B. Riley Wealth Advisors, Inc.

Position in AI — C3.ai, Inc.

CIK 1464811 MEMPHIS, TN

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Position in AI

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$31,659

-$113,574 QoQ

Shares Held

3,760

-36.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AI Over Time

Shares Held

Position Value (USD)

Derivatives in AI

reported options exposure · as of Mar 31, 2026

CallValue

$26,486

CallShares

340,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	81,778	$30,504,829
2	PANW	Palo Alto Networks Inc	61,181	$20,863,944
3	PLTR	Palantir Technologies Inc.	159,459	$18,604,081
4	ORCL	Oracle Corp	34,390	$5,039,854
5	CRWD	CrowdStrike Holdings, Inc.	97,700	$4,659,923
6	CRWV	CoreWeave, Inc.	11,541	$1,148,791
7	NET	Cloudflare, Inc.	3,374	$827,574
8	ZS	Zscaler, Inc.	3,887	$548,650

All Filings in AI

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,659	3,760	-36.4%	Shares	Sole	2026-04-27
2026-03-31	$26,486	340,000	+18150.1%	Call	Sole	2026-04-27
2025-06-30	$45,773	1,863	—	Call	Sole	2025-08-19
2025-06-30	$19,656	800	—	Put	Sole	2025-08-19
2025-06-30	$145,233	5,911	-83.2%	Shares	Sole	2025-08-19
2023-12-31	$1,011,970	35,248	+341.0%	Shares	Sole	2024-03-15
2023-06-30	$291,184	7,993	-21.6%	Shares	Sole	2023-07-27
2023-03-31	$342,346	10,198	—	Shares	Sole	2023-05-17
No filing history on record for this holder in this stock.