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, Q2 2023
Institutional positions in Happen, Inc. as of Jun 30, 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
- 175
- −19 vs. Q1 2023
- Shares held
- 82.3M
- −1.20M (−1.4%) vs. Q1 2023
- Total value
- $802.5M
- +$199.4M (+33.1%) vs. Q1 2023
- New holders
- 21
- 55 more added
- Sold out
- 40
- 60 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 15 | $0 | 0.00% | −436−96.7% | Reduced |
| CWM, LLC | 29 | $0 | 0.00% | +13+81.3% | Added |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $29 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $98 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $98 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $195 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 69 | $1.00K | 0.00% | +69 | New |
| Geneos Wealth Management Inc. | 108 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 135 | $1.32K | 0.00% | +135 | New |
| National Bank of Canada | 150 | $1.46K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 180 | $1.75K | 0.00% | +100+125.0% | Added |
| Baker Avenue Asset Management, LP | 192 | $1.87K | 0.00% | +106+123.3% | Added |
| Blue Bell Private Wealth Management, LLC | 200 | $1.95K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 281 | $2.74K | 0.00% | +260+1,238.1% | Added |
| Harvest Fund Management Co., Ltd | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $5.13K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $5.61K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 884 | $8.00K | 0.00% | −511−36.6% | Reduced |
| Salem Investment Counselors Inc | 825 | $8.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 959 | $9.35K | 0.00% | +959 | New |
| Lindbrook Capital, LLC | 1,088 | $10.6K | 0.00% | +1,088 | New |
| Signaturefd, LLC | 1,231 | $12.0K | 0.00% | +1,213+6,738.9% | Added |
| Aquatic Capital Management LLC | 1,400 | $14.0K | 0.00% | −50,600−97.3% | Reduced |
| Lazard Asset Management LLC | 1,913 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,916 | $18.7K | 0.00% | +1,811+1,724.8% | Added |
| Riverview Trust Co | 2,021 | $19.7K | 0.02% | +2,021 | New |
| Allworth Financial LP | 2,078 | $20.3K | 0.00% | +1,878+939.0% | Added |
| Advisor Group Holdings, Inc. | 3,196 | $31.1K | 0.00% | −183−5.4% | Reduced |
| FMR LLC | 3,302 | $32.2K | 0.00% | +3,042+1,170.0% | Added |
| Nisa Investment Advisors, LLC | 3,440 | $33.5K | 0.00% | −9,210−72.8% | Reduced |
| US Bancorp | 4,346 | $42.4K | 0.00% | +2,842+189.0% | Added |
| Metropolitan Life Insurance Co | 5,809 | $56.6K | 0.00% | +1,151+24.7% | Added |
| Asset Management One Co.,Ltd. | 5,840 | $56.9K | 0.00% | −1,897−24.5% | Reduced |
| Headlands Technologies LLC | 5,854 | $57.1K | 0.02% | +5,854 | New |
| STRS Ohio | 8,300 | $80.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,792 | $85.7K | 0.00% | +1,226+16.2% | Added |
| Financial Avengers, Inc. | 9,762 | $95.2K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,161 | $99.1K | 0.00% | +7,281+252.8% | Added |
| Amalgamated Bank | 10,300 | $100.0K | 0.00% | −801−7.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,430 | $102.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,489 | $102.3K | 0.00% | +10,489 | New |
| Pictet Asset Management SA | 10,553 | $102.9K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 10,555 | $102.9K | 0.00% | +155+1.5% | Added |
| Stifel Financial Corp | 10,645 | $103.8K | 0.00% | −2,449−18.7% | Reduced |
| Inceptionr LLC | 10,798 | $105.3K | 0.06% | +10,798 | New |
| Bridgefront Capital, LLC | 11,065 | $107.9K | 0.06% | −12,826−53.7% | Reduced |
| Victory Capital Management Inc | 11,086 | $108.1K | 0.00% | −7,018−38.8% | Reduced |
| Principal Financial Group Inc | 11,306 | $110.2K | 0.00% | −819−6.8% | Reduced |
| Royce & Associates LP | 12,914 | $125.9K | 0.00% | +12,914 | New |
| ProShare Advisors LLC | 13,849 | $135.0K | 0.00% | +1,427+11.5% | Added |
| Creative Planning | 14,904 | $145.3K | 0.00% | +14,904 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,667 | $152.8K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 16,013 | $156.1K | 0.01% | −103,992−86.7% | Reduced |
| HRT Financial LP | 16,422 | $160.0K | 0.00% | −25,766−61.1% | Reduced |
| Winton Group Ltd | 16,760 | $163.4K | 0.01% | +16,760 | New |
| Quantamental Technologies LLC | 16,777 | $163.6K | 0.07% | −7,700−31.5% | Reduced |
| Blueshift Asset Management, LLC | 16,976 | $165.5K | 0.06% | −11,679−40.8% | Reduced |
| Versor Investments LP | 17,735 | $172.9K | 0.03% | +17,735 | New |
| Axq Capital, LP | 18,026 | $175.8K | 0.22% | +18,026 | New |
| Mackenzie Financial Corp | 17,933 | $177.9K | 0.00% | +1,810+11.2% | Added |
| Frank, Rimerman Advisors LLC | 19,415 | $189.3K | 0.05% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 20,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,147 | $196.4K | 0.00% | −109,641−84.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,624 | $201.1K | 0.00% | +3,378+19.6% | Added |
| Public Employees Retirement System of Ohio | 21,296 | $208.0K | 0.00% | −55,152−72.1% | Reduced |
| Landscape Capital Management, L.L.C. | 22,066 | $215.1K | 0.03% | −38,310−63.5% | Reduced |
| Miracle Mile Advisors, LLC | 22,134 | $215.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 23,280 | $227.0K | 0.01% | −12,634−35.2% | Reduced |
| Kendall Capital Management | 23,405 | $228.0K | 0.10% | 00.0% | Unchanged |
| Man Group plc | 23,530 | $229.4K | 0.00% | – | – |
| Natixis | 26,330 | $256.7K | 0.00% | −3,564−11.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,600 | $259.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 29,934 | $291.9K | 0.00% | −516−1.7% | Reduced |
| AtonRa Partners | 30,636 | $298.7K | 0.46% | −4,052−11.7% | Reduced |
| Great West Life Assurance Co | 30,523 | $300.0K | 0.00% | +8,310+37.4% | Added |
| Bayesian Capital Management, LP | 32,102 | $313.0K | 0.03% | +32,102 | New |
| New York State Common Retirement Fund | 33,023 | $322.0K | 0.00% | −15,071−31.3% | Reduced |
| Simplex Trading, LLC | 33,726 | $328.0K | 0.01% | −2,037−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 34,424 | $335.6K | 0.00% | −100.0% | Reduced |
| International Assets Investment Management, LLC | 35,181 | $343.0K | 0.05% | −141−0.4% | Reduced |
| AE Wealth Management LLC | 36,166 | $352.6K | 0.00% | +36,166 | New |
| Royal Bank of Canada | 41,092 | $400.0K | 0.00% | +15,846+62.8% | Added |
| Voya Investment Management LLC | 41,577 | $405.4K | 0.00% | +2,952+7.6% | Added |
| Janus Henderson Group PLC | 42,635 | $415.9K | 0.00% | −54−0.1% | Reduced |
| Wells Fargo & Company | 43,161 | $420.8K | 0.00% | +20,836+93.3% | Added |
| Deutsche Bank AG | 43,193 | $421.1K | 0.00% | −26,333−37.9% | Reduced |
| Empowered Funds, LLC | 48,017 | $468.2K | 0.02% | −585−1.2% | Reduced |
| EA Series Trust | 48,017 | $468.2K | 0.02% | +48,017 | New |
| SummerHaven Investment Management, LLC | 48,578 | $473.6K | 0.30% | −16,398−25.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,941 | $496.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 51,249 | $499.7K | 0.00% | +305+0.6% | Added |
| MetLife Investment Management | 55,080 | $537.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 57,189 | $558.0K | 0.06% | +57,189 | New |
| Jane Street Group, LLC | 65,342 | $637.1K | 0.00% | +46,787+252.2% | Added |
| Citigroup Inc | 66,180 | $645.3K | 0.00% | +45,145+214.6% | Added |
| Tudor Investment Corp Et Al | 70,391 | $686.3K | 0.01% | +70,391 | New |
| UBS Asset Management Americas Inc | 96,140 | $693.2K | 0.00% | 00.0% | Unchanged |
| Libra Wealth LLC | 73,133 | $713.0K | 0.39% | 00.0% | Unchanged |