Shearwater Capital LLC

Position in AI — C3.ai, Inc.

CIK 1905665 DENVER, CO

Position in AI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$643,808

+$77,345 QoQ

Shares Held

70,826

+5.3% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

2.37%

of 13F equity value

Holder Rank

#98

of 316 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Shearwater Capital LLC holds $1,321,695 across 3 Software - Infrastructure names. AI ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AI	C3.ai, Inc. This page	70,826	$643,808
2	ORCL	Oracle Corp	2,885	$422,796
3	NET	Cloudflare, Inc.	1,040	$255,091

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,808	70,826	+5.3%	Shares	Sole	2026-07-08
2026-03-31	$566,463	67,276	0.0%	Shares	Sole	2026-04-09
2025-12-31	$906,880	67,276	0.0%	Shares	Sole	2026-01-13
2025-09-30	$1,166,565	67,276	0.0%	Shares	Sole	2025-10-16
2025-06-30	$1,652,971	67,276	0.0%	Shares	Sole	2025-07-14
2025-03-31	$1,416,159	67,276	0.0%	Shares	Sole	2025-04-08
2024-12-31	$2,316,312	67,276	0.0%	Shares	Sole	2025-01-08
2024-09-30	$1,630,097	67,276	0.0%	Shares	Sole	2024-10-08
2024-06-30	$1,948,312	67,276	0.0%	Shares	Sole	2024-07-10
2024-03-31	$1,821,161	67,276	0.0%	Shares	Sole	2024-04-04
2023-12-31	$1,931,493	67,276	0.0%	Shares	Sole	2024-01-17
2023-09-30	$1,716,883	67,276	0.0%	Shares	Sole	2023-10-18
2023-06-30	$2,450,864	67,276	0.0%	Shares	Sole	2023-07-05
2023-03-31	$2,258,455	67,276	0.0%	Shares	Sole	2023-04-03
2022-12-31	$752,818	67,276	0.0%	Shares	Sole	2023-01-20
2022-09-30	$840,950	67,276	0.0%	Shares	Sole	2022-10-25
2022-06-30	$1,228,459	67,276	0.0%	Shares	Sole	2022-07-18
2022-03-31	$1,527,165	67,276	0.0%	Shares	Sole	2022-04-27
2021-12-31	$2,102,375	67,276	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.