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, 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 39,214 | $344.7K | 0.00% | +4,771+13.9% | Added |
| Qube Research & Technologies Ltd | 37,917 | $333.3K | 0.00% | +37,917 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,426 | $311.4K | 0.00% | −12,525−26.1% | Reduced |
| New York State Common Retirement Fund | 32,282 | $283.8K | 0.00% | −12,927−28.6% | Reduced |
| Arizona State Retirement System | 30,134 | $264.9K | 0.00% | −251−0.8% | Reduced |
| Engineers Gate Manager LP | 29,346 | $258.0K | 0.01% | −21,248−42.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,151 | $256.2K | 0.02% | +29,151 | New |
| GTS Securities LLC | 28,858 | $253.7K | 0.01% | +28,858 | New |
| Citigroup Inc | 28,362 | $249.3K | 0.00% | +6,240+28.2% | Added |
| Point72 (DIFC) Ltd | 28,351 | $249.2K | 0.02% | +28,351 | New |
| State Board of Administration of Florida Retirement System | 34,434 | $248.3K | 0.00% | −90−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 26,500 | $233.0K | 0.00% | −151−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,388 | $223.2K | 0.00% | −2,373−8.5% | Reduced |
| Aigen Investment Management, LP | 22,729 | $199.8K | 0.04% | +22,729 | New |
| Miracle Mile Advisors, LLC | 22,134 | $194.6K | 0.00% | −2,000−8.3% | Reduced |
| Requisite Capital Management, LLC | 20,000 | $175.8K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 19,706 | $173.2K | 0.00% | +19,706 | New |
| ProShare Advisors LLC | 19,518 | $171.6K | 0.00% | +1,536+8.5% | Added |
| Frank, Rimerman Advisors LLC | 19,413 | $170.6K | 0.03% | −20.0% | Reduced |
| International Assets Investment Management, LLC | 18,900 | $165.6K | 0.02% | −11,500−37.8% | Reduced |
| Capstone Investment Advisors, LLC | 18,685 | $164.2K | 0.00% | +18,685 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,862 | $157.0K | 0.00% | −12,218−40.6% | Reduced |
| Mackenzie Financial Corp | 16,615 | $146.0K | 0.00% | −1,318−7.3% | Reduced |
| Belpointe Asset Management LLC | 15,000 | $131.8K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 14,700 | $129.2K | 0.01% | +14,700 | New |
| Fox Run Management, L.L.C. | 14,574 | $128.1K | 0.03% | +14,574 | New |
| Victory Capital Management Inc | 13,962 | $122.7K | 0.00% | −230−1.6% | Reduced |
| Creative Planning | 12,670 | $111.4K | 0.00% | +1,787+16.4% | Added |
| Principal Financial Group Inc | 12,301 | $108.1K | 0.00% | −1,217−9.0% | Reduced |
| HSBC Holdings PLC | 12,108 | $106.4K | 0.00% | −831−6.4% | Reduced |
| Mariner, LLC | 11,208 | $98.5K | 0.00% | +11,208 | New |
| SG Americas Securities, LLC | 10,612 | $93.0K | 0.00% | −31,632−74.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,579 | $93.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 10,553 | $92.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $92.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Point72 Asia (Singapore) Pte. Ltd. | 8,063 | $70.9K | 0.02% | +8,063 | New |
| Financial Avengers, Inc. | 8,000 | $70.1K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,514 | $66.0K | 0.06% | +2,328+44.9% | Added |
| Nisa Investment Advisors, LLC | 7,299 | $64.2K | 0.00% | +300+4.3% | Added |
| Asset Management One Co.,Ltd. | 7,082 | $62.3K | 0.00% | −135−1.9% | Reduced |
| Walleye Trading LLC | 6,873 | $60.4K | 0.00% | +6,873 | New |
| Point72 Hong Kong Ltd | 6,100 | $53.6K | 0.00% | +6,100 | New |
| Advisor Group Holdings, Inc. | 5,767 | $50.7K | 0.00% | +839+17.0% | Added |
| Quarry LP | 5,207 | $45.8K | 0.02% | +5,207 | New |
| Metropolitan Life Insurance Co | 5,077 | $44.6K | 0.00% | −732−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,720 | $32.7K | 0.00% | −18,411−83.2% | Reduced |
| Amalgamated Bank | 3,547 | $31.0K | 0.00% | −5,698−61.6% | Reduced |
| FMR LLC | 3,190 | $28.0K | 0.00% | +222+7.5% | Added |
| Royal Bank of Canada | 3,216 | $28.0K | 0.00% | −27,953−89.7% | Reduced |
| US Bancorp | 3,009 | $26.4K | 0.00% | +369+14.0% | Added |
| Cutler Group LP | 1,695 | $14.0K | 0.01% | +1,695 | New |
| Signaturefd, LLC | 1,319 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,213 | $10.6K | 0.00% | +55+4.7% | Added |
| CWM, LLC | 1,094 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 977 | $8.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 877 | $7.71K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 900 | $7.29K | 0.00% | +900 | New |
| Salem Investment Counselors Inc | 825 | $7.25K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $5.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 518 | $4.55K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $4.39K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.39K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 160 | $1.22K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $721 | 0.00% | −64−43.8% | Reduced |
| GAMMA Investing LLC | 70 | $615 | 0.00% | +22+45.8% | Added |
| Massmutual Trust Co FSB | 26 | $229 | 0.00% | +26 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $210 | 0.00% | +24 | New |
| Rothschild Investment LLC | 15 | $132 | 0.00% | +15 | New |
| Key Financial Inc | 10 | $88 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 10 | $88 | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 8 | $60 | 0.00% | +8 | New |
| Natixis | 2 | $18 | 0.00% | −18,829−100.0% | Reduced |
| Covestor Ltd | 33 | $0 | 0.00% | −267−89.0% | Reduced |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −201,100−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −189,683−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −144,091−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −116,396−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −70,642−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −57,179−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −18,040−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −38,587−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −38,583−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −35,943−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −16,441−100.0% | Sold out |
| Cruiser Capital Advisors, LLC | 0 | $0 | 0.00% | −16,325−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −13,836−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,244−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −12,458−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Kendall Capital Management | 0 | $0 | 0.00% | −11,425−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |