BIP Wealth, LLC

Position in AI — C3.ai, Inc.

CIK 1590214 ATLANTA, GA

Position in AI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$94,172

-$44,833 QoQ

Shares Held

10,360

+0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#192

of 316 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BIP Wealth, LLC holds $26,147,872 across 9 Software - Infrastructure names. AI ranks #9 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	41,085	$15,325,526
2	PANW	Palo Alto Networks Inc	10,240	$3,492,044
3	PLTR	Palantir Technologies Inc.	19,836	$2,314,266
4	ORCL	Oracle Corp	15,348	$2,249,249
5	CRWD	CrowdStrike Holdings, Inc.	9,004	$1,717,828
6	FTNT	Fortinet, Inc.	3,021	$464,086
7	DAVA	Endava plc	88,975	$251,799
8	NET	Cloudflare, Inc.	974	$238,902

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,172	10,360	+0.5%	Shares	Sole	2026-08-03
2025-12-31	$139,005	10,312	-13.1%	Shares	Sole	2026-01-21
2025-09-30	$205,843	11,871	+15.3%	Shares	Sole	2025-10-30
2025-06-30	$253,071	10,300	0.0%	Shares	Sole	2025-07-31
2025-03-31	$216,815	10,300	0.0%	Shares	Sole	2025-05-02
2024-12-31	$354,629	10,300	0.0%	Shares	Sole	2025-02-14
2024-09-30	$249,569	10,300	0.0%	Shares	Sole	2024-11-07
2024-03-31	$278,821	10,300	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$287,100	10,000	0.0%	Shares	Sole	2024-02-02
2023-09-30	$255,200	10,000	0.0%	Shares	Sole	2023-11-09
2023-06-30	$364,300	10,000	0.0%	Shares	Sole	2023-07-27
2023-03-31	$335,700	10,000	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.