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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 40,230 | $1.14M | 0.00% | +40,230 | New |
| State Board of Administration of Florida Retirement System | 39,664 | $1.12M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 39,248 | $1.11M | 0.00% | +18,526+89.4% | Added |
| Parallax Volatility Advisers, L.P. | 38,778 | $1.09M | 0.01% | +22,617+139.9% | Added |
| Cutler Group LP | 38,537 | $1.09M | 0.08% | +38,416+31,748.8% | Added |
| Voya Investment Management LLC | 38,075 | $1.07M | 0.00% | +568+1.5% | Added |
| Qube Research & Technologies Ltd | 37,164 | $1.05M | 0.01% | +8,560+29.9% | Added |
| MetLife Investment Management | 34,752 | $981.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 34,367 | $971.0K | 0.02% | −16,914−33.0% | Reduced |
| Trexquant Investment LP | 34,175 | $965.0K | 0.08% | +8,870+35.1% | Added |
| Gsa Capital Partners LLP | 33,959 | $959.0K | 0.10% | −42,913−55.8% | Reduced |
| Allen Investment Management LLC | 33,428 | $944.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 28,800 | $813.0K | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 28,513 | $805.0K | 0.00% | +28,513 | New |
| Capital Fund Management S.A. | 28,198 | $796.3K | 0.02% | +28,198 | New |
| Bank of Montreal | 29,015 | $777.0K | 0.00% | +29,015 | New |
| SG Americas Securities, LLC | 26,788 | $756.0K | 0.00% | +13,509+101.7% | Added |
| HAP Trading, LLC | 26,698 | $754.0K | 0.06% | +475+1.8% | Added |
| Metropolitan Life Insurance Co | 26,606 | $751.4K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 26,300 | $743.0K | 0.01% | +26,300 | New |
| Wells Fargo & Company | 25,741 | $728.0K | 0.00% | +21,851+561.7% | Added |
| Arizona State Retirement System | 25,160 | $711.0K | 0.01% | +1,281+5.4% | Added |
| Karp Capital Management Corp | 22,134 | $625.0K | 0.09% | −800−3.5% | Reduced |
| Nkcfo LLC | 22,000 | $621.0K | 0.21% | +11,000+100.0% | Added |
| Toroso Investments, LLC | 21,862 | $617.0K | 0.02% | −6,886−24.0% | Reduced |
| STRS Ohio | 21,400 | $604.0K | 0.00% | +21,400 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,213 | $599.0K | 0.00% | +246+1.2% | Added |
| Royal Bank of Canada | 20,715 | $585.0K | 0.00% | +13,265+178.1% | Added |
| Occudo Quantitative Strategies LP | 20,479 | $578.0K | 0.07% | −39,316−65.8% | Reduced |
| Simplex Trading, LLC | 31,921 | $559.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 18,336 | $518.0K | 0.33% | +18,336 | New |
| IHT Wealth Management, LLC | 18,005 | $508.0K | 0.04% | +18,005 | New |
| Private Advisor Group, LLC | 17,474 | $494.0K | 0.00% | +17,474 | New |
| AlphaCrest Capital Management LLC | 16,400 | $463.0K | 0.02% | +16,400 | New |
| Cruiser Capital Advisors, LLC | 16,000 | $452.0K | 0.37% | +6,000+60.0% | Added |
| 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 |
| Maven Securities LTD | 15,900 | $449.0K | 0.05% | +15,900 | New |
| Algert Global LLC | 13,829 | $391.0K | 0.05% | +13,829 | New |
| Advisor Group Holdings, Inc. | 13,759 | $388.0K | 0.00% | +8,022+139.8% | Added |
| Teacher Retirement System of Texas | 13,601 | $384.0K | 0.00% | +13,601 | New |
| Stifel Financial Corp | 13,551 | $383.0K | 0.00% | −697−4.9% | Reduced |
| Amalgamated Bank | 12,797 | $361.0K | 0.00% | −756−5.6% | Reduced |
| Cetera Advisors LLC | 12,700 | $359.0K | 0.01% | +12,700 | New |
| ProShare Advisors LLC | 12,546 | $354.0K | 0.00% | −12,488−49.9% | Reduced |
| State of Wisconsin Investment Board | 12,000 | $339.0K | 0.00% | −7,700−39.1% | Reduced |
| Squarepoint Ops LLC | 11,967 | $338.0K | 0.00% | +11,967 | New |
| Harvest Investment Services, LLC | 11,650 | $328.0K | 0.13% | +11,650 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $295.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 10,400 | $294.0K | 0.00% | −19,114−64.8% | Reduced |
| Sigma Planning Corp | 10,374 | $293.0K | 0.01% | +10,374 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,151 | $258.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| LPL Financial LLC | 8,378 | $237.0K | 0.00% | +8,378 | New |
| Principal Financial Group Inc | 8,293 | $234.0K | 0.00% | −2,842−25.5% | Reduced |
| 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 |
| 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 |
| Virginia Retirement Systems Et Al | 7,176 | $203.0K | 0.00% | +7,176 | New |
| Nisa Investment Advisors, LLC | 5,924 | $167.0K | 0.00% | +4,000+207.9% | Added |
| Tower Research Capital LLC (TRC) | 5,535 | $156.0K | 0.00% | +2,567+86.5% | Added |
| Geneos Wealth Management Inc. | 5,508 | $154.0K | 0.01% | −2,300−29.5% | Reduced |
| Great West Life Assurance Co | 4,288 | $122.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,217 | $119.0K | 0.00% | +4,217 | New |
| Itau Unibanco Holding S.A. | 3,826 | $108.0K | 0.01% | +1,312+52.2% | Added |
| Meeder Asset Management Inc | 3,534 | $100.0K | 0.01% | −839−19.2% | Reduced |
| Tortoise Index Solutions, LLC | 3,396 | $96.0K | 0.02% | −96−2.7% | Reduced |
| Asset Management One Co.,Ltd. | 3,229 | $91.0K | 0.00% | −2,166−40.1% | Reduced |
| Acadian Asset Management LLC | 1,888 | $52.0K | 0.00% | +1,888 | New |
| First Quadrant L P | 1,461 | $41.0K | 0.00% | +1,461 | New |
| Arkadios Wealth Advisors | 1,420 | $40.0K | 0.01% | −110−7.2% | Reduced |
| 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 |
| Cahill Financial Advisors Inc | 900 | $25.0K | 0.01% | +900 | New |
| O'Shaughnessy Asset Management, LLC | 840 | $24.0K | 0.00% | −156−15.7% | Reduced |
| Salem Investment Counselors Inc | 825 | $23.0K | 0.00% | +825 | New |
| Quadrant Capital Group LLC | 560 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $14.0K | 0.00% | +500+1,923.1% | Added |
| US Bancorp | 444 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 478 | $13.0K | 0.00% | +478 | New |
| The PNC Financial Services Group, Inc. | 416 | $12.0K | 0.00% | +416 | New |
| Captrust Financial Advisors | 349 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 200 | $5.65K | 0.00% | +200 | New |
| TCI Wealth Advisors, Inc. | 190 | $5.00K | 0.00% | +53+38.7% | Added |
| Truvestments Capital LLC | 100 | $3.00K | 0.00% | +100 | New |
| Glassman Wealth Services | 65 | $2.00K | 0.00% | +65 | New |
| Meridian Wealth Partners, LLC | 69 | $2.00K | 0.00% | +69 | New |
| 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 |
| 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 |