Vanguard Group Inc. increased its C3.ai, Inc. holdings by 0.8% during the fourth quarter. A May 11, 2026 SEC filing confirmed the transaction.

Vanguard now owns 14.47 million shares. The position is valued at approximately $195.06 million. This stake represents 10.28% of the company.

C3.ai reported a surge in federal, defense, and aerospace bookings. The company announced workforce reductions to save $135 million in annual operating expenses.

C3.ai missed analyst earnings per share estimates in its latest quarterly report. Brokerages maintain an average "Reduce" rating.