498.5M
Diluted EPS-$3.35
Gross margin30.9%
Net margin-187.9%

Latest filings

10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR

All filings →
FormFiledAccession
8-KOct 30, 2026EDGAR
4Clayville Michael WayneOct 29, 2026EDGAR
4GOLDMAN KENNETH AOct 29, 2026EDGAR
4Hyten John E.Oct 29, 2026EDGAR
4MCCAFFERY MICHAEL GOct 29, 2026EDGAR
4Murray Alan SOct 29, 2026EDGAR
4SEWELL D BRUCEOct 29, 2026EDGAR
4Sridhar KROct 29, 2026EDGAR

Insider trading

From Form 4 filings

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InsiderDateType
WARD JR STEPHEN MOct 26, 2026Grant / award
LEVIN RICHARD COct 26, 2026Grant / award
Sridhar KROct 26, 2026Grant / award
SEWELL D BRUCEOct 26, 2026Grant / award
MCCAFFERY MICHAEL GOct 26, 2026Grant / award

Top holders

13F & 13D/G • latest quarter

All →
HolderStakeFiledValue
BlackRock, Inc.9.1%Aug 7, 2026$129.58M
Vanguard Portfolio Management5.7%Aug 13, 2026$81.52M
SUSQUEHANNA INTERNATIONAL GROUP, LLP4.1%Aug 14, 2026$58.11M
Vanguard Capital Management3.8%Aug 13, 2026$54.46M
CITADEL ADVISORS LLC3.2%Sep 1, 2026$45.93M

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Data as of Nov 8, 2026Source: SEC EDGAR.