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, Q2 2024
Institutional positions in Happen, Inc. as of Jun 30, 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
- 198
- +21 vs. Q1 2024
- Shares held
- 84.1M
- −171.0K (−0.2%) vs. Q1 2024
- Total value
- $711.5M
- −$28.8M (−3.9%) vs. Q1 2024
- New holders
- 35
- 72 more added
- Sold out
- 14
- 51 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 96 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $0 | 0.00% | +17+51.5% | Added |
| Natixis | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 8 | $68 | 0.00% | +8 | New |
| Key Financial Inc | 10 | $85 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $100 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $635 | 0.00% | +60+400.0% | Added |
| Versant Capital Management, Inc | 82 | $694 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 99 | $838 | 0.00% | +29+41.4% | Added |
| GWM Advisors LLC | 100 | $846 | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 106 | $897 | 0.00% | +106 | New |
| Valley National Advisers Inc | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $1.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.34K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 190 | $1.56K | 0.00% | +190 | New |
| Blue Bell Private Wealth Management, LLC | 200 | $1.69K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 383 | $3.24K | 0.00% | −218,609−99.8% | Reduced |
| Investors Research Corp | 575 | $4.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 518 | $5.38K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 825 | $6.98K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 877 | $7.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 977 | $8.27K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,157 | $10.0K | 0.00% | +63+5.8% | Added |
| US Bancorp | 1,224 | $10.4K | 0.00% | −1,785−59.3% | Reduced |
| DecisionPoint Financial, LLC | 900 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,533 | $12.8K | 0.00% | +320+26.4% | Added |
| Signaturefd, LLC | 2,000 | $16.9K | 0.00% | +681+51.6% | Added |
| Optiver Holding B.V. | 2,008 | $17.0K | 0.00% | +2,008 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,086 | $17.6K | 0.00% | −5,977−74.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,020 | $17.8K | 0.00% | +2,020 | New |
| Walleye Trading LLC | 2,302 | $19.5K | 0.00% | −4,571−66.5% | Reduced |
| Jones Financial Companies LLLP | 3,055 | $25.8K | 0.00% | +3,055 | New |
| Quarry LP | 3,373 | $28.5K | 0.01% | −1,834−35.2% | Reduced |
| Amalgamated Bank | 3,814 | $32.0K | 0.00% | +267+7.5% | Added |
| FMR LLC | 4,441 | $37.6K | 0.00% | +1,251+39.2% | Added |
| Point72 Hong Kong Ltd | 4,605 | $39.0K | 0.00% | −1,495−24.5% | Reduced |
| Asset Management One Co.,Ltd. | 6,278 | $53.1K | 0.00% | −804−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,436 | $54.4K | 0.00% | +669+11.6% | Added |
| STRS Ohio | 7,100 | $60.1K | 0.00% | +7,100 | New |
| Redwood Wealth Management Group, LLC | 7,230 | $61.2K | 0.05% | +7,230 | New |
| Nisa Investment Advisors, LLC | 7,282 | $61.6K | 0.00% | −17−0.2% | Reduced |
| Financial Avengers, Inc. | 8,000 | $67.7K | 0.04% | 00.0% | Unchanged |
| nVerses Capital, LLC | 8,400 | $71.1K | 0.04% | +8,400 | New |
| Innealta Capital, LLC | 8,467 | $71.6K | 0.02% | +8,467 | New |
| Maltin Wealth Management, Inc. | 10,000 | $84.6K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $84.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $88.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,512 | $89.0K | 0.00% | +7,296+226.9% | Added |
| Pictet Asset Management Holding SA | 10,553 | $89.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,579 | $89.5K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,713 | $90.6K | 0.00% | −1,588−12.9% | Reduced |
| Mariner, LLC | 11,268 | $95.3K | 0.00% | +60+0.5% | Added |
| Aquatic Capital Management LLC | 12,000 | $101.5K | 0.00% | +12,000 | New |
| SG Americas Securities, LLC | 12,344 | $104.0K | 0.00% | +1,732+16.3% | Added |
| Ellevest, Inc. | 12,402 | $104.9K | 0.01% | +12,402 | New |
| XTX Topco Ltd | 12,735 | $107.7K | 0.01% | −28,454−69.1% | Reduced |
| Victory Capital Management Inc | 13,823 | $116.9K | 0.00% | −139−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 14,347 | $119.9K | 0.00% | +14,347 | New |
| ProShare Advisors LLC | 14,551 | $123.1K | 0.00% | −4,967−25.4% | Reduced |
| Point72 (DIFC) Ltd | 15,176 | $128.4K | 0.01% | −13,175−46.5% | Reduced |
| Keebeck Alpha, LP | 15,589 | $131.9K | 0.10% | +15,589 | New |
| Tower Research Capital LLC (TRC) | 15,612 | $132.1K | 0.00% | +11,892+319.7% | Added |
| Nebula Research & Development LLC | 16,142 | $136.6K | 0.02% | +16,142 | New |
| Belpointe Asset Management LLC | 16,410 | $138.8K | 0.01% | +1,410+9.4% | Added |
| HSBC Holdings PLC | 16,748 | $140.6K | 0.00% | +4,640+38.3% | Added |
| Vident Advisory, LLC | 16,986 | $143.7K | 0.00% | +16,986 | New |
| Prelude Capital Management, LLC | 17,387 | $147.1K | 0.01% | +17,387 | New |
| Wolverine Trading, LLC | 18,723 | $158.4K | 0.00% | +18,723 | New |
| Versor Investments LP | 19,700 | $166.7K | 0.03% | +19,700 | New |
| International Assets Investment Management, LLC | 19,900 | $168.4K | 0.02% | +1,000+5.3% | Added |
| Requisite Capital Management, LLC | 20,000 | $169.2K | 0.04% | 00.0% | Unchanged |
| Corton Capital Inc. | 20,766 | $175.7K | 0.09% | +20,766 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,872 | $176.6K | 0.00% | −4,516−17.8% | Reduced |
| Miracle Mile Advisors, LLC | 22,134 | $187.3K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 22,854 | $193.3K | 0.00% | +22,854 | New |
| Simplex Trading, LLC | 23,300 | $197.0K | 0.01% | +23,300 | New |
| Fox Run Management, L.L.C. | 23,422 | $198.2K | 0.04% | +8,848+60.7% | Added |
| Bridgefront Capital, LLC | 24,462 | $206.9K | 0.09% | +24,462 | New |
| Bayesian Capital Management, LP | 25,685 | $217.3K | 0.02% | +10,985+74.7% | Added |
| Commonwealth Equity Services, LLC | 26,500 | $224.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 26,625 | $225.2K | 0.04% | +3,896+17.1% | Added |
| IMC-Chicago, LLC | 26,737 | $226.2K | 0.01% | +26,737 | New |
| Counterpoint Mutual Funds LLC | 27,196 | $230.1K | 0.05% | +27,196 | New |
| GTS Securities LLC | 27,204 | $230.1K | 0.00% | −1,654−5.7% | Reduced |
| Creative Planning | 28,000 | $236.9K | 0.00% | +15,330+121.0% | Added |
| Dark Forest Capital Management LP | 29,825 | $252.3K | 0.05% | −101,495−77.3% | Reduced |
| Arizona State Retirement System | 30,909 | $261.5K | 0.00% | +775+2.6% | Added |
| Susquehanna Fundamental Investments, LLC | 31,148 | $263.5K | 0.01% | +31,148 | New |
| Citigroup Inc | 33,131 | $280.3K | 0.00% | +4,769+16.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,468 | $291.6K | 0.00% | +16,606+93.0% | Added |
| State Board of Administration of Florida Retirement System | 34,524 | $292.1K | 0.00% | +90+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,426 | $299.7K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 36,120 | $305.6K | 0.01% | +36,120 | New |
| New York State Common Retirement Fund | 37,316 | $315.7K | 0.00% | +5,034+15.6% | Added |
| Janus Henderson Group PLC | 42,029 | $355.4K | 0.00% | −545−1.3% | Reduced |
| Man Group plc | 43,240 | $365.8K | 0.00% | −928−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,394 | $384.0K | 0.00% | −15,610−25.6% | Reduced |
| Great West Life Assurance Co | 45,855 | $388.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 46,281 | $391.5K | 0.00% | −15,197−24.7% | Reduced |