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, Q4 2021
Institutional positions in Happen, Inc. as of Dec 31, 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
- 224
- +24 vs. Q3 2021
- Shares held
- 81.0M
- +784.9K (+1.0%) vs. Q3 2021
- Total value
- $1.96B
- −$307.2M (−13.5%) vs. Q3 2021
- New holders
- 57
- 70 more added
- Sold out
- 33
- 66 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,175,318 | $221.9M | 0.01% | +548,906+6.4% | Added |
| Jackson Square Partners, LLC | 7,578,664 | $183.3M | 1.54% | −442,425−5.5% | Reduced |
| BlackRock Inc. | 6,883,607 | $166.4M | 0.00% | −275,233−3.8% | Reduced |
| FMR LLC | 4,724,304 | $114.2M | 0.01% | +1,711,721+56.8% | Added |
| Morgan Stanley | 3,026,480 | $73.2M | 0.01% | +645,428+27.1% | Added |
| Nikko Asset Management Americas, Inc. | 2,987,000 | $72.9M | 0.38% | −767,167−20.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,987,000 | $72.2M | 0.04% | −767,167−20.4% | Reduced |
| Foundation Capital, LLC | 2,026,428 | $49.0M | 18.82% | +2,026,428 | New |
| State Street Corp | 1,994,004 | $48.2M | 0.00% | −474,686−19.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,944,040 | $47.0M | 0.14% | −944,238−32.7% | Reduced |
| Two Sigma Investments, LP | 1,935,468 | $46.8M | 0.11% | +192,906+11.1% | Added |
| Dimensional Fund Advisors LP | 1,800,995 | $43.5M | 0.01% | −264,098−12.8% | Reduced |
| Geode Capital Management, LLC | 1,726,493 | $41.7M | 0.01% | +6,048+0.4% | Added |
| Two Sigma Advisers, LP | 1,704,356 | $41.2M | 0.10% | −33,300−1.9% | Reduced |
| Point72 Asset Management, L.P. | 1,647,395 | $39.8M | 0.18% | +931,673+130.2% | Added |
| SEI Investments Co | 1,376,918 | $33.3M | 0.06% | −16,452−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,334,505 | $32.3M | 0.04% | −649,284−32.7% | Reduced |
| Citadel Advisors LLC | 1,275,613 | $30.8M | 0.03% | +142,547+12.6% | Added |
| No Street GP LP | 1,175,000 | $28.4M | 4.58% | +175,000+17.5% | Added |
| Millennium Management LLC | 1,012,218 | $24.5M | 0.03% | +696,450+220.6% | Added |
| Carlson Capital L P | 970,800 | $23.5M | 1.35% | +970,800 | New |
| Northern Trust Corp | 965,245 | $23.3M | 0.00% | −652−0.1% | Reduced |
| Nuveen Asset Management, LLC | 870,424 | $22.0M | 0.01% | −71,311−7.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 839,403 | $20.3M | 0.02% | −480,465−36.4% | Reduced |
| Bank of America Corp | 783,690 | $18.9M | 0.00% | +222,107+39.6% | Added |
| Assenagon Asset Management S.A. | 714,363 | $17.3M | 0.06% | −319,997−30.9% | Reduced |
| Basswood Capital Management, L.L.C. | 709,770 | $17.2M | 0.79% | −1,274,986−64.2% | Reduced |
| Charles Schwab Investment Management Inc | 701,596 | $17.0M | 0.01% | +18,046+2.6% | Added |
| Renaissance Technologies LLC | 682,258 | $16.5M | 0.02% | −516,962−43.1% | Reduced |
| HarbourVest Partners LLC | 513,441 | $12.4M | 1.59% | +10.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 498,860 | $12.1M | 0.07% | −5,992−1.2% | Reduced |
| Deutsche Bank AG | 480,061 | $11.6M | 0.01% | +296,453+161.5% | Added |
| Jacobs Asset Management, LLC | 450,150 | $10.9M | 4.96% | −289,750−39.2% | Reduced |
| Susquehanna International Group, LLP | 448,083 | $10.8M | 0.02% | +238,012+113.3% | Added |
| Bank of New York Mellon Corp | 415,920 | $10.1M | 0.00% | +27,618+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 405,269 | $9.80M | 0.05% | +10,546+2.7% | Added |
| Invesco Ltd. | 344,554 | $8.33M | 0.00% | −210,536−37.9% | Reduced |
| ExodusPoint Capital Management, LP | 341,885 | $8.27M | 0.10% | +87,599+34.4% | Added |
| Cubist Systematic Strategies, LLC | 327,858 | $7.93M | 0.08% | +35,586+12.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 325,870 | $7.88M | 0.02% | +12,361+3.9% | Added |
| Prudential Financial Inc | 309,194 | $7.48M | 0.01% | +255,840+479.5% | Added |
| Allianz Asset Management GmbH | 308,797 | $7.47M | 0.01% | −56,673−15.5% | Reduced |
| Commonwealth Equity Services, LLC | 307,780 | $7.44M | 0.02% | +267,550+665.1% | Added |
| JPMorgan Chase & Co | 298,770 | $7.22M | 0.00% | +15,557+5.5% | Added |
| Industrial Alliance Investment Management Inc. | 297,910 | $7.20M | 0.17% | +297,910 | New |
| Nordea Investment Management AB | 287,355 | $7.11M | 0.01% | −2,963−1.0% | Reduced |
| Norges Bank | 288,200 | $6.97M | 0.00% | +288,200 | New |
| Group One Trading, L.P. | 278,561 | $6.74M | 0.13% | −186,845−40.1% | Reduced |
| Goldman Sachs Group Inc | 260,374 | $6.30M | 0.00% | −539,728−67.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 260,092 | $6.29M | 0.22% | −161,990−38.4% | Reduced |
| Bridgeway Capital Management, LLC | 253,100 | $6.12M | 0.11% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 225,500 | $5.45M | 0.37% | +33,900+17.7% | Added |
| Swiss National Bank | 206,160 | $4.99M | 0.00% | +2,000+1.0% | Added |
| Federated Hermes, Inc. | 198,765 | $4.81M | 0.01% | +2,771+1.4% | Added |
| Shell Asset Management Co | 198,671 | $4.80M | 0.10% | +198,671 | New |
| CastleKnight Management LP | 192,700 | $4.66M | 1.69% | +192,700 | New |
| Jetstream Capital LLC | 190,000 | $4.59M | 5.36% | +190,000 | New |
| Nomura Holdings Inc | 175,725 | $4.26M | 0.02% | +10,995+6.7% | Added |
| First Trust Advisors LP | 173,805 | $4.20M | 0.00% | +173,805 | New |
| Voloridge Investment Management, LLC | 172,721 | $4.18M | 0.02% | −199,886−53.6% | Reduced |
| Guggenheim Capital LLC | 162,380 | $3.93M | 0.02% | +30,449+23.1% | Added |
| PDT Partners, LLC | 152,727 | $3.69M | 0.28% | −27,073−15.1% | Reduced |
| Harspring Capital Management, LLC | 142,250 | $3.44M | 0.56% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 138,147 | $3.34M | 0.09% | +109,949+389.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 137,000 | $3.31M | 0.01% | +137,000 | New |
| Rhumbline Advisers | 135,432 | $3.27M | 0.00% | −936−0.7% | Reduced |
| Ieq Capital, LLC | 134,226 | $3.25M | 0.08% | −640.0% | Reduced |
| California State Teachers Retirement System | 133,171 | $3.22M | 0.00% | +4,471+3.5% | Added |
| Paloma Partners Management Co | 132,800 | $3.21M | 0.10% | +24,770+22.9% | Added |
| Brighton Jones LLC | 131,185 | $3.17M | 0.15% | −109,827−45.6% | Reduced |
| Jump Financial, LLC | 119,300 | $2.88M | 0.18% | +119,300 | New |
| Jane Street Group, LLC | 116,798 | $2.82M | 0.01% | −17,452−13.0% | Reduced |
| Grassi Investment Management | 109,000 | $2.64M | 0.27% | +4,500+4.3% | Added |
| Parametric Portfolio Associates LLC | 104,546 | $2.53M | 0.00% | −68,233−39.5% | Reduced |
| Macquarie Group Ltd | 104,300 | $2.52M | 0.00% | −5,533−5.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 103,583 | $2.50M | 0.03% | +64,805+167.1% | Added |
| Credit Suisse AG | 102,351 | $2.47M | 0.00% | +31,562+44.6% | Added |
| Advisory Research Inc | 101,114 | $2.44M | 0.19% | −25,796−20.3% | Reduced |
| Alliancebernstein L.P. | 100,920 | $2.44M | 0.00% | −8,780−8.0% | Reduced |
| Phase 2 Partners, LLC | 99,710 | $2.41M | 1.60% | +99,710 | New |
| Putnam Investments LLC | 99,054 | $2.40M | 0.00% | +99,054 | New |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $2.39M | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 90,513 | $2.19M | 0.00% | −25,306−21.8% | Reduced |
| PEAK6 Investments LLC | 88,147 | $2.13M | 0.06% | +88,147 | New |
| UBS Asset Management Americas Inc | 87,422 | $2.11M | 0.00% | +16,309+22.9% | Added |
| Wells Fargo & Company | 84,964 | $2.05M | 0.00% | +59,223+230.1% | Added |
| Banc Funds Co LLC | 82,053 | $1.98M | 0.15% | −15,000−15.5% | Reduced |
| Jupiter Asset Management Ltd | 79,789 | $1.95M | 0.02% | +11,297+16.5% | Added |
| Cresset Asset Management, LLC | 75,540 | $1.83M | 0.02% | +75,540 | New |
| Graham Capital Management, L.P. | 74,785 | $1.81M | 0.10% | −59,214−44.2% | Reduced |
| Rafferty Asset Management, LLC | 73,260 | $1.77M | 0.01% | −136,231−65.0% | Reduced |
| State of New Jersey Common Pension Fund D | 72,127 | $1.74M | 0.01% | −27,150−27.3% | Reduced |
| Trexquant Investment LP | 69,821 | $1.69M | 0.10% | +35,646+104.3% | Added |
| Seven Eight Capital, LP | 69,521 | $1.68M | 0.30% | −12,451−15.2% | Reduced |
| New York State Common Retirement Fund | 69,512 | $1.68M | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,176 | $1.62M | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 66,839 | $1.62M | 0.11% | 00.0% | Unchanged |
| Crawford Lake Capital Management, LLC | 66,589 | $1.61M | 0.67% | +66,589 | New |
| Jacobs Levy Equity Management, Inc | 64,737 | $1.56M | 0.01% | −1,158,897−94.7% | Reduced |
| Price T Rowe Associates Inc | 64,241 | $1.55M | 0.00% | +20,731+47.6% | Added |