Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in AI — C3.ai, Inc.
CIK 1510434
Seattle, WA
Position in AI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$125,869
+$9,876 QoQ
Shares Held
13,847
+0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 316 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $120,590,670 across 25 Software - Infrastructure names. AI ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
229,490 | $85,604,359 | |
| 2 | ORCL |
Oracle Corp
|
52,606 | $7,709,408 | |
| 3 | PANW |
Palo Alto Networks Inc
|
14,167 | $4,831,230 | |
| 4 | NTCT |
Netscout Systems Inc
|
94,629 | $4,121,092 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
27,800 | $3,243,425 | |
| 6 | RELY |
Remitly Global, Inc.
|
107,889 | $2,417,792 | |
| 7 | TWLO |
Twilio Inc
|
9,074 | $1,872,237 | |
| 8 | BOX |
Box Inc
|
42,703 | $1,133,337 |
All Filings in AI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,869 | 13,847 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $115,993 | 13,776 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $164,833 | 12,228 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $193,046 | 11,133 | Shares | Sole | 2025-11-10 | |
| 2024-09-30 | $203,822 | 8,412 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $243,611 | 8,412 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $203,187 | 7,506 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $686,341 | 23,906 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $555,264 | 21,758 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $691,259 | 18,975 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,410,879 | 42,028 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $561,547 | 50,183 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $579,987 | 46,399 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $769,585 | 42,146 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $810,685 | 35,713 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,118,218 | 35,783 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||