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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 26,157 | $269.9K | 0.01% | +8,381+47.1% | Added |
| Grassi Investment Management | 26,400 | $272.0K | 0.03% | −22,200−45.7% | Reduced |
| Quantinno Capital Management LP | 26,980 | $278.4K | 0.00% | +26,980 | New |
| Invst, LLC | 28,874 | $298.0K | 0.04% | +28,874 | New |
| New York State Common Retirement Fund | 29,316 | $302.5K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 31,929 | $329.5K | 0.01% | +31,929 | New |
| Arizona State Retirement System | 32,242 | $332.7K | 0.00% | −210−0.6% | Reduced |
| Optimize Financial Inc | 32,628 | $336.7K | 0.13% | +1,956+6.4% | Added |
| Nebula Research & Development LLC | 33,355 | $344.2K | 0.03% | +13,478+67.8% | Added |
| Aigen Investment Management, LP | 33,711 | $347.9K | 0.06% | +33,711 | New |
| AQR Capital Management LLC | 33,788 | $348.7K | 0.00% | +21,045+165.1% | Added |
| State Board of Administration of Florida Retirement System | 34,524 | $356.3K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 35,460 | $365.9K | 0.07% | −27,237−43.4% | Reduced |
| HRT Financial LP | 37,753 | $389.0K | 0.00% | +37,753 | New |
| Creative Planning | 38,521 | $397.5K | 0.00% | +4,134+12.0% | Added |
| Raymond James Financial Inc | 38,903 | $401.5K | 0.00% | −65,867−62.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,929 | $401.7K | 0.00% | −4,349−10.0% | Reduced |
| HSBC Holdings PLC | 39,176 | $404.5K | 0.00% | +16,367+71.8% | Added |
| Oppenheimer Asset Management Inc. | 39,340 | $406.0K | 0.01% | +10,314+35.5% | Added |
| Algert Global LLC | 39,767 | $410.4K | 0.01% | −175,928−81.6% | Reduced |
| Great West Life Assurance Co | 39,734 | $411.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 40,864 | $421.7K | 0.05% | +17,224+72.9% | Added |
| Group One Trading, L.P. | 41,653 | $429.9K | 0.02% | +41,653 | New |
| Y-Intercept (Hong Kong) Ltd | 48,625 | $501.8K | 0.03% | +24,363+100.4% | Added |
| Sompo Asset Management Co., Ltd. | 50,640 | $522.6K | 0.10% | +11,660+29.9% | Added |
| Squarepoint Ops LLC | 51,782 | $534.4K | 0.00% | −81,567−61.2% | Reduced |
| Janus Henderson Group PLC | 52,095 | $541.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 53,700 | $554.2K | 0.00% | +6,700+14.3% | Added |
| Corebridge Financial, Inc. | 54,148 | $558.8K | 0.00% | −802−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 57,271 | $591.0K | 0.00% | +2,017+3.7% | Added |
| First Trust Advisors LP | 57,325 | $591.6K | 0.00% | −93,723−62.0% | Reduced |
| Prudential Financial Inc | 61,949 | $639.3K | 0.00% | −630,490−91.1% | Reduced |
| MetLife Investment Management | 63,132 | $651.5K | 0.00% | −3,119−4.7% | Reduced |
| Steel Peak Wealth Management LLC | 64,459 | $665.2K | 0.03% | +15,986+33.0% | Added |
| CoreCap Advisors, LLC | 65,888 | $680.0K | 0.03% | +65,888 | New |
| ExodusPoint Capital Management, LP | 67,491 | $697.0K | 0.01% | −33,613−33.2% | Reduced |
| Voya Investment Management LLC | 67,837 | $700.1K | 0.00% | +11,985+21.5% | Added |
| Marshall Wace, LLP | 68,675 | $708.7K | 0.00% | −56,994−45.4% | Reduced |
| Fox Run Management, L.L.C. | 70,325 | $725.8K | 0.11% | +5,005+7.7% | Added |
| Edgestream Partners, L.P. | 71,544 | $738.3K | 0.03% | +71,544 | New |
| Libra Wealth LLC | 73,133 | $754.7K | 0.28% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 75,036 | $774.4K | 0.01% | +75,036 | New |
| Engineers Gate Manager LP | 75,732 | $781.6K | 0.01% | +75,732 | New |
| XTX Topco Ltd | 79,035 | $815.6K | 0.04% | +61,685+355.5% | Added |
| Dynamic Technology Lab Private Ltd | 84,167 | $869.0K | 0.13% | +84,167 | New |
| SummerHaven Investment Management, LLC | 90,565 | $934.6K | 0.65% | +1,066+1.2% | Added |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.02M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 103,753 | $1.07M | 0.00% | −87,453−45.7% | Reduced |
| California State Teachers Retirement System | 104,463 | $1.08M | 0.00% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 104,597 | $1.08M | 0.30% | +104,597 | New |
| Intech Investment Management LLC | 107,219 | $1.11M | 0.01% | +32,454+43.4% | Added |
| Dark Forest Capital Management LP | 107,760 | $1.11M | 0.05% | +107,760 | New |
| G2 Investment Partners Management LLC | 110,000 | $1.14M | 0.37% | −492,300−81.7% | Reduced |
| Franklin Resources Inc | 112,575 | $1.16M | 0.00% | −607−0.5% | Reduced |
| UBS Group AG | 112,713 | $1.16M | 0.00% | −235,916−67.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 115,034 | $1.19M | 0.02% | −34,396−23.0% | Reduced |
| Alliancebernstein L.P. | 115,198 | $1.19M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 116,723 | $1.20M | 0.00% | −5,775−4.7% | Reduced |
| Persistent Asset Partners Ltd | 119,628 | $1.23M | 1.09% | +119,628 | New |
| Campbell & CO Investment Adviser LLC | 129,968 | $1.34M | 0.10% | +129,968 | New |
| Basswood Capital Management, L.L.C. | 132,782 | $1.37M | 0.08% | −420,561−76.0% | Reduced |
| Ieq Capital, LLC | 134,226 | $1.39M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 140,058 | $1.45M | 0.01% | −36,376−20.6% | Reduced |
| Walleye Capital LLC | 144,405 | $1.49M | 0.02% | +57,866+66.9% | Added |
| Victory Capital Management Inc | 161,723 | $1.67M | 0.00% | +107,036+195.7% | Added |
| Rhumbline Advisers | 168,780 | $1.74M | 0.00% | −3,712−2.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 182,473 | $1.88M | 0.00% | −7,875−4.1% | Reduced |
| Acadian Asset Management LLC | 185,014 | $1.91M | 0.01% | −248,776−57.3% | Reduced |
| Citigroup Inc | 188,003 | $1.94M | 0.00% | +83,709+80.3% | Added |
| Trexquant Investment LP | 188,162 | $1.94M | 0.02% | −203,798−52.0% | Reduced |
| Allianz Asset Management GmbH | 190,059 | $1.96M | 0.00% | +9,300+5.1% | Added |
| BNP Paribas Arbitrage, SA | 193,504 | $2.00M | 0.00% | +147,151+317.5% | Added |
| TCW Group Inc | 198,641 | $2.05M | 0.02% | −100,600−33.6% | Reduced |
| PMC FIG Opportunities LLC | 200,000 | $2.06M | 5.04% | +200,000 | New |
| Jump Financial, LLC | 207,769 | $2.14M | 0.03% | +81,487+64.5% | Added |
| Joel Isaacson & Co., LLC | 212,801 | $2.20M | 0.10% | −6,000−2.7% | Reduced |
| Swiss National Bank | 217,760 | $2.25M | 0.00% | −2,200−1.0% | Reduced |
| Brandywine Global Investment Management, LLC | 219,964 | $2.27M | 0.02% | −8,600−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 226,239 | $2.33M | 0.00% | +431+0.2% | Added |
| Jane Street Group, LLC | 238,001 | $2.46M | 0.00% | +171,175+256.2% | Added |
| HarbourVest Partners LLC | 238,055 | $2.46M | 1.60% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 242,112 | $2.50M | 0.06% | +242,112 | New |
| Susquehanna International Group, LLP | 251,979 | $2.60M | 0.00% | +85,171+51.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 257,845 | $2.66M | 0.01% | +21,256+9.0% | Added |
| Russell Investments Group, Ltd. | 262,397 | $2.71M | 0.00% | −53,788−17.0% | Reduced |
| Gsa Capital Partners LLP | 298,336 | $3.08M | 0.28% | +147,733+98.1% | Added |
| UBS Asset Management Americas Inc | 300,658 | $3.10M | 0.00% | +11,407+3.9% | Added |
| Quantbot Technologies LP | 308,599 | $3.18M | 0.10% | +165,069+115.0% | Added |
| Twinbeech Capital LP | 317,164 | $3.27M | 0.06% | +317,164 | New |
| Renaissance Technologies LLC | 326,220 | $3.37M | 0.01% | −19,200−5.6% | Reduced |
| SG Americas Securities, LLC | 330,087 | $3.41M | 0.01% | +11,342+3.6% | Added |
| Voloridge Investment Management, LLC | 334,195 | $3.45M | 0.01% | −6,800−2.0% | Reduced |
| Invesco Ltd. | 335,661 | $3.46M | 0.00% | −301,797−47.3% | Reduced |
| Bank of New York Mellon Corp | 346,361 | $3.57M | 0.00% | −2,932−0.8% | Reduced |
| Quinn Opportunity Partners LLC | 355,257 | $3.67M | 0.26% | −1,370−0.4% | Reduced |
| Cresset Asset Management, LLC | 371,814 | $3.84M | 0.02% | +8,900+2.5% | Added |
| D. E. Shaw & Co., Inc. | 373,509 | $3.85M | 0.00% | −65,459−14.9% | Reduced |
| Shell Asset Management Co | 398,025 | $4.11M | 0.20% | +168,362+73.3% | Added |
| Brighton Jones LLC | 411,070 | $4.24M | 0.14% | 00.0% | Unchanged |
| Deutsche Bank AG | 466,750 | $4.82M | 0.00% | −9,719−2.0% | Reduced |