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, 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 |
|---|---|---|---|---|---|
| SummerHaven Investment Management, LLC | 62,787 | $552.5K | 0.33% | +1,092+1.8% | Added |
| Blueshift Asset Management, LLC | 61,969 | $545.3K | 0.25% | +61,969 | New |
| Royal Bank of Canada | 61,274 | $540.0K | 0.00% | −28,857−32.0% | Reduced |
| Panagora Asset Management Inc | 60,678 | $534.0K | 0.00% | +8,006+15.2% | Added |
| Simplex Trading, LLC | 60,468 | $532.0K | 0.03% | +27,889+85.6% | Added |
| Susquehanna Fundamental Investments, LLC | 59,925 | $527.3K | 0.01% | −90,385−60.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,091 | $511.2K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 57,900 | $509.5K | 0.00% | +57,900 | New |
| MetLife Investment Management | 55,080 | $484.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 51,352 | $451.9K | 0.00% | −151,063−74.6% | Reduced |
| Bailard, Inc. | 50,574 | $445.1K | 0.02% | +30,874+156.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 50,476 | $444.2K | 0.07% | +50,476 | New |
| Group One Trading, L.P. | 50,092 | $440.8K | 0.01% | +30,156+151.3% | Added |
| Macquarie Group Ltd | 49,677 | $437.0K | 0.00% | −38,974−44.0% | Reduced |
| American International Group, Inc. | 49,236 | $433.3K | 0.00% | +496+1.0% | Added |
| Empowered Funds, LLC | 48,712 | $428.7K | 0.03% | +110+0.2% | Added |
| Engineers Gate Manager LP | 47,055 | $414.1K | 0.02% | −29,376−38.4% | Reduced |
| Walleye Trading LLC | 47,028 | $413.8K | 0.01% | +47,028 | New |
| Jane Street Group, LLC | 45,199 | $397.8K | 0.00% | −98,472−68.5% | Reduced |
| Legal & General Group Plc | 40,256 | $354.3K | 0.00% | +805+2.0% | Added |
| Voya Investment Management LLC | 38,625 | $339.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 37,957 | $334.0K | 0.03% | +37,957 | New |
| Barclays PLC | 35,524 | $312.6K | 0.00% | +28,729+422.8% | Added |
| State Board of Administration of Florida Retirement System | 34,434 | $303.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,824 | $297.7K | 0.00% | +10,848+47.2% | Added |
| Allen Investment Management LLC | 33,428 | $294.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 29,249 | $257.4K | 0.00% | +1,478+5.3% | Added |
| Quantamental Technologies LLC | 28,436 | $250.2K | 0.11% | +5,016+21.4% | Added |
| Jump Financial, LLC | 28,228 | $248.4K | 0.01% | −28,037−49.8% | Reduced |
| Franklin Resources Inc | 27,647 | $243.3K | 0.00% | −1,714−5.8% | Reduced |
| Envestnet Asset Management Inc | 26,922 | $236.9K | 0.00% | +624+2.4% | Added |
| Commonwealth Equity Services, LLC | 26,600 | $234.0K | 0.00% | −397,940−93.7% | Reduced |
| STRS Ohio | 25,400 | $223.0K | 0.00% | +2,700+11.9% | Added |
| Stifel Financial Corp | 24,483 | $215.4K | 0.00% | −358−1.4% | Reduced |
| Kendall Capital Management | 23,405 | $206.0K | 0.10% | +1,100+4.9% | Added |
| Great West Life Assurance Co | 22,213 | $197.0K | 0.00% | +7,153+47.5% | Added |
| Miracle Mile Advisors, LLC | 22,134 | $194.8K | 0.01% | +22,134 | New |
| Citigroup Inc | 21,520 | $189.4K | 0.00% | −822−3.7% | Reduced |
| Mackenzie Financial Corp | 20,943 | $184.3K | 0.00% | +20,943 | New |
| Wolverine Trading, LLC | 19,800 | $174.0K | 0.00% | +19,800 | New |
| UBS Group AG | 18,994 | $167.1K | 0.00% | +18,189+2,259.5% | Added |
| Janus Henderson Group PLC | 17,922 | $157.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,613 | $147.0K | 0.01% | +2,691+19.3% | Added |
| Squarepoint Ops LLC | 16,604 | $146.1K | 0.00% | +16,604 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,246 | $145.9K | 0.00% | +6,131+55.2% | Added |
| Allspring Global Investments Holdings, LLC | 16,260 | $143.1K | 0.00% | −122,038−88.2% | Reduced |
| Raymond James & Associates | 16,116 | $141.8K | 0.00% | −13,533−45.6% | Reduced |
| Victory Capital Management Inc | 15,817 | $139.2K | 0.00% | +15,817 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,667 | $137.9K | 0.00% | +3,617+30.0% | Added |
| Wrapmanager Inc | 15,453 | $136.0K | 0.04% | +1,962+14.5% | Added |
| NinePointTwo Capital | 14,543 | $127.0K | 0.05% | −14,302−49.6% | Reduced |
| 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 |
| ProShare Advisors LLC | 13,394 | $117.9K | 0.00% | +2,077+18.4% | Added |
| HSBC Holdings PLC | 11,982 | $104.1K | 0.00% | +11,982 | New |
| Teacher Retirement System of Texas | 11,772 | $104.0K | 0.00% | −28,687−70.9% | Reduced |
| Two Sigma Securities, LLC | 10,900 | $95.9K | 0.01% | −6,907−38.8% | Reduced |
| SG Americas Securities, LLC | 10,741 | $95.0K | 0.00% | −33,332−75.6% | Reduced |
| Pictet Asset Management SA | 10,553 | $93.0K | 0.00% | +10,553 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $92.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10,434 | $91.8K | 0.03% | −1,038−9.0% | Reduced |
| Veritable, L.P. | 10,400 | $91.5K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,100 | $89.0K | 0.00% | +10,100 | New |
| SkyOak Wealth, LLC | 10,000 | $88.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,566 | $82.2K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,197 | $80.9K | 0.01% | −78,393−89.5% | Reduced |
| New York State Teachers Retirement System | 9,000 | $79.0K | 0.00% | +200+2.3% | Added |
| Metropolitan Life Insurance Co | 6,278 | $55.2K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 6,402 | $55.2K | 0.00% | +2,013+45.9% | Added |
| Point72 Middle East FZE | 6,159 | $54.2K | 0.00% | +6,159 | New |
| Financial Avengers, Inc. | 6,000 | $52.8K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $49.0K | 0.00% | −48,600−89.7% | Reduced |
| Proequities, Inc. | 5,158 | $45.4K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,873 | $42.9K | 0.03% | +4,873 | New |
| Advisor Group Holdings, Inc. | 4,592 | $40.0K | 0.00% | −4,909−51.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,489 | $39.5K | 0.00% | −10.0% | Reduced |
| Wells Fargo & Company | 3,950 | $34.8K | 0.00% | −3,694−48.3% | Reduced |
| Belpointe Asset Management LLC | 3,500 | $30.8K | 0.00% | +3,500 | New |
| Nisa Investment Advisors, LLC | 2,600 | $23.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,838 | $16.2K | 0.00% | −351−16.0% | Reduced |
| Lazard Asset Management LLC | 1,913 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,527 | $13.0K | 0.00% | −13,167−89.6% | Reduced |
| US Bancorp | 1,001 | $8.81K | 0.00% | +295+41.8% | Added |
| Salem Investment Counselors Inc | 825 | $7.26K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $5.06K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $4.63K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 487 | $4.29K | 0.00% | +466+2,219.0% | Added |
| Quadrant Capital Group LLC | 398 | $3.50K | 0.00% | +293+279.0% | Added |
| TCI Wealth Advisors, Inc. | 364 | $3.20K | 0.00% | +106+41.1% | Added |
| Harvest Fund Management Co., Ltd | 350 | $3.00K | 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 |
| Blue Bell Private Wealth Management, LLC | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $1.32K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 108 | $950 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 75 | $660 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 24 | $211 | 0.00% | +24 | New |
| NewSquare Capital LLC | 20 | $176 | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 19 | $167 | 0.00% | −123−86.6% | Reduced |