Huckleberry.ai, Inc. 13F holders
108 funds reported a position in Huckleberry.ai, Inc. in their 13F for the quarter ended 30 June 2026, together 26.1 million shares worth $81.8 million. Against the quarter before, 22 opened a position, 45 added, 21 trimmed and 43 sold out; together they sold a net 4.1 million shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Veradace Capital Management LLC.
Funds holding108-22 on Q1 2026
Shares they held26.1Mworth $81.8 million
Net sold on the quarter4.1M sharesabout $12.9 million at the funds' values
Funds buying to selling67 to 64opened or added, to cut or sold
Opened 22Added 45Held 20Trimmed 21Sold out 43
What each fund did in HUCK against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in HUCK in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 20 reported a position in Huckleberry.ai, Inc.: 4 opened one, 3 added, 5 trimmed and 3 sold out, a net 152,399 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| State of Wyoming | +101,239 | 101,239 | new | 13F |
| Leonteq Securities AG | +25,000 | 25,000 | new | 13F |
| Rockwood Wealth Management, LLC | +13,461 | 67,687 | added | 13F |
| Caitong International Asset Management Co., Ltd | +13,365 | 13,365 | new | 13F |
| Gamma Investing LLC | +796 | 796 | new | 13F |
| Sterling Capital Management LLC | +517 | 1,002 | added | 13F |
| SBI Securities Co., Ltd. | -120 | 2,024 | trimmed | 13F |
| Essential Partners LLC | -98 | 103 | trimmed | 13F |
| Farther Finance Advisors, LLC | -32 | 246 | trimmed | 13F |
| Nisa Investment Advisors, LLC | +15 | 7,115 | added | 13F |
| IFP Advisors, Inc | -3 | 20 | trimmed | 13F |
| SJS Investment Consulting Inc. | -3 | 9 | trimmed | 13F |
| Blue Trust, Inc. | -143 | 0 | sold out | 13F |
| State of Alaska, Department of Revenue | -1,591 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -4 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Huckleberry.ai, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 970,620 shares worth $3.0 million, 0.0% of its reported book. New this quarter: Renaissance Technologies. Sold out: Millennium Management, Point72 Asset Management. In the quarter, 3 funds added or opened a position and 3 trimmed or sold out; together they sold a net 373,106 shares, about $1.2 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 970,620 | $3.0 million | 0.0% | +207,972 | added | 30 June 2026 | 13F |
| FMR LLC | 582,607 | $1.8 million | 0.0% | +56,290 | added | 30 June 2026 | 13F |
| Citadel Advisors | 150,261 | $470,317 | 0.0% | -67,111 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 36,076 | $112,918 | 0.0% | +36,076 | new | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -28,697 | exited | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -577,636 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 6,379,433 | 24.42% | $20.0 million | 0.00% | +2,867,371 | 13F |
| Vanguard Portfolio Management LLC | 3,516,664 | 13.46% | $11.0 million | 0.00% | +293,925 | 13F |
| Veradace Capital Management LLC | 2,102,185 | 8.05% | $6.6 million | 5.20% | +122,519 | 13F |
| Acadian Asset Management LLC | 1,681,696 | 6.44% | $5.3 million | 0.01% | +146,339 | 13F |
| Vanguard Capital Management LLC | 1,642,715 | 6.29% | $5.1 million | 0.00% | +231,680 | 13F |
| Goldman Sachs Group Inc. | 1,223,162 | 4.68% | $3.8 million | 0.00% | -348,973 | 13F |
| Geode Capital Management, LLC | 970,620 | 3.72% | $3.0 million | 0.00% | +207,972 | 13F |
| State Street Corp. | 810,196 | 3.10% | $2.5 million | 0.00% | -117,969 | 13F |
| Jane Street Group, LLC | 590,095 | 2.26% | $1.8 million | 0.00% | +428,910 | 13F |
| FMR LLC | 582,607 | 2.23% | $1.8 million | 0.00% | +56,290 | 13F |
| Palogic Value Management, L.P. | 488,530 | 1.87% | $1.5 million | 0.28% | 13F | |
| Susquehanna International Group, LLP | 438,712 | 1.68% | $1.4 million | 0.00% | +261,153 | 13F |
| AQR Capital Management LLC | 408,829 | 1.57% | $1.3 million | 0.00% | +218,245 | 13F |
| IMC-Chicago, LLC | 400,262 | 1.53% | $1.3 million | 0.01% | +318,831 | 13F |
| XTX Topco Ltd | 363,553 | 1.39% | $1.1 million | 0.01% | +326,062 | 13F |
| Northern Trust Corp. | 309,204 | 1.18% | $967,808 | 0.00% | +21,046 | 13F |
| Charles Schwab Investment Management Inc. | 296,643 | 1.14% | $928,493 | 0.00% | -76,888 | 13F |
| Rangeley Capital, LLC | 276,000 | 1.06% | $863,880 | 0.80% | +250,000 | 13F |
| Vanguard Fiduciary Trust Co. | 257,224 | 0.98% | $805,111 | 0.00% | +27,862 | 13F |
| Firsthand Capital Management, Inc. | 250,000 | 0.96% | $782,500 | 1.25% | no change | 13F |
| Morgan Stanley | 249,425 | 0.95% | $780,703 | 0.00% | -465,675 | 13F |
| UBS Group AG | 218,236 | 0.84% | $683,079 | 0.00% | -42,958 | 13F |
| Simplex Trading, LLC | 178,693 | 0.68% | $559,309 | 0.01% | +159,790 | 13F |
| Citadel Advisors LLC | 150,261 | 0.58% | $470,317 | 0.00% | -67,111 | 13F |
| Creek Drive Management Group LLC | 150,000 | 0.57% | $469,500 | 0.29% | new | 13F |
| Group One Trading LLC | 137,140 | 0.53% | $429,248 | 0.01% | new | 13F |
| D. E. Shaw & Co., Inc. | 122,091 | 0.47% | $382,145 | 0.00% | +77,349 | 13F |
| Covestor Ltd | 122,254 | 0.47% | $382,000 | 0.22% | +52,872 | 13F |
| Invesco Ltd. | 118,070 | 0.45% | $369,559 | 0.00% | +19,507 | 13F |
| Barclays PLC | 106,717 | 0.41% | $334,024 | 0.00% | +14,637 | 13F |
| Price T Rowe Associates Inc. | 106,611 | 0.41% | $334,000 | 0.00% | +30,995 | 13F |
| Bank of New York Mellon Corp | 97,597 | 0.37% | $305,478 | 0.00% | -2,253 | 13F |
| BNP Paribas Financial Markets | 97,202 | 0.37% | $304,242 | 0.00% | +89,862 | 13F |
| Deutsche Bank AG | 87,549 | 0.34% | $274,028 | 0.00% | +55,709 | 13F |
| Quadrature Capital Ltd | 74,041 | 0.28% | $231,748 | 0.00% | +35,309 | 13F |
| Diversify Advisory Services, LLC | 62,340 | 0.24% | $222,554 | 0.00% | 13F | |
| Diversify Wealth Management, LLC | 62,340 | 0.24% | $222,554 | 0.00% | +13,408 | 13F |
| HSBC Holdings PLC | 70,933 | 0.27% | $218,474 | 0.00% | +36,550 | 13F |
| HRT Financial LP | 69,887 | 0.27% | $218,000 | 0.00% | new | 13F |
| Nuveen, LLC | 64,402 | 0.25% | $201,578 | 0.00% | no change | 13F |
| State of Wisconsin Investment Board | 62,678 | 0.24% | $196,182 | 0.00% | -29,072 | 13F |
| Bridgeway Capital Management, LLC | 61,000 | 0.23% | $190,930 | 0.00% | -60,000 | 13F |
| Rockwood Wealth Management, LLC | 54,226 | 0.21% | $169,728 | 0.01% | -1 | 13F |
| Raymond James Financial Inc. | 53,636 | 0.21% | $167,881 | 0.00% | new | 13F |
| Bank of America Corp. | 52,638 | 0.20% | $164,757 | 0.00% | -2,410 | 13F |
| Advisory Services Network, LLC | 41,832 | 0.16% | $130,934 | 0.00% | +865 | 13F |
| Rhumbline Advisers | 41,826 | 0.16% | $130,904 | 0.00% | -36,648 | 13F |
| Jain Global LLC | 36,896 | 0.14% | $115,484 | 0.00% | new | 13F |
| Renaissance Technologies LLC | 36,076 | 0.14% | $112,918 | 0.00% | new | 13F |
| Vanguard Personalized Indexing Management, LLC | 34,609 | 0.13% | $108,326 | 0.00% | new | 13F |
The 50 largest of the 108 funds that reported a position in HUCK in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on HUCK
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 2,225,900 | $7.0 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 72,600 | $227,238 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 19 October 2026 | 13G/A | Orin Hirschman and 3 others | 0 | 0.0% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G | G1 Execution Services, LLC and 3 others | 2.2 million | 5.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G | Citadel Securities GP LLC and 13 others | 2.4 million | 5.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 July 2026 | 13G | Orin Hirschman and 3 others | 2.9 million | 6.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 July 2026 | 13G/A | BlackRock Portfolio Management LLC and 1 other | 5.0 million | 11.5% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 18 June 2026 | 13D/A | RPD Fund Management LLC and 3 others | 262,963 | 0.6% | 16 June 2026 | EDGAR | |
| 3 June 2026 | 13D/A | RPD Fund Management LLC and 3 others | 4.1 million | 9.9% | 13 April 2026 | EDGAR | |
| 15 May 2026 | 13G/A | Portolan Capital Management, LLC and 3 others | 197,104 | 0.5% | 31 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 14 May 2026 | 13G/A | Capital Research Global Investors and 1 other | 0 | 0.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 3.3 million | 8.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 April 2026 | 13G/A | Ameriprise Financial, Inc. and 15 others | 97,889 | 0.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 9 March 2026 | 13D | RPD Fund Management LLC and 3 others | 4.6 million | 12.0% | 2 March 2026 | The Reporting Persons purchased the Shares based on their belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunitie | EDGAR |
| 6 March 2026 | 13G/A | Ameriprise Financial, Inc. and 15 others | 2.5 million | 6.4% | 28 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Ameriprise Financial, Inc. and 19 others | 3.3 million | 8.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Portolan Capital Management, LLC and 3 others | 2.2 million | 5.6% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 6 February 2026 | 13G/A | Ameriprise Financial, Inc. and 21 others | 5.6 million | 14.5% | 31 January 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 January 2026 | 13G/A | The Vanguard Group and 1 other | 4.8 million | 12.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G | RPD Fund Management LLC and 7 others | 4.6 million | 11.9% | 19 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 14 November 2025 | 13G/A | Ameriprise Financial, Inc. and 15 others | 2.5 million | 6.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G | Capital Research Global Investors and 1 other | 2.8 million | 7.2% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | Portolan Capital Management, LLC and 3 others | 2.7 million | 7.1% | 30 September 2025 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 25 September 2026 | 307 | $3.39 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.