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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 1 | $16 | 0.00% | +1 | New |
| Key Financial Inc | 10 | $162 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $227 | 0.00% | 0 | New |
| Bell Investment Advisors, Inc | 30 | $486 | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 69 | $1.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $1.13K | 0.00% | +62+775.0% | Added |
| Versant Capital Management, Inc | 82 | $1.33K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 100 | $1.62K | 0.00% | +100 | New |
| Wingate Wealth Advisors, Inc. | 100 | $1.62K | 0.00% | +100 | New |
| REAP Financial Group, LLC | 100 | $1.62K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 106 | $1.72K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 150 | $2.43K | 0.00% | +150 | New |
| Private Wealth Management Group, LLC | 158 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 170 | $2.75K | 0.00% | +5+3.0% | Added |
| Quarry LP | 184 | $2.98K | 0.00% | −2,152−92.1% | Reduced |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 224 | $3.00K | 0.00% | +224 | New |
| Mirae Asset Global Investments Co., Ltd. | 383 | $6.20K | 0.00% | −78−16.9% | Reduced |
| Principal Securities, Inc. | 450 | $7.29K | 0.00% | +450 | New |
| GAMMA Investing LLC | 457 | $7.40K | 0.00% | +121+36.0% | Added |
| Blue Bell Private Wealth Management, LLC | 475 | $7.69K | 0.00% | +275+137.5% | Added |
| Harbor Capital Advisors, Inc. | 472 | $8.00K | 0.00% | +60+14.6% | Added |
| Assetmark, Inc | 500 | $8.10K | 0.00% | +500 | New |
| Smartleaf Asset Management LLC | 519 | $8.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 542 | $8.78K | 0.00% | +542 | New |
| Allworth Financial LP | 518 | $8.85K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 575 | $9.31K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 600 | $9.71K | 0.00% | +600 | New |
| Ronald Blue Trust, Inc. | 601 | $9.73K | 0.00% | −6,666−91.7% | Reduced |
| Truvestments Capital LLC | 669 | $10.8K | 0.00% | +669 | New |
| US Bancorp | 887 | $14.4K | 0.00% | +36+4.2% | Added |
| DecisionPoint Financial, LLC | 900 | $14.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 965 | $15.6K | 0.00% | −12−1.2% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $16.2K | 0.01% | +1,000 | New |
| Global Retirement Partners, LLC | 1,127 | $18.2K | 0.00% | +1,127 | New |
| Quadrant Capital Group LLC | 1,158 | $18.7K | 0.00% | +281+32.0% | Added |
| CWM, LLC | 1,425 | $23.0K | 0.00% | +71+5.2% | Added |
| AlphaMark Advisors, LLC | 1,500 | $24.0K | 0.01% | −1,300−46.4% | Reduced |
| Farther Finance Advisors, LLC | 1,503 | $24.3K | 0.00% | −30−2.0% | Reduced |
| Signaturefd, LLC | 2,191 | $35.5K | 0.00% | +211+10.7% | Added |
| Comerica Bank | 2,316 | $37.5K | 0.00% | +2,316 | New |
| SBI Securities Co., Ltd. | 2,782 | $45.0K | 0.00% | +2,782 | New |
| Tower Research Capital LLC (TRC) | 2,943 | $47.6K | 0.00% | −13,188−81.8% | Reduced |
| Sterling Capital Management LLC | 3,500 | $56.7K | 0.00% | +3,119+818.6% | Added |
| Caitong International Asset Management Co., Ltd | 3,576 | $57.9K | 0.06% | +3,576 | New |
| Amalgamated Bank | 3,814 | $62.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 4,074 | $66.0K | 0.00% | +2,448+150.6% | Added |
| Financial Avengers, Inc. | 5,000 | $81.0K | 0.04% | −2,000−28.6% | Reduced |
| Asset Management One Co.,Ltd. | 4,875 | $81.5K | 0.00% | −349−6.7% | Reduced |
| Walleye Trading LLC | 5,798 | $93.9K | 0.00% | +3,832+194.9% | Added |
| Jones Financial Companies LLLP | 5,986 | $96.9K | 0.00% | +1,975+49.2% | Added |
| Nisa Investment Advisors, LLC | 7,282 | $117.9K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,137 | $144.8K | 0.00% | +10,137 | New |
| Maltin Wealth Management, Inc. | 10,000 | $161.9K | 0.08% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $161.9K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 10,100 | $163.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 10,274 | $166.3K | 0.00% | +10,274 | New |
| CIBC World Markets Corp | 10,343 | $167.5K | 0.00% | +10,343 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $169.0K | 0.00% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 11,124 | $180.1K | 0.01% | +11,124 | New |
| Brevan Howard Capital Management LP | 11,533 | $186.7K | 0.00% | +11,533 | New |
| Ameritas Investment Partners, Inc. | 11,563 | $187.2K | 0.01% | +984+9.3% | Added |
| Versor Investments LP | 11,800 | $191.0K | 0.03% | +11,800 | New |
| Entropy Technologies, LP | 12,295 | $199.1K | 0.02% | +12,295 | New |
| Scotia Capital Inc. | 12,432 | $201.3K | 0.00% | −617−4.7% | Reduced |
| AQR Capital Management LLC | 12,743 | $206.3K | 0.00% | +12,743 | New |
| Belpointe Asset Management LLC | 17,142 | $208.3K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,065 | $211.5K | 0.00% | +13,065 | New |
| CIBC Private Wealth Group, LLC | 13,287 | $211.5K | 0.00% | −2,026−13.2% | Reduced |
| State of Wyoming | 13,503 | $218.6K | 0.03% | −7,170−34.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,579 | $219.8K | 0.00% | −21,010−60.7% | Reduced |
| Bridgeway Capital Management, LLC | 14,552 | $235.6K | 0.01% | −37,005−71.8% | Reduced |
| Empowered Funds, LLC | 14,552 | $235.6K | 0.00% | −37,005−71.8% | Reduced |
| Northwest & Ethical Investments L.P. | 14,700 | $237.7K | 0.01% | +14,700 | New |
| Cambridge Investment Research Advisors, Inc. | 14,716 | $238.0K | 0.00% | +14,716 | New |
| Princeton Capital Management LLC | 15,000 | $242.8K | 0.08% | 00.0% | Unchanged |
| UBS Oconnor LLC | 15,000 | $242.8K | 0.01% | +15,000 | New |
| Liontrust Investment Partners LLP | 15,139 | $245.1K | 0.00% | +15,139 | New |
| Pictet Asset Management Holding SA | 15,559 | $251.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,500 | $271.4K | 0.00% | −4,867−23.9% | Reduced |
| Tudor Investment Corp Et Al | 17,075 | $276.4K | 0.00% | −235,549−93.2% | Reduced |
| Exchange Traded Concepts, LLC | 17,320 | $280.4K | 0.01% | +17,320 | New |
| XTX Topco Ltd | 17,350 | $280.9K | 0.02% | −2,439−12.3% | Reduced |
| Mariner, LLC | 17,476 | $282.9K | 0.00% | +5,340+44.0% | Added |
| Vestmark Advisory Solutions, Inc. | 17,776 | $287.8K | 0.01% | +17,776 | New |
| Teza Capital Management LLC | 19,332 | $313.0K | 0.05% | −196−1.0% | Reduced |
| Nebula Research & Development LLC | 19,877 | $321.8K | 0.04% | +4,369+28.2% | Added |
| Requisite Capital Management, LLC | 20,000 | $323.8K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 20,247 | $327.8K | 0.00% | +46+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 20,844 | $337.5K | 0.01% | +235+1.1% | Added |
| Citizens Financial Group Inc | 21,120 | $341.9K | 0.01% | −9,000−29.9% | Reduced |
| Corton Capital Inc. | 21,175 | $342.8K | 0.20% | −8,553−28.8% | Reduced |
| Miracle Mile Advisors, LLC | 22,134 | $358.3K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,809 | $373.3K | 0.00% | +3,627+18.9% | Added |
| Quest Partners LLC | 23,640 | $382.7K | 0.05% | −117,574−83.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,709 | $383.8K | 0.00% | +23,709 | New |