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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 870,424 | $22.0M | 0.01% | −71,311−7.6% | Reduced |
| Northern Trust Corp | 965,245 | $23.3M | 0.00% | −652−0.1% | Reduced |
| Carlson Capital L P | 970,800 | $23.5M | 1.35% | +970,800 | New |
| Millennium Management LLC | 1,012,218 | $24.5M | 0.03% | +696,450+220.6% | Added |
| No Street GP LP | 1,175,000 | $28.4M | 4.58% | +175,000+17.5% | Added |
| Citadel Advisors LLC | 1,275,613 | $30.8M | 0.03% | +142,547+12.6% | Added |
| D. E. Shaw & Co., Inc. | 1,334,505 | $32.3M | 0.04% | −649,284−32.7% | Reduced |
| SEI Investments Co | 1,376,918 | $33.3M | 0.06% | −16,452−1.2% | Reduced |
| Point72 Asset Management, L.P. | 1,647,395 | $39.8M | 0.18% | +931,673+130.2% | Added |
| Two Sigma Advisers, LP | 1,704,356 | $41.2M | 0.10% | −33,300−1.9% | Reduced |
| Geode Capital Management, LLC | 1,726,493 | $41.7M | 0.01% | +6,048+0.4% | Added |
| Dimensional Fund Advisors LP | 1,800,995 | $43.5M | 0.01% | −264,098−12.8% | Reduced |
| Two Sigma Investments, LP | 1,935,468 | $46.8M | 0.11% | +192,906+11.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,944,040 | $47.0M | 0.14% | −944,238−32.7% | Reduced |
| State Street Corp | 1,994,004 | $48.2M | 0.00% | −474,686−19.2% | Reduced |
| Foundation Capital, LLC | 2,026,428 | $49.0M | 18.82% | +2,026,428 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,987,000 | $72.2M | 0.04% | −767,167−20.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 2,987,000 | $72.9M | 0.38% | −767,167−20.4% | Reduced |
| Morgan Stanley | 3,026,480 | $73.2M | 0.01% | +645,428+27.1% | Added |
| FMR LLC | 4,724,304 | $114.2M | 0.01% | +1,711,721+56.8% | Added |
| BlackRock Inc. | 6,883,607 | $166.4M | 0.00% | −275,233−3.8% | Reduced |
| Jackson Square Partners, LLC | 7,578,664 | $183.3M | 1.54% | −442,425−5.5% | Reduced |
| Vanguard Group Inc | 9,175,318 | $221.9M | 0.01% | +548,906+6.4% | Added |
| IFP Advisors, Inc | 3 | – | – | +3 | New |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −186,834−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −141,858−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −127,709−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −89,982−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −89,154−100.0% | Sold out |
| Parian Global Management LP | 0 | $0 | 0.00% | −62,727−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −56,443−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,028−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −47,956−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −43,610−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −28,513−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −26,788−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,479−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31,921−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −18,005−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −15,934−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,967−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,374−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −7,569−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,534−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |