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 |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | +1+10.0% | Added |
| Fortitude Family Office, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $103 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $104 | 0.00% | +10 | New |
| IFP Advisors, Inc | 0 | $144 | 0.00% | 0 | Unchanged |
| Bell Investment Advisors, Inc | 30 | $310 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 31 | $320 | 0.00% | −119−79.3% | Reduced |
| EverSource Wealth Advisors, LLC | 35 | $361 | 0.00% | −35−50.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,953 | $383 | 0.00% | +3,570+932.1% | Added |
| Massmutual Trust Co FSB | 69 | $712 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 70 | $723 | 0.00% | +70 | New |
| Rise Advisors, LLC | 81 | $836 | 0.00% | +81 | New |
| Golden State Wealth Management, LLC | 88 | $908 | 0.00% | +88 | New |
| South State Corp. | 90 | $929 | 0.00% | +90 | New |
| Lazard Asset Management LLC | 188 | $1.00K | 0.00% | −36−16.1% | Reduced |
| True Wealth Design, LLC | 98 | $1.01K | 0.00% | +98 | New |
| Larson Financial Group LLC | 104 | $1.07K | 0.00% | −438−80.8% | Reduced |
| Lindbrook Capital, LLC | 106 | $1.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 207 | $2.00K | 0.00% | +32+18.3% | Added |
| Avion Wealth | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 210 | $2.17K | 0.00% | +210 | New |
| Rothschild Investment LLC | 230 | $2.37K | 0.00% | +60+35.3% | Added |
| Blue Bell Private Wealth Management, LLC | 275 | $2.84K | 0.00% | −200−42.1% | Reduced |
| Smartleaf Asset Management LLC | 492 | $5.12K | 0.00% | −27−5.2% | Reduced |
| Coldstream Capital Management Inc | 536 | $5.53K | 0.00% | +536 | New |
| Salem Investment Counselors Inc | 575 | $5.93K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 540 | $6.00K | 0.00% | +68+14.4% | Added |
| Ronald Blue Trust, Inc. | 601 | $6.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 571 | $6.21K | 0.00% | +53+10.2% | Added |
| Principal Securities, Inc. | 450 | $7.29K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 750 | $7.74K | 0.00% | +750 | New |
| Comerica Bank | 802 | $8.28K | 0.00% | −1,514−65.4% | Reduced |
| Quadrant Capital Group LLC | 877 | $9.05K | 0.00% | −281−24.3% | Reduced |
| Parallel Advisors, LLC | 1,260 | $13.0K | 0.00% | +295+30.6% | Added |
| Public Employees Retirement System of Ohio | 1,321 | $13.6K | 0.00% | +1,321 | New |
| Farther Finance Advisors, LLC | 1,359 | $14.3K | 0.00% | −144−9.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,161 | $14.8K | 0.00% | +1,161 | New |
| US Bancorp | 1,705 | $17.6K | 0.00% | +818+92.2% | Added |
| CWM, LLC | 1,830 | $19.0K | 0.00% | +405+28.4% | Added |
| Sterling Capital Management LLC | 1,907 | $19.7K | 0.00% | −1,593−45.5% | Reduced |
| Versant Capital Management, Inc | 1,907 | $19.7K | 0.00% | +1,825+2,225.6% | Added |
| GAMMA Investing LLC | 1,926 | $19.9K | 0.00% | +1,469+321.4% | Added |
| SBI Securities Co., Ltd. | 1,943 | $20.1K | 0.00% | −839−30.2% | Reduced |
| Signaturefd, LLC | 2,232 | $23.0K | 0.00% | +41+1.9% | Added |
| National Bank of Canada | 2,457 | $25.3K | 0.00% | −1,617−39.7% | Reduced |
| Quarry LP | 2,810 | $29.0K | 0.01% | +2,626+1,427.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,385 | $35.0K | 0.00% | +3,385 | New |
| Amalgamated Bank | 3,827 | $39.0K | 0.00% | +13+0.3% | Added |
| CIBC Private Wealth Group, LLC | 5,492 | $47.0K | 0.00% | −7,795−58.7% | Reduced |
| Financial Avengers, Inc. | 5,000 | $51.6K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,986 | $62.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,472 | $67.0K | 0.00% | +6,472 | New |
| Nisa Investment Advisors, LLC | 7,282 | $75.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,331 | $75.7K | 0.00% | +4,388+149.1% | Added |
| FMR LLC | 7,687 | $79.3K | 0.00% | −995,595−99.2% | Reduced |
| Royal Bank of Canada | 8,467 | $87.0K | 0.00% | −162,445−95.0% | Reduced |
| State of Wyoming | 9,099 | $93.9K | 0.01% | −4,404−32.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,324 | $96.2K | 0.00% | −4,255−31.3% | Reduced |
| Asset Management One Co.,Ltd. | 9,526 | $98.3K | 0.00% | +4,651+95.4% | Added |
| Maltin Wealth Management, Inc. | 10,000 | $103.2K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $103.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,191 | $105.0K | 0.00% | −4,525−30.7% | Reduced |
| Public Employees Retirement Association of Colorado | 10,430 | $108.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 10,974 | $113.3K | 0.00% | +700+6.8% | Added |
| Vident Advisory, LLC | 11,422 | $117.9K | 0.00% | +11,422 | New |
| Ameritas Investment Partners, Inc. | 11,563 | $119.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,270 | $126.6K | 0.00% | −60,696−83.2% | Reduced |
| 111 Capital | 13,464 | $138.9K | 0.03% | +13,464 | New |
| Mariner, LLC | 13,638 | $140.7K | 0.00% | −3,838−22.0% | Reduced |
| Highland Capital Management, LLC | 13,841 | $142.8K | 0.01% | +2,717+24.4% | Added |
| Pictet Asset Management Holding SA | 13,873 | $143.2K | 0.00% | −1,686−10.8% | Reduced |
| Cetera Investment Advisers | 14,019 | $144.7K | 0.00% | −18,195−56.5% | Reduced |
| Sanctuary Advisors, LLC | 14,135 | $145.9K | 0.00% | +3,998+39.4% | Added |
| Freestone Grove Partners LP | 14,771 | $152.4K | 0.00% | +14,771 | New |
| Bridgeway Capital Management, LLC | 14,855 | $153.3K | 0.00% | +303+2.1% | Added |
| Empowered Funds, LLC | 14,855 | $153.3K | 0.00% | +303+2.1% | Added |
| Belpointe Asset Management LLC | 15,337 | $158.3K | 0.01% | −1,805−10.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,617 | $161.2K | 0.00% | +15,617 | New |
| Verition Fund Management LLC | 16,176 | $166.9K | 0.00% | −73,846−82.0% | Reduced |
| Bridgefront Capital, LLC | 16,202 | $167.2K | 0.05% | +16,202 | New |
| Magnetar Financial LLC | 16,373 | $169.0K | 0.00% | +16,373 | New |
| Quadrature Capital Ltd | 16,470 | $169.9K | 0.00% | −8,512−34.1% | Reduced |
| Brevan Howard Capital Management LP | 16,627 | $171.6K | 0.00% | +5,094+44.2% | Added |
| Sherbrooke Park Advisers LLC | 17,141 | $176.9K | 0.08% | +17,141 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,230 | $177.8K | 0.00% | +1,730+11.2% | Added |
| Mesirow Financial Investment Management, Inc. | 20,844 | $192.6K | 0.00% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 20,000 | $206.4K | 0.05% | 00.0% | Unchanged |
| Cache Advisors, LLC | 20,000 | $206.4K | 0.08% | +20,000 | New |
| Bank of Montreal | 20,333 | $209.8K | 0.00% | +86+0.4% | Added |
| Mackenzie Financial Corp | 20,472 | $211.3K | 0.00% | +20,472 | New |
| Miracle Mile Advisors, LLC | 22,134 | $228.4K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 23,120 | $238.6K | 0.00% | +2,000+9.5% | Added |
| LPL Financial LLC | 23,303 | $240.5K | 0.00% | −13,402−36.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,709 | $244.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 23,926 | $246.9K | 0.00% | −7,202−23.1% | Reduced |
| Marathon Trading Investment Management LLC | 24,300 | $250.8K | 0.13% | +24,300 | New |
| CIBC World Markets Corp | 24,525 | $253.1K | 0.00% | +14,182+137.1% | Added |
| KLP Kapitalforvaltning AS | 24,540 | $253.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,365 | $262.0K | 0.00% | −1,883−6.9% | Reduced |