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, 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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 65,888 | $680.0K | 0.03% | +65,888 | New |
| Steel Peak Wealth Management LLC | 64,459 | $665.2K | 0.03% | +15,986+33.0% | Added |
| MetLife Investment Management | 63,132 | $651.5K | 0.00% | −3,119−4.7% | Reduced |
| Prudential Financial Inc | 61,949 | $639.3K | 0.00% | −630,490−91.1% | Reduced |
| First Trust Advisors LP | 57,325 | $591.6K | 0.00% | −93,723−62.0% | Reduced |
| Manufacturers Life Insurance Company, The | 57,271 | $591.0K | 0.00% | +2,017+3.7% | Added |
| Corebridge Financial, Inc. | 54,148 | $558.8K | 0.00% | −802−1.5% | Reduced |
| STRS Ohio | 53,700 | $554.2K | 0.00% | +6,700+14.3% | Added |
| Janus Henderson Group PLC | 52,095 | $541.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 51,782 | $534.4K | 0.00% | −81,567−61.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 50,640 | $522.6K | 0.10% | +11,660+29.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,625 | $501.8K | 0.03% | +24,363+100.4% | Added |
| Group One Trading, L.P. | 41,653 | $429.9K | 0.02% | +41,653 | New |
| Quest Partners LLC | 40,864 | $421.7K | 0.05% | +17,224+72.9% | Added |
| Great West Life Assurance Co | 39,734 | $411.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 39,767 | $410.4K | 0.01% | −175,928−81.6% | Reduced |
| Oppenheimer Asset Management Inc. | 39,340 | $406.0K | 0.01% | +10,314+35.5% | Added |
| HSBC Holdings PLC | 39,176 | $404.5K | 0.00% | +16,367+71.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,929 | $401.7K | 0.00% | −4,349−10.0% | Reduced |
| Raymond James Financial Inc | 38,903 | $401.5K | 0.00% | −65,867−62.9% | Reduced |
| Creative Planning | 38,521 | $397.5K | 0.00% | +4,134+12.0% | Added |
| HRT Financial LP | 37,753 | $389.0K | 0.00% | +37,753 | New |
| Numerai GP LLC | 35,460 | $365.9K | 0.07% | −27,237−43.4% | Reduced |
| State Board of Administration of Florida Retirement System | 34,524 | $356.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 33,788 | $348.7K | 0.00% | +21,045+165.1% | Added |
| Aigen Investment Management, LP | 33,711 | $347.9K | 0.06% | +33,711 | New |
| Nebula Research & Development LLC | 33,355 | $344.2K | 0.03% | +13,478+67.8% | Added |
| Optimize Financial Inc | 32,628 | $336.7K | 0.13% | +1,956+6.4% | Added |
| Arizona State Retirement System | 32,242 | $332.7K | 0.00% | −210−0.6% | Reduced |
| IMC-Chicago, LLC | 31,929 | $329.5K | 0.01% | +31,929 | New |
| New York State Common Retirement Fund | 29,316 | $302.5K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 28,874 | $298.0K | 0.04% | +28,874 | New |
| Quantinno Capital Management LP | 26,980 | $278.4K | 0.00% | +26,980 | New |
| Grassi Investment Management | 26,400 | $272.0K | 0.03% | −22,200−45.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 26,157 | $269.9K | 0.01% | +8,381+47.1% | Added |
| Commonwealth Equity Services, LLC | 25,365 | $262.0K | 0.00% | −1,883−6.9% | Reduced |
| KLP Kapitalforvaltning AS | 24,540 | $253.3K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 24,525 | $253.1K | 0.00% | +14,182+137.1% | Added |
| Marathon Trading Investment Management LLC | 24,300 | $250.8K | 0.13% | +24,300 | New |
| ProShare Advisors LLC | 23,926 | $246.9K | 0.00% | −7,202−23.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,709 | $244.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 23,303 | $240.5K | 0.00% | −13,402−36.5% | Reduced |
| Citizens Financial Group Inc | 23,120 | $238.6K | 0.00% | +2,000+9.5% | Added |
| Miracle Mile Advisors, LLC | 22,134 | $228.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,472 | $211.3K | 0.00% | +20,472 | New |
| Bank of Montreal | 20,333 | $209.8K | 0.00% | +86+0.4% | Added |
| 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 |
| Mesirow Financial Investment Management, Inc. | 20,844 | $192.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,230 | $177.8K | 0.00% | +1,730+11.2% | Added |
| Sherbrooke Park Advisers LLC | 17,141 | $176.9K | 0.08% | +17,141 | New |
| Brevan Howard Capital Management LP | 16,627 | $171.6K | 0.00% | +5,094+44.2% | Added |
| Quadrature Capital Ltd | 16,470 | $169.9K | 0.00% | −8,512−34.1% | Reduced |
| Magnetar Financial LLC | 16,373 | $169.0K | 0.00% | +16,373 | New |
| Bridgefront Capital, LLC | 16,202 | $167.2K | 0.05% | +16,202 | New |
| Verition Fund Management LLC | 16,176 | $166.9K | 0.00% | −73,846−82.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,617 | $161.2K | 0.00% | +15,617 | New |
| Belpointe Asset Management LLC | 15,337 | $158.3K | 0.01% | −1,805−10.5% | Reduced |
| 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 |
| Freestone Grove Partners LP | 14,771 | $152.4K | 0.00% | +14,771 | New |
| Sanctuary Advisors, LLC | 14,135 | $145.9K | 0.00% | +3,998+39.4% | Added |
| Cetera Investment Advisers | 14,019 | $144.7K | 0.00% | −18,195−56.5% | Reduced |
| Pictet Asset Management Holding SA | 13,873 | $143.2K | 0.00% | −1,686−10.8% | Reduced |
| Highland Capital Management, LLC | 13,841 | $142.8K | 0.01% | +2,717+24.4% | Added |
| Mariner, LLC | 13,638 | $140.7K | 0.00% | −3,838−22.0% | Reduced |
| 111 Capital | 13,464 | $138.9K | 0.03% | +13,464 | New |
| Advisor Group Holdings, Inc. | 12,270 | $126.6K | 0.00% | −60,696−83.2% | Reduced |
| Ameritas Investment Partners, Inc. | 11,563 | $119.3K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,422 | $117.9K | 0.00% | +11,422 | New |
| Vontobel Holding Ltd. | 10,974 | $113.3K | 0.00% | +700+6.8% | Added |
| Public Employees Retirement Association of Colorado | 10,430 | $108.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,191 | $105.0K | 0.00% | −4,525−30.7% | Reduced |
| 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 |
| Asset Management One Co.,Ltd. | 9,526 | $98.3K | 0.00% | +4,651+95.4% | Added |
| Federation des caisses Desjardins du Quebec | 9,324 | $96.2K | 0.00% | −4,255−31.3% | Reduced |
| State of Wyoming | 9,099 | $93.9K | 0.01% | −4,404−32.6% | Reduced |
| Royal Bank of Canada | 8,467 | $87.0K | 0.00% | −162,445−95.0% | Reduced |
| FMR LLC | 7,687 | $79.3K | 0.00% | −995,595−99.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,331 | $75.7K | 0.00% | +4,388+149.1% | Added |
| Nisa Investment Advisors, LLC | 7,282 | $75.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,472 | $67.0K | 0.00% | +6,472 | New |
| Jones Financial Companies LLLP | 5,986 | $62.3K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 5,000 | $51.6K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,492 | $47.0K | 0.00% | −7,795−58.7% | Reduced |
| Amalgamated Bank | 3,827 | $39.0K | 0.00% | +13+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,385 | $35.0K | 0.00% | +3,385 | New |
| Quarry LP | 2,810 | $29.0K | 0.01% | +2,626+1,427.2% | Added |
| National Bank of Canada | 2,457 | $25.3K | 0.00% | −1,617−39.7% | Reduced |
| Signaturefd, LLC | 2,232 | $23.0K | 0.00% | +41+1.9% | Added |
| SBI Securities Co., Ltd. | 1,943 | $20.1K | 0.00% | −839−30.2% | Reduced |
| GAMMA Investing LLC | 1,926 | $19.9K | 0.00% | +1,469+321.4% | 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 |
| CWM, LLC | 1,830 | $19.0K | 0.00% | +405+28.4% | Added |
| US Bancorp | 1,705 | $17.6K | 0.00% | +818+92.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,161 | $14.8K | 0.00% | +1,161 | New |
| Farther Finance Advisors, LLC | 1,359 | $14.3K | 0.00% | −144−9.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,321 | $13.6K | 0.00% | +1,321 | New |