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.
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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 104,220 | $910.9K | 0.00% | −200−0.2% | Reduced |
| Legal & General Group Plc | 105,759 | $924.3K | 0.00% | +4,647+4.6% | Added |
| Federated Hermes, Inc. | 107,078 | $935.9K | 0.00% | −76,741−41.7% | Reduced |
| UBS Asset Management Americas Inc | 107,154 | $936.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 108,717 | $950.2K | 0.01% | −108,145−49.9% | Reduced |
| California State Teachers Retirement System | 114,779 | $1.00M | 0.00% | −3,640−3.1% | Reduced |
| K2 Principal Fund, L.P. | 116,396 | $1.02M | 0.24% | +116,396 | New |
| Credit Suisse AG | 123,826 | $1.08M | 0.00% | +26,066+26.7% | Added |
| Ieq Capital, LLC | 134,226 | $1.17M | 0.02% | −176−0.1% | Reduced |
| Grassi Investment Management | 137,050 | $1.20M | 0.13% | +10,100+8.0% | Added |
| Public Employees Retirement System of Ohio | 137,865 | $1.20M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 143,319 | $1.25M | 0.02% | +70,065+95.6% | Added |
| Caxton Associates LP | 144,091 | $1.26M | 0.06% | +75,525+110.1% | Added |
| Rhumbline Advisers | 165,227 | $1.44M | 0.00% | +3,069+1.9% | Added |
| PDT Partners, LLC | 170,467 | $1.49M | 0.16% | −59,703−25.9% | Reduced |
| ExodusPoint Capital Management, LP | 189,683 | $1.66M | 0.02% | −14,840−7.3% | Reduced |
| Prudential Financial Inc | 191,269 | $1.67M | 0.00% | +58,360+43.9% | Added |
| Bank of America Corp | 199,515 | $1.74M | 0.00% | +57,926+40.9% | Added |
| G2 Investment Partners Management LLC | 201,100 | $1.76M | 0.54% | +201,100 | New |
| Swiss National Bank | 214,260 | $1.87M | 0.00% | −22,000−9.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 221,735 | $1.94M | 0.00% | +6,009+2.8% | Added |
| The PNC Financial Services Group, Inc. | 225,415 | $1.97M | 0.00% | −717−0.3% | Reduced |
| Invesco Ltd. | 228,720 | $2.00M | 0.00% | +22,695+11.0% | Added |
| Deutsche Bank AG | 240,707 | $2.10M | 0.00% | +191,036+384.6% | Added |
| Barclays PLC | 246,994 | $2.16M | 0.00% | +147,499+148.2% | Added |
| Two Sigma Investments, LP | 250,680 | $2.19M | 0.01% | −352,857−58.5% | Reduced |
| JPMorgan Chase & Co | 259,538 | $2.27M | 0.00% | +78,824+43.6% | Added |
| Joel Isaacson & Co., LLC | 259,801 | $2.27M | 0.14% | −3,571−1.4% | Reduced |
| Russell Investments Group, Ltd. | 263,406 | $2.30M | 0.00% | −93,110−26.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 264,270 | $2.31M | 0.04% | +264,270 | New |
| Susquehanna International Group, LLP | 270,110 | $2.36M | 0.00% | −342,975−55.9% | Reduced |
| Nuveen Asset Management, LLC | 289,832 | $2.53M | 0.00% | +2,802+1.0% | Added |
| 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 |
| Manufacturers Life Insurance Company, The | 301,414 | $2.63M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 309,392 | $2.70M | 0.02% | +26,027+9.2% | Added |
| Ameriprise Financial Inc | 311,012 | $2.72M | 0.00% | +98,250+46.2% | Added |
| Shell Asset Management Co | 324,575 | $2.84M | 0.13% | −82,163−20.2% | Reduced |
| Bank of New York Mellon Corp | 436,148 | $3.81M | 0.00% | −141,307−24.5% | Reduced |
| Goldman Sachs Group Inc | 441,787 | $3.86M | 0.00% | −195,128−30.6% | Reduced |
| Brighton Jones LLC | 454,817 | $3.98M | 0.17% | +10,016+2.3% | Added |
| Point72 Asset Management, L.P. | 458,500 | $4.01M | 0.01% | +448,000+4,266.7% | Added |
| Assenagon Asset Management S.A. | 475,205 | $4.15M | 0.01% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 513,440 | $4.49M | 1.50% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 539,002 | $4.71M | 0.02% | +524,002+3,493.3% | Added |
| Voloridge Investment Management, LLC | 634,808 | $5.55M | 0.02% | +56,278+9.7% | Added |
| Quinn Opportunity Partners LLC | 671,222 | $5.87M | 0.68% | +154,076+29.8% | Added |
| Verition Fund Management LLC | 699,678 | $6.12M | 0.06% | +699,678 | New |
| rhino investment partners, Inc | 782,402 | $6.84M | 1.27% | +782,402 | New |
| TCW Group Inc | 830,212 | $7.26M | 0.08% | +196,800+31.1% | Added |
| D. E. Shaw & Co., Inc. | 846,250 | $7.40M | 0.01% | +91,437+12.1% | Added |
| State of Wisconsin Investment Board | 846,912 | $7.40M | 0.02% | +312,984+58.6% | Added |
| Charles Schwab Investment Management Inc | 848,315 | $7.41M | 0.00% | +16,298+2.0% | Added |
| Millennium Management LLC | 851,901 | $7.45M | 0.01% | −517,219−37.8% | Reduced |
| American Century Companies Inc | 894,298 | $7.82M | 0.01% | +117,793+15.2% | Added |
| Renaissance Technologies LLC | 965,733 | $8.44M | 0.01% | −637,474−39.8% | Reduced |
| Northern Trust Corp | 980,604 | $8.57M | 0.00% | −7,982−0.8% | Reduced |
| Two Sigma Advisers, LP | 1,267,456 | $11.1M | 0.03% | −162,400−11.4% | Reduced |
| Wellington Management Group LLP | 1,344,295 | $11.7M | 0.00% | +857,371+176.1% | Added |
| Morgan Stanley | 1,619,984 | $14.2M | 0.00% | −732,806−31.1% | Reduced |
| SEI Investments Co | 1,689,617 | $14.8M | 0.02% | +188,454+12.6% | Added |
| Harspring Capital Management, LLC | 1,745,000 | $15.3M | 3.61% | −105,000−5.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,909,953 | $16.7M | 0.08% | +25,202+1.3% | Added |
| Balyasny Asset Management LLC | 2,112,856 | $18.5M | 0.05% | −803,058−27.5% | Reduced |
| Citadel Advisors LLC | 2,265,843 | $19.8M | 0.02% | +1,890,434+503.6% | Added |
| Geode Capital Management, LLC | 2,351,243 | $20.6M | 0.00% | +152,462+6.9% | Added |
| Long Focus Capital Management, LLC | 3,414,725 | $29.8M | 3.85% | +680,706+24.9% | Added |
| State Street Corp | 3,502,772 | $30.6M | 0.00% | +782,451+28.8% | Added |
| Dimensional Fund Advisors LP | 4,652,580 | $40.7M | 0.01% | +73,515+1.6% | Added |
| BlackRock Inc. | 9,455,387 | $82.6M | 0.00% | +1,076,040+12.8% | Added |
| Jackson Square Partners, LLC | 9,723,943 | $85.0M | 2.76% | +541,538+5.9% | Added |
| Vanguard Group Inc | 11,270,308 | $98.5M | 0.00% | +336,827+3.1% | Added |
| No Street GP LP | 0 | $0 | 0.00% | −893,553−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −747,528−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −609,966−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −221,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −160,576−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −157,700−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −156,800−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −132,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −127,721−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −99,950−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −73,828−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −73,748−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −50,536−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −50,531−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −33,400−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −33,382−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −31,486−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,560−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −26,087−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −23,497−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −23,417−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −23,013−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −15,299−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,597−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,182−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −11,776−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −11,725−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,079−100.0% | Sold out |