Happen, Inc.

HAPN

Exchange: Nasdaq
Industry: Personal Credit Institutions
SEC CIK: 0001409970

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Happen, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of HAPN: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	238	4	235	+1
Shares	87.0M	1.84M	89.1M	+3.91M (+4.6%)
Value	$1.41B	$29.8M	$919.6M	−$459.9M (−33.3%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Happen, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to HAPN in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	1,582,259	$16.3M	0.01%
Two Sigma Investments, LP	508,255	$5.25M	0.01%
Twinbeech Capital LP	317,164	$3.27M	0.06%
Kennedy Capital Management, Inc.	242,112	$2.50M	0.06%
PMC FIG Opportunities LLC	200,000	$2.06M	5.04%
Campbell & CO Investment Adviser LLC	129,968	$1.34M	0.10%
Persistent Asset Partners Ltd	119,628	$1.23M	1.09%
Dark Forest Capital Management LP	107,760	$1.11M	0.05%
Copperwynd Financial, LLC	104,597	$1.08M	0.30%
Dynamic Technology Lab Private Ltd	84,167	$869.0K	0.13%
Engineers Gate Manager LP	75,732	$781.6K	0.01%
Capital Fund Management S.A.	75,036	$774.4K	0.01%
Edgestream Partners, L.P.	71,544	$738.3K	0.03%
CoreCap Advisors, LLC	65,888	$680.0K	0.03%
Group One Trading, L.P.	41,653	$429.9K	0.02%
HRT Financial LP	37,753	$389.0K	0.00%
Aigen Investment Management, LP	33,711	$347.9K	0.06%
IMC-Chicago, LLC	31,929	$329.5K	0.01%
Invst, LLC	28,874	$298.0K	0.04%
Quantinno Capital Management LP	26,980	$278.4K	0.00%
Marathon Trading Investment Management LLC	24,300	$250.8K	0.13%
Mackenzie Financial Corp	20,472	$211.3K	0.00%
Cache Advisors, LLC	20,000	$206.4K	0.08%
Sherbrooke Park Advisers LLC	17,141	$176.9K	0.08%
Magnetar Financial LLC	16,373	$169.0K	0.00%
Bridgefront Capital, LLC	16,202	$167.2K	0.05%
Wealth Enhancement Advisory Services, LLC	15,617	$161.2K	0.00%
Freestone Grove Partners LP	14,771	$152.4K	0.00%
111 Capital	13,464	$138.9K	0.03%
Vident Advisory, LLC	11,422	$117.9K	0.00%
KBC Group NV	6,472	$67.0K	0.00%
BI Asset Management Fondsmaeglerselskab A/S	3,385	$35.0K	0.00%
Aster Capital Management (DIFC) Ltd	1,161	$14.8K	0.00%
Public Employees Retirement System of Ohio	1,321	$13.6K	0.00%
GPS Wealth Strategies Group, LLC	750	$7.74K	0.00%
Coldstream Capital Management Inc	536	$5.53K	0.00%
Hexagon Capital Partners LLC	210	$2.17K	0.00%
True Wealth Design, LLC	98	$1.01K	0.00%
South State Corp.	90	$929	0.00%
Golden State Wealth Management, LLC	88	$908	0.00%
Rise Advisors, LLC	81	$836	0.00%
Stephens Consulting, LLC	70	$723	0.00%
WealthTrak Capital Management LLC	10	$104	0.00%

Sold out (42)

Institutions that held Happen, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of HAPN in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Point72 Asset Management, L.P.	637,932	$10.3M
Picton Mahoney Asset Management	604,534	$9.79M
Parallax Volatility Advisers, L.P.	193,977	$3.14M
Canada Pension Plan Investment Board	193,800	$3.14M
EAM Investors, LLC	176,043	$2.85M
Cubist Systematic Strategies, LLC	147,174	$2.38M
TT Capital Management LLC	134,000	$2.19M
SEI Investments Co	130,223	$2.11M
Legacy Capital Group California, Inc.	104,783	$1.70M
Credit Agricole S A	102,703	$1.66M
PDT Partners, LLC	94,137	$1.52M
Range Financial Group LLC	93,250	$1.51M
Thoroughbred Financial Services, LLC	47,815	$774.0K
Bayesian Capital Management, LP	43,561	$705.3K
Fuller & Thaler Asset Management, Inc.	35,500	$574.7K
Omers Administration Corp	26,800	$433.9K
Inceptionr LLC	26,009	$421.1K
CIBC World Markets Inc.	25,534	$413.0K
Corton Capital Inc.	21,175	$342.8K
Teza Capital Management LLC	19,332	$313.0K
Exchange Traded Concepts, LLC	17,320	$280.4K
Tudor Investment Corp Et Al	17,075	$276.4K
Liontrust Investment Partners LLP	15,139	$245.1K
UBS Oconnor LLC	15,000	$242.8K
Princeton Capital Management LLC	15,000	$242.8K
Northwest & Ethical Investments L.P.	14,700	$237.7K
Pathstone Holdings, LLC	13,065	$211.5K
Scotia Capital Inc.	12,432	$201.3K
Entropy Technologies, LP	12,295	$199.1K
Versor Investments LP	11,800	$191.0K
Systematic Alpha Investments, LLC	10,100	$163.5K
Walleye Trading LLC	5,798	$93.9K
Caitong International Asset Management Co., Ltd	3,576	$57.9K
Wolff Wiese Magana LLC	1,000	$16.2K
DecisionPoint Financial, LLC	900	$14.6K
Truvestments Capital LLC	669	$10.8K
MAI Capital Management	600	$9.71K
Assetmark, Inc	500	$8.10K
R Squared Ltd	100	$1.62K
Wingate Wealth Advisors, Inc.	100	$1.62K
REAP Financial Group, LLC	100	$1.62K
Centerpoint Advisors, LLC	20	$0

Not filed for Q1 2025 yet (4)

Institutions that held Happen, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HAPN in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	1,839,360	$29.8M
AlphaMark Advisors, LLC	1,500	$24.0K
Global Retirement Partners, LLC	1,127	$18.2K
RE Dickinson Investment Advisors, LLC	2	$0