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, Q3 2021
Institutional positions in Happen, Inc. as of Sep 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
- 202
- +41 vs. Q2 2021
- Shares held
- 80.2M
- −529.0K (−0.7%) vs. Q2 2021
- Total value
- $2.27B
- +$809.8M (+55.5%) vs. Q2 2021
- New holders
- 57
- 56 more added
- Sold out
- 16
- 64 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 10 | $0 | 0.00% | −240−96.0% | Reduced |
| 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 |
| Concord Wealth Partners | 42 | $1.00K | 0.00% | −148−77.9% | Reduced |
| Berman Capital Advisors, LLC | 42 | $1.00K | 0.00% | +42 | New |
| Private Capital Group, LLC | 51 | $1.00K | 0.00% | +51 | New |
| Bell Investment Advisors, Inc | 29 | $1.00K | 0.00% | +29 | New |
| Glassman Wealth Services | 65 | $2.00K | 0.00% | +65 | New |
| Meridian Wealth Partners, LLC | 69 | $2.00K | 0.00% | +69 | New |
| Truvestments Capital LLC | 100 | $3.00K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 190 | $5.00K | 0.00% | +53+38.7% | Added |
| Koshinski Asset Management, Inc. | 200 | $5.65K | 0.00% | +200 | New |
| Harvest Fund Management Co., Ltd | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 349 | $10.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 416 | $12.0K | 0.00% | +416 | New |
| US Bancorp | 444 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 478 | $13.0K | 0.00% | +478 | New |
| First Manhattan Co | 526 | $14.0K | 0.00% | +500+1,923.1% | Added |
| Quadrant Capital Group LLC | 560 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $16.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 825 | $23.0K | 0.00% | +825 | New |
| O'Shaughnessy Asset Management, LLC | 840 | $24.0K | 0.00% | −156−15.7% | Reduced |
| Cahill Financial Advisors Inc | 900 | $25.0K | 0.01% | +900 | New |
| Harbor Investment Advisory, LLC | 1,200 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,195 | $34.0K | 0.00% | +620+107.8% | Added |
| Arkadios Wealth Advisors | 1,420 | $40.0K | 0.01% | −110−7.2% | Reduced |
| First Quadrant L P | 1,461 | $41.0K | 0.00% | +1,461 | New |
| Acadian Asset Management LLC | 1,888 | $52.0K | 0.00% | +1,888 | New |
| Asset Management One Co.,Ltd. | 3,229 | $91.0K | 0.00% | −2,166−40.1% | Reduced |
| Tortoise Index Solutions, LLC | 3,396 | $96.0K | 0.02% | −96−2.7% | Reduced |
| Meeder Asset Management Inc | 3,534 | $100.0K | 0.01% | −839−19.2% | Reduced |
| Itau Unibanco Holding S.A. | 3,826 | $108.0K | 0.01% | +1,312+52.2% | Added |
| Daiwa Securities Group Inc. | 4,217 | $119.0K | 0.00% | +4,217 | New |
| Great West Life Assurance Co | 4,288 | $122.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,508 | $154.0K | 0.01% | −2,300−29.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,535 | $156.0K | 0.00% | +2,567+86.5% | Added |
| Nisa Investment Advisors, LLC | 5,924 | $167.0K | 0.00% | +4,000+207.9% | Added |
| Virginia Retirement Systems Et Al | 7,176 | $203.0K | 0.00% | +7,176 | New |
| Ameritas Investment Partners, Inc. | 7,566 | $214.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,569 | $214.0K | 0.00% | +7,569 | New |
| Quantamental Technologies LLC | 8,178 | $231.0K | 0.15% | −10,838−57.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,175 | $231.0K | 0.00% | +8,175 | New |
| Principal Financial Group Inc | 8,293 | $234.0K | 0.00% | −2,842−25.5% | Reduced |
| LPL Financial LLC | 8,378 | $237.0K | 0.00% | +8,378 | New |
| Victory Capital Management Inc | 8,518 | $241.0K | 0.00% | +8,518 | New |
| Sawtooth Solutions, LLC | 8,521 | $241.0K | 0.04% | +8,521 | New |
| Quadrature Capital Ltd | 8,895 | $251.0K | 0.01% | −37,827−81.0% | Reduced |
| Janus Henderson Group PLC | 8,883 | $251.0K | 0.00% | +8,883 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,151 | $258.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,374 | $293.0K | 0.01% | +10,374 | New |
| Veritable, L.P. | 10,400 | $294.0K | 0.00% | −19,114−64.8% | Reduced |
| Public Employees Retirement Association of Colorado | 10,430 | $295.0K | 0.00% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 11,650 | $328.0K | 0.13% | +11,650 | New |
| Squarepoint Ops LLC | 11,967 | $338.0K | 0.00% | +11,967 | New |
| State of Wisconsin Investment Board | 12,000 | $339.0K | 0.00% | −7,700−39.1% | Reduced |
| ProShare Advisors LLC | 12,546 | $354.0K | 0.00% | −12,488−49.9% | Reduced |
| Cetera Advisors LLC | 12,700 | $359.0K | 0.01% | +12,700 | New |
| Amalgamated Bank | 12,797 | $361.0K | 0.00% | −756−5.6% | Reduced |
| Stifel Financial Corp | 13,551 | $383.0K | 0.00% | −697−4.9% | Reduced |
| Teacher Retirement System of Texas | 13,601 | $384.0K | 0.00% | +13,601 | New |
| Advisor Group Holdings, Inc. | 13,759 | $388.0K | 0.00% | +8,022+139.8% | Added |
| Algert Global LLC | 13,829 | $391.0K | 0.05% | +13,829 | New |
| Maven Securities LTD | 15,900 | $449.0K | 0.05% | +15,900 | New |
| Premier Asset Management LLC | 15,934 | $450.0K | 0.06% | −81,682−83.7% | Reduced |
| Eaton Vance Management | 15,938 | $450.0K | 0.00% | 00.0% | Unchanged |
| Cruiser Capital Advisors, LLC | 16,000 | $452.0K | 0.37% | +6,000+60.0% | Added |
| AlphaCrest Capital Management LLC | 16,400 | $463.0K | 0.02% | +16,400 | New |
| Private Advisor Group, LLC | 17,474 | $494.0K | 0.00% | +17,474 | New |
| IHT Wealth Management, LLC | 18,005 | $508.0K | 0.04% | +18,005 | New |
| Fox Run Management, L.L.C. | 18,336 | $518.0K | 0.33% | +18,336 | New |
| Simplex Trading, LLC | 31,921 | $559.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 20,479 | $578.0K | 0.07% | −39,316−65.8% | Reduced |
| Royal Bank of Canada | 20,715 | $585.0K | 0.00% | +13,265+178.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,213 | $599.0K | 0.00% | +246+1.2% | Added |
| STRS Ohio | 21,400 | $604.0K | 0.00% | +21,400 | New |
| Toroso Investments, LLC | 21,862 | $617.0K | 0.02% | −6,886−24.0% | Reduced |
| Nkcfo LLC | 22,000 | $621.0K | 0.21% | +11,000+100.0% | Added |
| Karp Capital Management Corp | 22,134 | $625.0K | 0.09% | −800−3.5% | Reduced |
| Arizona State Retirement System | 25,160 | $711.0K | 0.01% | +1,281+5.4% | Added |
| Wells Fargo & Company | 25,741 | $728.0K | 0.00% | +21,851+561.7% | Added |
| Schonfeld Strategic Advisors LLC | 26,300 | $743.0K | 0.01% | +26,300 | New |
| Metropolitan Life Insurance Co | 26,606 | $751.4K | 0.01% | 00.0% | Unchanged |
| HAP Trading, LLC | 26,698 | $754.0K | 0.06% | +475+1.8% | Added |
| SG Americas Securities, LLC | 26,788 | $756.0K | 0.00% | +13,509+101.7% | Added |
| Bank of Montreal | 29,015 | $777.0K | 0.00% | +29,015 | New |
| Capital Fund Management S.A. | 28,198 | $796.3K | 0.02% | +28,198 | New |
| Jennison Associates LLC | 28,513 | $805.0K | 0.00% | +28,513 | New |
| Handelsbanken Fonder AB | 28,800 | $813.0K | 0.00% | 00.0% | Unchanged |
| Allen Investment Management LLC | 33,428 | $944.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 33,959 | $959.0K | 0.10% | −42,913−55.8% | Reduced |
| Trexquant Investment LP | 34,175 | $965.0K | 0.08% | +8,870+35.1% | Added |
| Susquehanna Fundamental Investments, LLC | 34,367 | $971.0K | 0.02% | −16,914−33.0% | Reduced |
| MetLife Investment Management | 34,752 | $981.4K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 37,164 | $1.05M | 0.01% | +8,560+29.9% | Added |
| Voya Investment Management LLC | 38,075 | $1.07M | 0.00% | +568+1.5% | Added |
| Cutler Group LP | 38,537 | $1.09M | 0.08% | +38,416+31,748.8% | Added |
| Parallax Volatility Advisers, L.P. | 38,778 | $1.09M | 0.01% | +22,617+139.9% | Added |
| Legal & General Group Plc | 39,248 | $1.11M | 0.00% | +18,526+89.4% | Added |