AI C3.ai, Inc.
Executive Summary
A significant institutional cluster in C3.ai (AI) shows 16 buyers accumulating $63.5M net versus 6 sellers reducing by $24.6M, led by Citadel's $43.2M position doubling. The strong active-manager buying (Citadel, Trexquant, Capital Fund Management) contrasts with passive Invesco's modest add, suggesting a shared thesis around AI software monetization or a catalyst. Historical model reads on AI have been accurate (71% win rate at T+20), lending confidence to this bullish signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $38.9M
▲ Buyers (16)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | DOUBLED | +265.1% | $64.2M | $43.2M |
| Trexquant Investment | DOUBLED | +732.5% | $10.6M | $9.1M |
| Capital Fund Management | ADD | +80.5% | $16.5M | $5.6M |
| Envestnet Asset Management | DOUBLED | +732.5% | $3.2M | $2.8M |
| Dimensional Fund Advisors | ADD | +42.9% | $7.5M | $1.2M |
▼ Sellers (6)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Balyasny Asset Management | TRIM | -45.8% | $22.8M | -$12.5M |
| Legal & General Group | TRIM | -73.5% | $12.9M | -$10.1M |
| Walleye Capital | NEAR_EXIT | -90.5% | $1.4M | -$1.3M |
| Parallax Volatility Advisers | NEAR_EXIT | -86.3% | $538.0K | -$476.0K |
Actionable Insight
The concentrated active-manager buying (Citadel, Trexquant, Capital Fund Management) against a backdrop of bearish analyst consensus and insider selling ($4.4M in 30 days) creates a contrarian setup. Monitor for a catalyst (earnings, government contract win, or AI product announcement) that could trigger a short squeeze given the high short interest implied by the sell-side skew. The 45-day 13F reporting lag means positions may have been adjusted since quarter-end.
Key Facts
- 16 institutional buyers added $63.5M net; 6 sellers reduced $24.6M
- Citadel doubled its position (+265.1%) to $64.2M, the largest single buy
- Trexquant (+732.5% to $10.6M) and Envestnet (+732.5% to $3.2M) also doubled
- Balyasny trimmed 45.8% ($12.5M sold) and Legal & General trimmed 73.5% ($10.1M sold)
- Active managers dominate the buying side; passive Invesco only added 31.5%
- Analyst consensus is heavily bearish: 5% bullish, 12 sell/strong sell ratings
Financial Impact
16 institutions accumulated $63.5M in new positions while 6 reduced holdings by $24.6M, for a net institutional inflow of approximately $38.9M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Analyst consensus is 12 sell/strong sell ratings out of 22 analysts
- Insider selling of $4.4M in the past 30 days contradicts institutional buying
- C3.ai has a history of volatile post-earnings moves and negative free cash flow
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AI-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
2d ago
|
Institutional Cluster
| $11.26 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $10.88 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 3, 2026
11d ago
|
8-K
| $10.58 $10.43 | ▲ +1.42% | ▼ −1.16% | — |
|
Mar 25, 2026
11w ago
|
8-K
| $8.28 $8.31 | ▲ +0.36% | ▲ +2.13% | — |
|
Mar 16, 2026
13w ago
|
Insider Cluster
| $8.80 $8.81 | ▼ −0.11% | ▲ +0.16% | — |
|
Mar 9, 2026
14w ago
|
Insider Cluster
| $9.27 $8.96 | ▼ −3.34% | ▼ −3.16% | — |
|
Mar 2, 2026
15w ago
|
Insider Cluster
| $8.65 $9.10 | ▲ +5.20% | ▲ +6.12% | — |
|
Feb 25, 2026
15w ago
|
8-K
| $10.31 $8.40 | ▲ +18.53% | ▲ +17.98% | — |
US Market Status
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