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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 29,934 | $291.9K | 0.00% | −516−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 26,600 | $259.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 26,330 | $256.7K | 0.00% | −3,564−11.9% | Reduced |
| Man Group plc | 23,530 | $229.4K | 0.00% | – | – |
| Kendall Capital Management | 23,405 | $228.0K | 0.10% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 23,280 | $227.0K | 0.01% | −12,634−35.2% | Reduced |
| Miracle Mile Advisors, LLC | 22,134 | $215.8K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 22,066 | $215.1K | 0.03% | −38,310−63.5% | Reduced |
| Public Employees Retirement System of Ohio | 21,296 | $208.0K | 0.00% | −55,152−72.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,624 | $201.1K | 0.00% | +3,378+19.6% | Added |
| Ameriprise Financial Inc | 20,147 | $196.4K | 0.00% | −109,641−84.5% | Reduced |
| Requisite Capital Management, LLC | 20,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 19,415 | $189.3K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 17,933 | $177.9K | 0.00% | +1,810+11.2% | Added |
| Axq Capital, LP | 18,026 | $175.8K | 0.22% | +18,026 | New |
| Versor Investments LP | 17,735 | $172.9K | 0.03% | +17,735 | New |
| Blueshift Asset Management, LLC | 16,976 | $165.5K | 0.06% | −11,679−40.8% | Reduced |
| Quantamental Technologies LLC | 16,777 | $163.6K | 0.07% | −7,700−31.5% | Reduced |
| Winton Group Ltd | 16,760 | $163.4K | 0.01% | +16,760 | New |
| HRT Financial LP | 16,422 | $160.0K | 0.00% | −25,766−61.1% | Reduced |
| Jump Financial, LLC | 16,013 | $156.1K | 0.01% | −103,992−86.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,667 | $152.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,904 | $145.3K | 0.00% | +14,904 | New |
| ProShare Advisors LLC | 13,849 | $135.0K | 0.00% | +1,427+11.5% | Added |
| Royce & Associates LP | 12,914 | $125.9K | 0.00% | +12,914 | New |
| Principal Financial Group Inc | 11,306 | $110.2K | 0.00% | −819−6.8% | Reduced |
| Victory Capital Management Inc | 11,086 | $108.1K | 0.00% | −7,018−38.8% | Reduced |
| Bridgefront Capital, LLC | 11,065 | $107.9K | 0.06% | −12,826−53.7% | Reduced |
| Inceptionr LLC | 10,798 | $105.3K | 0.06% | +10,798 | New |
| Stifel Financial Corp | 10,645 | $103.8K | 0.00% | −2,449−18.7% | Reduced |
| Veritable, L.P. | 10,555 | $102.9K | 0.00% | +155+1.5% | Added |
| Pictet Asset Management SA | 10,553 | $102.9K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,489 | $102.3K | 0.00% | +10,489 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $102.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 10,300 | $100.0K | 0.00% | −801−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,161 | $99.1K | 0.00% | +7,281+252.8% | Added |
| Financial Avengers, Inc. | 9,762 | $95.2K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,792 | $85.7K | 0.00% | +1,226+16.2% | Added |
| STRS Ohio | 8,300 | $80.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 5,854 | $57.1K | 0.02% | +5,854 | New |
| Asset Management One Co.,Ltd. | 5,840 | $56.9K | 0.00% | −1,897−24.5% | Reduced |
| Metropolitan Life Insurance Co | 5,809 | $56.6K | 0.00% | +1,151+24.7% | Added |
| US Bancorp | 4,346 | $42.4K | 0.00% | +2,842+189.0% | Added |
| Nisa Investment Advisors, LLC | 3,440 | $33.5K | 0.00% | −9,210−72.8% | Reduced |
| FMR LLC | 3,302 | $32.2K | 0.00% | +3,042+1,170.0% | Added |
| Advisor Group Holdings, Inc. | 3,196 | $31.1K | 0.00% | −183−5.4% | Reduced |
| Allworth Financial LP | 2,078 | $20.3K | 0.00% | +1,878+939.0% | Added |
| Riverview Trust Co | 2,021 | $19.7K | 0.02% | +2,021 | New |
| Quadrant Capital Group LLC | 1,916 | $18.7K | 0.00% | +1,811+1,724.8% | Added |
| Lazard Asset Management LLC | 1,913 | $18.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,400 | $14.0K | 0.00% | −50,600−97.3% | Reduced |
| Signaturefd, LLC | 1,231 | $12.0K | 0.00% | +1,213+6,738.9% | Added |
| Lindbrook Capital, LLC | 1,088 | $10.6K | 0.00% | +1,088 | New |
| Versant Capital Management, Inc | 959 | $9.35K | 0.00% | +959 | New |
| Salem Investment Counselors Inc | 825 | $8.04K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 884 | $8.00K | 0.00% | −511−36.6% | Reduced |
| Investors Research Corp | 575 | $5.61K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 526 | $5.13K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 281 | $2.74K | 0.00% | +260+1,238.1% | Added |
| Blue Bell Private Wealth Management, LLC | 200 | $1.95K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 192 | $1.87K | 0.00% | +106+123.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 180 | $1.75K | 0.00% | +100+125.0% | Added |
| National Bank of Canada | 150 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 135 | $1.32K | 0.00% | +135 | New |
| Geneos Wealth Management Inc. | 108 | $1.05K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 69 | $1.00K | 0.00% | +69 | New |
| NewSquare Capital LLC | 20 | $195 | 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 |
| Quent Capital, LLC | 3 | $29 | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,089,917−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −1,054,741−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −447,877−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −267,929−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −184,874−100.0% | Sold out |
| Tejara Capital Ltd | 0 | $0 | 0.00% | −120,886−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −103,314−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −80,858−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −76,189−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −63,363−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −60,678−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −57,478−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −56,369−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −42,137−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −37,578−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −36,982−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −33,016−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −26,837−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −25,903−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −20,519−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −18,012−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −14,965−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,206−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,198−100.0% | Sold out |