Marshall Wace’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Marshall Wace’s Portfolio HUCK Stock Details HUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-241,021	Closed	-$738K	–	3289
2026 Q1	$738K	Buy	+241,021	New	+$1.22M	﹤0.01%	2281
2025 Q4	–	Sell	-562,698	Closed	-$8.91M	–	3072
2025 Q3	$8.91M	Sell	562,698 -209,039	-27%	-$3.24M	0.01%	960
2025 Q2	$10.8M	Buy	771,737 +738,973	+2,255%	+$7.43M	0.01%	810
2025 Q1	$254K	Buy	+32,764	New	+$262K	﹤0.01%	2324
2024 Q4	–	Sell	-43,479	Closed	-$327K	–	2672
2024 Q3	$327K	Buy	+43,479	New	+$332K	﹤0.01%	2099
2024 Q2	–	Sell	-33,941	Closed	-$303K	–	2632
2024 Q1	$303K	Buy	+33,941	New	+$353K	﹤0.01%	2108
2022 Q4	–	Sell	-29,421	Closed	-$529K	–	3034
2022 Q3	$529K	Buy	29,421 +14,488	+97%	+$380K	﹤0.01%	2694
2022 Q2	$415K	Buy	+14,933	New	+$548K	﹤0.01%	2880
2022 Q1	–	Sell	-25,100	Closed	-$1.25M	–	3481
2021 Q4	$1.25M	Buy	25,100 +21,530	+603%	+$1.58M	﹤0.01%	2361
2021 Q3	$301K	Sell	3,570 -7,311	-67%	-$626K	﹤0.01%	2646
2021 Q2	$879K	Sell	10,881 -15,456	-59%	-$1.01M	﹤0.01%	1880
2021 Q1	$1.48M	Buy	+26,337	New	+$1.71M	0.01%	1469
2020 Q3	–	Sell	-26,015	Closed	-$837K	–	1645
2020 Q2	$837K	Buy	+26,015	New	+$579K	0.01%	1049
2019 Q2	–	Sell	-127,790	Closed	-$5.15M	–	1451
2019 Q1	$5.15M	Buy	127,790 +105,449	+472%	+$3.24M	0.05%	462
2018 Q4	$439K	Buy	+22,341	New	+$394K	﹤0.01%	1154

Other funds holding HUCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace's HUCK Position: Q2 2026 in Review

Marshall Wace sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2026, closing a stake of 241,021 shares — an estimated $738K sold.

Marshall Wace first reported a position in HUCK in Q4 2018 and held it in 15 quarters. The position peaked at $10.8M in Q2 2025. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Marshall Wace reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 241,021 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $738K.
Marshall Wace first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2018 and held it in 15 quarters.
Marshall Wace's Huckleberry.ai, Inc. Class B Common Stock position peaked at $10.8M in Q2 2025.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.