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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.

Q4 2024 vs. Q3 2024

How the institutions holding Happen, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of HAPN: Q3 2024 compared with Q4 2024
MeasureQ3 2024Q4 2024Change
Holders210238+28
Shares84.5M87.0M+2.56M (+3.0%)
Value$963.6M$1.41B+$445.7M (+46.3%)

New holders (66)

Institutions that held Happen, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to HAPN in Q4 2024
InstitutionSharesValue% of portfolio
Cramer Rosenthal McGlynn LLC829,661$13.4M0.76%
Picton Mahoney Asset Management604,534$9.79M0.37%
G2 Investment Partners Management LLC602,300$9.75M2.52%
Basswood Capital Management, L.L.C.553,343$8.96M0.52%
Universal- Beteiligungs- und Servicegesellschaft mbH236,589$3.83M0.01%
Brandywine Global Investment Management, LLC228,564$3.70M0.03%
Parallax Volatility Advisers, L.P.193,977$3.14M0.07%
Allianz Asset Management GmbH180,759$2.93M0.00%
EAM Investors, LLC176,043$2.85M0.40%
First Trust Advisors LP151,048$2.45M0.00%
Susquehanna Fundamental Investments, LLC149,430$2.42M0.04%
TT Capital Management LLC134,000$2.19M1.74%
Squarepoint Ops LLC133,349$2.16M0.01%
Marshall Wace, LLP125,669$2.03M0.00%
Franklin Resources Inc113,182$1.83M0.00%
Raymond James Financial Inc104,770$1.70M0.00%
Credit Agricole S A102,703$1.66M0.01%
ExodusPoint Capital Management, LP101,104$1.64M0.02%
Range Financial Group LLC93,250$1.51M0.70%
Numerai GP LLC62,697$1.02M0.28%
Thoroughbred Financial Services, LLC47,815$774.0K0.05%
BNP Paribas Arbitrage, SA46,353$750.5K0.00%
Sompo Asset Management Co., Ltd.38,980$631.1K0.11%
LPL Financial LLC36,705$594.3K0.00%
Fuller & Thaler Asset Management, Inc.35,500$574.7K0.00%
Optimize Financial Inc30,672$496.6K0.37%
Oppenheimer Asset Management Inc.29,026$469.9K0.01%
Omers Administration Corp26,800$433.9K0.00%
Inceptionr LLC26,009$421.1K0.09%
KLP Kapitalforvaltning AS24,540$397.3K0.00%
Y-Intercept (Hong Kong) Ltd24,262$392.8K0.03%
Police & Firemen's Retirement System of New Jersey23,709$383.8K0.00%
Vestmark Advisory Solutions, Inc.17,776$287.8K0.01%
Exchange Traded Concepts, LLC17,320$280.4K0.01%
Liontrust Investment Partners LLP15,139$245.1K0.00%
UBS Oconnor LLC15,000$242.8K0.01%
Cambridge Investment Research Advisors, Inc.14,716$238.0K0.00%
Northwest & Ethical Investments L.P.14,700$237.7K0.01%
Pathstone Holdings, LLC13,065$211.5K0.00%
AQR Capital Management LLC12,743$206.3K0.00%
Entropy Technologies, LP12,295$199.1K0.02%
Versor Investments LP11,800$191.0K0.03%
Brevan Howard Capital Management LP11,533$186.7K0.00%
Highland Capital Management, LLC11,124$180.1K0.01%
CIBC World Markets Corp10,343$167.5K0.00%
Vontobel Holding Ltd.10,274$166.3K0.00%
Sanctuary Advisors, LLC10,137$144.8K0.00%
Caitong International Asset Management Co., Ltd3,576$57.9K0.06%
SBI Securities Co., Ltd.2,782$45.0K0.00%
Comerica Bank2,316$37.5K0.00%
Global Retirement Partners, LLC1,127$18.2K0.00%
Wolff Wiese Magana LLC1,000$16.2K0.01%
Truvestments Capital LLC669$10.8K0.00%
MAI Capital Management600$9.71K0.00%
Larson Financial Group LLC542$8.78K0.00%
Assetmark, Inc500$8.10K0.00%
Principal Securities, Inc.450$7.29K0.00%
Lazard Asset Management LLC224$3.00K0.00%
Skopos Labs, Inc.150$2.43K0.00%
R Squared Ltd100$1.62K0.00%
Wingate Wealth Advisors, Inc.100$1.62K0.00%
REAP Financial Group, LLC100$1.62K0.00%
Bell Investment Advisors, Inc30$4860.00%
IFP Advisors, Inc0$2270.00%
Fortitude Family Office, LLC1$160.00%
RE Dickinson Investment Advisors, LLC2$00.00%

Sold out (38)

Institutions that held Happen, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of HAPN in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Schonfeld Strategic Advisors LLC511,029$5.84M
Interval Partners, LP428,671$4.90M
Two Sigma Investments, LP343,377$3.92M
PMC FIG Opportunities LLC279,440$3.19M
HRT Financial LP96,101$1.10M
Engineers Gate Manager LP83,277$951.9K
Capula Management Ltd69,224$791.2K
Man Group plc48,837$558.2K
Susquehanna Portfolio Strategies, LLC46,785$534.8K
Alpha DNA Investment Management LLC35,970$411.1K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main35,426$404.9K
GTS Securities LLC34,292$392.0K
Aigen Investment Management, LP31,542$360.5K
IMC-Chicago, LLC29,196$333.7K
Paloma Partners Management Co24,608$281.3K
CenterBook Partners LP22,790$260.5K
Occudo Quantitative Strategies LP21,915$250.5K
Captrust Financial Advisors20,756$237.2K
Bridgefront Capital, LLC19,076$218.0K
Mackenzie Financial Corp18,082$206.7K
Sherbrooke Park Advisers LLC17,370$198.5K
Point72 (DIFC) Ltd15,214$173.9K
Magnetar Financial LLC14,891$170.2K
Alpha Cubed Investments, LLC14,830$169.5K
Vident Advisory, LLC12,590$143.9K
Dark Forest Capital Management LP11,440$130.8K
nVerses Capital, LLC7,200$82.3K
Aquatic Capital Management LLC4,200$48.0K
Point72 Hong Kong Ltd1,187$13.6K
Macroview Investment Management LLC766$8.76K
Headlands Technologies LLC690$7.89K
Investors Research Corp575$6.57K
Transcendent Capital Group LLC100$1.14K
Continuum Advisory, LLC56$847
Voisard Asset Management Group, Inc.48$549
Capital Performance Advisors LLP37$423
AdvisorNet Financial, Inc10$114
International Assets Investment Management, LLC181,737–