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Creative Planning AI Position History
C3.ai, Inc. • Technology
Quarters held
8
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7K |
| Q3 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $28K |
| Q2 2026 | $1.6M |
| Q3 2026 | $68K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 212.8K | — | — |
| Q3 2026 | $68K | 6.2K | — | — |
| Q2 2026 | $1.6M | 172.1K | — | — |
| Q2 2026 | $28K | 3.1K | — | — |
| Q1 2026 | $1.3M | 150.2K | — | — |
| Q4 2025 | $1.3M | 97.5K | — | — |
| Q3 2025 | $1.3M | 73.6K | — | — |
| Q3 2025 | $7K | 377 | — | — |
Other funds holding AI
$341.7M
$276.6M
$232.3M
$181.3M
$102.6M
$101.6M
$94.3M