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, Q4 2022
Institutional positions in Happen, Inc. as of Dec 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
- 209
- 0 vs. Q3 2022
- Shares held
- 86.3M
- +2.81M (+3.4%) vs. Q3 2022
- Total value
- $759.7M
- −$163.4M (−17.7%) vs. Q3 2022
- New holders
- 28
- 85 more added
- Sold out
- 28
- 59 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 31 | $0 | 0.00% | +1+3.3% | Added |
| Covestor Ltd | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| GWM Advisors LLC | 91 | $1 | 0.00% | +91 | New |
| Quent Capital, LLC | 3 | $26 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 6 | $53 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $88 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $111 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $167 | 0.00% | −123−86.6% | Reduced |
| NewSquare Capital LLC | 20 | $176 | 0.00% | +20 | New |
| Baker Avenue Asset Management, LP | 24 | $211 | 0.00% | +24 | New |
| The PNC Financial Services Group, Inc. | 75 | $660 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 108 | $950 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $1.32K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 185 | $2.00K | 0.00% | +141+320.5% | Added |
| Headlands Technologies LLC | 172 | $2.00K | 0.00% | +172 | New |
| Harvest Fund Management Co., Ltd | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 364 | $3.20K | 0.00% | +106+41.1% | Added |
| Quadrant Capital Group LLC | 398 | $3.50K | 0.00% | +293+279.0% | Added |
| Signaturefd, LLC | 487 | $4.29K | 0.00% | +466+2,219.0% | Added |
| First Manhattan Co | 526 | $4.63K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $5.06K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 825 | $7.26K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,001 | $8.81K | 0.00% | +295+41.8% | Added |
| Cutler Group LP | 1,527 | $13.0K | 0.00% | −13,167−89.6% | Reduced |
| Lazard Asset Management LLC | 1,913 | $16.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,838 | $16.2K | 0.00% | −351−16.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,500 | $30.8K | 0.00% | +3,500 | New |
| Wells Fargo & Company | 3,950 | $34.8K | 0.00% | −3,694−48.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,489 | $39.5K | 0.00% | −10.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,592 | $40.0K | 0.00% | −4,909−51.7% | Reduced |
| Lansing Street Advisors | 4,873 | $42.9K | 0.03% | +4,873 | New |
| Proequities, Inc. | 5,158 | $45.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $49.0K | 0.00% | −48,600−89.7% | Reduced |
| Financial Avengers, Inc. | 6,000 | $52.8K | 0.04% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,159 | $54.2K | 0.00% | +6,159 | New |
| Asset Management One Co.,Ltd. | 6,402 | $55.2K | 0.00% | +2,013+45.9% | Added |
| Metropolitan Life Insurance Co | 6,278 | $55.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 9,000 | $79.0K | 0.00% | +200+2.3% | Added |
| Quantbot Technologies LP | 9,197 | $80.9K | 0.01% | −78,393−89.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,566 | $82.2K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,000 | $88.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,100 | $89.0K | 0.00% | +10,100 | New |
| Veritable, L.P. | 10,400 | $91.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10,434 | $91.8K | 0.03% | −1,038−9.0% | Reduced |
| Public Employees Retirement Association of Colorado | 10,430 | $92.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,553 | $93.0K | 0.00% | +10,553 | New |
| SG Americas Securities, LLC | 10,741 | $95.0K | 0.00% | −33,332−75.6% | Reduced |
| Two Sigma Securities, LLC | 10,900 | $95.9K | 0.01% | −6,907−38.8% | Reduced |
| Teacher Retirement System of Texas | 11,772 | $104.0K | 0.00% | −28,687−70.9% | Reduced |
| HSBC Holdings PLC | 11,982 | $104.1K | 0.00% | +11,982 | New |
| ProShare Advisors LLC | 13,394 | $117.9K | 0.00% | +2,077+18.4% | Added |
| Amalgamated Bank | 13,569 | $119.0K | 0.00% | +287+2.2% | Added |
| Clear Street Markets LLC | 13,542 | $119.0K | 0.02% | +13,542 | New |
| NinePointTwo Capital | 14,543 | $127.0K | 0.05% | −14,302−49.6% | Reduced |
| Wrapmanager Inc | 15,453 | $136.0K | 0.04% | +1,962+14.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,667 | $137.9K | 0.00% | +3,617+30.0% | Added |
| Victory Capital Management Inc | 15,817 | $139.2K | 0.00% | +15,817 | New |
| Raymond James & Associates | 16,116 | $141.8K | 0.00% | −13,533−45.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,260 | $143.1K | 0.00% | −122,038−88.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,246 | $145.9K | 0.00% | +6,131+55.2% | Added |
| Squarepoint Ops LLC | 16,604 | $146.1K | 0.00% | +16,604 | New |
| Tower Research Capital LLC (TRC) | 16,613 | $147.0K | 0.01% | +2,691+19.3% | Added |
| Janus Henderson Group PLC | 17,922 | $157.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 18,994 | $167.1K | 0.00% | +18,189+2,259.5% | Added |
| Wolverine Trading, LLC | 19,800 | $174.0K | 0.00% | +19,800 | New |
| Mackenzie Financial Corp | 20,943 | $184.3K | 0.00% | +20,943 | New |
| Citigroup Inc | 21,520 | $189.4K | 0.00% | −822−3.7% | Reduced |
| Miracle Mile Advisors, LLC | 22,134 | $194.8K | 0.01% | +22,134 | New |
| Great West Life Assurance Co | 22,213 | $197.0K | 0.00% | +7,153+47.5% | Added |
| Kendall Capital Management | 23,405 | $206.0K | 0.10% | +1,100+4.9% | Added |
| Stifel Financial Corp | 24,483 | $215.4K | 0.00% | −358−1.4% | Reduced |
| STRS Ohio | 25,400 | $223.0K | 0.00% | +2,700+11.9% | Added |
| Commonwealth Equity Services, LLC | 26,600 | $234.0K | 0.00% | −397,940−93.7% | Reduced |
| Envestnet Asset Management Inc | 26,922 | $236.9K | 0.00% | +624+2.4% | Added |
| Franklin Resources Inc | 27,647 | $243.3K | 0.00% | −1,714−5.8% | Reduced |
| Jump Financial, LLC | 28,228 | $248.4K | 0.01% | −28,037−49.8% | Reduced |
| Quantamental Technologies LLC | 28,436 | $250.2K | 0.11% | +5,016+21.4% | Added |
| Arizona State Retirement System | 29,249 | $257.4K | 0.00% | +1,478+5.3% | Added |
| Allen Investment Management LLC | 33,428 | $294.2K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,824 | $297.7K | 0.00% | +10,848+47.2% | Added |
| State Board of Administration of Florida Retirement System | 34,434 | $303.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 35,524 | $312.6K | 0.00% | +28,729+422.8% | Added |
| International Assets Investment Management, LLC | 37,957 | $334.0K | 0.03% | +37,957 | New |
| Voya Investment Management LLC | 38,625 | $339.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 40,256 | $354.3K | 0.00% | +805+2.0% | Added |
| Jane Street Group, LLC | 45,199 | $397.8K | 0.00% | −98,472−68.5% | Reduced |
| Walleye Trading LLC | 47,028 | $413.8K | 0.01% | +47,028 | New |
| Engineers Gate Manager LP | 47,055 | $414.1K | 0.02% | −29,376−38.4% | Reduced |
| Empowered Funds, LLC | 48,712 | $428.7K | 0.03% | +110+0.2% | Added |
| American International Group, Inc. | 49,236 | $433.3K | 0.00% | +496+1.0% | Added |
| Macquarie Group Ltd | 49,677 | $437.0K | 0.00% | −38,974−44.0% | Reduced |
| Group One Trading, L.P. | 50,092 | $440.8K | 0.01% | +30,156+151.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 50,476 | $444.2K | 0.07% | +50,476 | New |
| Bailard, Inc. | 50,574 | $445.1K | 0.02% | +30,874+156.7% | Added |
| Cubist Systematic Strategies, LLC | 51,352 | $451.9K | 0.00% | −151,063−74.6% | Reduced |