Huckleberry.ai, Inc.
DOMO- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001505952
No open-market purchases or sales by Huckleberry.ai, Inc. insiders were filed in the last 90 days; 108 institutions reported holding it in 13F filings for Q2 2026, worth $81.0M in total; no superinvestor holds it.
Other share classesHUCK
13F holders, Q1 2026
Institutional positions in Huckleberry.ai, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 130
- +2 vs. Q4 2025
- Shares held
- 29.9M
- −1.90M (−6.0%) vs. Q4 2025
- Total value
- $91.7M
- −$176.5M (−65.8%) vs. Q4 2025
- New holders
- 36
- 53 more added
- Sold out
- 34
- 27 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DOMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 108 | $81.0M |
| Q1 2026 | 130 | $91.7M |
| Q4 2025 | 131 | $308.9M |
| Q3 2025 | 144 | $467.8M |
| Q2 2025 | 132 | $372.8M |
| Q1 2025 | 120 | $194.5M |
| Q4 2024 | 116 | $177.1M |
| Q3 2024 | 110 | $178.4M |
| Q2 2024 | 116 | $187.6M |
| Q1 2024 | 129 | $210.4M |
| Q4 2023 | 138 | $239.0M |
| Q3 2023 | 131 | $234.7M |
| Q2 2023 | 136 | $342.0M |
| Q1 2023 | 146 | $338.8M |
| Q4 2022 | 154 | $344.1M |
| Q3 2022 | 145 | $440.6M |
| Q2 2022 | 157 | $671.4M |
| Q1 2022 | 175 | $1.23B |
| Q4 2021 | 189 | $1.13B |
| Q3 2021 | 193 | $1.85B |
| Q2 2021 | 180 | $1.71B |
| Q1 2021 | 172 | $1.14B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Huckleberry.ai, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 2,117 | $6.48K | 0.00% | +2,117 | New |
| Citigroup Inc | 1,910 | $5.84K | 0.00% | −8,318−81.3% | Reduced |
| California State Teachers Retirement System | 1,818 | $5.56K | 0.00% | −248−12.0% | Reduced |
| State of Alaska, Department of Revenue | 1,591 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,001 | $3.06K | 0.00% | +1,001 | New |
| EverSource Wealth Advisors, LLC | 983 | $3.01K | 0.00% | +780+384.2% | Added |
| Allworth Financial LP | 950 | $2.91K | 0.00% | +950 | New |
| Bullock Wealth Management Group | 618 | $1.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 566 | $1.73K | 0.00% | +566 | New |
| The PNC Financial Services Group, Inc. | 489 | $1.50K | 0.00% | +479+4,790.0% | Added |
| Rockefeller Capital Management L.P. | 443 | $1.35K | 0.00% | +317+251.6% | Added |
| Farther Finance Advisors, LLC | 472 | $1.35K | 0.00% | −360−43.3% | Reduced |
| GAMMA Investing LLC | 386 | $1.18K | 0.00% | +14+3.8% | Added |
| MAI Capital Management | 361 | $1.10K | 0.00% | +361 | New |
| Pinnacle Wealth Planning Services, Inc. | 357 | $1.09K | 0.00% | +333+1,387.5% | Added |
| Sterling Capital Management LLC | 332 | $1.02K | 0.00% | −150−31.1% | Reduced |
| Advisor Group Holdings, Inc. | 249 | $761 | 0.00% | −432−63.4% | Reduced |
| Fifth Third Bancorp | 178 | $545 | 0.00% | +178 | New |
| Caldwell Sutter Capital, Inc. | 157 | $480 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 143 | $438 | 0.00% | +143 | New |
| Basecamp Wealth Advisors LLC | 115 | $352 | 0.00% | +115 | New |
| Rothschild Investment LLC | 113 | $346 | 0.00% | +33+41.3% | Added |
| WealthCollab, LLC | 103 | $316 | 0.00% | +103 | New |
| Massmutual Trust Co FSB | 99 | $303 | 0.00% | +99 | New |
| Essential Partners LLC | 89 | $272 | 0.00% | +84+1,680.0% | Added |
| Root Financial Partners, LLC | 21 | $64 | 0.00% | +21 | New |
| GWM Advisors LLC | 20 | $61 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $46 | 0.00% | +9+150.0% | Added |
| Measured Wealth Private Client Group, LLC | 1 | $2 | 0.00% | +1 | New |
| Royal Bank of Canada | 37 | $0 | 0.00% | −2,119−98.3% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,975,558−100.0% | Sold out |
| AIGH Capital Management LLC | 0 | $0 | 0.00% | −1,837,762−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −961,791−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −748,246−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −386,980−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −96,055−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −45,077−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −41,084−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −35,876−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −32,583−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −31,910−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,400−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −26,391−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −18,565−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,838−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −10,451−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,211−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,926−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |