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, Q4 2024
Institutional positions in Happen, Inc. as of Dec 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
- 238
- +28 vs. Q3 2024
- Shares held
- 87.0M
- +2.56M (+3.0%) vs. Q3 2024
- Total value
- $1.41B
- +$445.7M (+46.3%) vs. Q3 2024
- New holders
- 66
- 67 more added
- Sold out
- 38
- 75 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,027,171 | $194.7M | 0.00% | −28,701−0.2% | Reduced |
| BlackRock, Inc. | 8,952,581 | $144.9M | 0.00% | +193,857+2.2% | Added |
| Dimensional Fund Advisors LP | 6,118,353 | $99.1M | 0.02% | −269,352−4.2% | Reduced |
| Wellington Management Group LLP | 3,799,585 | $61.5M | 0.01% | +2,961,050+353.1% | Added |
| Driehaus Capital Management LLC | 3,588,799 | $58.1M | 0.48% | +2,498,318+229.1% | Added |
| State Street Corp | 3,442,638 | $55.7M | 0.00% | −454,178−11.7% | Reduced |
| Jackson Square Partners, LLC | 2,840,376 | $46.0M | 4.96% | −583,129−17.0% | Reduced |
| Geode Capital Management, LLC | 2,553,678 | $41.4M | 0.00% | −6,127−0.2% | Reduced |
| Balyasny Asset Management LLC | 2,131,253 | $34.5M | 0.08% | +1,412,568+196.5% | Added |
| American Century Companies Inc | 1,895,699 | $30.7M | 0.02% | +160,916+9.3% | Added |
| Nuveen Asset Management, LLC | 1,839,360 | $29.8M | 0.01% | +49,996+2.8% | Added |
| Long Focus Capital Management, LLC | 1,609,725 | $26.1M | 1.99% | −800,000−33.2% | Reduced |
| Senvest Management, LLC | 1,529,587 | $24.8M | 0.76% | +50,000+3.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,522,360 | $24.6M | 0.02% | +933,680+158.6% | Added |
| rhino investment partners, Inc | 1,280,172 | $20.7M | 4.58% | −462,862−26.6% | Reduced |
| Harspring Capital Management, LLC | 1,060,000 | $17.2M | 4.88% | −100,000−8.6% | Reduced |
| Northern Trust Corp | 1,048,618 | $17.0M | 0.00% | +59,186+6.0% | Added |
| FMR LLC | 1,003,282 | $16.2M | 0.00% | +997,417+17,006.3% | Added |
| Citadel Advisors LLC | 931,208 | $15.1M | 0.01% | −1,285,439−58.0% | Reduced |
| Charles Schwab Investment Management Inc | 924,843 | $15.0M | 0.00% | +23,486+2.6% | Added |
| Assenagon Asset Management S.A. | 853,500 | $13.8M | 0.02% | −664,486−43.8% | Reduced |
| Goldman Sachs Group Inc | 839,986 | $13.6M | 0.00% | +95,182+12.8% | Added |
| Morgan Stanley | 838,450 | $13.6M | 0.00% | −987,013−54.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 829,661 | $13.4M | 0.76% | +829,661 | New |
| Millennium Management LLC | 776,692 | $12.6M | 0.01% | −1,640,431−67.9% | Reduced |
| State of Wisconsin Investment Board | 761,433 | $12.3M | 0.03% | −9,380−1.2% | Reduced |
| Prudential Financial Inc | 692,439 | $11.2M | 0.02% | +157,500+29.4% | Added |
| Federated Hermes, Inc. | 647,961 | $10.5M | 0.02% | +282,110+77.1% | Added |
| Point72 Asset Management, L.P. | 637,932 | $10.3M | 0.03% | −909,410−58.8% | Reduced |
| Invesco Ltd. | 637,458 | $10.3M | 0.00% | +296,813+87.1% | Added |
| Qube Research & Technologies Ltd | 611,686 | $9.90M | 0.02% | −22,964−3.6% | Reduced |
| Picton Mahoney Asset Management | 604,534 | $9.79M | 0.37% | +604,534 | New |
| G2 Investment Partners Management LLC | 602,300 | $9.75M | 2.52% | +602,300 | New |
| JPMorgan Chase & Co | 584,155 | $9.46M | 0.00% | −413,993−41.5% | Reduced |
| Basswood Capital Management, L.L.C. | 553,343 | $8.96M | 0.52% | +553,343 | New |
| Barclays PLC | 491,729 | $7.96M | 0.00% | +265,827+117.7% | Added |
| Deutsche Bank AG | 476,469 | $7.71M | 0.00% | +185,761+63.9% | Added |
| D. E. Shaw & Co., Inc. | 438,968 | $7.11M | 0.01% | −186,705−29.8% | Reduced |
| Acadian Asset Management LLC | 433,790 | $7.02M | 0.02% | +110,232+34.1% | Added |
| Two Sigma Advisers, LP | 417,556 | $6.76M | 0.02% | −290,600−41.0% | Reduced |
| Brighton Jones LLC | 411,070 | $6.66M | 0.19% | −43,788−9.6% | Reduced |
| Bank of America Corp | 402,033 | $6.51M | 0.00% | +211,979+111.5% | Added |
| Trexquant Investment LP | 391,960 | $6.35M | 0.07% | −44,915−10.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 379,110 | $6.14M | 0.03% | +350,548+1,227.3% | Added |
| Cresset Asset Management, LLC | 362,914 | $5.88M | 0.03% | +7,144+2.0% | Added |
| Quinn Opportunity Partners LLC | 356,627 | $5.77M | 0.42% | −202,900−36.3% | Reduced |
| Bank of New York Mellon Corp | 349,293 | $5.66M | 0.00% | −11,095−3.1% | Reduced |
| UBS Group AG | 348,629 | $5.64M | 0.00% | +281,470+419.1% | Added |
| Renaissance Technologies LLC | 345,420 | $5.59M | 0.01% | +170,715+97.7% | Added |
| Voloridge Investment Management, LLC | 340,995 | $5.52M | 0.02% | −380,421−52.7% | Reduced |
| SG Americas Securities, LLC | 318,745 | $5.16M | 0.02% | +278,879+699.5% | Added |
| Russell Investments Group, Ltd. | 316,185 | $5.12M | 0.01% | −52,318−14.2% | Reduced |
| TCW Group Inc | 299,241 | $4.84M | 0.04% | −472,100−61.2% | Reduced |
| UBS Asset Management Americas Inc | 289,251 | $4.68M | 0.00% | +111,031+62.3% | Added |
| HarbourVest Partners LLC | 238,055 | $3.85M | 1.90% | −275,385−53.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 236,589 | $3.83M | 0.01% | +236,589 | New |
| Shell Asset Management Co | 229,663 | $3.72M | 0.16% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 228,564 | $3.70M | 0.03% | +228,564 | New |
| The PNC Financial Services Group, Inc. | 225,808 | $3.66M | 0.00% | +127+0.1% | Added |
| Swiss National Bank | 219,960 | $3.56M | 0.00% | +3,600+1.7% | Added |
| Joel Isaacson & Co., LLC | 218,801 | $3.54M | 0.16% | −36,000−14.1% | Reduced |
| Algert Global LLC | 215,695 | $3.49M | 0.08% | −91,438−29.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 193,977 | $3.14M | 0.07% | +193,977 | New |
| Canada Pension Plan Investment Board | 193,800 | $3.14M | 0.00% | +99,600+105.7% | Added |
| Wells Fargo & Company | 191,206 | $3.10M | 0.00% | +140,611+277.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 190,348 | $3.08M | 0.01% | +3,137+1.7% | Added |
| Allianz Asset Management GmbH | 180,759 | $2.93M | 0.00% | +180,759 | New |
| Teacher Retirement System of Texas | 176,434 | $2.86M | 0.01% | +39,870+29.2% | Added |
| EAM Investors, LLC | 176,043 | $2.85M | 0.40% | +176,043 | New |
| Rhumbline Advisers | 172,492 | $2.79M | 0.00% | −1,199−0.7% | Reduced |
| Royal Bank of Canada | 170,912 | $2.77M | 0.00% | +150,341+730.8% | Added |
| Susquehanna International Group, LLP | 166,808 | $2.70M | 0.00% | +104,911+169.5% | Added |
| First Trust Advisors LP | 151,048 | $2.45M | 0.00% | +151,048 | New |
| Gsa Capital Partners LLP | 150,603 | $2.44M | 0.18% | −63,589−29.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 149,430 | $2.42M | 0.04% | +149,430 | New |
| Cubist Systematic Strategies, LLC | 147,174 | $2.38M | 0.04% | −652,207−81.6% | Reduced |
| Quantbot Technologies LP | 143,530 | $2.32M | 0.08% | −15,233−9.6% | Reduced |
| TT Capital Management LLC | 134,000 | $2.19M | 1.74% | +134,000 | New |
| Ieq Capital, LLC | 134,226 | $2.17M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 133,349 | $2.16M | 0.01% | +133,349 | New |
| SEI Investments Co | 130,223 | $2.11M | 0.00% | −3,885−2.9% | Reduced |
| Boothbay Fund Management, LLC | 128,089 | $2.07M | 0.06% | −495,723−79.5% | Reduced |
| Jump Financial, LLC | 126,282 | $2.04M | 0.04% | −54,051−30.0% | Reduced |
| Marshall Wace, LLP | 125,669 | $2.03M | 0.00% | +125,669 | New |
| Legal & General Group Plc | 122,498 | $1.98M | 0.00% | +12,523+11.4% | Added |
| Alliancebernstein L.P. | 115,198 | $1.87M | 0.00% | +10,978+10.5% | Added |
| Franklin Resources Inc | 113,182 | $1.83M | 0.00% | +113,182 | New |
| Legacy Capital Group California, Inc. | 104,783 | $1.70M | 0.52% | −1,648−1.5% | Reduced |
| Raymond James Financial Inc | 104,770 | $1.70M | 0.00% | +104,770 | New |
| California State Teachers Retirement System | 104,463 | $1.69M | 0.00% | −462−0.4% | Reduced |
| Citigroup Inc | 104,294 | $1.69M | 0.00% | −29,388−22.0% | Reduced |
| Credit Agricole S A | 102,703 | $1.66M | 0.01% | +102,703 | New |
| ExodusPoint Capital Management, LP | 101,104 | $1.64M | 0.02% | +101,104 | New |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.60M | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 94,137 | $1.52M | 0.13% | −65,990−41.2% | Reduced |
| Range Financial Group LLC | 93,250 | $1.51M | 0.70% | +93,250 | New |
| Verition Fund Management LLC | 90,022 | $1.46M | 0.01% | −48,261−34.9% | Reduced |
| SummerHaven Investment Management, LLC | 89,499 | $1.45M | 0.89% | 00.0% | Unchanged |
| Walleye Capital LLC | 86,539 | $1.40M | 0.01% | −286,149−76.8% | Reduced |
| Price T Rowe Associates Inc | 82,952 | $1.34M | 0.00% | +7,601+10.1% | Added |