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.
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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 1,000 | $16.2K | 0.01% | +1,000 | New |
| Parallel Advisors, LLC | 965 | $15.6K | 0.00% | −12−1.2% | Reduced |
| DecisionPoint Financial, LLC | 900 | $14.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 887 | $14.4K | 0.00% | +36+4.2% | Added |
| Truvestments Capital LLC | 669 | $10.8K | 0.00% | +669 | New |
| Ronald Blue Trust, Inc. | 601 | $9.73K | 0.00% | −6,666−91.7% | Reduced |
| MAI Capital Management | 600 | $9.71K | 0.00% | +600 | New |
| Salem Investment Counselors Inc | 575 | $9.31K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 518 | $8.85K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 542 | $8.78K | 0.00% | +542 | New |
| Smartleaf Asset Management LLC | 519 | $8.52K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 500 | $8.10K | 0.00% | +500 | New |
| Harbor Capital Advisors, Inc. | 472 | $8.00K | 0.00% | +60+14.6% | Added |
| Blue Bell Private Wealth Management, LLC | 475 | $7.69K | 0.00% | +275+137.5% | Added |
| GAMMA Investing LLC | 457 | $7.40K | 0.00% | +121+36.0% | Added |
| Principal Securities, Inc. | 450 | $7.29K | 0.00% | +450 | New |
| Mirae Asset Global Investments Co., Ltd. | 383 | $6.20K | 0.00% | −78−16.9% | Reduced |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 224 | $3.00K | 0.00% | +224 | New |
| Quarry LP | 184 | $2.98K | 0.00% | −2,152−92.1% | Reduced |
| Rothschild Investment LLC | 170 | $2.75K | 0.00% | +5+3.0% | Added |
| Private Wealth Management Group, LLC | 158 | $2.56K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 150 | $2.43K | 0.00% | +150 | New |
| Avion Wealth | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 106 | $1.72K | 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 |
| Versant Capital Management, Inc | 82 | $1.33K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $1.13K | 0.00% | +62+775.0% | Added |
| Massmutual Trust Co FSB | 69 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $486 | 0.00% | +30 | New |
| IFP Advisors, Inc | 0 | $227 | 0.00% | 0 | New |
| Key Financial Inc | 10 | $162 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1 | $16 | 0.00% | +1 | New |
| 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 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −511,029−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −428,671−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −343,377−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −279,440−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −96,101−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −83,277−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −69,224−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −48,837−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −46,785−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −35,970−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −35,426−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −34,292−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −31,542−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −29,196−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −24,608−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −22,790−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,915−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −20,756−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −19,076−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −18,082−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,370−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −15,214−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,891−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −14,830−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −12,590−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,440−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −181,737−100.0% | Sold out |