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 |
|---|---|---|---|---|---|
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,130,300−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −516,708−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −289,278−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −288,200−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −170,774−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −137,644−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −99,548−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −92,214−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −90,551−100.0% | Sold out |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −82,053−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −66,751−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −24,110−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,769−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,791−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −13,228−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,035−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −12,864−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −11,748−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −10,849−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Lyon Street Capital, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |