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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 11 | $0 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Ellevest, Inc. | 11 | $0 | 0.00% | +11 | New |
| Rockefeller Capital Management L.P. | 30 | $0 | 0.00% | +30 | New |
| Hoey Investments, Inc | 20 | $0 | 0.00% | +20 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Covestor Ltd | 19 | $0 | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Truvestments Capital LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $2.00K | 0.00% | +100 | New |
| CarsonAllaria Wealth Management, Ltd. | 80 | $2.00K | 0.00% | +80 | New |
| Koshinski Asset Management, Inc. | 200 | $4.84K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 190 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $5.00K | 0.00% | +200 | New |
| Blue Bell Private Wealth Management, LLC | 300 | $7.00K | 0.00% | +300 | New |
| Harvest Fund Management Co., Ltd | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 380 | $9.00K | 0.00% | +31+8.9% | Added |
| Signet Financial Management, LLC | 414 | $10.0K | 0.00% | +414 | New |
| US Bancorp | 444 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $12.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 558 | $13.0K | 0.00% | +142+34.1% | Added |
| Quadrant Capital Group LLC | 560 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 600 | $15.0K | 0.00% | +600 | New |
| Concord Wealth Partners | 764 | $18.0K | 0.00% | +722+1,719.0% | Added |
| Salem Investment Counselors Inc | 825 | $20.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,088 | $26.0K | 0.01% | +1,088 | New |
| Point72 Hong Kong Ltd | 1,099 | $27.0K | 0.00% | +1,099 | New |
| Harbor Investment Advisory, LLC | 1,200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,195 | $29.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,580 | $39.0K | 0.00% | −2,246−58.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,794 | $43.0K | 0.00% | −6,381−78.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,040 | $57.0K | 0.00% | −2,884−48.7% | Reduced |
| Aquatic Capital Management LLC | 2,500 | $60.0K | 0.12% | +2,500 | New |
| Daiwa Securities Group Inc. | 2,903 | $70.0K | 0.00% | −1,314−31.2% | Reduced |
| Asset Management One Co.,Ltd. | 3,031 | $73.0K | 0.00% | −198−6.1% | Reduced |
| Tortoise Index Solutions, LLC | 3,151 | $76.0K | 0.02% | −245−7.2% | Reduced |
| Emerald Advisers, LLC | 3,600 | $87.0K | 0.00% | +3,600 | New |
| Great West Life Assurance Co | 4,836 | $117.0K | 0.00% | +548+12.8% | Added |
| Proequities, Inc. | 5,158 | $125.0K | 0.01% | +5,158 | New |
| Geneos Wealth Management Inc. | 5,508 | $133.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,368 | $154.0K | 0.00% | +833+15.0% | Added |
| Ameritas Investment Partners, Inc. | 7,566 | $183.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 8,559 | $207.0K | 0.00% | +266+3.2% | Added |
| Cetera Investment Advisers | 8,563 | $207.0K | 0.00% | +8,563 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,369 | $209.0K | 0.00% | −12,844−60.5% | Reduced |
| Kingsview Wealth Management, LLC | 8,632 | $209.0K | 0.01% | +8,632 | New |
| Magnetar Financial LLC | 8,865 | $214.0K | 0.00% | +8,865 | New |
| Private Advisor Group, LLC | 8,973 | $217.0K | 0.00% | −8,501−48.6% | Reduced |
| Yorktown Management & Research Co Inc | 9,230 | $223.0K | 0.15% | +9,230 | New |
| SkyOak Wealth, LLC | 10,000 | $242.0K | 0.06% | +10,000 | New |
| LPL Financial LLC | 10,251 | $248.0K | 0.00% | +1,873+22.4% | Added |
| Ameriprise Financial Inc | 10,298 | $249.0K | 0.00% | +10,298 | New |
| Veritable, L.P. | 10,400 | $251.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $252.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,256 | $272.0K | 0.01% | −10,606−48.5% | Reduced |
| HSBC Holdings PLC | 11,272 | $273.0K | 0.00% | +11,272 | New |
| Schonfeld Strategic Advisors LLC | 11,500 | $278.0K | 0.00% | −14,800−56.3% | Reduced |
| Virginia Retirement Systems Et Al | 11,876 | $287.0K | 0.00% | +4,700+65.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,162 | $294.0K | 0.00% | +3,011+32.9% | Added |
| Amalgamated Bank | 12,781 | $309.0K | 0.00% | −16−0.1% | Reduced |
| Cetera Advisors LLC | 13,090 | $317.0K | 0.01% | +390+3.1% | Added |
| State of Wisconsin Investment Board | 13,300 | $322.0K | 0.00% | +1,300+10.8% | Added |
| Gsa Capital Partners LLP | 13,697 | $331.0K | 0.04% | −20,262−59.7% | Reduced |
| Victory Capital Management Inc | 13,848 | $335.0K | 0.00% | +5,330+62.6% | Added |
| Aigen Investment Management, LP | 14,531 | $358.0K | 0.02% | +14,531 | New |
| ETF Managers Group, LLC | 15,568 | $381.0K | 0.01% | +15,568 | New |
| Eaton Vance Management | 15,938 | $385.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,908 | $385.0K | 0.00% | +2,149+15.6% | Added |
| Manteio Capital LLC | 16,723 | $404.0K | 0.52% | +16,723 | New |
| Verition Fund Management LLC | 17,494 | $423.0K | 0.01% | +17,494 | New |
| Sawtooth Solutions, LLC | 17,504 | $424.0K | 0.05% | +8,983+105.4% | Added |
| Janus Henderson Group PLC | 17,893 | $433.0K | 0.00% | +9,010+101.4% | Added |
| Cruiser Capital Advisors, LLC | 18,000 | $436.0K | 0.31% | +2,000+12.5% | Added |
| Teacher Retirement System of Texas | 18,375 | $444.0K | 0.00% | +4,774+35.1% | Added |
| Handelsbanken Fonder AB | 18,700 | $452.0K | 0.00% | −10,100−35.1% | Reduced |
| Algert Global LLC | 18,859 | $456.0K | 0.06% | +5,030+36.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,979 | $459.0K | 0.11% | +18,979 | New |
| Royal Bank of Canada | 20,025 | $484.0K | 0.00% | −690−3.3% | Reduced |
| Fox Run Management, L.L.C. | 20,613 | $498.0K | 0.29% | +2,277+12.4% | Added |
| Ensign Peak Advisors, Inc | 20,620 | $499.0K | 0.00% | +20,620 | New |
| Stifel Financial Corp | 20,801 | $503.0K | 0.00% | +7,250+53.5% | Added |
| STRS Ohio | 21,400 | $517.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,680 | $524.0K | 0.00% | +9,134+72.8% | Added |
| Wellington Management Group LLP | 21,984 | $532.0K | 0.00% | +21,984 | New |
| Karp Capital Management Corp | 22,134 | $535.0K | 0.07% | 00.0% | Unchanged |
| APG Asset Management N.V. | 27,800 | $591.0K | 0.00% | +27,800 | New |
| Arizona State Retirement System | 25,211 | $610.0K | 0.00% | +51+0.2% | Added |
| Harvest Investment Services, LLC | 25,587 | $618.0K | 0.26% | +13,937+119.6% | Added |
| Quantamental Technologies LLC | 25,829 | $625.0K | 0.32% | +17,651+215.8% | Added |
| Balyasny Asset Management LLC | 26,242 | $635.0K | 0.00% | +26,242 | New |
| Metropolitan Life Insurance Co | 26,606 | $643.3K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 29,879 | $722.0K | 0.00% | +29,879 | New |
| Lyon Street Capital, LLC | 30,000 | $725.0K | 0.72% | +30,000 | New |
| First Midwest Bank Trust Division | 31,290 | $757.0K | 0.10% | −22,004−41.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 32,843 | $794.0K | 0.02% | −1,524−4.4% | Reduced |