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 9 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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 66,839 | $899.0K | 0.07% | 00.0% | Unchanged |
| AtonRa Partners | 56,244 | $888.0K | 0.48% | +56,244 | New |
| Parametric Portfolio Associates LLC | 56,120 | $886.0K | 0.00% | −48,426−46.3% | Reduced |
| MetLife Investment Management | 55,080 | $869.2K | 0.01% | +20,328+58.5% | Added |
| American International Group, Inc. | 49,787 | $786.0K | 0.00% | −2,888−5.5% | Reduced |
| Russell Investments Group, Ltd. | 43,489 | $685.0K | 0.00% | +43,489 | New |
| Natixis | 42,228 | $666.0K | 0.00% | +42,228 | New |
| Legal & General Group Plc | 40,980 | $646.0K | 0.00% | +426+1.1% | Added |
| Engineers Gate Manager LP | 39,980 | $631.0K | 0.02% | −20,962−34.4% | Reduced |
| Manufacturers Life Insurance Company, The | 38,941 | $614.5K | 0.00% | −9,104−18.9% | Reduced |
| Voya Investment Management LLC | 38,625 | $610.0K | 0.00% | +784+2.1% | Added |
| Lyon Street Capital, LLC | 35,000 | $552.0K | 0.82% | +5,000+16.7% | Added |
| Graham Capital Management, L.P. | 34,674 | $547.0K | 0.02% | −40,111−53.6% | Reduced |
| State Board of Administration of Florida Retirement System | 34,434 | $543.0K | 0.00% | 00.0% | Unchanged |
| Allen Investment Management LLC | 33,428 | $527.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Virginia Retirement Systems Et Al | 28,376 | $448.0K | 0.00% | +16,500+138.9% | Added |
| Raymond James & Associates | 27,753 | $438.0K | 0.00% | +27,753 | New |
| Allspring Global Investments Holdings, LLC | 26,918 | $424.0K | 0.00% | −2,961−9.9% | Reduced |
| Arizona State Retirement System | 25,647 | $405.0K | 0.00% | +436+1.7% | Added |
| HAP Trading, LLC | 24,110 | $380.0K | 0.04% | −13,518−35.9% | Reduced |
| Karp Capital Management Corp | 22,134 | $349.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,792 | $344.0K | 0.00% | +1,767+8.8% | Added |
| Barclays PLC | 21,438 | $338.0K | 0.00% | +21,438 | New |
| STRS Ohio | 21,400 | $337.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 21,185 | $335.0K | 0.00% | −22,593−51.6% | 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 |
| Group One Trading, L.P. | 20,409 | $322.0K | 0.01% | −258,152−92.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,242 | $320.0K | 0.00% | +4,334+27.2% | Added |
| PEAK6 Investments LLC | 19,643 | $310.0K | 0.01% | −68,504−77.7% | Reduced |
| Teacher Retirement System of Texas | 19,444 | $307.0K | 0.00% | +1,069+5.8% | Added |
| ProShare Advisors LLC | 18,802 | $296.0K | 0.00% | −2,878−13.3% | Reduced |
| Man Group plc | 18,321 | $289.0K | 0.00% | −33,436−64.6% | Reduced |
| Janus Henderson Group PLC | 17,903 | $283.0K | 0.00% | +10+0.1% | 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 |
| Gsa Capital Partners LLP | 16,113 | $254.0K | 0.03% | +2,416+17.6% | Added |
| Eaton Vance Management | 15,939 | $252.0K | 0.00% | +10.0% | Added |
| Aigen Investment Management, LP | 15,769 | $249.0K | 0.04% | +1,238+8.5% | Added |
| Envestnet Asset Management Inc | 15,300 | $241.0K | 0.00% | +15,300 | New |
| Wrapmanager Inc | 14,248 | $225.0K | 0.06% | +14,248 | New |
| Ergoteles LLC | 13,791 | $218.0K | 0.01% | +13,791 | New |
| Keebeck Alpha, LP | 13,228 | $209.0K | 0.06% | +13,228 | New |
| Two Sigma Securities, LLC | 13,035 | $206.0K | 0.03% | +13,035 | New |
| Victory Capital Management Inc | 12,864 | $196.0K | 0.00% | −984−7.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,050 | $190.0K | 0.00% | −112−0.9% | Reduced |
| Amalgamated Bank | 11,959 | $189.0K | 0.00% | −822−6.4% | Reduced |
| Amalgamated Financial Corp. | 11,959 | $189.0K | 0.00% | +11,959 | New |
| Yorktown Management & Research Co Inc | 11,748 | $185.0K | 0.16% | +2,518+27.3% | Added |
| Tower Research Capital LLC (TRC) | 11,210 | $177.0K | 0.00% | +4,842+76.0% | Added |
| Quantamental Technologies LLC | 10,990 | $173.0K | 0.10% | −14,839−57.5% | Reduced |
| Parametrica Management Ltd | 10,849 | $171.0K | 0.13% | +10,849 | New |
| Blair William & Co | 10,495 | $166.0K | 0.00% | +10,495 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $165.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 10,400 | $164.0K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,000 | $158.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,195 | $145.0K | 0.00% | +826+9.9% | Added |
| SG Americas Securities, LLC | 9,091 | $143.0K | 0.00% | +9,091 | New |
| Dark Forest Capital Management LP | 8,761 | $138.0K | 0.03% | +8,761 | New |
| 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 |
| Captrust Financial Advisors | 6,499 | $103.0K | 0.00% | +6,119+1,610.3% | Added |
| Metropolitan Life Insurance Co | 6,278 | $99.1K | 0.00% | −20,328−76.4% | Reduced |
| 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 |
| Daiwa Securities Group Inc. | 4,232 | $67.0K | 0.00% | +1,329+45.8% | Added |
| Asset Management One Co.,Ltd. | 4,174 | $65.0K | 0.00% | +1,143+37.7% | 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 |
| Tortoise Index Solutions, LLC | 3,772 | $60.0K | 0.01% | +621+19.7% | Added |
| State of Wyoming | 3,089 | $49.0K | 0.02% | +2,001+183.9% | Added |
| Nisa Investment Advisors, LLC | 2,670 | $42.0K | 0.00% | −370−12.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,607 | $41.0K | 0.00% | +2,049+367.2% | Added |
| Emerald Advisers, LLC | 2,500 | $39.0K | 0.00% | −1,100−30.6% | Reduced |
| Lazard Asset Management LLC | 1,913 | $30.0K | 0.00% | +1,913 | New |
| Aquatic Capital Management LLC | 1,800 | $28.0K | 0.04% | −700−28.0% | Reduced |
| Itau Unibanco Holding S.A. | 1,580 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 920 | $15.0K | 0.00% | −275−23.0% | Reduced |
| Salem Investment Counselors Inc | 825 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $9.00K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 562 | $9.00K | 0.00% | +562 | New |
| First Manhattan Co | 526 | $8.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 478 | $8.00K | 0.00% | +34+7.7% | Added |
| Harvest Fund Management Co., Ltd | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 280 | $4.00K | 0.00% | −20−6.7% | Reduced |
| Koshinski Asset Management, Inc. | 200 | $3.16K | 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 |
| 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 |
| 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 |
| 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 |