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Livermore
Livermore
ZHEN

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, 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.

Institutional holdersQ2 2024: 198 institutions
Q1 2021: 160 institutionsQ2 2021: 161 institutionsQ3 2021: 202 institutionsQ4 2021: 224 institutionsQ1 2022: 214 institutionsQ2 2022: 206 institutionsQ3 2022: 212 institutionsQ4 2022: 209 institutionsQ1 2023: 195 institutionsQ2 2023: 175 institutionsQ3 2023: 185 institutionsQ4 2023: 172 institutionsQ1 2024: 180 institutionsQ2 2024: 198 institutionsQ3 2024: 210 institutionsQ4 2024: 238 institutionsQ1 2025: 235 institutionsQ2 2025: 226 institutionsQ3 2025: 241 institutionsQ4 2025: 256 institutionsQ1 2026: 248 institutionsQ2 2026: 245 institutions
Value heldQ2 2024: $711.5M
Q1 2021: $1.33BQ2 2021: $1.46BQ3 2021: $2.27BQ4 2021: $1.96BQ1 2022: $1.36BQ2 2022: $999.7MQ3 2022: $945.7MQ4 2022: $759.7MQ1 2023: $603.5MQ2 2023: $802.5MQ3 2023: $491.9MQ4 2023: $715.6MQ1 2024: $743.9MQ2 2024: $711.5MQ3 2024: $963.6MQ4 2024: $1.41BQ1 2025: $919.6MQ2 2025: $1.11BQ3 2025: $1.47BQ4 2025: $1.80BQ1 2026: $1.48BQ2 2026: $2.16B
Institutions holding HAPN and their total value by quarter
QuarterHoldersValue
Q2 2026245$2.16B
Q1 2026248$1.48B
Q4 2025256$1.80B
Q3 2025241$1.47B
Q2 2025226$1.11B
Q1 2025235$919.6M
Q4 2024238$1.41B
Q3 2024210$963.6M
Q2 2024198$711.5M
Q1 2024180$743.9M
Q4 2023172$715.6M
Q3 2023185$491.9M
Q2 2023175$802.5M
Q1 2023195$603.5M
Q4 2022209$759.7M
Q3 2022212$945.7M
Q2 2022206$999.7M
Q1 2022214$1.36B
Q4 2021224$1.96B
Q3 2021202$2.27B
Q2 2021161$1.46B
Q1 2021160$1.33B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2024.

Institutions holding HAPN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Federation des caisses Desjardins du Quebec45,394$384.0K0.00%−15,610−25.6%Reduced
Man Group plc43,240$365.8K0.00%−928−2.1%Reduced
Janus Henderson Group PLC42,029$355.4K0.00%−545−1.3%Reduced
New York State Common Retirement Fund37,316$315.7K0.00%+5,034+15.6%Added
Citizens Financial Group Inc36,120$305.6K0.01%+36,120New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main35,426$299.7K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System34,524$292.1K0.00%+90+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)34,468$291.6K0.00%+16,606+93.0%Added
Citigroup Inc33,131$280.3K0.00%+4,769+16.8%Added
Susquehanna Fundamental Investments, LLC31,148$263.5K0.01%+31,148New
Arizona State Retirement System30,909$261.5K0.00%+775+2.6%Added
Dark Forest Capital Management LP29,825$252.3K0.05%−101,495−77.3%Reduced
Creative Planning28,000$236.9K0.00%+15,330+121.0%Added
GTS Securities LLC27,204$230.1K0.00%−1,654−5.7%Reduced
Counterpoint Mutual Funds LLC27,196$230.1K0.05%+27,196New
IMC-Chicago, LLC26,737$226.2K0.01%+26,737New
Aigen Investment Management, LP26,625$225.2K0.04%+3,896+17.1%Added
Commonwealth Equity Services, LLC26,500$224.0K0.00%00.0%Unchanged
Bayesian Capital Management, LP25,685$217.3K0.02%+10,985+74.7%Added
Bridgefront Capital, LLC24,462$206.9K0.09%+24,462New
Fox Run Management, L.L.C.23,422$198.2K0.04%+8,848+60.7%Added
Simplex Trading, LLC23,300$197.0K0.01%+23,300New
Magnetar Financial LLC22,854$193.3K0.00%+22,854New
Miracle Mile Advisors, LLC22,134$187.3K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20,872$176.6K0.00%−4,516−17.8%Reduced
Corton Capital Inc.20,766$175.7K0.09%+20,766New
Requisite Capital Management, LLC20,000$169.2K0.04%00.0%Unchanged
International Assets Investment Management, LLC19,900$168.4K0.02%+1,000+5.3%Added
Versor Investments LP19,700$166.7K0.03%+19,700New
Wolverine Trading, LLC18,723$158.4K0.00%+18,723New
Prelude Capital Management, LLC17,387$147.1K0.01%+17,387New
Vident Advisory, LLC16,986$143.7K0.00%+16,986New
HSBC Holdings PLC16,748$140.6K0.00%+4,640+38.3%Added
Belpointe Asset Management LLC16,410$138.8K0.01%+1,410+9.4%Added
Nebula Research & Development LLC16,142$136.6K0.02%+16,142New
Tower Research Capital LLC (TRC)15,612$132.1K0.00%+11,892+319.7%Added
Keebeck Alpha, LP15,589$131.9K0.10%+15,589New
Point72 (DIFC) Ltd15,176$128.4K0.01%−13,175−46.5%Reduced
ProShare Advisors LLC14,551$123.1K0.00%−4,967−25.4%Reduced
CIBC Private Wealth Group, LLC14,347$119.9K0.00%+14,347New
Victory Capital Management Inc13,823$116.9K0.00%−139−1.0%Reduced
XTX Topco Ltd12,735$107.7K0.01%−28,454−69.1%Reduced
Ellevest, Inc.12,402$104.9K0.01%+12,402New
SG Americas Securities, LLC12,344$104.0K0.00%+1,732+16.3%Added
Aquatic Capital Management LLC12,000$101.5K0.00%+12,000New
Mariner, LLC11,268$95.3K0.00%+60+0.5%Added
Principal Financial Group Inc10,713$90.6K0.00%−1,588−12.9%Reduced
Ameritas Investment Partners, Inc.10,579$89.5K0.00%00.0%Unchanged
Pictet Asset Management Holding SA10,553$89.3K0.00%00.0%Unchanged
Royal Bank of Canada10,512$89.0K0.00%+7,296+226.9%Added
Public Employees Retirement Association of Colorado10,430$88.0K0.00%00.0%Unchanged
Maltin Wealth Management, Inc.10,000$84.6K0.05%00.0%Unchanged
Marex Group plc10,000$84.6K0.00%00.0%Unchanged
Innealta Capital, LLC8,467$71.6K0.02%+8,467New
nVerses Capital, LLC8,400$71.1K0.04%+8,400New
Financial Avengers, Inc.8,000$67.7K0.04%00.0%Unchanged
Nisa Investment Advisors, LLC7,282$61.6K0.00%−17−0.2%Reduced
Redwood Wealth Management Group, LLC7,230$61.2K0.05%+7,230New
STRS Ohio7,100$60.1K0.00%+7,100New
Advisor Group Holdings, Inc.6,436$54.4K0.00%+669+11.6%Added
Asset Management One Co.,Ltd.6,278$53.1K0.00%−804−11.4%Reduced
Point72 Hong Kong Ltd4,605$39.0K0.00%−1,495−24.5%Reduced
FMR LLC4,441$37.6K0.00%+1,251+39.2%Added
Amalgamated Bank3,814$32.0K0.00%+267+7.5%Added
Quarry LP3,373$28.5K0.01%−1,834−35.2%Reduced
Jones Financial Companies LLLP3,055$25.8K0.00%+3,055New
Walleye Trading LLC2,302$19.5K0.00%−4,571−66.5%Reduced
Ronald Blue Trust, Inc.2,020$17.8K0.00%+2,020New
Point72 Asia (Singapore) Pte. Ltd.2,086$17.6K0.00%−5,977−74.1%Reduced
Optiver Holding B.V.2,008$17.0K0.00%+2,008New
Signaturefd, LLC2,000$16.9K0.00%+681+51.6%Added
Farther Finance Advisors, LLC1,533$12.8K0.00%+320+26.4%Added
DecisionPoint Financial, LLC900$11.3K0.00%00.0%Unchanged
US Bancorp1,224$10.4K0.00%−1,785−59.3%Reduced
CWM, LLC1,157$10.0K0.00%+63+5.8%Added
Parallel Advisors, LLC977$8.27K0.00%00.0%Unchanged
Quadrant Capital Group LLC877$7.42K0.00%00.0%Unchanged
Salem Investment Counselors Inc825$6.98K0.00%00.0%Unchanged
Allworth Financial LP518$5.38K0.00%00.0%Unchanged
Investors Research Corp575$4.87K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.383$3.24K0.00%−218,609−99.8%Reduced
Blue Bell Private Wealth Management, LLC200$1.69K0.00%00.0%Unchanged
Smartleaf Asset Management LLC190$1.56K0.00%+190New
Private Wealth Management Group, LLC158$1.34K0.00%00.0%Unchanged
National Bank of Canada150$1.24K0.00%00.0%Unchanged
Valley National Advisers Inc145$1.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC106$8970.00%+106New
GWM Advisors LLC100$8460.00%+100New
GAMMA Investing LLC99$8380.00%+29+41.4%Added
Versant Capital Management, Inc82$6940.00%00.0%Unchanged
Rothschild Investment LLC75$6350.00%+60+400.0%Added
EverSource Wealth Advisors, LLC8$1000.00%00.0%Unchanged
Key Financial Inc10$850.00%00.0%Unchanged
Voisard Asset Management Group, Inc.8$680.00%+8New
Natixis2$170.00%00.0%Unchanged
Avion Wealth96$00.00%00.0%Unchanged
Centerpoint Advisors, LLC20$00.00%00.0%Unchanged
Covestor Ltd50$00.00%+17+51.5%Added
Verition Fund Management LLC0$00.00%−1,303,120−100.0%Sold out
Ursa Fund Management, LLC0$00.00%−122,500−100.0%Sold out