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, Q2 2022
Institutional positions in Happen, Inc. as of Jun 30, 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
- 206
- −2 vs. Q1 2022
- Shares held
- 85.0M
- −1.01M (−1.2%) vs. Q1 2022
- Total value
- $999.7M
- −$356.3M (−26.3%) vs. Q1 2022
- New holders
- 31
- 71 more added
- Sold out
- 33
- 59 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $0 | 0.00% | +15+250.0% | Added |
| Trustcore Financial Services, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $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 |
| Covestor Ltd | 21 | $0 | 0.00% | +6+40.0% | Added |
| Quent Capital, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $0 | 0.00% | +41 | New |
| Quadrant Capital Group LLC | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $1.00K | 0.00% | +100 | New |
| JNBA Financial Advisors | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 280 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 232 | $3.00K | 0.00% | +198+582.4% | Added |
| TCI Wealth Advisors, Inc. | 252 | $3.00K | 0.00% | +252 | New |
| Harvest Fund Management Co., Ltd | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 478 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 620 | $7.00K | 0.00% | −300−32.6% | Reduced |
| Investors Research Corp | 575 | $7.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 926 | $10.0K | 0.00% | −2,917−75.9% | Reduced |
| Salem Investment Counselors Inc | 825 | $10.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,075 | $13.0K | 0.00% | −1,532−58.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,262 | $15.0K | 0.00% | +700+124.6% | Added |
| Lazard Asset Management LLC | 1,913 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,520 | $29.0K | 0.00% | −150−5.6% | Reduced |
| Aquatic Capital Management LLC | 2,800 | $33.0K | 0.01% | +1,000+55.6% | Added |
| Tower Research Capital LLC (TRC) | 3,588 | $42.0K | 0.00% | −7,622−68.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,684 | $43.0K | 0.00% | −188,369−98.1% | Reduced |
| Tortoise Index Solutions, LLC | 3,984 | $47.0K | 0.01% | +212+5.6% | Added |
| Asset Management One Co.,Ltd. | 4,292 | $50.0K | 0.00% | +118+2.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,516 | $55.0K | 0.00% | −940,747−99.6% | Reduced |
| Great West Life Assurance Co | 4,836 | $57.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,158 | $60.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,278 | $73.4K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,298 | $74.0K | 0.00% | +2,437+63.1% | Added |
| Captrust Financial Advisors | 6,499 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,566 | $88.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7,512 | $88.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 7,463 | $88.0K | 0.05% | +4,374+141.6% | Added |
| Barclays PLC | 8,500 | $99.0K | 0.00% | −12,938−60.4% | Reduced |
| Simplex Trading, LLC | 8,967 | $104.0K | 0.00% | +8,967 | New |
| SkyOak Wealth, LLC | 10,000 | $117.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $122.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 10,440 | $122.0K | 0.00% | +40+0.4% | Added |
| Blair William & Co | 10,495 | $123.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,823 | $127.0K | 0.02% | +10,823 | New |
| ProShare Advisors LLC | 11,370 | $133.0K | 0.00% | −7,432−39.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,416 | $133.0K | 0.00% | +2,221+24.2% | Added |
| HSBC Holdings PLC | 11,343 | $134.0K | 0.00% | +11,343 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,050 | $141.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,806 | $149.0K | 0.01% | −21,868−63.1% | Reduced |
| Quadrature Capital Ltd | 12,903 | $151.0K | 0.01% | −99,374−88.5% | Reduced |
| Amalgamated Bank | 13,029 | $152.0K | 0.00% | +1,070+8.9% | Added |
| AlphaCrest Capital Management LLC | 14,051 | $164.0K | 0.01% | −16,551−54.1% | Reduced |
| Tudor Investment Corp Et Al | 14,115 | $165.0K | 0.00% | +14,115 | New |
| Wrapmanager Inc | 14,462 | $169.0K | 0.05% | +214+1.5% | Added |
| Group One Trading, L.P. | 15,806 | $185.0K | 0.01% | −4,603−22.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,915 | $186.0K | 0.00% | −11,003−40.9% | Reduced |
| Eaton Vance Management | 15,938 | $186.0K | 0.00% | −10.0% | Reduced |
| Teacher Retirement System of Texas | 15,995 | $187.0K | 0.00% | −3,449−17.7% | Reduced |
| Handelsbanken Fonder AB | 16,600 | $194.0K | 0.00% | −500−2.9% | Reduced |
| Old National Bancorp | 17,257 | $202.0K | 0.01% | +17,257 | New |
| PMC FIG Opportunities LLC | 17,500 | $204.6K | 1.15% | +17,500 | New |
| Janus Henderson Group PLC | 17,892 | $209.0K | 0.00% | −11−0.1% | Reduced |
| Royal Bank of Canada | 18,698 | $219.0K | 0.00% | −3,094−14.2% | Reduced |
| Gotham Asset Management, LLC | 19,038 | $223.0K | 0.01% | +19,038 | New |
| Advisor Group Holdings, Inc. | 19,512 | $228.0K | 0.00% | −730−3.6% | Reduced |
| Wells Fargo & Company | 19,923 | $232.0K | 0.00% | −53,716−72.9% | Reduced |
| Ensign Peak Advisors, Inc | 20,620 | $241.0K | 0.00% | 00.0% | Unchanged |
| Karp Capital Management Corp | 22,134 | $259.0K | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 22,155 | $259.0K | 0.14% | +22,155 | New |
| STRS Ohio | 22,700 | $265.0K | 0.00% | +1,300+6.1% | Added |
| Russell Investments Group, Ltd. | 22,953 | $268.0K | 0.00% | −20,536−47.2% | Reduced |
| Cutler Group LP | 23,272 | $272.0K | 0.04% | +6,134+35.8% | Added |
| Envestnet Asset Management Inc | 24,589 | $287.0K | 0.00% | +9,289+60.7% | Added |
| Quantamental Technologies LLC | 25,252 | $295.0K | 0.13% | +14,262+129.8% | Added |
| Jacobs Levy Equity Management, Inc | 25,826 | $302.0K | 0.00% | −619,328−96.0% | Reduced |
| Arizona State Retirement System | 27,383 | $320.0K | 0.00% | +1,736+6.8% | Added |
| NinePointTwo Capital | 28,845 | $337.0K | 0.12% | +28,845 | New |
| Raymond James & Associates | 29,753 | $348.0K | 0.00% | +2,000+7.2% | Added |
| Franklin Resources Inc | 29,861 | $349.0K | 0.00% | +29,861 | New |
| Citigroup Inc | 30,161 | $352.0K | 0.00% | +8,976+42.4% | Added |
| Panagora Asset Management Inc | 31,101 | $364.0K | 0.00% | +31,101 | New |
| Stifel Financial Corp | 31,689 | $370.0K | 0.00% | +1,080+3.5% | Added |
| Allen Investment Management LLC | 33,428 | $391.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,434 | $403.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 36,902 | $431.0K | 0.06% | +36,902 | New |
| Voya Investment Management LLC | 38,625 | $452.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 41,079 | $480.0K | 0.00% | −67,534−62.2% | Reduced |
| Legal & General Group Plc | 44,050 | $515.0K | 0.00% | +3,070+7.5% | Added |
| American International Group, Inc. | 47,374 | $554.0K | 0.00% | −2,413−4.8% | Reduced |
| Balyasny Asset Management LLC | 48,299 | $564.0K | 0.00% | +48,299 | New |
| Dark Forest Capital Management LP | 53,393 | $624.0K | 0.14% | +44,632+509.4% | Added |
| Gsa Capital Partners LLP | 54,668 | $639.0K | 0.10% | +38,555+239.3% | Added |
| MetLife Investment Management | 55,080 | $643.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 55,988 | $654.0K | 0.01% | +46,897+515.9% | Added |