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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 9 sales; 245 institutions reported holding it in 13F filings for Q2 2026, worth $2.16B in total; no superinvestor holds it.

Q4 2023 vs. Q3 2023

How the institutions holding Happen, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HAPN: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1852172−11
Shares80.5M25.1K81.8M+1.37M (+1.7%)
Value$491.9M$153.0K$715.6M+$223.9M (+45.5%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Happen, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HAPN in Q4 2023
InstitutionSharesValue% of portfolio
rhino investment partners, Inc782,402$6.84M1.27%
Verition Fund Management LLC699,678$6.12M0.06%
Susquehanna Portfolio Strategies, LLC264,270$2.31M0.04%
G2 Investment Partners Management LLC201,100$1.76M0.54%
K2 Principal Fund, L.P.116,396$1.02M0.24%
Ursa Fund Management, LLC85,000$742.9K1.46%
XTX Topco Ltd74,636$652.3K0.14%
Cetera Advisors LLC70,642$617.4K0.01%
RIA Advisory Group LLC18,040$472.1K0.23%
Engineers Gate Manager LP50,594$442.2K0.01%
Boothbay Fund Management, LLC50,166$438.5K0.02%
Quest Partners LLC42,830$374.3K0.08%
Sierra Summit Advisors LLC38,583$337.2K0.10%
Cruiser Capital Advisors, LLC16,325$142.7K0.22%
Belpointe Asset Management LLC15,000$131.1K0.01%
MQS Management LLC12,458$108.9K0.06%
Omers Administration Corp11,600$101.4K0.00%
Creative Planning10,883$95.1K0.00%
Maltin Wealth Management, Inc.10,000$87.4K0.06%
Marex Group plc10,000$87.4K0.00%
EntryPoint Capital, LLC5,186$45.3K0.04%
Farther Finance Advisors, LLC1,158$10.1K0.00%
Parallel Advisors, LLC977$8.54K0.00%
Private Wealth Management Group, LLC158$1.38K0.00%
Bear Mountain Capital, Inc.160$1.28K0.00%
Avion Wealth96$1.00K0.00%
GAMMA Investing LLC48$4330.00%

Sold out (38)

Institutions that held Happen, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (2)

Institutions that held Happen, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HAPN in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Quantamental Technologies LLC14,481$88.3K
Pathstone Family Office, LLC10,605$64.7K