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, Q4 2023
Institutional positions in Happen, Inc. as of Dec 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
- 172
- −11 vs. Q3 2023
- Shares held
- 81.8M
- +1.37M (+1.7%) vs. Q3 2023
- Total value
- $715.6M
- +$223.9M (+45.5%) vs. Q3 2023
- New holders
- 27
- 62 more added
- Sold out
- 38
- 55 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,270,308 | $98.5M | 0.00% | +336,827+3.1% | Added |
| Jackson Square Partners, LLC | 9,723,943 | $85.0M | 2.76% | +541,538+5.9% | Added |
| BlackRock Inc. | 9,455,387 | $82.6M | 0.00% | +1,076,040+12.8% | Added |
| Dimensional Fund Advisors LP | 4,652,580 | $40.7M | 0.01% | +73,515+1.6% | Added |
| State Street Corp | 3,502,772 | $30.6M | 0.00% | +782,451+28.8% | Added |
| Long Focus Capital Management, LLC | 3,414,725 | $29.8M | 3.85% | +680,706+24.9% | Added |
| Geode Capital Management, LLC | 2,351,243 | $20.6M | 0.00% | +152,462+6.9% | Added |
| Citadel Advisors LLC | 2,265,843 | $19.8M | 0.02% | +1,890,434+503.6% | Added |
| Balyasny Asset Management LLC | 2,112,856 | $18.5M | 0.05% | −803,058−27.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,909,953 | $16.7M | 0.08% | +25,202+1.3% | Added |
| Harspring Capital Management, LLC | 1,745,000 | $15.3M | 3.61% | −105,000−5.7% | Reduced |
| SEI Investments Co | 1,689,617 | $14.8M | 0.02% | +188,454+12.6% | Added |
| Morgan Stanley | 1,619,984 | $14.2M | 0.00% | −732,806−31.1% | Reduced |
| Wellington Management Group LLP | 1,344,295 | $11.7M | 0.00% | +857,371+176.1% | Added |
| Two Sigma Advisers, LP | 1,267,456 | $11.1M | 0.03% | −162,400−11.4% | Reduced |
| Northern Trust Corp | 980,604 | $8.57M | 0.00% | −7,982−0.8% | Reduced |
| Renaissance Technologies LLC | 965,733 | $8.44M | 0.01% | −637,474−39.8% | Reduced |
| American Century Companies Inc | 894,298 | $7.82M | 0.01% | +117,793+15.2% | Added |
| Millennium Management LLC | 851,901 | $7.45M | 0.01% | −517,219−37.8% | Reduced |
| Charles Schwab Investment Management Inc | 848,315 | $7.41M | 0.00% | +16,298+2.0% | Added |
| State of Wisconsin Investment Board | 846,912 | $7.40M | 0.02% | +312,984+58.6% | Added |
| D. E. Shaw & Co., Inc. | 846,250 | $7.40M | 0.01% | +91,437+12.1% | Added |
| TCW Group Inc | 830,212 | $7.26M | 0.08% | +196,800+31.1% | Added |
| rhino investment partners, Inc | 782,402 | $6.84M | 1.27% | +782,402 | New |
| Verition Fund Management LLC | 699,678 | $6.12M | 0.06% | +699,678 | New |
| Quinn Opportunity Partners LLC | 671,222 | $5.87M | 0.68% | +154,076+29.8% | Added |
| Voloridge Investment Management, LLC | 634,808 | $5.55M | 0.02% | +56,278+9.7% | Added |
| Acadian Asset Management LLC | 539,002 | $4.71M | 0.02% | +524,002+3,493.3% | Added |
| HarbourVest Partners LLC | 513,440 | $4.49M | 1.50% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 475,205 | $4.15M | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 458,500 | $4.01M | 0.01% | +448,000+4,266.7% | Added |
| Brighton Jones LLC | 454,817 | $3.98M | 0.17% | +10,016+2.3% | Added |
| Goldman Sachs Group Inc | 441,787 | $3.86M | 0.00% | −195,128−30.6% | Reduced |
| Bank of New York Mellon Corp | 436,148 | $3.81M | 0.00% | −141,307−24.5% | Reduced |
| Shell Asset Management Co | 324,575 | $2.84M | 0.13% | −82,163−20.2% | Reduced |
| Ameriprise Financial Inc | 311,012 | $2.72M | 0.00% | +98,250+46.2% | Added |
| Cresset Asset Management, LLC | 309,392 | $2.70M | 0.02% | +26,027+9.2% | Added |
| Manufacturers Life Insurance Company, The | 301,414 | $2.63M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 290,939 | $2.54M | 0.05% | −886,484−75.3% | Reduced |
| Empowered Funds, LLC | 290,939 | $2.54M | 0.06% | −23,556−7.5% | Reduced |
| Nuveen Asset Management, LLC | 289,832 | $2.53M | 0.00% | +2,802+1.0% | Added |
| Susquehanna International Group, LLP | 270,110 | $2.36M | 0.00% | −342,975−55.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 264,270 | $2.31M | 0.04% | +264,270 | New |
| Russell Investments Group, Ltd. | 263,406 | $2.30M | 0.00% | −93,110−26.1% | Reduced |
| Joel Isaacson & Co., LLC | 259,801 | $2.27M | 0.14% | −3,571−1.4% | Reduced |
| JPMorgan Chase & Co | 259,538 | $2.27M | 0.00% | +78,824+43.6% | Added |
| Two Sigma Investments, LP | 250,680 | $2.19M | 0.01% | −352,857−58.5% | Reduced |
| Barclays PLC | 246,994 | $2.16M | 0.00% | +147,499+148.2% | Added |
| Deutsche Bank AG | 240,707 | $2.10M | 0.00% | +191,036+384.6% | Added |
| Invesco Ltd. | 228,720 | $2.00M | 0.00% | +22,695+11.0% | Added |
| The PNC Financial Services Group, Inc. | 225,415 | $1.97M | 0.00% | −717−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 221,735 | $1.94M | 0.00% | +6,009+2.8% | Added |
| Swiss National Bank | 214,260 | $1.87M | 0.00% | −22,000−9.3% | Reduced |
| G2 Investment Partners Management LLC | 201,100 | $1.76M | 0.54% | +201,100 | New |
| Bank of America Corp | 199,515 | $1.74M | 0.00% | +57,926+40.9% | Added |
| Prudential Financial Inc | 191,269 | $1.67M | 0.00% | +58,360+43.9% | Added |
| ExodusPoint Capital Management, LP | 189,683 | $1.66M | 0.02% | −14,840−7.3% | Reduced |
| PDT Partners, LLC | 170,467 | $1.49M | 0.16% | −59,703−25.9% | Reduced |
| Rhumbline Advisers | 165,227 | $1.44M | 0.00% | +3,069+1.9% | Added |
| Caxton Associates LP | 144,091 | $1.26M | 0.06% | +75,525+110.1% | Added |
| Tudor Investment Corp Et Al | 143,319 | $1.25M | 0.02% | +70,065+95.6% | Added |
| Public Employees Retirement System of Ohio | 137,865 | $1.20M | 0.00% | 00.0% | Unchanged |
| Grassi Investment Management | 137,050 | $1.20M | 0.13% | +10,100+8.0% | Added |
| Ieq Capital, LLC | 134,226 | $1.17M | 0.02% | −176−0.1% | Reduced |
| Credit Suisse AG | 123,826 | $1.08M | 0.00% | +26,066+26.7% | Added |
| K2 Principal Fund, L.P. | 116,396 | $1.02M | 0.24% | +116,396 | New |
| California State Teachers Retirement System | 114,779 | $1.00M | 0.00% | −3,640−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 108,717 | $950.2K | 0.01% | −108,145−49.9% | Reduced |
| UBS Asset Management Americas Inc | 107,154 | $936.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 107,078 | $935.9K | 0.00% | −76,741−41.7% | Reduced |
| Legal & General Group Plc | 105,759 | $924.3K | 0.00% | +4,647+4.6% | Added |
| Alliancebernstein L.P. | 104,220 | $910.9K | 0.00% | −200−0.2% | Reduced |
| Gsa Capital Partners LLP | 104,106 | $910.0K | 0.08% | −60,491−36.8% | Reduced |
| Dark Forest Capital Management LP | 103,256 | $902.5K | 0.14% | −24,304−19.1% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $865.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 85,451 | $746.8K | 0.04% | −19,937−18.9% | Reduced |
| Ursa Fund Management, LLC | 85,000 | $742.9K | 1.46% | +85,000 | New |
| Algert Global LLC | 80,731 | $705.6K | 0.03% | −49,970−38.2% | Reduced |
| Jane Street Group, LLC | 76,856 | $671.7K | 0.00% | −11,083−12.6% | Reduced |
| XTX Topco Ltd | 74,636 | $652.3K | 0.14% | +74,636 | New |
| Libra Wealth LLC | 73,133 | $639.2K | 0.32% | 00.0% | Unchanged |
| Cetera Advisors LLC | 70,642 | $617.4K | 0.01% | +70,642 | New |
| Price T Rowe Associates Inc | 66,236 | $579.0K | 0.00% | −17,644−21.0% | Reduced |
| Walleye Capital LLC | 59,103 | $516.6K | 0.01% | +20,309+52.4% | Added |
| Trexquant Investment LP | 57,668 | $504.0K | 0.01% | −57,818−50.1% | Reduced |
| IMC-Chicago, LLC | 57,179 | $499.7K | 0.02% | +6,313+12.4% | Added |
| MetLife Investment Management | 55,080 | $481.4K | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 18,040 | $472.1K | 0.23% | +18,040 | New |
| American International Group, Inc. | 53,998 | $471.9K | 0.00% | +860+1.6% | Added |
| UBS Group AG | 52,067 | $455.1K | 0.00% | −77,564−59.8% | Reduced |
| Engineers Gate Manager LP | 50,594 | $442.2K | 0.01% | +50,594 | New |
| Boothbay Fund Management, LLC | 50,166 | $438.5K | 0.02% | +50,166 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,951 | $419.1K | 0.00% | −2,990−5.9% | Reduced |
| Great West Life Assurance Co | 45,855 | $398.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 45,209 | $395.1K | 0.00% | +12,140+36.7% | Added |
| Voya Investment Management LLC | 43,093 | $376.6K | 0.00% | +695+1.6% | Added |
| Quest Partners LLC | 42,830 | $374.3K | 0.08% | +42,830 | New |
| Janus Henderson Group PLC | 42,572 | $371.9K | 0.00% | −80−0.2% | Reduced |
| SG Americas Securities, LLC | 42,244 | $369.0K | 0.00% | +16,519+64.2% | Added |
| Squarepoint Ops LLC | 38,587 | $337.3K | 0.00% | +7,896+25.7% | Added |