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 |
|---|---|---|---|---|---|
| Covestor Ltd | 33 | $0 | 0.00% | −267−89.0% | Reduced |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Natixis | 2 | $18 | 0.00% | −18,829−100.0% | Reduced |
| EverSource Wealth Advisors, LLC | 8 | $60 | 0.00% | +8 | New |
| Key Financial Inc | 10 | $88 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 10 | $88 | 0.00% | +10 | New |
| Rothschild Investment LLC | 15 | $132 | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $210 | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 26 | $229 | 0.00% | +26 | New |
| GAMMA Investing LLC | 70 | $615 | 0.00% | +22+45.8% | Added |
| Versant Capital Management, Inc | 82 | $721 | 0.00% | −64−43.8% | Reduced |
| Valley National Advisers Inc | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 160 | $1.22K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $1.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.39K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $4.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 518 | $4.55K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $5.05K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 825 | $7.25K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 900 | $7.29K | 0.00% | +900 | New |
| Quadrant Capital Group LLC | 877 | $7.71K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 977 | $8.59K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,094 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,213 | $10.6K | 0.00% | +55+4.7% | Added |
| Signaturefd, LLC | 1,319 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,695 | $14.0K | 0.01% | +1,695 | New |
| US Bancorp | 3,009 | $26.4K | 0.00% | +369+14.0% | Added |
| Royal Bank of Canada | 3,216 | $28.0K | 0.00% | −27,953−89.7% | Reduced |
| FMR LLC | 3,190 | $28.0K | 0.00% | +222+7.5% | Added |
| Amalgamated Bank | 3,547 | $31.0K | 0.00% | −5,698−61.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,720 | $32.7K | 0.00% | −18,411−83.2% | Reduced |
| Metropolitan Life Insurance Co | 5,077 | $44.6K | 0.00% | −732−12.6% | Reduced |
| Quarry LP | 5,207 | $45.8K | 0.02% | +5,207 | New |
| Advisor Group Holdings, Inc. | 5,767 | $50.7K | 0.00% | +839+17.0% | Added |
| Point72 Hong Kong Ltd | 6,100 | $53.6K | 0.00% | +6,100 | New |
| Walleye Trading LLC | 6,873 | $60.4K | 0.00% | +6,873 | New |
| Asset Management One Co.,Ltd. | 7,082 | $62.3K | 0.00% | −135−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 7,299 | $64.2K | 0.00% | +300+4.3% | Added |
| EntryPoint Capital, LLC | 7,514 | $66.0K | 0.06% | +2,328+44.9% | Added |
| Financial Avengers, Inc. | 8,000 | $70.1K | 0.04% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 8,063 | $70.9K | 0.02% | +8,063 | New |
| Maltin Wealth Management, Inc. | 10,000 | $87.9K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $87.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $92.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 10,553 | $92.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,579 | $93.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,612 | $93.0K | 0.00% | −31,632−74.9% | Reduced |
| Mariner, LLC | 11,208 | $98.5K | 0.00% | +11,208 | New |
| HSBC Holdings PLC | 12,108 | $106.4K | 0.00% | −831−6.4% | Reduced |
| Principal Financial Group Inc | 12,301 | $108.1K | 0.00% | −1,217−9.0% | Reduced |
| Creative Planning | 12,670 | $111.4K | 0.00% | +1,787+16.4% | Added |
| Victory Capital Management Inc | 13,962 | $122.7K | 0.00% | −230−1.6% | Reduced |
| Fox Run Management, L.L.C. | 14,574 | $128.1K | 0.03% | +14,574 | New |
| Bayesian Capital Management, LP | 14,700 | $129.2K | 0.01% | +14,700 | New |
| Belpointe Asset Management LLC | 15,000 | $131.8K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 16,615 | $146.0K | 0.00% | −1,318−7.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,862 | $157.0K | 0.00% | −12,218−40.6% | Reduced |
| Capstone Investment Advisors, LLC | 18,685 | $164.2K | 0.00% | +18,685 | New |
| International Assets Investment Management, LLC | 18,900 | $165.6K | 0.02% | −11,500−37.8% | Reduced |
| Frank, Rimerman Advisors LLC | 19,413 | $170.6K | 0.03% | −20.0% | Reduced |
| ProShare Advisors LLC | 19,518 | $171.6K | 0.00% | +1,536+8.5% | Added |
| Jump Financial, LLC | 19,706 | $173.2K | 0.00% | +19,706 | New |
| Requisite Capital Management, LLC | 20,000 | $175.8K | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 22,134 | $194.6K | 0.00% | −2,000−8.3% | Reduced |
| Aigen Investment Management, LP | 22,729 | $199.8K | 0.04% | +22,729 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,388 | $223.2K | 0.00% | −2,373−8.5% | Reduced |
| Commonwealth Equity Services, LLC | 26,500 | $233.0K | 0.00% | −151−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 34,434 | $248.3K | 0.00% | −90−0.3% | Reduced |
| Point72 (DIFC) Ltd | 28,351 | $249.2K | 0.02% | +28,351 | New |
| Citigroup Inc | 28,362 | $249.3K | 0.00% | +6,240+28.2% | Added |
| GTS Securities LLC | 28,858 | $253.7K | 0.01% | +28,858 | New |
| Y-Intercept (Hong Kong) Ltd | 29,151 | $256.2K | 0.02% | +29,151 | New |
| Engineers Gate Manager LP | 29,346 | $258.0K | 0.01% | −21,248−42.0% | Reduced |
| Arizona State Retirement System | 30,134 | $264.9K | 0.00% | −251−0.8% | Reduced |
| New York State Common Retirement Fund | 32,282 | $283.8K | 0.00% | −12,927−28.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,426 | $311.4K | 0.00% | −12,525−26.1% | Reduced |
| Qube Research & Technologies Ltd | 37,917 | $333.3K | 0.00% | +37,917 | New |
| Wells Fargo & Company | 39,214 | $344.7K | 0.00% | +4,771+13.9% | Added |
| Algert Global LLC | 40,081 | $352.3K | 0.01% | −40,650−50.4% | Reduced |
| XTX Topco Ltd | 41,189 | $362.1K | 0.05% | −33,447−44.8% | Reduced |
| Quantbot Technologies LP | 41,309 | $363.1K | 0.02% | −44,142−51.7% | Reduced |
| Janus Henderson Group PLC | 42,574 | $374.0K | 0.00% | +20.0% | Added |
| Man Group plc | 44,168 | $388.2K | 0.00% | +32,529+279.5% | Added |
| Great West Life Assurance Co | 45,855 | $403.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 47,348 | $416.2K | 0.00% | −203,332−81.1% | Reduced |
| Quest Partners LLC | 48,440 | $425.8K | 0.07% | +5,610+13.1% | Added |
| MetLife Investment Management | 49,799 | $437.7K | 0.00% | −5,281−9.6% | Reduced |
| Jane Street Group, LLC | 52,974 | $465.6K | 0.00% | −23,882−31.1% | Reduced |
| American International Group, Inc. | 53,539 | $470.6K | 0.00% | −459−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 61,004 | $536.2K | 0.00% | −47,713−43.9% | Reduced |
| Cetera Investment Advisers | 61,478 | $540.4K | 0.00% | +61,478 | New |
| Price T Rowe Associates Inc | 70,715 | $622.0K | 0.00% | +4,479+6.8% | Added |
| Libra Wealth LLC | 73,133 | $642.8K | 0.28% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $870.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 100,269 | $881.4K | 0.00% | −169,841−62.9% | Reduced |
| Alliancebernstein L.P. | 104,220 | $916.1K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 107,154 | $941.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 108,906 | $957.3K | 0.00% | +3,147+3.0% | Added |