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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,941 | $367.3K | 0.00% | −7,150−12.3% | Reduced |
| American International Group, Inc. | 50,944 | $367.3K | 0.00% | +1,708+3.5% | Added |
| Kula Investments, LLC | 51,516 | $371.4K | 0.09% | +51,516 | New |
| Aquatic Capital Management LLC | 52,000 | $375.0K | 0.02% | +46,400+828.6% | Added |
| Barclays PLC | 53,553 | $386.1K | 0.00% | +18,029+50.8% | Added |
| MetLife Investment Management | 55,080 | $397.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 56,369 | $406.4K | 0.02% | +9,314+19.8% | Added |
| Schonfeld Strategic Advisors LLC | 56,700 | $408.8K | 0.00% | −1,200−2.1% | Reduced |
| Numerai GP LLC | 57,478 | $414.4K | 0.14% | +57,478 | New |
| Landscape Capital Management, L.L.C. | 60,376 | $435.3K | 0.06% | −557,167−90.2% | Reduced |
| Panagora Asset Management Inc | 60,678 | $437.5K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 63,363 | $456.8K | 0.05% | +12,887+25.5% | Added |
| SummerHaven Investment Management, LLC | 64,976 | $468.5K | 0.27% | +2,189+3.5% | Added |
| Dark Forest Capital Management LP | 66,422 | $478.9K | 0.11% | +1,116+1.7% | Added |
| Deutsche Bank AG | 69,526 | $501.3K | 0.00% | −24,115−25.8% | Reduced |
| Libra Wealth LLC | 73,133 | $527.3K | 0.31% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 76,189 | $549.3K | 0.02% | +76,189 | New |
| Public Employees Retirement System of Ohio | 76,448 | $551.0K | 0.00% | −32,486−29.8% | Reduced |
| AQR Capital Management LLC | 80,858 | $583.0K | 0.00% | −32,722−28.8% | Reduced |
| Credit Suisse AG | 86,738 | $625.4K | 0.00% | −44,998−34.2% | Reduced |
| UBS Asset Management Americas Inc | 96,140 | $693.2K | 0.00% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $713.8K | 0.01% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 100,000 | $721.0K | 0.42% | −62,500−38.5% | Reduced |
| Janney Montgomery Scott LLC | 103,314 | $745.0K | 0.00% | +34,224+49.5% | Added |
| Alliancebernstein L.P. | 104,220 | $751.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 104,703 | $754.9K | 0.00% | −896,026−89.5% | Reduced |
| Grassi Investment Management | 111,150 | $801.0K | 0.10% | −2,500−2.2% | Reduced |
| PEAK6 Investments LLC | 116,903 | $842.9K | 0.05% | −14,304−10.9% | Reduced |
| Guggenheim Capital LLC | 119,864 | $864.2K | 0.01% | −1,825−1.5% | Reduced |
| Jump Financial, LLC | 120,005 | $865.2K | 0.04% | +91,777+325.1% | Added |
| Tejara Capital Ltd | 120,886 | $871.6K | 0.45% | +50,000+70.5% | Added |
| Martingale Asset Management L P | 122,975 | $886.6K | 0.02% | +5,503+4.7% | Added |
| Ameriprise Financial Inc | 129,788 | $935.8K | 0.00% | +23,504+22.1% | Added |
| California State Teachers Retirement System | 131,563 | $948.6K | 0.00% | −500.0% | Reduced |
| Ieq Capital, LLC | 134,226 | $967.8K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 156,800 | $1.13M | 0.01% | −118,100−43.0% | Reduced |
| Rhumbline Advisers | 164,863 | $1.19M | 0.00% | +8,288+5.3% | Added |
| Quinn Opportunity Partners LLC | 175,700 | $1.27M | 0.14% | +11,220+6.8% | Added |
| Qube Research & Technologies Ltd | 184,874 | $1.33M | 0.01% | +45,503+32.6% | Added |
| State of Wisconsin Investment Board | 186,902 | $1.35M | 0.00% | +9,581+5.4% | Added |
| Joel Isaacson & Co., LLC | 193,622 | $1.40M | 0.10% | −3,062−1.6% | Reduced |
| Man Group plc | – | $1.43M | 0.01% | – | – |
| Cresset Asset Management, LLC | 198,590 | $1.43M | 0.03% | +32,955+19.9% | Added |
| Invesco Ltd. | 200,289 | $1.44M | 0.00% | +28,682+16.7% | Added |
| Algert Global LLC | 211,971 | $1.53M | 0.07% | +103,271+95.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 217,989 | $1.57M | 0.00% | +11,268+5.5% | Added |
| The PNC Financial Services Group, Inc. | 225,778 | $1.63M | 0.00% | +225,703+300,937.3% | Added |
| Swiss National Bank | 226,760 | $1.63M | 0.00% | −23,500−9.4% | Reduced |
| Shell Asset Management Co | 267,499 | $1.93M | 0.08% | 00.0% | Unchanged |
| Twinbeech Capital LP | 267,929 | $1.93M | 0.04% | −11,069−4.0% | Reduced |
| Nordea Investment Management AB | 294,508 | $2.06M | 0.00% | −9,748−3.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 292,076 | $2.11M | 0.02% | +16,645+6.0% | Added |
| Manufacturers Life Insurance Company, The | 299,401 | $2.16M | 0.00% | +36,272+13.8% | Added |
| Federated Hermes, Inc. | 337,176 | $2.43M | 0.01% | −1,216,776−78.3% | Reduced |
| Brighton Jones LLC | 346,376 | $2.50M | 0.14% | +140,972+68.6% | Added |
| Prudential Financial Inc | 212,709 | $2.52M | 0.00% | −42,340−16.6% | Reduced |
| JPMorgan Chase & Co | 375,389 | $2.71M | 0.00% | −44,732−10.6% | Reduced |
| Capital Fund Management S.A. | 402,790 | $2.90M | 0.06% | −148,887−27.0% | Reduced |
| Price T Rowe Associates Inc | 405,887 | $2.93M | 0.00% | +243,622+150.1% | Added |
| First Trust Advisors LP | 447,877 | $3.23M | 0.00% | +132,952+42.2% | Added |
| Assenagon Asset Management S.A. | 475,205 | $3.43M | 0.01% | −116,964−19.8% | Reduced |
| TCW Group Inc | 477,212 | $3.44M | 0.04% | +477,212 | New |
| American Century Companies Inc | 503,176 | $3.57M | 0.00% | +131,008+35.2% | Added |
| HarbourVest Partners LLC | 513,440 | $3.70M | 1.25% | 00.0% | Unchanged |
| Morgan Stanley | 553,964 | $3.99M | 0.00% | −14,999−2.6% | Reduced |
| Bank of New York Mellon Corp | 625,001 | $4.51M | 0.00% | −21,451−3.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 635,154 | $4.58M | 0.03% | −1,090,453−63.2% | Reduced |
| Bridgeway Capital Management, LLC | 777,355 | $5.60M | 0.15% | +91,555+13.4% | Added |
| Charles Schwab Investment Management Inc | 789,521 | $5.69M | 0.00% | −181,575−18.7% | Reduced |
| Goldman Sachs Group Inc | 811,721 | $5.85M | 0.00% | −373,372−31.5% | Reduced |
| D. E. Shaw & Co., Inc. | 815,051 | $5.88M | 0.01% | +270,723+49.7% | Added |
| Susquehanna International Group, LLP | 896,100 | $6.46M | 0.01% | +623,107+228.3% | Added |
| Voloridge Investment Management, LLC | 922,973 | $6.65M | 0.03% | +147,674+19.0% | Added |
| Northern Trust Corp | 986,563 | $7.11M | 0.00% | +6,397+0.7% | Added |
| No Street GP LP | 1,054,741 | $7.60M | 0.97% | −395,259−27.3% | Reduced |
| Marshall Wace, LLP | 1,089,917 | $7.86M | 0.02% | +232,621+27.1% | Added |
| Two Sigma Investments, LP | 1,151,380 | $8.30M | 0.02% | −95,903−7.7% | Reduced |
| Citadel Advisors LLC | 1,279,892 | $9.23M | 0.01% | +554,140+76.4% | Added |
| Nuveen Asset Management, LLC | 1,309,766 | $9.44M | 0.00% | −439,779−25.1% | Reduced |
| Renaissance Technologies LLC | 1,432,520 | $10.3M | 0.01% | −203,300−12.4% | Reduced |
| SEI Investments Co | 1,513,579 | $10.9M | 0.02% | +110,525+7.9% | Added |
| Verition Fund Management LLC | 1,520,956 | $11.0M | 0.17% | +1,520,956 | New |
| Basswood Capital Management, L.L.C. | 1,522,074 | $11.0M | 0.77% | +1,316,027+638.7% | Added |
| Two Sigma Advisers, LP | 1,779,656 | $12.8M | 0.03% | +81,100+4.8% | Added |
| Geode Capital Management, LLC | 2,015,845 | $14.5M | 0.00% | +81,916+4.2% | Added |
| Long Focus Capital Management, LLC | 2,204,019 | $15.9M | 2.56% | +717,369+48.3% | Added |
| Balyasny Asset Management LLC | 2,241,362 | $16.2M | 0.05% | +1,420,857+173.2% | Added |
| State Street Corp | 2,431,361 | $17.5M | 0.00% | −35,447−1.4% | Reduced |
| Harspring Capital Management, LLC | 2,535,000 | $18.3M | 4.87% | +343,500+15.7% | Added |
| Dimensional Fund Advisors LP | 2,613,821 | $18.8M | 0.01% | +93,983+3.7% | Added |
| Rubric Capital Management LP | 5,492,595 | $39.6M | 1.58% | −333,533−5.7% | Reduced |
| BlackRock Inc. | 7,921,958 | $57.1M | 0.00% | −266,189−3.3% | Reduced |
| Jackson Square Partners, LLC | 8,745,217 | $63.1M | 1.71% | +892,484+11.4% | Added |
| Vanguard Group Inc | 12,953,376 | $93.4M | 0.00% | −1,261,225−8.9% | Reduced |
| VitalStone Financial, LLC | 86 | – | – | +86 | New |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −945,000−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −271,006−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −266,150−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −244,600−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −192,152−100.0% | Sold out |