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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 74,765 | $1.21M | 0.01% | +35,026+88.1% | Added |
| Libra Wealth LLC | 73,133 | $1.18M | 0.46% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 72,966 | $1.18M | 0.00% | +59,494+441.6% | Added |
| Jane Street Group, LLC | 66,826 | $1.08M | 0.00% | −84,446−55.8% | Reduced |
| MetLife Investment Management | 66,251 | $1.07M | 0.01% | +3,064+4.8% | Added |
| Fox Run Management, L.L.C. | 65,320 | $1.06M | 0.19% | −10,798−14.2% | Reduced |
| Numerai GP LLC | 62,697 | $1.02M | 0.28% | +62,697 | New |
| Voya Investment Management LLC | 55,852 | $904.2K | 0.00% | −1,533−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 55,254 | $894.6K | 0.00% | −262,968−82.6% | Reduced |
| Corebridge Financial, Inc. | 54,950 | $889.6K | 0.00% | −3,474−5.9% | Reduced |
| Victory Capital Management Inc | 54,687 | $885.4K | 0.00% | +41,048+301.0% | Added |
| Janus Henderson Group PLC | 52,095 | $843.2K | 0.00% | −7,900−13.2% | Reduced |
| Grassi Investment Management | 48,600 | $787.0K | 0.07% | −27,350−36.0% | Reduced |
| Steel Peak Wealth Management LLC | 48,473 | $784.8K | 0.03% | −669−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 47,815 | $774.0K | 0.05% | +47,815 | New |
| STRS Ohio | 47,000 | $760.9K | 0.00% | +4,900+11.6% | Added |
| BNP Paribas Arbitrage, SA | 46,353 | $750.5K | 0.00% | +46,353 | New |
| Bayesian Capital Management, LP | 43,561 | $705.3K | 0.09% | +26,700+158.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,278 | $700.7K | 0.00% | +8,810+25.6% | Added |
| Great West Life Assurance Co | 39,734 | $642.0K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 38,980 | $631.1K | 0.11% | +38,980 | New |
| LPL Financial LLC | 36,705 | $594.3K | 0.00% | +36,705 | New |
| Fuller & Thaler Asset Management, Inc. | 35,500 | $574.7K | 0.00% | +35,500 | New |
| State Board of Administration of Florida Retirement System | 34,524 | $558.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 34,387 | $556.7K | 0.00% | +692+2.1% | Added |
| Arizona State Retirement System | 32,452 | $525.4K | 0.00% | +455+1.4% | Added |
| Cetera Investment Advisers | 32,214 | $521.5K | 0.00% | −5,247−14.0% | Reduced |
| ProShare Advisors LLC | 31,128 | $504.0K | 0.00% | +10,490+50.8% | Added |
| Optimize Financial Inc | 30,672 | $496.6K | 0.37% | +30,672 | New |
| New York State Common Retirement Fund | 29,316 | $474.6K | 0.00% | +2,000+7.3% | Added |
| Oppenheimer Asset Management Inc. | 29,026 | $469.9K | 0.01% | +29,026 | New |
| Commonwealth Equity Services, LLC | 27,248 | $441.0K | 0.00% | +748+2.8% | Added |
| Omers Administration Corp | 26,800 | $433.9K | 0.00% | +26,800 | New |
| Inceptionr LLC | 26,009 | $421.1K | 0.09% | +26,009 | New |
| CIBC World Markets Inc. | 25,534 | $413.0K | 0.00% | −378−1.5% | Reduced |
| Quadrature Capital Ltd | 24,982 | $404.3K | 0.01% | −19,022−43.2% | Reduced |
| KLP Kapitalforvaltning AS | 24,540 | $397.3K | 0.00% | +24,540 | New |
| Y-Intercept (Hong Kong) Ltd | 24,262 | $392.8K | 0.03% | +24,262 | New |
| Police & Firemen's Retirement System of New Jersey | 23,709 | $383.8K | 0.00% | +23,709 | New |
| Quest Partners LLC | 23,640 | $382.7K | 0.05% | −117,574−83.3% | Reduced |
| HSBC Holdings PLC | 22,809 | $373.3K | 0.00% | +3,627+18.9% | Added |
| Miracle Mile Advisors, LLC | 22,134 | $358.3K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 21,175 | $342.8K | 0.20% | −8,553−28.8% | Reduced |
| Citizens Financial Group Inc | 21,120 | $341.9K | 0.01% | −9,000−29.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,844 | $337.5K | 0.01% | +235+1.1% | Added |
| Bank of Montreal | 20,247 | $327.8K | 0.00% | +46+0.2% | Added |
| Requisite Capital Management, LLC | 20,000 | $323.8K | 0.07% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 19,877 | $321.8K | 0.04% | +4,369+28.2% | Added |
| Teza Capital Management LLC | 19,332 | $313.0K | 0.05% | −196−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 17,776 | $287.8K | 0.01% | +17,776 | New |
| Mariner, LLC | 17,476 | $282.9K | 0.00% | +5,340+44.0% | Added |
| XTX Topco Ltd | 17,350 | $280.9K | 0.02% | −2,439−12.3% | Reduced |
| Exchange Traded Concepts, LLC | 17,320 | $280.4K | 0.01% | +17,320 | New |
| Tudor Investment Corp Et Al | 17,075 | $276.4K | 0.00% | −235,549−93.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,500 | $271.4K | 0.00% | −4,867−23.9% | Reduced |
| Pictet Asset Management Holding SA | 15,559 | $251.9K | 0.00% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 15,139 | $245.1K | 0.00% | +15,139 | 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 |
| Cambridge Investment Research Advisors, Inc. | 14,716 | $238.0K | 0.00% | +14,716 | New |
| Northwest & Ethical Investments L.P. | 14,700 | $237.7K | 0.01% | +14,700 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 13,579 | $219.8K | 0.00% | −21,010−60.7% | Reduced |
| State of Wyoming | 13,503 | $218.6K | 0.03% | −7,170−34.7% | Reduced |
| CIBC Private Wealth Group, LLC | 13,287 | $211.5K | 0.00% | −2,026−13.2% | Reduced |
| Pathstone Holdings, LLC | 13,065 | $211.5K | 0.00% | +13,065 | New |
| Belpointe Asset Management LLC | 17,142 | $208.3K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,743 | $206.3K | 0.00% | +12,743 | New |
| Scotia Capital Inc. | 12,432 | $201.3K | 0.00% | −617−4.7% | Reduced |
| Entropy Technologies, LP | 12,295 | $199.1K | 0.02% | +12,295 | New |
| Versor Investments LP | 11,800 | $191.0K | 0.03% | +11,800 | New |
| Ameritas Investment Partners, Inc. | 11,563 | $187.2K | 0.01% | +984+9.3% | Added |
| Brevan Howard Capital Management LP | 11,533 | $186.7K | 0.00% | +11,533 | New |
| Highland Capital Management, LLC | 11,124 | $180.1K | 0.01% | +11,124 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $169.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 10,343 | $167.5K | 0.00% | +10,343 | New |
| Vontobel Holding Ltd. | 10,274 | $166.3K | 0.00% | +10,274 | New |
| Systematic Alpha Investments, LLC | 10,100 | $163.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sanctuary Advisors, LLC | 10,137 | $144.8K | 0.00% | +10,137 | New |
| Nisa Investment Advisors, LLC | 7,282 | $117.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,986 | $96.9K | 0.00% | +1,975+49.2% | Added |
| Walleye Trading LLC | 5,798 | $93.9K | 0.00% | +3,832+194.9% | Added |
| Asset Management One Co.,Ltd. | 4,875 | $81.5K | 0.00% | −349−6.7% | Reduced |
| Financial Avengers, Inc. | 5,000 | $81.0K | 0.04% | −2,000−28.6% | Reduced |
| National Bank of Canada | 4,074 | $66.0K | 0.00% | +2,448+150.6% | Added |
| Amalgamated Bank | 3,814 | $62.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,576 | $57.9K | 0.06% | +3,576 | New |
| Sterling Capital Management LLC | 3,500 | $56.7K | 0.00% | +3,119+818.6% | Added |
| Tower Research Capital LLC (TRC) | 2,943 | $47.6K | 0.00% | −13,188−81.8% | Reduced |
| SBI Securities Co., Ltd. | 2,782 | $45.0K | 0.00% | +2,782 | New |
| Comerica Bank | 2,316 | $37.5K | 0.00% | +2,316 | New |
| Signaturefd, LLC | 2,191 | $35.5K | 0.00% | +211+10.7% | Added |
| Farther Finance Advisors, LLC | 1,503 | $24.3K | 0.00% | −30−2.0% | Reduced |
| AlphaMark Advisors, LLC | 1,500 | $24.0K | 0.01% | −1,300−46.4% | Reduced |
| CWM, LLC | 1,425 | $23.0K | 0.00% | +71+5.2% | Added |
| Quadrant Capital Group LLC | 1,158 | $18.7K | 0.00% | +281+32.0% | Added |
| Global Retirement Partners, LLC | 1,127 | $18.2K | 0.00% | +1,127 | New |