Cross-institution positioning
May 14, 2026Mixed positioning. 1 accumulating, 1 reducing, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchHUCK Institutional Ownership
Huckleberry.ai, Inc.
Latest stored close $3.09 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
45/100
3 tracked · 3 comparable
Latest filing
May 14, 2026
Positive breadth
1 positive · 2 negative
Recent close
$3.09
Research confidence
Medium
Institutional Research 41/100 · 1 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 14, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating1
Newly reported0
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 45/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 2 reducing/exited.
Institutional
43/100
Insiders
45/100
Fundamentals
49/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 5, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 22, 20265 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Termination of material agreement. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Sep 3, 2026Revenue -3.7% YoY; Net income +58.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 12% through its reported 52-week range; -77.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Capital Research Global Investors.
Filed May 14, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 14, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Capital Research Global Investors
Filed May 14, 2026
Direction locked
BlackRock
Filed Feb 7, 2025
Direction locked
BlackRock
Filed Jan 24, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Capital Research Global Investors
Filed May 14, 2026
BlackRock
Filed Feb 7, 2025
BlackRock
Filed Jan 24, 2024
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 5, 2026 | Jolley David R | SOpen-market or private sale | Class B Common Stock | 12.8K | $3.20 | Direct | Oct 6, 2026 |
| Sep 21, 2026 | Jolley David R | FTax/price withholding or payment | Class B Common Stock | 6.3K | $3.72 | Direct | Sep 23, 2026 |
| Sep 21, 2026 | Crane Tod | FTax/price withholding or payment | Class B Common Stock | 4.2K | $3.72 | Direct | Sep 23, 2026 |
| Sep 21, 2026 | James Joshua G | FTax/price withholding or payment | Class B Common Stock | 43.9K | $3.72 | Direct | Sep 23, 2026 |
| Jul 14, 2026 | Clark Carine S. | AGrant, award, or other acquisition | Class B Common Stock | 52.9K | $0.00 | Direct | Jul 16, 2026 |
| Jul 14, 2026 | Daniel Daniel David III | AGrant, award, or other acquisition | Class B Common Stock | 52.9K | $0.00 | Direct | Jul 16, 2026 |
| Jul 14, 2026 | Jolley David R | AGrant, award, or other acquisition | Class B Common Stock | 52.9K | $0.00 | Direct | Jul 16, 2026 |
| Jul 14, 2026 | KEARL JEFF | AGrant, award, or other acquisition | Class B Common Stock | 52.9K | $0.00 | Direct | Jul 16, 2026 |
| Jul 14, 2026 | Soto Renee | AGrant, award, or other acquisition | Class B Common Stock | 52.9K | $0.00 | Direct | Jul 16, 2026 |
| Jul 14, 2026 | Strong Dan | AGrant, award, or other acquisition | Class B Common Stock | 52.9K | $0.00 | Direct | Jul 16, 2026 |
| Jul 14, 2026 | Wright Ryan | AGrant, award, or other acquisition | Class B Common Stock | 52.9K | $0.00 | Direct | Jul 16, 2026 |
| Jun 24, 2026 | Thayne Daren | SOpen-market or private sale | Class B Common Stock | 52.4K | $2.38 | Direct | Jun 24, 2026 |
| Jun 24, 2026 | Crane Tod | SOpen-market or private sale | Class B Common Stock | 68.5K | $2.38 | Direct | Jun 24, 2026 |
| Jun 24, 2026 | James Joshua G | SOpen-market or private sale | Class B Common Stock | 96.1K | $2.38 | Direct | Jun 24, 2026 |
| Jun 19, 2026 | Thayne Daren | AGrant, award, or other acquisition | Class B Common Stock | 140.1K | $0.00 | Direct | Jun 23, 2026 |
| Jun 19, 2026 | Crane Tod | AGrant, award, or other acquisition | Class B Common Stock | 122.6K | $0.00 | Direct | Jun 23, 2026 |
| Jun 19, 2026 | James Joshua G | AGrant, award, or other acquisition | Class B Common Stock | 245.3K | $0.00 | Direct | Jun 23, 2026 |
| Jun 1, 2026 | RPD Fund Management LLC, RPD Opportunity Fund LP, OKUMUS AHMET H | SOpen-market or private sale | Class B Common Stock, par value $0.001 per share | 39.0K | $4.46 | Indirect | Jun 3, 2026 |
| May 29, 2026 | RPD Fund Management LLC, RPD Opportunity Fund LP, OKUMUS AHMET H | SOpen-market or private sale | Class B Common Stock, par value $0.001 per share | 38.6K | $4.12 | Indirect | Jun 3, 2026 |
| May 28, 2026 | RPD Fund Management LLC, RPD Opportunity Fund LP, OKUMUS AHMET H | SOpen-market or private sale | Class B Common Stock, par value $0.001 per share | 23.9K | $3.84 | Indirect | Jun 3, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 22, 2026 | 8-K | 1.02, 2.01, 5.03, 7.01, 8.01, 9.01 | Termination of material agreement; Acquisition or disposition of assets; Charter or bylaw change; Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Jul 22, 2026 | 8-K | 1.01, 3.03, 5.03, 9.01 | Material definitive agreement; Material modification of security-holder rights; Charter or bylaw change; Financial statements / exhibits | Equity | Filing |
| Jul 22, 2026 | 8-K | 1.01, 7.01, 9.01 | Material definitive agreement; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 16, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jun 26, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jun 15, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 3, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Mar 10, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Feb 19, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Jan 13, 2026 | 8-K | 1.01, 5.02, 9.01 | Material definitive agreement; Director or executive change; Financial statements / exhibits | — | Filing |
| Dec 5, 2025 | 8-K | 5.02 | Director or executive change | — | Filing |
| Dec 4, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$76.8M
Q2 2027
-3.7% YoY 10-Q filed Sep 3, 2026
Operating income
$-2.4M
Q2 2027
+67.1% YoY 10-Q filed Sep 3, 2026
Operating margin
-3.1%
Q2 2027
+6.0 pts YoY 10-Q filed Sep 3, 2026
Net income
$-9.6M
Q2 2027
+58.1% YoY 10-Q filed Sep 3, 2026
Diluted EPS
$-0.21
Q2 2027
+62.5% YoY 10-Q filed Sep 3, 2026
Operating cash flow
$-1.2M
YTD through Jul 31, 2026
-116.6% YoY 10-Q filed Sep 3, 2026
Free cash flow
$-4.7M
YTD through Jul 31, 2026
-331.4% YoY 10-Q filed Sep 3, 2026
Cash & equivalents
$25.1M
As of Jul 31, 2026
10-Q filed Sep 3, 2026
Long-term debt
$137.2M
As of Jul 31, 2026
10-Q filed Sep 3, 2026
Assets
$175.0M
As of Jul 31, 2026
-10.6% YoY 10-Q filed Sep 3, 2026
Liabilities
$362.3M
As of Jul 31, 2026
-6.4% YoY 10-Q filed Sep 3, 2026
Stockholders’ equity
$-187.3M
As of Jul 31, 2026
+2.2% YoY 10-Q filed Sep 3, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jul 31, 2026 | $76.8M | -3.7% |
| Ended Apr 30, 2026 | $79.4M | -0.9% |
| Ended Oct 31, 2025 | $79.4M | -0.5% |
| Ended Jul 31, 2025 | $79.7M | +1.7% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jan 31, 2026 | $318.9M | +0.6% |
| Ended Jan 31, 2025 | $317.0M | -0.6% |
| Ended Jan 31, 2024 | $319.0M | +3.4% |
| Ended Jan 31, 2023 | $308.6M | +19.6% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$3.92
View live quote ↗
52-week low
$1.84
Jun 17, 2026
52-week high
$18.49
Sep 22, 2025
Below 52-week high
78.8%
1W return
+2.3%
1M return
+0.3%
3M return
+20.2%
6M return
-16.8%
YTD return
-53.5%
1Y return
-77.4%
30-day volatility
28.8%
90-day volatility
123.1%
1Y max drawdown
-89.0%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 22 filing(s) · 19 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors CIK0001422848 | Mar 31, 2026 observed May 14, 2026 filed · 44d Schedule 13G amendment | Reported accumulation | 38.5M +567.3K | 12.00% 0.00 pts | $3.06 | $3.43 | $3.09 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -4.8M | 0.00% -12.52 pts | $4.71 | $3.31 | $3.09 |
| Vanguard Group CIK0000102909 | Dec 31, 2025 observed Jan 30, 2026 filed · 30d Schedule 13G amendment | Reported accumulation | 4.8M +107.0K | 12.52% -1.63 pts | $8.43 | $5.87 | $3.09 |
Explore more institutional activity
Related research
Compare HUCK with other securities showing similar institutional activity or recent accumulation across several tracked institutions.