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, Q3 2023
Institutional positions in Happen, Inc. as of Sep 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
- 185
- +12 vs. Q2 2023
- Shares held
- 80.5M
- −1.74M (−2.1%) vs. Q2 2023
- Total value
- $491.9M
- −$310.1M (−38.7%) vs. Q2 2023
- New holders
- 36
- 73 more added
- Sold out
- 24
- 49 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,933,481 | $66.7M | 0.00% | −448,671−3.9% | Reduced |
| Jackson Square Partners, LLC | 9,182,405 | $56.0M | 1.87% | +4,847+0.1% | Added |
| BlackRock Inc. | 8,379,347 | $51.1M | 0.00% | +108,075+1.3% | Added |
| Dimensional Fund Advisors LP | 4,579,065 | $27.9M | 0.01% | +1,460,126+46.8% | Added |
| Balyasny Asset Management LLC | 2,915,914 | $17.8M | 0.05% | +838,881+40.4% | Added |
| Long Focus Capital Management, LLC | 2,734,019 | $16.7M | 2.39% | +715,000+35.4% | Added |
| State Street Corp | 2,720,321 | $16.6M | 0.00% | +10,745+0.4% | Added |
| Morgan Stanley | 2,352,790 | $14.4M | 0.00% | +1,105,871+88.7% | Added |
| Geode Capital Management, LLC | 2,198,781 | $13.4M | 0.00% | +79,058+3.7% | Added |
| Jacobs Levy Equity Management, Inc | 1,884,751 | $11.5M | 0.07% | +1,583,882+526.4% | Added |
| Harspring Capital Management, LLC | 1,850,000 | $11.3M | 2.99% | −505,000−21.4% | Reduced |
| Renaissance Technologies LLC | 1,603,207 | $9.78M | 0.02% | −506,383−24.0% | Reduced |
| SEI Investments Co | 1,501,163 | $9.16M | 0.02% | +28,000+1.9% | Added |
| Two Sigma Advisers, LP | 1,429,856 | $8.72M | 0.02% | −245,300−14.6% | Reduced |
| Millennium Management LLC | 1,369,120 | $8.35M | 0.01% | +23,574+1.8% | Added |
| Bridgeway Capital Management, LLC | 1,177,423 | $7.18M | 0.17% | +119,723+11.3% | Added |
| Northern Trust Corp | 988,586 | $6.03M | 0.00% | +5,644+0.6% | Added |
| Bank of Montreal | 819,736 | $5.59M | 0.00% | +819,736 | New |
| No Street GP LP | 893,553 | $5.45M | 0.66% | +893,553 | New |
| Charles Schwab Investment Management Inc | 832,017 | $5.08M | 0.00% | +31,159+3.9% | Added |
| American Century Companies Inc | 776,505 | $4.74M | 0.00% | +193,455+33.2% | Added |
| D. E. Shaw & Co., Inc. | 754,813 | $4.60M | 0.01% | +150,148+24.8% | Added |
| Basswood Capital Management, L.L.C. | 747,528 | $4.56M | 0.35% | −991,661−57.0% | Reduced |
| Goldman Sachs Group Inc | 636,915 | $3.89M | 0.00% | −72,320−10.2% | Reduced |
| TCW Group Inc | 633,412 | $3.86M | 0.05% | −59,800−8.6% | Reduced |
| Susquehanna International Group, LLP | 613,085 | $3.74M | 0.01% | −188,857−23.5% | Reduced |
| Nordea Investment Management AB | 609,966 | $3.73M | 0.01% | +400,189+190.8% | Added |
| Two Sigma Investments, LP | 603,537 | $3.68M | 0.01% | −223,314−27.0% | Reduced |
| Voloridge Investment Management, LLC | 578,530 | $3.53M | 0.02% | +22,414+4.0% | Added |
| Bank of New York Mellon Corp | 577,455 | $3.52M | 0.00% | −39,161−6.4% | Reduced |
| State of Wisconsin Investment Board | 533,928 | $3.26M | 0.01% | +413,631+343.8% | Added |
| Quinn Opportunity Partners LLC | 517,146 | $3.15M | 0.42% | +341,446+194.3% | Added |
| HarbourVest Partners LLC | 513,440 | $3.13M | 1.06% | 00.0% | Unchanged |
| Wellington Management Group LLP | 486,924 | $2.97M | 0.00% | +486,924 | New |
| Assenagon Asset Management S.A. | 475,205 | $2.90M | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 444,801 | $2.71M | 0.14% | +98,425+28.4% | Added |
| Shell Asset Management Co | 406,738 | $2.48M | 0.10% | −2,808−0.7% | Reduced |
| Citadel Advisors LLC | 375,409 | $2.29M | 0.00% | −2,198,624−85.4% | Reduced |
| Russell Investments Group, Ltd. | 356,516 | $2.17M | 0.00% | +124,213+53.5% | Added |
| Empowered Funds, LLC | 314,495 | $1.92M | 0.06% | +266,478+555.0% | Added |
| Manufacturers Life Insurance Company, The | 301,414 | $1.84M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 287,030 | $1.75M | 0.00% | −539,351−65.3% | Reduced |
| Cresset Asset Management, LLC | 283,365 | $1.73M | 0.01% | +19,495+7.4% | Added |
| Joel Isaacson & Co., LLC | 263,372 | $1.61M | 0.11% | +69,750+36.0% | Added |
| Swiss National Bank | 236,260 | $1.44M | 0.00% | +4,200+1.8% | Added |
| PDT Partners, LLC | 230,170 | $1.40M | 0.18% | +230,170 | New |
| The PNC Financial Services Group, Inc. | 226,132 | $1.38M | 0.00% | −1,108−0.5% | Reduced |
| Norges Bank | 221,100 | $1.35M | 0.00% | +221,100 | New |
| Federation des caisses Desjardins du Quebec | 216,862 | $1.32M | 0.01% | −33,689−13.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 215,726 | $1.32M | 0.00% | −6,197−2.8% | Reduced |
| Ameriprise Financial Inc | 212,762 | $1.30M | 0.00% | +192,615+956.0% | Added |
| Invesco Ltd. | 206,025 | $1.26M | 0.00% | +10,032+5.1% | Added |
| ExodusPoint Capital Management, LP | 204,523 | $1.25M | 0.02% | +124,324+155.0% | Added |
| Federated Hermes, Inc. | 183,819 | $1.12M | 0.00% | −51,161−21.8% | Reduced |
| JPMorgan Chase & Co | 180,714 | $1.10M | 0.00% | −349,053−65.9% | Reduced |
| Gsa Capital Partners LLP | 164,597 | $1.00M | 0.09% | +107,408+187.8% | Added |
| Rhumbline Advisers | 162,158 | $989.2K | 0.00% | +145+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 160,576 | $980.0K | 0.10% | +69,957+77.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 157,700 | $962.0K | 0.09% | +157,700 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 156,800 | $956.5K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 148,210 | $904.1K | 0.04% | +56,473+61.6% | Added |
| Bank of America Corp | 141,589 | $863.7K | 0.00% | +47,703+50.8% | Added |
| Public Employees Retirement System of Ohio | 137,865 | $841.0K | 0.00% | +116,569+547.4% | Added |
| Ieq Capital, LLC | 134,402 | $819.9K | 0.02% | +176+0.1% | Added |
| Martingale Asset Management L P | 133,080 | $811.8K | 0.02% | +20,309+18.0% | Added |
| Prudential Financial Inc | 132,909 | $810.7K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 132,300 | $807.0K | 0.01% | +15,100+12.9% | Added |
| Algert Global LLC | 130,701 | $797.3K | 0.04% | −45,060−25.6% | Reduced |
| UBS Group AG | 129,631 | $790.7K | 0.00% | +52,177+67.4% | Added |
| HRT Financial LP | 127,721 | $779.0K | 0.01% | +111,299+677.7% | Added |
| Dark Forest Capital Management LP | 127,560 | $778.1K | 0.07% | −105,588−45.3% | Reduced |
| Grassi Investment Management | 126,950 | $774.0K | 0.09% | +5,000+4.1% | Added |
| State Board of Administration of Florida Retirement System | 121,756 | $742.7K | 0.00% | +87,332+253.7% | Added |
| California State Teachers Retirement System | 118,419 | $722.4K | 0.00% | −10,776−8.3% | Reduced |
| Trexquant Investment LP | 115,486 | $704.5K | 0.02% | −139,513−54.7% | Reduced |
| UBS Asset Management Americas Inc | 107,154 | $653.6K | 0.00% | +11,014+11.5% | Added |
| Quantbot Technologies LP | 105,388 | $642.9K | 0.04% | +105,388 | New |
| Alliancebernstein L.P. | 104,420 | $637.0K | 0.00% | +200+0.2% | Added |
| Legal & General Group Plc | 101,112 | $616.8K | 0.00% | +20,067+24.8% | Added |
| Jacobs Asset Management, LLC | 99,950 | $609.7K | 0.48% | −50−0.1% | Reduced |
| Barclays PLC | 99,495 | $606.9K | 0.00% | −24,334−19.7% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $603.9K | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 97,760 | $596.3K | 0.00% | −6,470−6.2% | Reduced |
| Jane Street Group, LLC | 87,939 | $536.4K | 0.00% | +22,597+34.6% | Added |
| Price T Rowe Associates Inc | 83,880 | $512.0K | 0.00% | −265,285−76.0% | Reduced |
| Capstone Investment Advisors, LLC | 73,828 | $450.4K | 0.01% | +73,828 | New |
| Simplex Trading, LLC | 73,748 | $449.0K | 0.02% | +40,022+118.7% | Added |
| Tudor Investment Corp Et Al | 73,254 | $446.8K | 0.01% | +2,863+4.1% | Added |
| Libra Wealth LLC | 73,133 | $446.1K | 0.25% | 00.0% | Unchanged |
| Caxton Associates LP | 68,566 | $418.3K | 0.06% | +68,566 | New |
| MetLife Investment Management | 55,080 | $336.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 53,138 | $324.1K | 0.00% | +1,889+3.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,941 | $310.7K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 50,866 | $310.3K | 0.02% | +50,866 | New |
| Cubist Systematic Strategies, LLC | 50,536 | $308.3K | 0.00% | +50,536 | New |
| Qube Research & Technologies Ltd | 50,531 | $308.2K | 0.00% | +50,531 | New |
| Deutsche Bank AG | 49,671 | $303.0K | 0.00% | +6,478+15.0% | Added |
| Great West Life Assurance Co | 45,855 | $280.0K | 0.00% | +15,332+50.2% | Added |
| Janus Henderson Group PLC | 42,652 | $260.8K | 0.00% | +170.0% | Added |
| Voya Investment Management LLC | 42,398 | $258.6K | 0.00% | +821+2.0% | Added |