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, Q1 2025
Institutional positions in Happen, Inc. as of Mar 31, 2025. 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
- 235
- +1 vs. Q4 2024
- Shares held
- 89.1M
- +3.91M (+4.6%) vs. Q4 2024
- Total value
- $919.6M
- −$459.9M (−33.3%) vs. Q4 2024
- New holders
- 43
- 80 more added
- Sold out
- 42
- 78 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,855,242 | $122.3M | 0.00% | −171,929−1.4% | Reduced |
| BlackRock, Inc. | 9,263,758 | $95.6M | 0.00% | +311,177+3.5% | Added |
| Dimensional Fund Advisors LP | 6,032,538 | $62.3M | 0.02% | −85,815−1.4% | Reduced |
| Wellington Management Group LLP | 5,167,642 | $53.3M | 0.01% | +1,368,057+36.0% | Added |
| Senvest Management, LLC | 4,764,049 | $49.2M | 2.06% | +3,234,462+211.5% | Added |
| Driehaus Capital Management LLC | 3,897,322 | $40.2M | 0.39% | +308,523+8.6% | Added |
| State Street Corp | 3,440,294 | $35.5M | 0.00% | −2,344−0.1% | Reduced |
| Geode Capital Management, LLC | 2,664,920 | $27.5M | 0.00% | +111,242+4.4% | Added |
| Balyasny Asset Management LLC | 2,143,511 | $22.1M | 0.06% | +12,258+0.6% | Added |
| Long Focus Capital Management, LLC | 2,034,725 | $21.0M | 1.43% | +425,000+26.4% | Added |
| Jackson Square Partners, LLC | 1,935,248 | $20.0M | 2.69% | −905,128−31.9% | Reduced |
| American Century Companies Inc | 1,847,909 | $19.1M | 0.01% | −47,790−2.5% | Reduced |
| Citadel Advisors LLC | 1,761,660 | $18.2M | 0.02% | +830,452+89.2% | Added |
| Nuveen, LLC | 1,582,259 | $16.3M | 0.01% | +1,582,259 | New |
| Qube Research & Technologies Ltd | 1,151,934 | $11.9M | 0.02% | +540,248+88.3% | Added |
| Morgan Stanley | 1,104,498 | $11.4M | 0.00% | +266,048+31.7% | Added |
| Cramer Rosenthal McGlynn LLC | 1,095,238 | $11.3M | 0.81% | +265,577+32.0% | Added |
| Northern Trust Corp | 1,039,957 | $10.7M | 0.00% | −8,661−0.8% | Reduced |
| Harspring Capital Management, LLC | 1,010,000 | $10.4M | 3.99% | −50,000−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,004,943 | $10.4M | 0.00% | +80,100+8.7% | Added |
| Goldman Sachs Group Inc | 852,005 | $8.79M | 0.00% | +12,019+1.4% | Added |
| State of Wisconsin Investment Board | 803,657 | $8.29M | 0.02% | +42,224+5.5% | Added |
| Bank of America Corp | 727,865 | $7.51M | 0.00% | +325,832+81.0% | Added |
| Boothbay Fund Management, LLC | 709,580 | $7.32M | 0.26% | +581,491+454.0% | Added |
| Arrowstreet Capital, Limited Partnership | 705,647 | $7.28M | 0.01% | −816,713−53.6% | Reduced |
| Price T Rowe Associates Inc | 669,699 | $6.91M | 0.00% | +586,747+707.3% | Added |
| Two Sigma Advisers, LP | 635,956 | $6.56M | 0.01% | +218,400+52.3% | Added |
| Assenagon Asset Management S.A. | 601,927 | $6.21M | 0.01% | −251,573−29.5% | Reduced |
| Federated Hermes, Inc. | 594,351 | $6.13M | 0.01% | −53,610−8.3% | Reduced |
| Millennium Management LLC | 544,911 | $5.62M | 0.01% | −231,781−29.8% | Reduced |
| JPMorgan Chase & Co | 527,854 | $5.45M | 0.00% | −56,301−9.6% | Reduced |
| Barclays PLC | 520,464 | $5.37M | 0.00% | +28,735+5.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 508,896 | $5.25M | 0.02% | +129,786+34.2% | Added |
| Two Sigma Investments, LP | 508,255 | $5.25M | 0.01% | +508,255 | New |
| rhino investment partners, Inc | 479,406 | $4.95M | 1.22% | −800,766−62.6% | Reduced |
| Deutsche Bank AG | 466,750 | $4.82M | 0.00% | −9,719−2.0% | Reduced |
| Brighton Jones LLC | 411,070 | $4.24M | 0.14% | 00.0% | Unchanged |
| Shell Asset Management Co | 398,025 | $4.11M | 0.20% | +168,362+73.3% | Added |
| D. E. Shaw & Co., Inc. | 373,509 | $3.85M | 0.00% | −65,459−14.9% | Reduced |
| Cresset Asset Management, LLC | 371,814 | $3.84M | 0.02% | +8,900+2.5% | Added |
| Quinn Opportunity Partners LLC | 355,257 | $3.67M | 0.26% | −1,370−0.4% | Reduced |
| Bank of New York Mellon Corp | 346,361 | $3.57M | 0.00% | −2,932−0.8% | Reduced |
| Invesco Ltd. | 335,661 | $3.46M | 0.00% | −301,797−47.3% | Reduced |
| Voloridge Investment Management, LLC | 334,195 | $3.45M | 0.01% | −6,800−2.0% | Reduced |
| SG Americas Securities, LLC | 330,087 | $3.41M | 0.01% | +11,342+3.6% | Added |
| Renaissance Technologies LLC | 326,220 | $3.37M | 0.01% | −19,200−5.6% | Reduced |
| Twinbeech Capital LP | 317,164 | $3.27M | 0.06% | +317,164 | New |
| Quantbot Technologies LP | 308,599 | $3.18M | 0.10% | +165,069+115.0% | Added |
| UBS Asset Management Americas Inc | 300,658 | $3.10M | 0.00% | +11,407+3.9% | Added |
| Gsa Capital Partners LLP | 298,336 | $3.08M | 0.28% | +147,733+98.1% | Added |
| Russell Investments Group, Ltd. | 262,397 | $2.71M | 0.00% | −53,788−17.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 257,845 | $2.66M | 0.01% | +21,256+9.0% | Added |
| Susquehanna International Group, LLP | 251,979 | $2.60M | 0.00% | +85,171+51.1% | Added |
| Kennedy Capital Management, Inc. | 242,112 | $2.50M | 0.06% | +242,112 | New |
| HarbourVest Partners LLC | 238,055 | $2.46M | 1.60% | 00.0% | Unchanged |
| Jane Street Group, LLC | 238,001 | $2.46M | 0.00% | +171,175+256.2% | Added |
| The PNC Financial Services Group, Inc. | 226,239 | $2.33M | 0.00% | +431+0.2% | Added |
| Brandywine Global Investment Management, LLC | 219,964 | $2.27M | 0.02% | −8,600−3.8% | Reduced |
| Swiss National Bank | 217,760 | $2.25M | 0.00% | −2,200−1.0% | Reduced |
| Joel Isaacson & Co., LLC | 212,801 | $2.20M | 0.10% | −6,000−2.7% | Reduced |
| Jump Financial, LLC | 207,769 | $2.14M | 0.03% | +81,487+64.5% | Added |
| PMC FIG Opportunities LLC | 200,000 | $2.06M | 5.04% | +200,000 | New |
| TCW Group Inc | 198,641 | $2.05M | 0.02% | −100,600−33.6% | Reduced |
| BNP Paribas Arbitrage, SA | 193,504 | $2.00M | 0.00% | +147,151+317.5% | Added |
| Allianz Asset Management GmbH | 190,059 | $1.96M | 0.00% | +9,300+5.1% | Added |
| Trexquant Investment LP | 188,162 | $1.94M | 0.02% | −203,798−52.0% | Reduced |
| Citigroup Inc | 188,003 | $1.94M | 0.00% | +83,709+80.3% | Added |
| Acadian Asset Management LLC | 185,014 | $1.91M | 0.01% | −248,776−57.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 182,473 | $1.88M | 0.00% | −7,875−4.1% | Reduced |
| Rhumbline Advisers | 168,780 | $1.74M | 0.00% | −3,712−2.2% | Reduced |
| Victory Capital Management Inc | 161,723 | $1.67M | 0.00% | +107,036+195.7% | Added |
| Walleye Capital LLC | 144,405 | $1.49M | 0.02% | +57,866+66.9% | Added |
| Teacher Retirement System of Texas | 140,058 | $1.45M | 0.01% | −36,376−20.6% | Reduced |
| Ieq Capital, LLC | 134,226 | $1.39M | 0.01% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 132,782 | $1.37M | 0.08% | −420,561−76.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 129,968 | $1.34M | 0.10% | +129,968 | New |
| Persistent Asset Partners Ltd | 119,628 | $1.23M | 1.09% | +119,628 | New |
| Legal & General Group Plc | 116,723 | $1.20M | 0.00% | −5,775−4.7% | Reduced |
| Alliancebernstein L.P. | 115,198 | $1.19M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 115,034 | $1.19M | 0.02% | −34,396−23.0% | Reduced |
| UBS Group AG | 112,713 | $1.16M | 0.00% | −235,916−67.7% | Reduced |
| Franklin Resources Inc | 112,575 | $1.16M | 0.00% | −607−0.5% | Reduced |
| G2 Investment Partners Management LLC | 110,000 | $1.14M | 0.37% | −492,300−81.7% | Reduced |
| Dark Forest Capital Management LP | 107,760 | $1.11M | 0.05% | +107,760 | New |
| Intech Investment Management LLC | 107,219 | $1.11M | 0.01% | +32,454+43.4% | Added |
| Copperwynd Financial, LLC | 104,597 | $1.08M | 0.30% | +104,597 | New |
| California State Teachers Retirement System | 104,463 | $1.08M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 103,753 | $1.07M | 0.00% | −87,453−45.7% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.02M | 0.02% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 90,565 | $934.6K | 0.65% | +1,066+1.2% | Added |
| Dynamic Technology Lab Private Ltd | 84,167 | $869.0K | 0.13% | +84,167 | New |
| XTX Topco Ltd | 79,035 | $815.6K | 0.04% | +61,685+355.5% | Added |
| Engineers Gate Manager LP | 75,732 | $781.6K | 0.01% | +75,732 | New |
| Capital Fund Management S.A. | 75,036 | $774.4K | 0.01% | +75,036 | New |
| Libra Wealth LLC | 73,133 | $754.7K | 0.28% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 71,544 | $738.3K | 0.03% | +71,544 | New |
| Fox Run Management, L.L.C. | 70,325 | $725.8K | 0.11% | +5,005+7.7% | Added |
| Marshall Wace, LLP | 68,675 | $708.7K | 0.00% | −56,994−45.4% | Reduced |
| Voya Investment Management LLC | 67,837 | $700.1K | 0.00% | +11,985+21.5% | Added |
| ExodusPoint Capital Management, LP | 67,491 | $697.0K | 0.01% | −33,613−33.2% | Reduced |