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, Q1 2023
Institutional positions in Happen, Inc. as of Mar 31, 2023. 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
- 195
- −13 vs. Q4 2022
- Shares held
- 83.6M
- −2.78M (−3.2%) vs. Q4 2022
- Total value
- $603.5M
- −$156.1M (−20.6%) vs. Q4 2022
- New holders
- 19
- 62 more added
- Sold out
- 32
- 72 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,953,376 | $93.4M | 0.00% | −1,261,225−8.9% | Reduced |
| Jackson Square Partners, LLC | 8,745,217 | $63.1M | 1.71% | +892,484+11.4% | Added |
| BlackRock Inc. | 7,921,958 | $57.1M | 0.00% | −266,189−3.3% | Reduced |
| Rubric Capital Management LP | 5,492,595 | $39.6M | 1.58% | −333,533−5.7% | Reduced |
| Dimensional Fund Advisors LP | 2,613,821 | $18.8M | 0.01% | +93,983+3.7% | Added |
| Harspring Capital Management, LLC | 2,535,000 | $18.3M | 4.87% | +343,500+15.7% | Added |
| State Street Corp | 2,431,361 | $17.5M | 0.00% | −35,447−1.4% | Reduced |
| Balyasny Asset Management LLC | 2,241,362 | $16.2M | 0.05% | +1,420,857+173.2% | Added |
| Long Focus Capital Management, LLC | 2,204,019 | $15.9M | 2.56% | +717,369+48.3% | Added |
| Geode Capital Management, LLC | 2,015,845 | $14.5M | 0.00% | +81,916+4.2% | Added |
| Two Sigma Advisers, LP | 1,779,656 | $12.8M | 0.03% | +81,100+4.8% | Added |
| Basswood Capital Management, L.L.C. | 1,522,074 | $11.0M | 0.77% | +1,316,027+638.7% | Added |
| Verition Fund Management LLC | 1,520,956 | $11.0M | 0.17% | +1,520,956 | New |
| SEI Investments Co | 1,513,579 | $10.9M | 0.02% | +110,525+7.9% | Added |
| Renaissance Technologies LLC | 1,432,520 | $10.3M | 0.01% | −203,300−12.4% | Reduced |
| Nuveen Asset Management, LLC | 1,309,766 | $9.44M | 0.00% | −439,779−25.1% | Reduced |
| Citadel Advisors LLC | 1,279,892 | $9.23M | 0.01% | +554,140+76.4% | Added |
| Two Sigma Investments, LP | 1,151,380 | $8.30M | 0.02% | −95,903−7.7% | Reduced |
| Marshall Wace, LLP | 1,089,917 | $7.86M | 0.02% | +232,621+27.1% | Added |
| No Street GP LP | 1,054,741 | $7.60M | 0.97% | −395,259−27.3% | Reduced |
| Northern Trust Corp | 986,563 | $7.11M | 0.00% | +6,397+0.7% | Added |
| Voloridge Investment Management, LLC | 922,973 | $6.65M | 0.03% | +147,674+19.0% | Added |
| Susquehanna International Group, LLP | 896,100 | $6.46M | 0.01% | +623,107+228.3% | Added |
| D. E. Shaw & Co., Inc. | 815,051 | $5.88M | 0.01% | +270,723+49.7% | Added |
| Goldman Sachs Group Inc | 811,721 | $5.85M | 0.00% | −373,372−31.5% | Reduced |
| Charles Schwab Investment Management Inc | 789,521 | $5.69M | 0.00% | −181,575−18.7% | Reduced |
| Bridgeway Capital Management, LLC | 777,355 | $5.60M | 0.15% | +91,555+13.4% | Added |
| Jacobs Levy Equity Management, Inc | 635,154 | $4.58M | 0.03% | −1,090,453−63.2% | Reduced |
| Bank of New York Mellon Corp | 625,001 | $4.51M | 0.00% | −21,451−3.3% | Reduced |
| Morgan Stanley | 553,964 | $3.99M | 0.00% | −14,999−2.6% | Reduced |
| HarbourVest Partners LLC | 513,440 | $3.70M | 1.25% | 00.0% | Unchanged |
| American Century Companies Inc | 503,176 | $3.57M | 0.00% | +131,008+35.2% | Added |
| TCW Group Inc | 477,212 | $3.44M | 0.04% | +477,212 | New |
| Assenagon Asset Management S.A. | 475,205 | $3.43M | 0.01% | −116,964−19.8% | Reduced |
| First Trust Advisors LP | 447,877 | $3.23M | 0.00% | +132,952+42.2% | Added |
| Price T Rowe Associates Inc | 405,887 | $2.93M | 0.00% | +243,622+150.1% | Added |
| Capital Fund Management S.A. | 402,790 | $2.90M | 0.06% | −148,887−27.0% | Reduced |
| JPMorgan Chase & Co | 375,389 | $2.71M | 0.00% | −44,732−10.6% | Reduced |
| Prudential Financial Inc | 212,709 | $2.52M | 0.00% | −42,340−16.6% | Reduced |
| Brighton Jones LLC | 346,376 | $2.50M | 0.14% | +140,972+68.6% | Added |
| Federated Hermes, Inc. | 337,176 | $2.43M | 0.01% | −1,216,776−78.3% | Reduced |
| Manufacturers Life Insurance Company, The | 299,401 | $2.16M | 0.00% | +36,272+13.8% | Added |
| Federation des caisses Desjardins du Quebec | 292,076 | $2.11M | 0.02% | +16,645+6.0% | Added |
| Nordea Investment Management AB | 294,508 | $2.06M | 0.00% | −9,748−3.2% | Reduced |
| Twinbeech Capital LP | 267,929 | $1.93M | 0.04% | −11,069−4.0% | Reduced |
| Shell Asset Management Co | 267,499 | $1.93M | 0.08% | 00.0% | Unchanged |
| Swiss National Bank | 226,760 | $1.63M | 0.00% | −23,500−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 225,778 | $1.63M | 0.00% | +225,703+300,937.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 217,989 | $1.57M | 0.00% | +11,268+5.5% | Added |
| Algert Global LLC | 211,971 | $1.53M | 0.07% | +103,271+95.0% | Added |
| Invesco Ltd. | 200,289 | $1.44M | 0.00% | +28,682+16.7% | Added |
| Cresset Asset Management, LLC | 198,590 | $1.43M | 0.03% | +32,955+19.9% | Added |
| Man Group plc | – | $1.43M | 0.01% | – | – |
| Joel Isaacson & Co., LLC | 193,622 | $1.40M | 0.10% | −3,062−1.6% | Reduced |
| State of Wisconsin Investment Board | 186,902 | $1.35M | 0.00% | +9,581+5.4% | Added |
| Qube Research & Technologies Ltd | 184,874 | $1.33M | 0.01% | +45,503+32.6% | Added |
| Quinn Opportunity Partners LLC | 175,700 | $1.27M | 0.14% | +11,220+6.8% | Added |
| Rhumbline Advisers | 164,863 | $1.19M | 0.00% | +8,288+5.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 156,800 | $1.13M | 0.01% | −118,100−43.0% | Reduced |
| Ieq Capital, LLC | 134,226 | $967.8K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 131,563 | $948.6K | 0.00% | −500.0% | Reduced |
| Ameriprise Financial Inc | 129,788 | $935.8K | 0.00% | +23,504+22.1% | Added |
| Martingale Asset Management L P | 122,975 | $886.6K | 0.02% | +5,503+4.7% | Added |
| Tejara Capital Ltd | 120,886 | $871.6K | 0.45% | +50,000+70.5% | Added |
| Jump Financial, LLC | 120,005 | $865.2K | 0.04% | +91,777+325.1% | Added |
| Guggenheim Capital LLC | 119,864 | $864.2K | 0.01% | −1,825−1.5% | Reduced |
| PEAK6 Investments LLC | 116,903 | $842.9K | 0.05% | −14,304−10.9% | Reduced |
| Grassi Investment Management | 111,150 | $801.0K | 0.10% | −2,500−2.2% | Reduced |
| Bank of America Corp | 104,703 | $754.9K | 0.00% | −896,026−89.5% | Reduced |
| Alliancebernstein L.P. | 104,220 | $751.4K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 103,314 | $745.0K | 0.00% | +34,224+49.5% | Added |
| Jacobs Asset Management, LLC | 100,000 | $721.0K | 0.42% | −62,500−38.5% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $713.8K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 96,140 | $693.2K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 86,738 | $625.4K | 0.00% | −44,998−34.2% | Reduced |
| AQR Capital Management LLC | 80,858 | $583.0K | 0.00% | −32,722−28.8% | Reduced |
| Public Employees Retirement System of Ohio | 76,448 | $551.0K | 0.00% | −32,486−29.8% | Reduced |
| Graham Capital Management, L.P. | 76,189 | $549.3K | 0.02% | +76,189 | New |
| Libra Wealth LLC | 73,133 | $527.3K | 0.31% | 00.0% | Unchanged |
| Deutsche Bank AG | 69,526 | $501.3K | 0.00% | −24,115−25.8% | Reduced |
| Dark Forest Capital Management LP | 66,422 | $478.9K | 0.11% | +1,116+1.7% | Added |
| SummerHaven Investment Management, LLC | 64,976 | $468.5K | 0.27% | +2,189+3.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 63,363 | $456.8K | 0.05% | +12,887+25.5% | Added |
| Panagora Asset Management Inc | 60,678 | $437.5K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 60,376 | $435.3K | 0.06% | −557,167−90.2% | Reduced |
| Numerai GP LLC | 57,478 | $414.4K | 0.14% | +57,478 | New |
| Schonfeld Strategic Advisors LLC | 56,700 | $408.8K | 0.00% | −1,200−2.1% | Reduced |
| Engineers Gate Manager LP | 56,369 | $406.4K | 0.02% | +9,314+19.8% | Added |
| MetLife Investment Management | 55,080 | $397.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 53,553 | $386.1K | 0.00% | +18,029+50.8% | Added |
| Aquatic Capital Management LLC | 52,000 | $375.0K | 0.02% | +46,400+828.6% | Added |
| Kula Investments, LLC | 51,516 | $371.4K | 0.09% | +51,516 | New |
| American International Group, Inc. | 50,944 | $367.3K | 0.00% | +1,708+3.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,941 | $367.3K | 0.00% | −7,150−12.3% | Reduced |
| Trexquant Investment LP | 50,085 | $361.1K | 0.01% | −84,652−62.8% | Reduced |
| Empowered Funds, LLC | 48,602 | $350.4K | 0.02% | −110−0.2% | Reduced |
| New York State Common Retirement Fund | 48,094 | $346.8K | 0.00% | −21,491−30.9% | Reduced |
| Legal & General Group Plc | 43,393 | $312.9K | 0.00% | +3,137+7.8% | Added |
| Janus Henderson Group PLC | 42,689 | $307.6K | 0.00% | +24,767+138.2% | Added |
| HRT Financial LP | 42,188 | $304.0K | 0.00% | −23,121−35.4% | Reduced |