HUCKNasdaqServices-Prepackaged SoftwareFiscal year ends January 31
Huckleberry.ai, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 3, 2026
$3.06−0.03 (-0.97%)
Close on Oct 19, 2026
- Market cap
- $140.76M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.0%
26M of 47M shares
Institutional holders
109
25 new, 43 sold out
Net institutional buying
-4M
In Q2 2026
Insider trades, 12 months
1 buys · 14 sales
Net sold $1.93M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 4,952,860 | 11.50% | 13G (passive) amendment | Jun 30, 2026 |
| Ahmet H. Okumus | 4,613,726 | 11.97% | 13D (active) | Mar 2, 2026 |
| Joshua G. James | 4,364,964 | 11.60% | 13G (passive) amendment | Dec 31, 2023 |
| Okumus Ahmet H | 4,134,970 | 9.87% | 13D (active) amendment | Apr 13, 2026 |
| Vanguard Portfolio Management | 3,250,380 | 8.43% | 13G (passive) | Mar 31, 2026 |
| AIGH Capital Management LLC | 2,880,000 | 6.90% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 2,439,099 | 6.80% | 13G (passive) amendment | Jan 31, 2025 |
| Kenneth Griffin | 2,376,161 | 5.70% | 13G (passive) | Jun 30, 2026 |
| G1 Execution Services, LLC | 2,190,915 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HUCK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,379,433 | 13.56% | $19.97M | +2,867,371 | 0.00% |
| Vanguard Portfolio Management LLC | 3,516,664 | 7.48% | $11.01M | +293,925 | 0.00% |
| Veradace Capital Management LLC | 2,102,185 | 4.47% | $6.58M | +122,519 | 4.97% |
| Acadian Asset Management LLC | 1,681,696 | 3.58% | $5.26K | +146,339 | 0.01% |
| Vanguard Capital Management LLC | 1,642,715 | 3.49% | $5.14M | +231,680 | 0.00% |
| Goldman Sachs Group Inc | 1,223,162 | 2.60% | $3.83M | −348,973 | 0.00% |
| Geode Capital Management, LLC | 970,620 | 2.06% | $3.04M | +207,972 | 0.00% |
| State Street Corp | 810,196 | 1.72% | $2.54M | −117,969 | 0.00% |
| Jane Street Group, LLC | 590,095 | 1.25% | $1.85M | +428,910 | 0.00% |
| FMR LLC | 582,607 | 1.24% | $1.82M | +56,290 | 0.00% |
| Susquehanna International Group, Llp | 438,712 | 0.93% | $1.37M | +261,153 | 0.00% |
| Aqr Capital Management LLC | 408,829 | 0.87% | $1.28M | +218,245 | 0.00% |
| IMC-Chicago, LLC | 400,262 | 0.85% | $1.25M | +318,831 | 0.00% |
| XTX Topco Ltd | 363,553 | 0.77% | $1.14M | +326,062 | 0.01% |
| Northern Trust Corp | 309,204 | 0.66% | $967.81K | +21,046 | 0.00% |
| Charles Schwab Investment Management Inc | 296,643 | 0.63% | $928.49K | −76,888 | 0.00% |
| Rangeley Capital, LLC | 276,000 | 0.59% | $863.88K | +250,000 | 0.79% |
| Vanguard Fiduciary Trust Co | 257,224 | 0.55% | $805.11K | +27,862 | 0.00% |
| Firsthand Capital Management, Inc. | 250,000 | 0.53% | $782.50K | – | 1.25% |
| Morgan Stanley | 249,425 | 0.53% | $780.70K | −465,675 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 109 | 26M | 55.0% | 25 / 46 | 22 / 43 | 7M | 11M |
| Q1 2026 | 129 | 30M | 63.6% | 36 / 53 | 27 / 34 | 12M | 14M |
| Q4 2025 | 130 | 37M | 77.9% | 22 / 43 | 42 / 33 | 12M | 4M |
| Q3 2025 | 143 | 30M | 63.1% | 29 / 41 | 50 / 17 | 7M | 4M |
| Q2 2025 | 131 | 27M | 56.8% | 31 / 60 | 23 / 18 | 6M | 4M |
| Q1 2025 | 119 | 25M | 53.4% | 22 / 38 | 41 / 16 | 3M | 2M |
| Q4 2024 | 115 | 25M | 53.5% | 22 / 35 | 41 / 15 | 4M | 3M |
| Q3 2024 | 110 | 24M | 51.6% | 15 / 32 | 41 / 19 | 5M | 3M |
| Q2 2024 | 116 | 25M | 52.7% | 20 / 41 | 43 / 31 | 3M | 3M |
| Q1 2024 | 129 | 24M | 52.0% | 17 / 48 | 39 / 25 | 4M | 3M |
| Q4 2023 | 138 | 23M | 49.8% | 30 / 53 | 35 / 20 | 3M | 3M |
| Q3 2023 | 130 | 24M | 50.9% | 19 / 44 | 46 / 25 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HUCK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,136,716 | 2.42% | $3.56M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,021,264 | 2.17% | $3.20M | 0.00% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 868,846 | 1.85% | $2.72M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 836,515 | 1.78% | $3.49M | 0.00% | May 31, 2026 |
| Vanguard Explorer Fund | 608,484 | 1.29% | $2.25M | 0.01% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 483,915 | 1.03% | $2.02M | 0.04% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 473,006 | 1.01% | $1.48M | 0.00% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 464,307 | 0.99% | $1.45M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 414,510 | 0.88% | $1.53M | 0.00% | Jul 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 351,085 | 0.75% | $1.10M | 0.04% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Growth Fund | 285,665 | 0.61% | $894.13K | 0.11% | Jun 30, 2026 |
| Firsthand Technology Opportunities Fund | 250,000 | 0.53% | $782.50K | 1.52% | Jun 30, 2026 |
| Goldman Sachs Small Cap Equity Insights Fund | 193,374 | 0.41% | $713.55K | 0.07% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 190,513 | 0.41% | $596.31K | 0.00% | Jun 30, 2026 |
| Small Company Growth Portfolio | 190,502 | 0.41% | $596.27K | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joshua G. James | Founder and CEO, Director, 10% owner | 5,417,233 | 11.52% | Sep 23, 2026 |
| Tod Crane | Chief Financial Officer | 273,259 | 0.58% | Sep 23, 2026 |
| Daren Thayne | CTO & EVP of Product | 601,603 | 1.28% | Jun 24, 2026 |
| Mark Maughan | Chief Operating Officer | 236,915 | 0.50% | Dec 23, 2025 |
| David R. Jolley | Director | 281,961 | 0.60% | Sep 23, 2026 |
| Dan Strong | Director | 120,557 | 0.26% | Jul 16, 2026 |
| Renee Soto | Director | 120,557 | 0.26% | Jul 16, 2026 |
| Daniel David Daniel III | Director | 133,732 | 0.28% | Jul 16, 2026 |
| Carine S. Clark | Director | 126,229 | 0.27% | Jul 16, 2026 |
| Ryan Wright | Director | 110,238 | 0.23% | Jul 16, 2026 |
| Jeff Kearl | Director | 135,815 | 0.29% | Jul 16, 2026 |
| John R. Pestana | Director | 158,260 | 0.34% | Jun 26, 2025 |
| Opportunity Fund LP RPD | – | – | – | Jun 3, 2026 |
| Fund Management LLC RPD | – | 4,187,809 | 8.90% | Jun 3, 2026 |
| Ahmet H. Okumus | – | – | – | Jun 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David R. Jolley Director | Sep 21, 2026 | Tax withholding | −6,286 | $3.72 | $23.38K | 281,961 |
| Joshua G. James Founder and CEO, Director, 10% owner | Sep 21, 2026 | Tax withholding | −43,852 | $3.72 | $163.13K | 1,595,021 |
| Tod Crane Chief Financial Officer | Sep 21, 2026 | Tax withholding | −4,150 | $3.72 | $15.44K | 273,259 |
| Carine S. Clark Director | Jul 14, 2026 | Award | +52,870 | – | – | 126,229 |
| Daniel David Daniel III Director | Jul 14, 2026 | Award | +52,870 | – | – | 125,312 |
| Renee Soto Director | Jul 14, 2026 | Award | +52,870 | – | – | 120,557 |
| Dan Strong Director | Jul 14, 2026 | Award | +52,870 | – | – | 120,557 |
| David R. Jolley Director | Jul 14, 2026 | Award | +52,870 | – | – | 288,247 |
| Ryan Wright Director | Jul 14, 2026 | Award | +52,870 | – | – | 110,238 |
| Jeff Kearl Director | Jul 14, 2026 | Award | +52,870 | – | – | 133,467 |
| Joshua G. James Founder and CEO, Director, 10% owner | Jun 24, 2026 | Sale | −96,088 | $2.38 | $228.69K | 1,638,873 |
| Daren Thayne CTO & EVP of Product | Jun 24, 2026 | Sale | −52,365 | $2.38 | $124.63K | 498,051 |
| Tod Crane Chief Financial Officer | Jun 24, 2026 | Sale | −68,483 | $2.38 | $162.99K | 276,809 |
| Tod Crane Chief Financial Officer | Jun 19, 2026 | Award | +122,634 | – | – | 345,292 |
| Daren Thayne CTO & EVP of Product | Jun 19, 2026 | Award | +140,121 | – | – | 550,416 |
| Joshua G. James Founder and CEO, Director, 10% owner | Jun 19, 2026 | Award | +245,269 | – | – | 1,734,961 |
| Fund Management LLC RPD – | Jun 1, 2026 | Sale | −39,034 | $4.46 | $174.09K | 4,187,809 |
| Fund Management LLC RPD – | May 29, 2026 | Sale | −38,583 | $4.12 | $158.96K | 4,226,843 |
| Fund Management LLC RPD – | May 28, 2026 | Sale | −23,869 | $3.84 | $91.66K | 4,265,426 |
| Fund Management LLC RPD – | May 27, 2026 | Sale | −27,439 | $3.71 | $101.80K | 4,289,295 |
| Fund Management LLC RPD – | May 26, 2026 | Sale | −15,828 | $3.68 | $58.25K | 4,316,734 |
| Fund Management LLC RPD – | May 22, 2026 | Sale | −11,837 | $3.65 | $43.21K | 4,332,562 |
| Fund Management LLC RPD – | May 20, 2026 | Sale | −20,870 | $3.56 | $74.30K | 4,344,399 |
| Fund Management LLC RPD – | May 19, 2026 | Sale | −32,955 | $3.79 | $124.90K | 4,365,269 |
| Fund Management LLC RPD – | May 18, 2026 | Sale | −16,628 | $3.66 | $60.86K | 4,398,224 |
| Fund Management LLC RPD – | May 15, 2026 | Sale | −22,683 | $3.49 | $79.16K | 4,414,852 |
| Fund Management LLC RPD – | Apr 13, 2026 | Sale | −1,100,900 | $2.56 | $2.82M | 0 |
| Fund Management LLC RPD – | Apr 13, 2026 | Buy | +924,709 | $2.57 | $2.38M | 4,437,535 |
| Daniel David Daniel III Director | Apr 13, 2026 | Award | +4,165 | – | – | 8,420 |
| David R. Jolley Director | Mar 20, 2026 | Tax withholding | −6,298 | $3.57 | $22.48K | 235,377 |
| Daren Thayne CTO & EVP of Product | Mar 20, 2026 | Tax withholding | −8,910 | $3.57 | $31.81K | 431,743 |
| Joshua G. James Founder and CEO, Director, 10% owner | Mar 20, 2026 | Tax withholding | −22,669 | $3.57 | $80.93K | 1,489,692 |
| Tod Crane Chief Financial Officer | Mar 20, 2026 | Tax withholding | −4,284 | $3.57 | $15.29K | 222,658 |
| Daniel David Daniel III Director | Dec 22, 2025 | Award | +245 | – | – | 4,255 |
| Mark Maughan Chief Operating Officer | Dec 20, 2025 | Tax withholding | −4,708 | $9.19 | $43.27K | 236,915 |
| David R. Jolley Director | Dec 20, 2025 | Tax withholding | −6,346 | $9.19 | $58.32K | 241,675 |
| Joshua G. James Founder and CEO, Director, 10% owner | Dec 20, 2025 | Tax withholding | −32,926 | $9.19 | $302.59K | 1,512,361 |
| Tod Crane Chief Financial Officer | Dec 20, 2025 | Tax withholding | −3,751 | $9.19 | $34.47K | 226,642 |
| Daren Thayne CTO & EVP of Product | Dec 20, 2025 | Tax withholding | −7,958 | $9.19 | $73.13K | 440,353 |
| Daniel David Daniel III Director | Oct 6, 2025 | Sale | −273,900 | $15.26 | $4.18M | 0 |
| Daniel David Daniel III Director | Oct 6, 2025 | Gift | −4,429 | – | – | 4,010 |
| Daniel David Daniel III Director | Sep 22, 2025 | Other | −507,500 | – | – | 273,900 |
| Daniel David Daniel III Director | Sep 22, 2025 | Award | +124 | – | – | 8,139 |
| David R. Jolley Director | Sep 20, 2025 | Tax withholding | −5,330 | $18.20 | $97.01K | 248,021 |
| Daren Thayne CTO & EVP of Product | Sep 20, 2025 | Tax withholding | −7,958 | $18.20 | $144.84K | 448,311 |
| Tod Crane Chief Financial Officer | Sep 20, 2025 | Tax withholding | −8,576 | $18.20 | $156.08K | 230,393 |
| Joshua G. James Founder and CEO, Director, 10% owner | Sep 20, 2025 | Tax withholding | −32,926 | $18.20 | $599.25K | 1,545,287 |
| Mark Maughan Chief Operating Officer | Sep 20, 2025 | Tax withholding | −7,178 | $18.20 | $130.64K | 241,623 |
| Joshua G. James Founder and CEO, Director, 10% owner | Jul 2, 2025 | Award | +450,000 | – | – | 1,578,213 |
| Joshua G. James Founder and CEO, Director, 10% owner | Jul 2, 2025 | Award | +100,000 | – | – | 1,128,213 |
| David R. Jolley Director | Jun 24, 2025 | Award | +6,730 | – | – | 253,351 |
| Ryan Wright Director | Jun 24, 2025 | Award | +6,730 | – | – | 57,368 |
| Jeff Kearl Director | Jun 24, 2025 | Award | +13,461 | – | – | 80,597 |
| Carine S. Clark Director | Jun 24, 2025 | Award | +13,461 | – | – | 73,359 |
| Renee Soto Director | Jun 24, 2025 | Award | +13,461 | – | – | 67,687 |
| Daniel David Daniel III Director | Jun 24, 2025 | Award | +13,461 | – | – | 72,442 |
| Dan Strong Director | Jun 24, 2025 | Award | +13,461 | – | – | 67,687 |
| John R. Pestana Director | Jun 24, 2025 | Award | +13,461 | – | – | 61,770 |
| Daniel David Daniel III Director | Jun 20, 2025 | Award | +177 | – | – | 8,015 |
| Mark Maughan Chief Operating Officer | Jun 20, 2025 | Tax withholding | −8,687 | $12.70 | $110.32K | 248,801 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Thayne Daren Officer | Jun 24, 2026 | 52,365 | $124.50K | Jun 24, 2026 | Restricted stock unit vesting |
| G. James Joshua Officer | Jun 24, 2026 | 96,088 | $228.46K | Jun 24, 2026 | Restricted stock unit vesting |
| Crane Tod Officer | Jun 24, 2026 | 68,483 | $162.83K | Jun 24, 2026 | Restricted stock unit vesting |
| A. Thayne Daren Officer | Jun 21, 2024 | 7,095 | $48.60K | Jun 21, 2024 | Restricted Stock |
| David R. Jolley Officer | Apr 11, 2024 | 12,000 | $102.00K | Apr 11, 2024 | RESTRICTED STOCK |
| Daren Thayne Officer | Mar 22, 2024 | 25,417 | $243.75K | Mar 22, 2024 | RESTRICTED STOCK |
| G. James Joshua Officer | Mar 21, 2024 | 107,000 | $1.00M | Mar 21, 2024 | Restricted stock vesting under a registered plan |
| Thayne Daren Officer | Mar 21, 2024 | 41,218 | $384.60K | Mar 21, 2024 | Restricted Stock |
| R. Jolley David Officer | Mar 21, 2024 | 23,338 | $217.76K | Mar 21, 2024 | Restricted Stock |
| A. Thayne Daren Officer | Dec 21, 2023 | 6,690 | $66.10K | Dec 21, 2023 | Restricted Stock |
| A. Thayne Daren Officer | Sep 21, 2023 | 6,892 | $67.07K | Sep 21, 2023 | Restricted Stock |
| A. Thayne Daren Officer | Jun 23, 2023 | 6,892 | $100.79K | Jun 21, 2023 | Restricted Stock |