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, Q1 2022
Institutional positions in Happen, Inc. as of Mar 31, 2022. 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
- 214
- −7 vs. Q4 2021
- Shares held
- 86.1M
- +5.16M (+6.4%) vs. Q4 2021
- Total value
- $1.36B
- −$601.8M (−30.7%) vs. Q4 2021
- New holders
- 38
- 78 more added
- Sold out
- 45
- 63 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 11 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $0 | 0.00% | +9+450.0% | Added |
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 7 | $0 | 0.00% | −4−36.4% | Reduced |
| Trustcore Financial Services, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Covestor Ltd | 15 | $0 | 0.00% | −4−21.1% | Reduced |
| CWM, LLC | 16 | $0 | 0.00% | +16 | New |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | +20 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Quent Capital, LLC | 3 | $0 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 108 | $1.00K | 0.00% | −5,400−98.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 61 | $1.00K | 0.00% | +61 | New |
| Lindbrook Capital, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Quadrant Capital Group LLC | 105 | $2.00K | 0.00% | −455−81.3% | Reduced |
| O'Dell Group, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 199 | $3.00K | 0.00% | −565−74.0% | Reduced |
| JNBA Financial Advisors | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Koshinski Asset Management, Inc. | 200 | $3.16K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 280 | $4.00K | 0.00% | −20−6.7% | Reduced |
| Harvest Fund Management Co., Ltd | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $8.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 478 | $8.00K | 0.00% | +34+7.7% | Added |
| Investors Research Corp | 575 | $9.00K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 562 | $9.00K | 0.00% | +562 | New |
| Salem Investment Counselors Inc | 825 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 920 | $15.0K | 0.00% | −275−23.0% | Reduced |
| Itau Unibanco Holding S.A. | 1,580 | $25.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $28.0K | 0.04% | −700−28.0% | Reduced |
| Lazard Asset Management LLC | 1,913 | $30.0K | 0.00% | +1,913 | New |
| Emerald Advisers, LLC | 2,500 | $39.0K | 0.00% | −1,100−30.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,607 | $41.0K | 0.00% | +2,049+367.2% | Added |
| Nisa Investment Advisors, LLC | 2,670 | $42.0K | 0.00% | −370−12.2% | Reduced |
| State of Wyoming | 3,089 | $49.0K | 0.02% | +2,001+183.9% | Added |
| Tortoise Index Solutions, LLC | 3,772 | $60.0K | 0.01% | +621+19.7% | Added |
| UBS Group AG | 3,843 | $61.0K | 0.00% | −31,024−89.0% | Reduced |
| Point72 Hong Kong Ltd | 3,861 | $61.0K | 0.01% | +2,762+251.3% | Added |
| Asset Management One Co.,Ltd. | 4,174 | $65.0K | 0.00% | +1,143+37.7% | Added |
| Daiwa Securities Group Inc. | 4,232 | $67.0K | 0.00% | +1,329+45.8% | Added |
| Proequities, Inc. | 5,158 | $81.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,836 | $81.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,278 | $99.1K | 0.00% | −20,328−76.4% | Reduced |
| Captrust Financial Advisors | 6,499 | $103.0K | 0.00% | +6,119+1,610.3% | Added |
| Ameritas Investment Partners, Inc. | 7,566 | $119.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7,512 | $119.0K | 0.07% | +7,512 | New |
| Dark Forest Capital Management LP | 8,761 | $138.0K | 0.03% | +8,761 | New |
| SG Americas Securities, LLC | 9,091 | $143.0K | 0.00% | +9,091 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,195 | $145.0K | 0.00% | +826+9.9% | Added |
| SkyOak Wealth, LLC | 10,000 | $158.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 10,400 | $164.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $165.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 10,495 | $166.0K | 0.00% | +10,495 | New |
| Parametrica Management Ltd | 10,849 | $171.0K | 0.13% | +10,849 | New |
| Quantamental Technologies LLC | 10,990 | $173.0K | 0.10% | −14,839−57.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,210 | $177.0K | 0.00% | +4,842+76.0% | Added |
| Yorktown Management & Research Co Inc | 11,748 | $185.0K | 0.16% | +2,518+27.3% | Added |
| Amalgamated Bank | 11,959 | $189.0K | 0.00% | −822−6.4% | Reduced |
| Amalgamated Financial Corp. | 11,959 | $189.0K | 0.00% | +11,959 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,050 | $190.0K | 0.00% | −112−0.9% | Reduced |
| Victory Capital Management Inc | 12,864 | $196.0K | 0.00% | −984−7.1% | Reduced |
| Two Sigma Securities, LLC | 13,035 | $206.0K | 0.03% | +13,035 | New |
| Keebeck Alpha, LP | 13,228 | $209.0K | 0.06% | +13,228 | New |
| Ergoteles LLC | 13,791 | $218.0K | 0.01% | +13,791 | New |
| Wrapmanager Inc | 14,248 | $225.0K | 0.06% | +14,248 | New |
| Envestnet Asset Management Inc | 15,300 | $241.0K | 0.00% | +15,300 | New |
| Aigen Investment Management, LP | 15,769 | $249.0K | 0.04% | +1,238+8.5% | Added |
| Eaton Vance Management | 15,939 | $252.0K | 0.00% | +10.0% | Added |
| Gsa Capital Partners LLP | 16,113 | $254.0K | 0.03% | +2,416+17.6% | Added |
| Cutler Group LP | 17,138 | $270.0K | 0.03% | −39,233−69.6% | Reduced |
| Handelsbanken Fonder AB | 17,100 | $270.0K | 0.00% | −1,600−8.6% | Reduced |
| Janus Henderson Group PLC | 17,903 | $283.0K | 0.00% | +10+0.1% | Added |
| Man Group plc | 18,321 | $289.0K | 0.00% | −33,436−64.6% | Reduced |
| ProShare Advisors LLC | 18,802 | $296.0K | 0.00% | −2,878−13.3% | Reduced |
| Teacher Retirement System of Texas | 19,444 | $307.0K | 0.00% | +1,069+5.8% | Added |
| PEAK6 Investments LLC | 19,643 | $310.0K | 0.01% | −68,504−77.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,242 | $320.0K | 0.00% | +4,334+27.2% | Added |
| Group One Trading, L.P. | 20,409 | $322.0K | 0.01% | −258,152−92.7% | Reduced |
| Ensign Peak Advisors, Inc | 20,620 | $325.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,600 | $325.0K | 0.05% | +20,600 | New |
| Citigroup Inc | 21,185 | $335.0K | 0.00% | −22,593−51.6% | Reduced |
| STRS Ohio | 21,400 | $337.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 21,438 | $338.0K | 0.00% | +21,438 | New |
| Royal Bank of Canada | 21,792 | $344.0K | 0.00% | +1,767+8.8% | Added |
| Karp Capital Management Corp | 22,134 | $349.0K | 0.05% | 00.0% | Unchanged |
| HAP Trading, LLC | 24,110 | $380.0K | 0.04% | −13,518−35.9% | Reduced |
| Arizona State Retirement System | 25,647 | $405.0K | 0.00% | +436+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 26,918 | $424.0K | 0.00% | −2,961−9.9% | Reduced |
| Raymond James & Associates | 27,753 | $438.0K | 0.00% | +27,753 | New |
| Virginia Retirement Systems Et Al | 28,376 | $448.0K | 0.00% | +16,500+138.9% | Added |
| AlphaCrest Capital Management LLC | 30,602 | $483.0K | 0.03% | −11,087−26.6% | Reduced |
| Stifel Financial Corp | 30,609 | $483.0K | 0.00% | +9,808+47.2% | Added |
| Allen Investment Management LLC | 33,428 | $527.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,434 | $543.0K | 0.00% | 00.0% | Unchanged |