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, Q3 2024
Institutional positions in Happen, Inc. as of Sep 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
- 210
- +14 vs. Q2 2024
- Shares held
- 84.5M
- +8.86M (+11.7%) vs. Q2 2024
- Total value
- $963.6M
- +$323.8M (+50.6%) vs. Q2 2024
- New holders
- 39
- 82 more added
- Sold out
- 25
- 56 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −39−78.0% | Reduced |
| EverSource Wealth Advisors, LLC | 8 | $91 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $114 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $114 | 0.00% | +10 | New |
| Capital Performance Advisors LLP | 37 | $423 | 0.00% | +37 | New |
| Voisard Asset Management Group, Inc. | 48 | $549 | 0.00% | +40+500.0% | Added |
| Massmutual Trust Co FSB | 69 | $789 | 0.00% | +69 | New |
| Continuum Advisory, LLC | 56 | $847 | 0.00% | +56 | New |
| Versant Capital Management, Inc | 82 | $937 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 155 | $1.00K | 0.00% | +59+61.5% | Added |
| Transcendent Capital Group LLC | 100 | $1.14K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 106 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 165 | $1.89K | 0.00% | +90+120.0% | Added |
| Bessemer Group Inc | 175 | $2.00K | 0.00% | +175 | New |
| Blue Bell Private Wealth Management, LLC | 200 | $2.29K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 336 | $3.84K | 0.00% | +237+239.4% | Added |
| Sterling Capital Management LLC | 381 | $4.36K | 0.00% | +381 | New |
| Harbor Capital Advisors, Inc. | 412 | $5.00K | 0.00% | +412 | New |
| Mirae Asset Global Investments Co., Ltd. | 461 | $5.27K | 0.00% | +78+20.4% | Added |
| Smartleaf Asset Management LLC | 519 | $5.72K | 0.00% | +329+173.2% | Added |
| Allworth Financial LP | 518 | $5.92K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 575 | $6.57K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 575 | $6.57K | 0.00% | −250−30.3% | Reduced |
| Headlands Technologies LLC | 690 | $7.89K | 0.00% | +690 | New |
| Macroview Investment Management LLC | 766 | $8.76K | 0.01% | +766 | New |
| US Bancorp | 851 | $9.73K | 0.00% | −373−30.5% | Reduced |
| Quadrant Capital Group LLC | 877 | $10.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 900 | $10.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 977 | $11.2K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,187 | $13.6K | 0.00% | −3,418−74.2% | Reduced |
| CWM, LLC | 1,354 | $15.0K | 0.00% | +197+17.0% | Added |
| Farther Finance Advisors, LLC | 1,533 | $17.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,626 | $18.6K | 0.00% | +1,476+984.0% | Added |
| Walleye Trading LLC | 1,966 | $22.5K | 0.00% | −336−14.6% | Reduced |
| Signaturefd, LLC | 1,980 | $22.6K | 0.00% | −20−1.0% | Reduced |
| Quarry LP | 2,336 | $26.7K | 0.01% | −1,037−30.7% | Reduced |
| AlphaMark Advisors, LLC | 2,800 | $32.0K | 0.01% | +2,800 | New |
| Amalgamated Bank | 3,814 | $44.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,011 | $44.2K | 0.00% | +956+31.3% | Added |
| Aquatic Capital Management LLC | 4,200 | $48.0K | 0.00% | −7,800−65.0% | Reduced |
| Asset Management One Co.,Ltd. | 5,224 | $59.7K | 0.00% | −1,054−16.8% | Reduced |
| Ronald Blue Trust, Inc. | 7,267 | $61.5K | 0.00% | +5,247+259.8% | Added |
| FMR LLC | 5,865 | $67.0K | 0.00% | +1,424+32.1% | Added |
| Financial Avengers, Inc. | 7,000 | $80.0K | 0.04% | −1,000−12.5% | Reduced |
| nVerses Capital, LLC | 7,200 | $82.3K | 0.04% | −1,200−14.3% | Reduced |
| Nisa Investment Advisors, LLC | 7,282 | $83.2K | 0.00% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 10,000 | $114.3K | 0.06% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $114.3K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 10,100 | $115.4K | 0.00% | +10,100 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $119.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,579 | $120.9K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 11,440 | $130.8K | 0.02% | −18,385−61.6% | Reduced |
| Mariner, LLC | 12,136 | $138.6K | 0.00% | +868+7.7% | Added |
| Vident Advisory, LLC | 12,590 | $143.9K | 0.00% | −4,396−25.9% | Reduced |
| Scotia Capital Inc. | 13,049 | $149.2K | 0.00% | +13,049 | New |
| Advisor Group Holdings, Inc. | 13,472 | $154.0K | 0.00% | +7,036+109.3% | Added |
| Victory Capital Management Inc | 13,639 | $155.9K | 0.00% | −184−1.3% | Reduced |
| Alpha Cubed Investments, LLC | 14,830 | $169.5K | 0.01% | +14,830 | New |
| Magnetar Financial LLC | 14,891 | $170.2K | 0.00% | −7,963−34.8% | Reduced |
| Princeton Capital Management LLC | 15,000 | $171.4K | 0.05% | +15,000 | New |
| Point72 (DIFC) Ltd | 15,214 | $173.9K | 0.01% | +38+0.3% | Added |
| CIBC Private Wealth Group, LLC | 15,313 | $175.0K | 0.00% | +966+6.7% | Added |
| Nebula Research & Development LLC | 15,508 | $177.3K | 0.02% | −634−3.9% | Reduced |
| Pictet Asset Management Holding SA | 15,559 | $177.8K | 0.00% | +5,006+47.4% | Added |
| Tower Research Capital LLC (TRC) | 16,131 | $184.4K | 0.00% | +519+3.3% | Added |
| Bayesian Capital Management, LP | 16,861 | $192.7K | 0.02% | −8,824−34.4% | Reduced |
| Belpointe Asset Management LLC | 17,142 | $195.9K | 0.01% | +732+4.5% | Added |
| Sherbrooke Park Advisers LLC | 17,370 | $198.5K | 0.05% | +17,370 | New |
| Mackenzie Financial Corp | 18,082 | $206.7K | 0.00% | +18,082 | New |
| Bridgefront Capital, LLC | 19,076 | $218.0K | 0.08% | −5,386−22.0% | Reduced |
| HSBC Holdings PLC | 19,182 | $220.4K | 0.00% | +2,434+14.5% | Added |
| Bank of Montreal | 20,201 | $222.8K | 0.00% | −762,426−97.4% | Reduced |
| Teza Capital Management LLC | 19,528 | $223.2K | 0.02% | +19,528 | New |
| XTX Topco Ltd | 19,789 | $226.2K | 0.02% | +7,054+55.4% | Added |
| Requisite Capital Management, LLC | 20,000 | $228.6K | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,367 | $232.8K | 0.00% | −505−2.4% | Reduced |
| Royal Bank of Canada | 20,571 | $235.0K | 0.00% | +10,059+95.7% | Added |
| Mesirow Financial Investment Management, Inc. | 20,609 | $235.6K | 0.00% | +20,609 | New |
| ProShare Advisors LLC | 20,638 | $235.9K | 0.00% | +6,087+41.8% | Added |
| State of Wyoming | 20,673 | $236.3K | 0.03% | +20,673 | New |
| Captrust Financial Advisors | 20,756 | $237.2K | 0.00% | +20,756 | New |
| Occudo Quantitative Strategies LP | 21,915 | $250.5K | 0.05% | +21,915 | New |
| Miracle Mile Advisors, LLC | 22,134 | $253.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 22,790 | $260.5K | 0.02% | +22,790 | New |
| Paloma Partners Management Co | 24,608 | $281.3K | 0.01% | +24,608 | New |
| CIBC World Markets Inc. | 25,912 | $296.0K | 0.00% | +25,912 | New |
| Commonwealth Equity Services, LLC | 26,500 | $303.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 27,316 | $312.2K | 0.00% | −10,000−26.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,562 | $326.5K | 0.00% | +28,562 | New |
| IMC-Chicago, LLC | 29,196 | $333.7K | 0.01% | +2,459+9.2% | Added |
| Corton Capital Inc. | 29,728 | $339.8K | 0.17% | +8,962+43.2% | Added |
| Citizens Financial Group Inc | 30,120 | $344.3K | 0.01% | −6,000−16.6% | Reduced |
| Aigen Investment Management, LP | 31,542 | $360.5K | 0.07% | +4,917+18.5% | Added |
| Arizona State Retirement System | 31,997 | $365.7K | 0.00% | +1,088+3.5% | Added |
| Creative Planning | 33,695 | $385.1K | 0.00% | +5,695+20.3% | Added |
| GTS Securities LLC | 34,292 | $392.0K | 0.01% | +7,088+26.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,468 | $394.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,524 | $394.6K | 0.00% | 00.0% | Unchanged |