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, Q1 2024
Institutional positions in Happen, Inc. as of Mar 31, 2024. 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
- 180
- +9 vs. Q4 2023
- Shares held
- 84.7M
- +2.87M (+3.5%) vs. Q4 2023
- Total value
- $743.9M
- +$28.4M (+4.0%) vs. Q4 2023
- New holders
- 31
- 48 more added
- Sold out
- 22
- 62 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,446,014 | $100.6M | 0.00% | +175,706+1.6% | Added |
| BlackRock Inc. | 8,302,420 | $73.0M | 0.00% | −1,152,967−12.2% | Reduced |
| Jackson Square Partners, LLC | 6,924,932 | $60.9M | 2.53% | −2,799,011−28.8% | Reduced |
| Dimensional Fund Advisors LP | 5,598,009 | $49.2M | 0.01% | +945,429+20.3% | Added |
| State Street Corp | 3,544,629 | $31.2M | 0.00% | +41,857+1.2% | Added |
| Long Focus Capital Management, LLC | 3,414,725 | $30.0M | 3.47% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,834,141 | $24.9M | 0.00% | +1,489,846+110.8% | Added |
| Geode Capital Management, LLC | 2,405,680 | $21.1M | 0.00% | +54,437+2.3% | Added |
| rhino investment partners, Inc | 2,387,207 | $21.0M | 4.07% | +1,604,805+205.1% | Added |
| Balyasny Asset Management LLC | 2,111,110 | $18.6M | 0.05% | −1,746−0.1% | Reduced |
| Citadel Advisors LLC | 1,955,503 | $17.2M | 0.02% | −310,340−13.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,486,420 | $13.1M | 0.06% | −423,533−22.2% | Reduced |
| SEI Investments Co | 1,474,422 | $13.0M | 0.02% | −215,195−12.7% | Reduced |
| American Century Companies Inc | 1,329,400 | $11.7M | 0.01% | +435,102+48.7% | Added |
| Verition Fund Management LLC | 1,303,120 | $11.5M | 0.11% | +603,442+86.2% | Added |
| Harspring Capital Management, LLC | 1,160,000 | $10.2M | 2.41% | −585,000−33.5% | Reduced |
| Millennium Management LLC | 1,075,792 | $9.46M | 0.01% | +223,891+26.3% | Added |
| JPMorgan Chase & Co | 1,061,393 | $9.33M | 0.00% | +801,855+309.0% | Added |
| Northern Trust Corp | 983,281 | $8.64M | 0.00% | +2,677+0.3% | Added |
| Two Sigma Advisers, LP | 973,856 | $8.56M | 0.02% | −293,600−23.2% | Reduced |
| Prudential Financial Inc | 892,269 | $7.84M | 0.01% | +701,000+366.5% | Added |
| Voloridge Investment Management, LLC | 870,409 | $7.65M | 0.03% | +235,601+37.1% | Added |
| Charles Schwab Investment Management Inc | 868,204 | $7.63M | 0.00% | +19,889+2.3% | Added |
| Point72 Asset Management, L.P. | 836,025 | $7.35M | 0.02% | +377,525+82.3% | Added |
| Renaissance Technologies LLC | 822,325 | $7.23M | 0.01% | −143,408−14.8% | Reduced |
| TCW Group Inc | 791,741 | $6.96M | 0.07% | −38,471−4.6% | Reduced |
| State of Wisconsin Investment Board | 778,295 | $6.84M | 0.02% | −68,617−8.1% | Reduced |
| Bank of Montreal | 757,700 | $6.67M | 0.00% | +737,499+3,650.8% | Added |
| D. E. Shaw & Co., Inc. | 733,830 | $6.45M | 0.01% | −112,420−13.3% | Reduced |
| Morgan Stanley | 731,295 | $6.43M | 0.00% | −888,689−54.9% | Reduced |
| Azora Capital LP | 687,840 | $6.05M | 0.44% | +687,840 | New |
| Quinn Opportunity Partners LLC | 671,222 | $5.90M | 0.67% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 513,440 | $4.51M | 2.06% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 475,205 | $4.18M | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 454,817 | $4.00M | 0.14% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 441,700 | $3.88M | 0.00% | +441,700 | New |
| Invesco Ltd. | 421,270 | $3.70M | 0.00% | +192,550+84.2% | Added |
| Bank of New York Mellon Corp | 408,610 | $3.59M | 0.00% | −27,538−6.3% | Reduced |
| Goldman Sachs Group Inc | 369,926 | $3.25M | 0.00% | −71,861−16.3% | Reduced |
| Cresset Asset Management, LLC | 322,024 | $2.83M | 0.01% | +12,632+4.1% | Added |
| Interval Partners, LP | 320,909 | $2.82M | 0.11% | +320,909 | New |
| Acadian Asset Management LLC | 318,786 | $2.80M | 0.01% | −220,216−40.9% | Reduced |
| Bridgeway Capital Management, LLC | 314,729 | $2.77M | 0.06% | +23,790+8.2% | Added |
| Empowered Funds, LLC | 314,729 | $2.77M | 0.05% | +23,790+8.2% | Added |
| Manufacturers Life Insurance Company, The | 301,399 | $2.65M | 0.00% | −150.0% | Reduced |
| Ameriprise Financial Inc | 297,122 | $2.61M | 0.00% | −13,890−4.5% | Reduced |
| Nuveen Asset Management, LLC | 289,832 | $2.55M | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 290,067 | $2.45M | 0.11% | −34,508−10.6% | Reduced |
| Voya Investment Management LLC | 274,580 | $2.41M | 0.00% | +231,487+537.2% | Added |
| Boothbay Fund Management, LLC | 265,986 | $2.34M | 0.07% | +215,820+430.2% | Added |
| Joel Isaacson & Co., LLC | 259,801 | $2.28M | 0.13% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 245,248 | $2.16M | 0.00% | −18,158−6.9% | Reduced |
| The PNC Financial Services Group, Inc. | 225,415 | $1.98M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 222,134 | $1.95M | 0.02% | +78,815+55.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 221,911 | $1.95M | 0.05% | −42,359−16.0% | Reduced |
| Swiss National Bank | 216,360 | $1.90M | 0.00% | +2,100+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 204,300 | $1.80M | 0.01% | +204,300 | New |
| 683 Capital Management, LLC | 201,400 | $1.77M | 0.18% | +201,400 | New |
| Dynamic Technology Lab Private Ltd | 180,675 | $1.59M | 0.17% | +180,675 | New |
| Mirae Asset Global Investments Co., Ltd. | 218,992 | $1.53M | 0.00% | −2,743−1.2% | Reduced |
| Trexquant Investment LP | 172,288 | $1.51M | 0.03% | +114,620+198.8% | Added |
| Deutsche Bank AG | 171,938 | $1.51M | 0.00% | −68,769−28.6% | Reduced |
| Rhumbline Advisers | 169,756 | $1.49M | 0.00% | +4,529+2.7% | Added |
| Walleye Capital LLC | 161,209 | $1.42M | 0.02% | +102,106+172.8% | Added |
| PDT Partners, LLC | 160,311 | $1.41M | 0.13% | −10,156−6.0% | Reduced |
| Gsa Capital Partners LLP | 143,839 | $1.26M | 0.10% | +39,733+38.2% | Added |
| PMC FIG Opportunities LLC | 143,656 | $1.26M | 1.90% | +143,656 | New |
| UBS Group AG | 142,143 | $1.25M | 0.00% | +90,076+173.0% | Added |
| Ieq Capital, LLC | 134,226 | $1.18M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 132,161 | $1.16M | 0.00% | −5,704−4.1% | Reduced |
| Barclays PLC | 131,561 | $1.16M | 0.00% | −115,433−46.7% | Reduced |
| Dark Forest Capital Management LP | 131,320 | $1.15M | 0.20% | +28,064+27.2% | Added |
| Credit Suisse AG | 123,826 | $1.09M | 0.00% | 00.0% | Unchanged |
| Ursa Fund Management, LLC | 122,500 | $1.08M | 3.63% | +37,500+44.1% | Added |
| Cubist Systematic Strategies, LLC | 120,668 | $1.06M | 0.01% | +120,668 | New |
| Grassi Investment Management | 117,050 | $1.03M | 0.09% | −20,000−14.6% | Reduced |
| Federated Hermes, Inc. | 115,948 | $1.02M | 0.00% | +8,870+8.3% | Added |
| Bank of America Corp | 115,410 | $1.01M | 0.00% | −84,105−42.2% | Reduced |
| Legacy Capital Group California, Inc. | 110,883 | $974.7K | 0.36% | +110,883 | New |
| California State Teachers Retirement System | 109,518 | $962.7K | 0.00% | −5,261−4.6% | Reduced |
| Legal & General Group Plc | 108,906 | $957.3K | 0.00% | +3,147+3.0% | Added |
| UBS Asset Management Americas Inc | 107,154 | $941.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 104,220 | $916.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 100,269 | $881.4K | 0.00% | −169,841−62.9% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $870.2K | 0.01% | 00.0% | Unchanged |
| Libra Wealth LLC | 73,133 | $642.8K | 0.28% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 70,715 | $622.0K | 0.00% | +4,479+6.8% | Added |
| Cetera Investment Advisers | 61,478 | $540.4K | 0.00% | +61,478 | New |
| Federation des caisses Desjardins du Quebec | 61,004 | $536.2K | 0.00% | −47,713−43.9% | Reduced |
| American International Group, Inc. | 53,539 | $470.6K | 0.00% | −459−0.9% | Reduced |
| Jane Street Group, LLC | 52,974 | $465.6K | 0.00% | −23,882−31.1% | Reduced |
| MetLife Investment Management | 49,799 | $437.7K | 0.00% | −5,281−9.6% | Reduced |
| Quest Partners LLC | 48,440 | $425.8K | 0.07% | +5,610+13.1% | Added |
| Two Sigma Investments, LP | 47,348 | $416.2K | 0.00% | −203,332−81.1% | Reduced |
| Great West Life Assurance Co | 45,855 | $403.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 44,168 | $388.2K | 0.00% | +32,529+279.5% | Added |
| Janus Henderson Group PLC | 42,574 | $374.0K | 0.00% | +20.0% | Added |
| Quantbot Technologies LP | 41,309 | $363.1K | 0.02% | −44,142−51.7% | Reduced |
| XTX Topco Ltd | 41,189 | $362.1K | 0.05% | −33,447−44.8% | Reduced |
| Algert Global LLC | 40,081 | $352.3K | 0.01% | −40,650−50.4% | Reduced |