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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 66,839 | $781.0K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,176 | $773.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 65,559 | $766.0K | 0.00% | +572+0.9% | Added |
| Jupiter Asset Management Ltd | 64,558 | $755.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 59,356 | $694.0K | 0.02% | +59,356 | New |
| Bayesian Capital Management, LP | 56,300 | $658.0K | 0.12% | +35,700+173.3% | Added |
| SG Americas Securities, LLC | 55,988 | $654.0K | 0.01% | +46,897+515.9% | Added |
| MetLife Investment Management | 55,080 | $643.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 54,668 | $639.0K | 0.10% | +38,555+239.3% | Added |
| Dark Forest Capital Management LP | 53,393 | $624.0K | 0.14% | +44,632+509.4% | Added |
| Balyasny Asset Management LLC | 48,299 | $564.0K | 0.00% | +48,299 | New |
| American International Group, Inc. | 47,374 | $554.0K | 0.00% | −2,413−4.8% | Reduced |
| Legal & General Group Plc | 44,050 | $515.0K | 0.00% | +3,070+7.5% | Added |
| AQR Capital Management LLC | 41,079 | $480.0K | 0.00% | −67,534−62.2% | Reduced |
| Voya Investment Management LLC | 38,625 | $452.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 36,902 | $431.0K | 0.06% | +36,902 | New |
| State Board of Administration of Florida Retirement System | 34,434 | $403.0K | 0.00% | 00.0% | Unchanged |
| Allen Investment Management LLC | 33,428 | $391.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 31,689 | $370.0K | 0.00% | +1,080+3.5% | Added |
| Panagora Asset Management Inc | 31,101 | $364.0K | 0.00% | +31,101 | New |
| Citigroup Inc | 30,161 | $352.0K | 0.00% | +8,976+42.4% | Added |
| Franklin Resources Inc | 29,861 | $349.0K | 0.00% | +29,861 | New |
| Raymond James & Associates | 29,753 | $348.0K | 0.00% | +2,000+7.2% | Added |
| NinePointTwo Capital | 28,845 | $337.0K | 0.12% | +28,845 | New |
| Arizona State Retirement System | 27,383 | $320.0K | 0.00% | +1,736+6.8% | Added |
| Jacobs Levy Equity Management, Inc | 25,826 | $302.0K | 0.00% | −619,328−96.0% | Reduced |
| Quantamental Technologies LLC | 25,252 | $295.0K | 0.13% | +14,262+129.8% | Added |
| Envestnet Asset Management Inc | 24,589 | $287.0K | 0.00% | +9,289+60.7% | Added |
| Cutler Group LP | 23,272 | $272.0K | 0.04% | +6,134+35.8% | Added |
| Russell Investments Group, Ltd. | 22,953 | $268.0K | 0.00% | −20,536−47.2% | Reduced |
| STRS Ohio | 22,700 | $265.0K | 0.00% | +1,300+6.1% | Added |
| 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 |
| Ensign Peak Advisors, Inc | 20,620 | $241.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,923 | $232.0K | 0.00% | −53,716−72.9% | Reduced |
| Advisor Group Holdings, Inc. | 19,512 | $228.0K | 0.00% | −730−3.6% | Reduced |
| Gotham Asset Management, LLC | 19,038 | $223.0K | 0.01% | +19,038 | New |
| Royal Bank of Canada | 18,698 | $219.0K | 0.00% | −3,094−14.2% | Reduced |
| Janus Henderson Group PLC | 17,892 | $209.0K | 0.00% | −11−0.1% | Reduced |
| PMC FIG Opportunities LLC | 17,500 | $204.6K | 1.15% | +17,500 | New |
| Old National Bancorp | 17,257 | $202.0K | 0.01% | +17,257 | New |
| Handelsbanken Fonder AB | 16,600 | $194.0K | 0.00% | −500−2.9% | Reduced |
| Teacher Retirement System of Texas | 15,995 | $187.0K | 0.00% | −3,449−17.7% | 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 |
| Group One Trading, L.P. | 15,806 | $185.0K | 0.01% | −4,603−22.6% | Reduced |
| Wrapmanager Inc | 14,462 | $169.0K | 0.05% | +214+1.5% | Added |
| Tudor Investment Corp Et Al | 14,115 | $165.0K | 0.00% | +14,115 | New |
| AlphaCrest Capital Management LLC | 14,051 | $164.0K | 0.01% | −16,551−54.1% | Reduced |
| Amalgamated Bank | 13,029 | $152.0K | 0.00% | +1,070+8.9% | Added |
| Quadrature Capital Ltd | 12,903 | $151.0K | 0.01% | −99,374−88.5% | Reduced |
| Graham Capital Management, L.P. | 12,806 | $149.0K | 0.01% | −21,868−63.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,050 | $141.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,343 | $134.0K | 0.00% | +11,343 | 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 |
| Y-Intercept (Hong Kong) Ltd | 10,823 | $127.0K | 0.02% | +10,823 | New |
| Blair William & Co | 10,495 | $123.0K | 0.00% | 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 |
| SkyOak Wealth, LLC | 10,000 | $117.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,967 | $104.0K | 0.00% | +8,967 | New |
| Barclays PLC | 8,500 | $99.0K | 0.00% | −12,938−60.4% | Reduced |
| 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 |
| Captrust Financial Advisors | 6,499 | $76.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,298 | $74.0K | 0.00% | +2,437+63.1% | Added |
| Metropolitan Life Insurance Co | 6,278 | $73.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,158 | $60.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,836 | $57.0K | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,516 | $55.0K | 0.00% | −940,747−99.6% | Reduced |
| Asset Management One Co.,Ltd. | 4,292 | $50.0K | 0.00% | +118+2.8% | Added |
| Tortoise Index Solutions, LLC | 3,984 | $47.0K | 0.01% | +212+5.6% | Added |
| Parallax Volatility Advisers, L.P. | 3,684 | $43.0K | 0.00% | −188,369−98.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,588 | $42.0K | 0.00% | −7,622−68.0% | Reduced |
| Aquatic Capital Management LLC | 2,800 | $33.0K | 0.01% | +1,000+55.6% | Added |
| Nisa Investment Advisors, LLC | 2,520 | $29.0K | 0.00% | −150−5.6% | Reduced |
| Lazard Asset Management LLC | 1,913 | $22.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,262 | $15.0K | 0.00% | +700+124.6% | Added |
| The PNC Financial Services Group, Inc. | 1,075 | $13.0K | 0.00% | −1,532−58.8% | Reduced |
| 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 |
| Spire Wealth Management | 620 | $7.00K | 0.00% | −300−32.6% | Reduced |
| Investors Research Corp | 575 | $7.00K | 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 |
| Harvest Fund Management Co., Ltd | 350 | $4.00K | 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 |
| JNBA Financial Advisors | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |