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 |
|---|---|---|---|---|---|
| CWM, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $22 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $72 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $72 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $130 | 0.00% | −469−96.3% | Reduced |
| NewSquare Capital LLC | 20 | $144 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $151 | 0.00% | +21 | New |
| CarsonAllaria Wealth Management, Ltd. | 80 | $577 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 86 | $620 | 0.00% | +62+258.3% | Added |
| GWM Advisors LLC | 91 | $656 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $721 | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 105 | $758 | 0.00% | −293−73.6% | Reduced |
| Geneos Wealth Management Inc. | 108 | $779 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 119 | $858 | 0.00% | +119 | New |
| National Bank of Canada | 150 | $1.08K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $1.44K | 0.00% | +200 | New |
| FMR LLC | 260 | $1.88K | 0.00% | −1,578−85.9% | Reduced |
| Harvest Fund Management Co., Ltd | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $3.79K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 451 | $4.00K | 0.00% | +266+143.8% | Added |
| Investors Research Corp | 575 | $4.15K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 825 | $5.95K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,395 | $10.0K | 0.00% | −132−8.6% | Reduced |
| US Bancorp | 1,504 | $10.8K | 0.00% | +503+50.2% | Added |
| Lazard Asset Management LLC | 1,913 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,880 | $21.0K | 0.00% | −13,733−82.7% | Reduced |
| State of Wyoming | 3,147 | $22.7K | 0.01% | −7,287−69.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,379 | $24.4K | 0.00% | −1,213−26.4% | Reduced |
| Belpointe Asset Management LLC | 3,500 | $25.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,658 | $33.6K | 0.00% | −1,620−25.8% | Reduced |
| Envestnet Asset Management Inc | 159,360 | $35.4K | 0.00% | +132,438+491.9% | Added |
| Proequities, Inc. | 5,158 | $37.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,566 | $54.6K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 7,737 | $55.8K | 0.00% | +1,335+20.9% | Added |
| Group One Trading, L.P. | 7,842 | $56.5K | 0.00% | −42,250−84.3% | Reduced |
| STRS Ohio | 8,300 | $59.0K | 0.00% | −17,100−67.3% | Reduced |
| New York State Teachers Retirement System | 9,225 | $67.0K | 0.00% | +225+2.5% | Added |
| Financial Avengers, Inc. | 9,762 | $70.4K | 0.05% | +3,762+62.7% | Added |
| Handelsbanken Fonder AB | 10,100 | $73.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 10,400 | $75.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $75.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,553 | $76.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,904 | $78.6K | 0.00% | −5,700−34.3% | Reduced |
| Amalgamated Bank | 11,101 | $80.0K | 0.00% | −2,468−18.2% | Reduced |
| Teacher Retirement System of Texas | 11,688 | $84.0K | 0.00% | −84−0.7% | Reduced |
| Principal Financial Group Inc | 12,125 | $87.4K | 0.00% | +12,125 | New |
| ProShare Advisors LLC | 12,422 | $89.6K | 0.00% | −972−7.3% | Reduced |
| Nisa Investment Advisors, LLC | 12,650 | $91.0K | 0.00% | +10,050+386.5% | Added |
| Bank of Montreal | 12,666 | $91.3K | 0.00% | −110,797−89.7% | Reduced |
| Quantbot Technologies LP | 13,088 | $94.4K | 0.01% | +3,891+42.3% | Added |
| Stifel Financial Corp | 13,094 | $94.4K | 0.00% | −11,389−46.5% | Reduced |
| SG Americas Securities, LLC | 13,539 | $98.0K | 0.00% | +2,798+26.0% | Added |
| Oak Thistle LLC | 14,198 | $102.4K | 0.06% | +14,198 | New |
| Boothbay Fund Management, LLC | 14,206 | $102.4K | 0.00% | +14,206 | New |
| Caxton Associates LP | 14,965 | $107.9K | 0.02% | +14,965 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,667 | $113.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 16,123 | $116.2K | 0.00% | −4,820−23.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,246 | $124.3K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 18,012 | $129.9K | 0.00% | −123,209−87.2% | Reduced |
| Victory Capital Management Inc | 18,104 | $130.5K | 0.00% | +2,287+14.5% | Added |
| Jane Street Group, LLC | 18,555 | $133.8K | 0.00% | −26,644−58.9% | Reduced |
| Frank, Rimerman Advisors LLC | 19,415 | $140.0K | 0.04% | +19,415 | New |
| Requisite Capital Management, LLC | 20,000 | $144.2K | 0.04% | +20,000 | New |
| Wolverine Trading, LLC | 20,519 | $145.0K | 0.00% | +719+3.6% | Added |
| Citigroup Inc | 21,035 | $151.7K | 0.00% | −485−2.3% | Reduced |
| Millennium Management LLC | 21,550 | $155.0K | 0.00% | −168,983−88.7% | Reduced |
| Miracle Mile Advisors, LLC | 22,134 | $159.6K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 22,213 | $160.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,325 | $161.0K | 0.00% | +18,375+465.2% | Added |
| Russell Investments Group, Ltd. | 22,731 | $163.9K | 0.00% | −184,803−89.0% | Reduced |
| Kendall Capital Management | 23,405 | $169.0K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 23,891 | $172.3K | 0.11% | +23,891 | New |
| Quantamental Technologies LLC | 24,477 | $176.5K | 0.10% | −3,959−13.9% | Reduced |
| Royal Bank of Canada | 25,246 | $183.0K | 0.00% | −36,028−58.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,903 | $186.8K | 0.01% | +21,414+477.0% | Added |
| Commonwealth Equity Services, LLC | 26,600 | $191.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 26,837 | $193.5K | 0.00% | −48,033−64.2% | Reduced |
| Blueshift Asset Management, LLC | 28,655 | $206.6K | 0.09% | −33,314−53.8% | Reduced |
| Natixis | 29,894 | $215.5K | 0.00% | −37,488−55.6% | Reduced |
| Arizona State Retirement System | 30,450 | $219.5K | 0.00% | +1,201+4.1% | Added |
| CenterBook Partners LP | 33,016 | $238.0K | 0.03% | +33,016 | New |
| APG Asset Management N.V. | 36,982 | $245.4K | 0.00% | −238,418−86.6% | Reduced |
| State Board of Administration of Florida Retirement System | 34,434 | $248.3K | 0.00% | 00.0% | Unchanged |
| AtonRa Partners | 34,688 | $250.1K | 0.37% | −60,479−63.6% | Reduced |
| International Assets Investment Management, LLC | 35,322 | $254.7K | 0.04% | −2,635−6.9% | Reduced |
| Simplex Trading, LLC | 35,763 | $257.0K | 0.01% | −24,705−40.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 35,914 | $258.9K | 0.01% | −24,011−40.1% | Reduced |
| UBS Group AG | 36,715 | $264.7K | 0.00% | +17,721+93.3% | Added |
| NinePointTwo Capital | 37,578 | $270.0K | 0.10% | +23,035+158.4% | Added |
| Voya Investment Management LLC | 38,625 | $278.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 42,188 | $304.0K | 0.00% | −23,121−35.4% | Reduced |
| Virtu Financial LLC | 42,137 | $304.0K | 0.03% | +42,137 | New |
| Janus Henderson Group PLC | 42,689 | $307.6K | 0.00% | +24,767+138.2% | Added |
| Legal & General Group Plc | 43,393 | $312.9K | 0.00% | +3,137+7.8% | Added |
| New York State Common Retirement Fund | 48,094 | $346.8K | 0.00% | −21,491−30.9% | Reduced |
| Empowered Funds, LLC | 48,602 | $350.4K | 0.02% | −110−0.2% | Reduced |
| Trexquant Investment LP | 50,085 | $361.1K | 0.01% | −84,652−62.8% | Reduced |