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.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $77.38M |
| Operating income | -$498.5M |
| Diluted EPS | -$3.35 |
| Gross margin | 30.9% |
| Net margin | -187.9% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 8-K | Oct 30, 2026 | 0001577526-26-000179EDGAR |
| 4Clayville Michael Wayne | Oct 29, 2026 | 0001577526-26-000177EDGAR |
| 4GOLDMAN KENNETH A | Oct 29, 2026 | 0001577526-26-000175EDGAR |
| 4Hyten John E. | Oct 29, 2026 | 0001577526-26-000173EDGAR |
| 4MCCAFFERY MICHAEL G | Oct 29, 2026 | 0001577526-26-000171EDGAR |
| 4Murray Alan S | Oct 29, 2026 | 0001577526-26-000169EDGAR |
| 4SEWELL D BRUCE | Oct 29, 2026 | 0001577526-26-000167EDGAR |
| 4Sridhar KR | Oct 29, 2026 | 0001577526-26-000165EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| WARD JR STEPHEN M | Oct 26, 2026 | Grant / award |
| LEVIN RICHARD C | Oct 26, 2026 | Grant / award |
| Sridhar KR | Oct 26, 2026 | Grant / award |
| SEWELL D BRUCE | Oct 26, 2026 | Grant / award |
| MCCAFFERY MICHAEL G | Oct 26, 2026 | Grant / award |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 9.1% | Aug 7, 2026 | $129.58M |
| Vanguard Portfolio Management | 5.7% | Aug 13, 2026 | $81.52M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.1% | Aug 14, 2026 | $58.11M |
| Vanguard Capital Management | 3.8% | Aug 13, 2026 | $54.46M |
| CITADEL ADVISORS LLC | 3.2% | Sep 1, 2026 | $45.93M |
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Data as of Nov 8, 2026Source: SEC EDGAR.