Happen, Inc.
HAPN- Exchange
- Nasdaq
- Industry
- Personal Credit Institutions
- SEC CIK
- 0001409970
In the last 90 days, Happen, Inc. insiders filed 0 open-market purchases and 12 sales; 245 institutions reported holding it in 13F filings for Q2 2026, worth $2.17B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Happen, 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
- 245
- −1 vs. Q1 2026
- Shares held
- 104.5M
- +1.42M (+1.4%) vs. Q1 2026
- Total value
- $2.17B
- +$689.2M (+46.7%) vs. Q1 2026
- New holders
- 38
- 93 more added
- Sold out
- 39
- 75 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 HAPN 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 | 245 | $2.17B |
| Q1 2026 | 248 | $1.48B |
| Q4 2025 | 256 | $1.88B |
| Q3 2025 | 242 | $1.48B |
| Q2 2025 | 226 | $1.11B |
| Q1 2025 | 235 | $920.3M |
| Q4 2024 | 238 | $1.41B |
| Q3 2024 | 210 | $990.9M |
| Q2 2024 | 198 | $719.6M |
| Q1 2024 | 180 | $768.9M |
| Q4 2023 | 172 | $732.2M |
| Q3 2023 | 185 | $491.9M |
| Q2 2023 | 175 | $802.5M |
| Q1 2023 | 195 | $603.7M |
| Q4 2022 | 209 | $759.7M |
| Q3 2022 | 212 | $946.3M |
| Q2 2022 | 206 | $1.00B |
| Q1 2022 | 214 | $1.36B |
| Q4 2021 | 224 | $1.97B |
| Q3 2021 | 202 | $2.27B |
| Q2 2021 | 161 | $1.46B |
| Q1 2021 | 160 | $1.33B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 15,284,869 | $317.0M | 0.05% | +2,526,895+19.8% | Added |
| BlackRock, Inc. | 10,062,332 | $208.7M | 0.00% | +474,545+4.9% | Added |
| Vanguard Portfolio Management LLC | 8,248,984 | $171.1M | 0.01% | +615,117+8.1% | Added |
| Dimensional Fund Advisors LP | 6,287,112 | $130.4M | 0.02% | +526,971+9.1% | Added |
| Vanguard Capital Management LLC | 4,912,518 | $101.9M | 0.00% | +6,774+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,714,344 | $77.0M | 0.05% | +1,624,655+77.7% | Added |
| Senvest Management, LLC | 3,346,293 | $69.4M | 2.04% | −1,200,519−26.4% | Reduced |
| American Century Companies Inc | 3,149,433 | $65.3M | 0.03% | +449,161+16.6% | Added |
| Geode Capital Management, LLC | 2,946,283 | $61.1M | 0.00% | −169,371−5.4% | Reduced |
| State Street Corp | 2,942,505 | $61.0M | 0.00% | +49,585+1.7% | Added |
| Westfield Capital Management Co LP | 2,500,134 | $51.9M | 0.17% | +382,591+18.1% | Added |
| Long Focus Capital Management, LLC | 1,665,849 | $34.5M | 1.41% | −270,151−14.0% | Reduced |
| Driehaus Capital Management LLC | 1,601,909 | $33.2M | 0.19% | −407,767−20.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,576,086 | $32.7M | 0.02% | +806,416+104.8% | Added |
| Walleye Capital LLC | 1,517,757 | $31.5M | 0.15% | +1,202,426+381.3% | Added |
| Bank of America Corp | 1,486,448 | $30.8M | 0.00% | +176,824+13.5% | Added |
| JPMorgan Chase & Co | 1,403,804 | $28.8M | 0.00% | +1,098,382+359.6% | Added |
| Charles Schwab Investment Management Inc | 1,309,425 | $27.2M | 0.00% | −9,137−0.7% | Reduced |
| Northern Trust Corp | 1,231,567 | $25.5M | 0.00% | +215,881+21.3% | Added |
| Price T Rowe Associates Inc | 1,205,353 | $25.0M | 0.00% | +650,130+117.1% | Added |
| Emerald Advisers, LLC | 1,193,757 | $24.8M | 0.58% | +266,161+28.7% | Added |
| Cramer Rosenthal McGlynn LLC | 1,182,086 | $24.5M | 1.24% | −474,009−28.6% | Reduced |
| Morgan Stanley | 1,120,078 | $23.2M | 0.00% | +158,319+16.5% | Added |
| Nuveen, LLC | 1,060,967 | $22.0M | 0.01% | −398,523−27.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,059,502 | $22.0M | 0.01% | −233,550−18.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 871,131 | $18.1M | 0.63% | +170,500+24.3% | Added |
| Citadel Advisors LLC | 852,068 | $17.7M | 0.01% | −569,787−40.1% | Reduced |
| Goldman Sachs Group Inc | 827,893 | $17.2M | 0.00% | +9,718+1.2% | Added |
| UBS Group AG | 788,711 | $16.4M | 0.00% | +68,441+9.5% | Added |
| Vanguard Fiduciary Trust Co | 773,677 | $16.0M | 0.00% | +31,445+4.2% | Added |
| Allianz Asset Management GmbH | 689,377 | $14.3M | 0.01% | +192,047+38.6% | Added |
| Cander Asset Management LP | 660,851 | $13.7M | 2.55% | −210,960−24.2% | Reduced |
| Algert Global LLC | 650,090 | $13.5M | 0.16% | +48,439+8.1% | Added |
| Dana Investment Advisors, Inc. | 635,985 | $13.2M | 0.34% | +83,985+15.2% | Added |
| Nicholas Investment Partners, LP | 624,366 | $12.9M | 0.73% | +357,881+134.3% | Added |
| Point72 Asset Management, L.P. | 585,351 | $12.1M | 0.02% | −2,162,711−78.7% | Reduced |
| Federated Hermes, Inc. | 563,864 | $11.7M | 0.02% | +20,850+3.8% | Added |
| Franklin Resources Inc | 532,028 | $11.0M | 0.00% | −2,675−0.5% | Reduced |
| Qube Research & Technologies Ltd | 515,888 | $10.7M | 0.01% | −73,867−12.5% | Reduced |
| State of Wisconsin Investment Board | 435,170 | $9.03M | 0.02% | −44,567−9.3% | Reduced |
| Moore Capital Management, LP | 418,800 | $8.69M | 0.20% | +418,800 | New |
| Millennium Management LLC | 394,048 | $8.17M | 0.01% | −128,928−24.7% | Reduced |
| Bank of New York Mellon Corp | 374,439 | $7.77M | 0.00% | +12,241+3.4% | Added |
| TCW Group Inc | 362,594 | $7.52M | 0.05% | +3,480+1.0% | Added |
| Marshall Wace, LLP | 336,241 | $6.97M | 0.01% | +262,827+358.0% | Added |
| Russell Investments Group, Ltd. | 326,376 | $6.77M | 0.01% | +72,574+28.6% | Added |
| Edgestream Partners, L.P. | 322,115 | $6.68M | 0.20% | +165,075+105.1% | Added |
| Brighton Jones LLC | 301,552 | $6.25M | 0.12% | −17,372−5.4% | Reduced |
| Ruffer LLP | 298,095 | $6.18M | 0.22% | +298,095 | New |
| Trexquant Investment LP | 294,392 | $6.11M | 0.04% | +294,392 | New |
| Invesco Ltd. | 293,084 | $6.08M | 0.00% | +30,063+11.4% | Added |
| First Trust Advisors LP | 252,205 | $5.23M | 0.00% | +169,737+205.8% | Added |
| The PNC Financial Services Group, Inc. | 240,508 | $4.99M | 0.00% | +1,989+0.8% | Added |
| Susquehanna International Group, LLP | 231,549 | $4.80M | 0.00% | −29,261−11.2% | Reduced |
| Schroder Investment Management Group | 232,479 | $4.76M | 0.00% | +232,479 | New |
| Swiss National Bank | 225,360 | $4.67M | 0.00% | −2,800−1.2% | Reduced |
| UBS Asset Management Americas Inc | 225,020 | $4.67M | 0.00% | −109,620−32.8% | Reduced |
| Zacks Investment Management | 214,204 | $4.44M | 0.03% | +92,439+75.9% | Added |
| Susquehanna Fundamental Investments, LLC | 202,600 | $4.20M | 0.08% | +103,825+105.1% | Added |
| ExodusPoint Capital Management, LP | 195,750 | $4.06M | 0.04% | +195,750 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 188,679 | $3.91M | 0.01% | −269,001−58.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 172,720 | $3.58M | 0.18% | +172,720 | New |
| Creative Planning | 164,783 | $3.42M | 0.00% | +29,796+22.1% | Added |
| Landscape Capital Management, L.L.C. | 153,837 | $3.19M | 0.21% | +13,670+9.8% | Added |
| Quinn Opportunity Partners LLC | 151,523 | $3.14M | 0.15% | −4,867−3.1% | Reduced |
| Rhumbline Advisers | 149,539 | $3.10M | 0.00% | +2,662+1.8% | Added |
| Prudential Financial Inc | 146,008 | $3.03M | 0.00% | +21,660+17.4% | Added |
| Ieq Capital, LLC | 134,226 | $2.78M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 133,409 | $2.77M | 0.00% | −3,634−2.7% | Reduced |
| Quantinno Capital Management LP | 129,874 | $2.69M | 0.00% | +11,733+9.9% | Added |
| Jump Financial, LLC | 127,500 | $2.64M | 0.02% | −5,400−4.1% | Reduced |
| New York State Common Retirement Fund | 124,144 | $2.57M | 0.00% | +56,863+84.5% | Added |
| BNP Paribas Arbitrage, SA | 123,733 | $2.57M | 0.00% | +98,190+384.4% | Added |
| Joel Isaacson & Co., LLC | 120,301 | $2.50M | 0.07% | −40,000−25.0% | Reduced |
| Deutsche Bank AG | 119,277 | $2.47M | 0.00% | −25,946−17.9% | Reduced |
| Voleon Capital Management LP | 117,381 | $2.43M | 0.04% | +117,381 | New |
| Man Group plc | 116,909 | $2.42M | 0.00% | +100,230+600.9% | Added |
| AQR Capital Management LLC | 116,547 | $2.42M | 0.00% | −5,557−4.6% | Reduced |
| Basswood Capital Management, L.L.C. | 111,309 | $2.31M | 0.10% | 00.0% | Unchanged |
| Legal & General Group Plc | 110,285 | $2.29M | 0.00% | +18,224+19.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 112,889 | $2.29M | 0.00% | −15,096−11.8% | Reduced |
| Polymer Capital Management (US) LLC | 108,213 | $2.24M | 0.33% | +108,213 | New |
| XTX Topco Ltd | 106,832 | $2.22M | 0.03% | +82,880+346.0% | Added |
| Two Sigma Investments, LP | 105,556 | $2.19M | 0.00% | +26,592+33.7% | Added |
| Legato Capital Management LLC | 103,058 | $2.14M | 0.18% | +56,971+123.6% | Added |
| Quantbot Technologies LP | 102,825 | $2.13M | 0.08% | +36,983+56.2% | Added |
| Wells Fargo & Company | 101,866 | $2.11M | 0.00% | +56,035+122.3% | Added |
| DecisionPoint Financial, LLC | 102,574 | $2.11M | 0.39% | +102,574 | New |
| Interval Partners, LP | 97,858 | $2.03M | 0.07% | −213,531−68.6% | Reduced |
| Citigroup Inc | 88,473 | $1.83M | 0.00% | +53,752+154.8% | Added |
| Vanguard Global Advisers, LLC | 80,994 | $1.68M | 0.00% | −3,244−3.9% | Reduced |
| Maltin Wealth Management, Inc. | 78,279 | $1.62M | 0.54% | +68,279+682.8% | Added |
| Alliancebernstein L.P. | 112,248 | $1.61M | 0.00% | +500.0% | Added |
| Wakefield Asset Management LLLP | 76,740 | $1.59M | 0.36% | +1,249+1.7% | Added |
| Vanguard Asset Management, Ltd | 75,882 | $1.57M | 0.00% | 00.0% | Unchanged |
| Creek Drive Management Group LLC | 75,250 | $1.56M | 0.96% | −140,750−65.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 70,445 | $1.46M | 0.01% | −40,860−36.7% | Reduced |
| Lido Advisors, LLC | 70,220 | $1.46M | 0.01% | −29,660−29.7% | Reduced |
| Caxton Associates LLP | 68,706 | $1.42M | 0.03% | +68,706 | New |
| Assenagon Asset Management S.A. | 67,888 | $1.41M | 0.00% | −233,804−77.5% | Reduced |