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 $81.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Huckleberry.ai, Inc. as of Jun 30, 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
- 108
- −20 vs. Q1 2026
- Shares held
- 26.1M
- −3.78M (−12.6%) vs. Q1 2026
- Total value
- $81.8M
- −$9.85M (−10.8%) vs. Q1 2026
- New holders
- 23
- 46 more added
- Sold out
- 43
- 22 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $81.8M |
| Q1 2026 | 130 | $91.7M |
| Q4 2025 | 131 | $308.9M |
| Q3 2025 | 144 | $470.1M |
| Q2 2025 | 132 | $372.9M |
| Q1 2025 | 120 | $194.5M |
| Q4 2024 | 116 | $177.9M |
| Q3 2024 | 110 | $182.3M |
| Q2 2024 | 116 | $191.5M |
| Q1 2024 | 129 | $218.2M |
| Q4 2023 | 138 | $240.9M |
| Q3 2023 | 131 | $234.8M |
| Q2 2023 | 136 | $342.0M |
| Q1 2023 | 146 | $343.6M |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Huckleberry.ai, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 170 | $0 | 0.00% | +170 | New |
| Measured Wealth Private Client Group, LLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2 | $6 | 0.00% | −4,072−100.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 4 | $13 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 12 | $38 | 0.00% | +12 | New |
| JPL Wealth Management, LLC | 13 | $41 | 0.00% | +13 | New |
| GWM Advisors LLC | 21 | $66 | 0.00% | +1+5.0% | Added |
| IFP Advisors, Inc | 23 | $72 | 0.00% | +8+53.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 24 | $75 | 0.00% | −333−93.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 37 | $115 | 0.00% | +37 | New |
| Ritter Daniher Financial Advisory LLC | 50 | $157 | 0.00% | +50 | New |
| Walleye Trading LLC | 106 | $332 | 0.00% | +106 | New |
| Rockefeller Capital Management L.P. | 126 | $395 | 0.00% | −317−71.6% | Reduced |
| Ronald Blue Trust, Inc. | 143 | $448 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 155 | $486 | 0.00% | +155 | New |
| Caldwell Sutter Capital, Inc. | 157 | $491 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 175 | $548 | 0.00% | +175 | New |
| Bare Financial Services, Inc | 182 | $570 | 0.00% | +182 | New |
| Essential Partners LLC | 201 | $629 | 0.00% | +112+125.8% | Added |
| Basecamp Wealth Advisors LLC | 264 | $826 | 0.00% | +149+129.6% | Added |
| Farther Finance Advisors, LLC | 278 | $862 | 0.00% | −194−41.1% | Reduced |
| Fortitude Family Office, LLC | 285 | $892 | 0.00% | +285 | New |
| The PNC Financial Services Group, Inc. | 297 | $930 | 0.00% | −192−39.3% | Reduced |
| Rothschild Investment LLC | 442 | $1.38K | 0.00% | +329+291.2% | Added |
| California State Teachers Retirement System | 478 | $1.50K | 0.00% | −1,340−73.7% | Reduced |
| Sterling Capital Management LLC | 485 | $1.52K | 0.00% | +153+46.1% | Added |
| Massmutual Trust Co FSB | 561 | $1.76K | 0.00% | +462+466.7% | Added |
| Bullock Wealth Management Group | 618 | $2.11K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 686 | $2.15K | 0.00% | +686 | New |
| EverSource Wealth Advisors, LLC | 737 | $2.31K | 0.00% | −246−25.0% | Reduced |
| SRS Capital Advisors, Inc. | 999 | $3.13K | 0.00% | +999 | New |
| Allworth Financial LP | 1,245 | $3.90K | 0.00% | +295+31.1% | Added |
| State of Alaska, Department of Revenue | 1,591 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,117 | $6.63K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,144 | $6.71K | 0.00% | +13+0.6% | Added |
| Advisor Group Holdings, Inc. | 2,745 | $8.59K | 0.00% | +2,496+1,002.4% | Added |
| Royal Bank of Canada | 2,621 | $9.00K | 0.00% | +2,584+6,983.8% | Added |
| Legal & General Group Plc | 2,919 | $9.15K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,023 | $9.46K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 3,075 | $9.63K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,100 | $22.2K | 0.00% | +4,132+139.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,549 | $26.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,573 | $26.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,030 | $28.3K | 0.00% | +2,953+48.6% | Added |
| Andina Capital Management, LLC | 10,000 | $31.3K | 0.05% | 00.0% | Unchanged |
| Belvedere Trading LLC | 11,846 | $37.1K | 0.00% | +11,846 | New |
| Mercer Global Advisors Inc | 11,935 | $37.4K | 0.00% | +1,616+15.7% | Added |
| Crewe Advisors LLC | 12,799 | $40.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 13,901 | $43.5K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,520 | $45.4K | 0.00% | +1,365+10.4% | Added |
| JPMorgan Chase & Co | 15,988 | $45.6K | 0.00% | −6,857−30.0% | Reduced |
| Franklin Resources Inc | 14,944 | $46.8K | 0.00% | −181−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,521 | $54.8K | 0.00% | +1,582+9.9% | Added |
| Russell Investments Group, Ltd. | 18,831 | $58.9K | 0.00% | −27,885−59.7% | Reduced |
| Citigroup Inc | 22,125 | $69.3K | 0.00% | +20,215+1,058.4% | Added |
| JBF Capital, Inc. | 23,357 | $73.1K | 0.01% | +23,357 | New |
| Alliancebernstein L.P. | 28,490 | $87.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,533 | $105.0K | 0.00% | +20,692+161.1% | Added |
| JustInvest LLC | 34,609 | $108.3K | 0.00% | +34,609 | New |
| Renaissance Technologies LLC | 36,076 | $112.9K | 0.00% | +36,076 | New |
| Jain Global LLC | 36,896 | $115.5K | 0.00% | +36,896 | New |
| Rhumbline Advisers | 41,826 | $130.9K | 0.00% | −36,648−46.7% | Reduced |
| Advisory Services Network, LLC | 41,832 | $130.9K | 0.00% | +865+2.1% | Added |
| Bank of America Corp | 52,638 | $164.8K | 0.00% | −2,410−4.4% | Reduced |
| Raymond James Financial Inc | 53,636 | $167.9K | 0.00% | +53,636 | New |
| Rockwood Wealth Management, LLC | 54,226 | $169.7K | 0.01% | −10.0% | Reduced |
| Bridgeway Capital Management, LLC | 61,000 | $190.9K | 0.00% | −60,000−49.6% | Reduced |
| State of Wisconsin Investment Board | 62,678 | $196.2K | 0.00% | −29,072−31.7% | Reduced |
| Nuveen, LLC | 64,402 | $201.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 69,887 | $218.0K | 0.00% | +69,887 | New |
| HSBC Holdings PLC | 70,933 | $218.5K | 0.00% | +36,550+106.3% | Added |
| Diversify Wealth Management, LLC | 62,340 | $222.6K | 0.00% | +13,408+27.4% | Added |
| Diversify Advisory Services, LLC | 62,340 | $222.6K | 0.00% | +62,340 | New |
| Quadrature Capital Ltd | 74,041 | $231.7K | 0.00% | +35,309+91.2% | Added |
| Deutsche Bank AG | 87,549 | $274.0K | 0.00% | +55,709+175.0% | Added |
| BNP Paribas Arbitrage, SA | 97,202 | $304.2K | 0.00% | +89,862+1,224.3% | Added |
| Bank of New York Mellon Corp | 97,597 | $305.5K | 0.00% | −2,253−2.3% | Reduced |
| Price T Rowe Associates Inc | 106,611 | $334.0K | 0.00% | +30,995+41.0% | Added |
| Barclays PLC | 106,717 | $334.0K | 0.00% | +14,637+15.9% | Added |
| Invesco Ltd. | 118,070 | $369.6K | 0.00% | +19,507+19.8% | Added |
| Covestor Ltd | 122,254 | $382.0K | 0.22% | +52,872+76.2% | Added |
| D. E. Shaw & Co., Inc. | 122,091 | $382.1K | 0.00% | +77,349+172.9% | Added |
| Group One Trading, L.P. | 137,140 | $429.2K | 0.01% | +137,140 | New |
| Creek Drive Management Group LLC | 150,000 | $469.5K | 0.29% | +150,000 | New |
| Citadel Advisors LLC | 150,261 | $470.3K | 0.00% | −67,111−30.9% | Reduced |
| Simplex Trading, LLC | 178,693 | $559.3K | 0.01% | +159,790+845.3% | Added |
| UBS Group AG | 218,236 | $683.1K | 0.00% | −42,958−16.4% | Reduced |
| Morgan Stanley | 249,425 | $780.7K | 0.00% | −465,675−65.1% | Reduced |
| Firsthand Capital Management, Inc. | 250,000 | $782.5K | 1.25% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 257,224 | $805.1K | 0.00% | +27,862+12.1% | Added |
| Rangeley Capital, LLC | 276,000 | $863.9K | 0.80% | +250,000+961.5% | Added |
| Charles Schwab Investment Management Inc | 296,643 | $928.5K | 0.00% | −76,888−20.6% | Reduced |
| Northern Trust Corp | 309,204 | $967.8K | 0.00% | +21,046+7.3% | Added |
| XTX Topco Ltd | 363,553 | $1.14M | 0.01% | +326,062+869.7% | Added |
| IMC-Chicago, LLC | 400,262 | $1.25M | 0.01% | +318,831+391.5% | Added |
| AQR Capital Management LLC | 408,829 | $1.28M | 0.00% | +218,245+114.5% | Added |
| Susquehanna International Group, LLP | 438,712 | $1.37M | 0.00% | +261,153+147.1% | Added |
| Palogic Value Management, L.P. | 488,530 | $1.53M | 0.27% | +294,530+151.8% | Added |
| FMR LLC | 582,607 | $1.82M | 0.00% | +56,290+10.7% | Added |
| Jane Street Group, LLC | 590,095 | $1.85M | 0.00% | +428,910+266.1% | Added |