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 $2.16B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Happen, Inc. as of Jun 30, 2021. 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
- 161
- +1 vs. Q1 2021
- Shares held
- 80.8M
- +273.5K (+0.3%) vs. Q1 2021
- Total value
- $1.46B
- +$129.6M (+9.8%) vs. Q1 2021
- New holders
- 26
- 64 more added
- Sold out
- 25
- 44 more reduced
Compare with Q1 2021: 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 | $2.16B |
| Q1 2026 | 248 | $1.48B |
| Q4 2025 | 256 | $1.80B |
| Q3 2025 | 241 | $1.47B |
| Q2 2025 | 226 | $1.11B |
| Q1 2025 | 235 | $919.6M |
| Q4 2024 | 238 | $1.41B |
| Q3 2024 | 210 | $963.6M |
| Q2 2024 | 198 | $711.5M |
| Q1 2024 | 180 | $743.9M |
| Q4 2023 | 172 | $715.6M |
| Q3 2023 | 185 | $491.9M |
| Q2 2023 | 175 | $802.5M |
| Q1 2023 | 195 | $603.5M |
| Q4 2022 | 209 | $759.7M |
| Q3 2022 | 212 | $945.7M |
| Q2 2022 | 206 | $999.7M |
| Q1 2022 | 214 | $1.36B |
| Q4 2021 | 224 | $1.96B |
| Q3 2021 | 202 | $2.27B |
| Q2 2021 | 161 | $1.46B |
| Q1 2021 | 160 | $1.33B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 121 | $2.00K | 0.00% | −22,372−99.5% | Reduced |
| TCI Wealth Advisors, Inc. | 137 | $2.00K | 0.00% | +137 | New |
| Concord Wealth Partners | 190 | $3.00K | 0.00% | +190 | New |
| Heritage Wealth Management, LLC | 250 | $5.00K | 0.00% | −250−50.0% | Reduced |
| Captrust Financial Advisors | 349 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 444 | $8.00K | 0.00% | +88+24.7% | Added |
| Investors Research Corp | 575 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 575 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 560 | $10.0K | 0.00% | +455+433.3% | Added |
| O'Shaughnessy Asset Management, LLC | 996 | $18.0K | 0.00% | −97−8.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,200 | $22.0K | 0.00% | −300−20.0% | Reduced |
| Arkadios Wealth Advisors | 1,530 | $27.0K | 0.00% | +1,530 | New |
| Nisa Investment Advisors, LLC | 1,924 | $35.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,514 | $46.0K | 0.00% | +2,514 | New |
| Tower Research Capital LLC (TRC) | 2,968 | $54.0K | 0.00% | −6,667−69.2% | Reduced |
| Camden Capital, LLC | 56,528 | $58.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 3,492 | $63.0K | 0.01% | +3,492 | New |
| Wells Fargo & Company | 3,890 | $70.0K | 0.00% | −934,340−99.6% | Reduced |
| Great West Life Assurance Co | 4,288 | $78.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,373 | $79.0K | 0.00% | +3,398+348.5% | Added |
| Leonteq Securities AG | 4,465 | $81.0K | 0.01% | +4,465 | New |
| Northwestern Mutual Wealth Management Co | 4,681 | $85.0K | 0.00% | +3,031+183.7% | Added |
| Asset Management One Co.,Ltd. | 5,395 | $97.0K | 0.00% | +1,261+30.5% | Added |
| Advisor Group Holdings, Inc. | 5,737 | $104.0K | 0.00% | +5,543+2,857.2% | Added |
| Geneos Wealth Management Inc. | 7,808 | $133.0K | 0.01% | +1,200+18.2% | Added |
| Royal Bank of Canada | 7,450 | $135.0K | 0.00% | +4,004+116.2% | Added |
| Ameritas Investment Partners, Inc. | 7,566 | $137.0K | 0.00% | +1,785+30.9% | Added |
| Emerald Advisers, LLC | 8,000 | $145.0K | 0.01% | +8,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,151 | $166.0K | 0.00% | 00.0% | Unchanged |
| Cruiser Capital Advisors, LLC | 10,000 | $181.0K | 0.15% | +10,000 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $189.0K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 11,000 | $199.0K | 0.07% | +11,000 | New |
| Principal Financial Group Inc | 11,135 | $202.0K | 0.00% | +11,135 | New |
| Twinbeech Capital LP | 12,431 | $225.0K | 0.03% | +12,431 | New |
| SG Americas Securities, LLC | 13,279 | $241.0K | 0.00% | −3,329−20.0% | Reduced |
| Aigen Investment Management, LP | 13,272 | $241.0K | 0.04% | +13,272 | New |
| Amalgamated Bank | 13,553 | $246.0K | 0.00% | +13,553 | New |
| Stifel Financial Corp | 14,248 | $258.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,599 | $284.0K | 0.00% | +493+3.3% | Added |
| Eaton Vance Management | 15,938 | $289.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 16,161 | $293.0K | 0.00% | +15,919+6,578.1% | Added |
| Wolverine Trading, LLC | 16,441 | $298.0K | 0.01% | −10,173−38.2% | Reduced |
| Quantamental Technologies LLC | 19,016 | $345.0K | 0.31% | +19,016 | New |
| Joel Isaacson & Co., LLC | 19,464 | $353.0K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 19,700 | $357.0K | 0.00% | +19,700 | New |
| Jane Street Group, LLC | 19,751 | $358.0K | 0.00% | −456,387−95.9% | Reduced |
| Walleye Capital LLC | 20,156 | $365.0K | 0.01% | +5,754+40.0% | Added |
| Legal & General Group Plc | 20,722 | $376.0K | 0.00% | +8,917+75.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,967 | $380.0K | 0.00% | −9,867−32.0% | Reduced |
| Karp Capital Management Corp | 22,934 | $416.0K | 0.06% | −4,000−14.9% | Reduced |
| Arizona State Retirement System | 23,879 | $433.0K | 0.00% | +3,383+16.5% | Added |
| Parametric Portfolio Associates LLC | 24,125 | $437.0K | 0.00% | +8,870+58.1% | Added |
| ProShare Advisors LLC | 25,034 | $454.0K | 0.00% | +6,177+32.8% | Added |
| Trexquant Investment LP | 25,305 | $459.0K | 0.04% | −20,844−45.2% | Reduced |
| HAP Trading, LLC | 26,223 | $475.0K | 0.03% | −18,540−41.4% | Reduced |
| Metropolitan Life Insurance Co | 26,606 | $482.4K | 0.01% | +7,081+36.3% | Added |
| Qube Research & Technologies Ltd | 28,604 | $519.0K | 0.01% | +16,586+138.0% | Added |
| Toroso Investments, LLC | 28,748 | $521.0K | 0.02% | −4,311−13.0% | Reduced |
| Handelsbanken Fonder AB | 28,800 | $522.0K | 0.00% | +28,800 | New |
| Engineers Gate Manager LP | 28,906 | $524.0K | 0.03% | +28,906 | New |
| Veritable, L.P. | 29,514 | $535.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 30,814 | $559.0K | 0.08% | +30,814 | New |
| Simplex Trading, LLC | 31,921 | $578.0K | 0.02% | −89,214−73.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 33,000 | $598.0K | 0.00% | −1,472,200−97.8% | Reduced |
| Allen Investment Management LLC | 33,428 | $606.0K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 33,886 | $614.0K | 0.00% | −23,754−41.2% | Reduced |
| MetLife Investment Management | 34,752 | $630.1K | 0.01% | +11,712+50.8% | Added |
| Voya Investment Management LLC | 37,507 | $680.0K | 0.00% | +6,919+22.6% | Added |
| State Board of Administration of Florida Retirement System | 39,664 | $719.0K | 0.00% | +10,763+37.2% | Added |
| Quadrature Capital Ltd | 46,722 | $847.0K | 0.03% | +46,722 | New |
| Susquehanna Fundamental Investments, LLC | 51,281 | $930.0K | 0.02% | −41,870−44.9% | Reduced |
| Price T Rowe Associates Inc | 51,457 | $933.0K | 0.00% | −14,353−21.8% | Reduced |
| Manufacturers Life Insurance Company, The | 52,111 | $945.0K | 0.00% | +13,585+35.3% | Added |
| American International Group, Inc. | 54,068 | $980.0K | 0.00% | +12,940+31.5% | Added |
| Citigroup Inc | 55,960 | $1.01M | 0.00% | +41,832+296.1% | Added |
| Occudo Quantitative Strategies LP | 59,795 | $1.08M | 0.17% | +59,795 | New |
| MYDA Advisors LLC | 64,000 | $1.16M | 0.32% | +64,000 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,176 | $1.20M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 66,971 | $1.21M | 0.02% | +66,971 | New |
| UBS Asset Management Americas Inc | 70,199 | $1.27M | 0.00% | −38,460−35.4% | Reduced |
| AQR Capital Management LLC | 76,163 | $1.38M | 0.00% | +44,298+139.0% | Added |
| Gsa Capital Partners LLP | 76,872 | $1.39M | 0.16% | +76,872 | New |
| Group One Trading, L.P. | 79,049 | $1.43M | 0.03% | −84,780−51.7% | Reduced |
| Grassi Investment Management | 83,250 | $1.51M | 0.16% | +14,750+21.5% | Added |
| New York State Common Retirement Fund | 83,258 | $1.51M | 0.00% | +19,458+30.5% | Added |
| Tiedemann Advisors, LLC | 83,976 | $1.52M | 0.06% | −12,899−13.3% | Reduced |
| Quantbot Technologies LP | 85,530 | $1.55M | 0.12% | +85,530 | New |
| AXA S.A. | 90,200 | $1.64M | 0.00% | −134,900−59.9% | Reduced |
| Alliancebernstein L.P. | 91,500 | $1.66M | 0.00% | +2,400+2.7% | Added |
| Public Employees Retirement System of Ohio | 95,694 | $1.74M | 0.01% | 00.0% | Unchanged |
| Premier Asset Management LLC | 97,616 | $1.77M | 0.26% | +21,350+28.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.79M | 0.03% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 98,990 | $1.79M | 0.24% | +1,729+1.8% | Added |
| Credit Suisse AG | 102,144 | $1.85M | 0.00% | −2,811,120−96.5% | Reduced |