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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,260 | $13.0K | 0.00% | +295+30.6% | Added |
| Quadrant Capital Group LLC | 877 | $9.05K | 0.00% | −281−24.3% | Reduced |
| Comerica Bank | 802 | $8.28K | 0.00% | −1,514−65.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 750 | $7.74K | 0.00% | +750 | New |
| Principal Securities, Inc. | 450 | $7.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 571 | $6.21K | 0.00% | +53+10.2% | Added |
| Ronald Blue Trust, Inc. | 601 | $6.20K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 540 | $6.00K | 0.00% | +68+14.4% | Added |
| Salem Investment Counselors Inc | 575 | $5.93K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 536 | $5.53K | 0.00% | +536 | New |
| Smartleaf Asset Management LLC | 492 | $5.12K | 0.00% | −27−5.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 275 | $2.84K | 0.00% | −200−42.1% | Reduced |
| Rothschild Investment LLC | 230 | $2.37K | 0.00% | +60+35.3% | Added |
| Hexagon Capital Partners LLC | 210 | $2.17K | 0.00% | +210 | New |
| Bessemer Group Inc | 207 | $2.00K | 0.00% | +32+18.3% | Added |
| Avion Wealth | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 106 | $1.09K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $1.07K | 0.00% | −438−80.8% | Reduced |
| True Wealth Design, LLC | 98 | $1.01K | 0.00% | +98 | New |
| Lazard Asset Management LLC | 188 | $1.00K | 0.00% | −36−16.1% | Reduced |
| South State Corp. | 90 | $929 | 0.00% | +90 | New |
| Golden State Wealth Management, LLC | 88 | $908 | 0.00% | +88 | New |
| Rise Advisors, LLC | 81 | $836 | 0.00% | +81 | New |
| Stephens Consulting, LLC | 70 | $723 | 0.00% | +70 | New |
| Massmutual Trust Co FSB | 69 | $712 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,953 | $383 | 0.00% | +3,570+932.1% | Added |
| EverSource Wealth Advisors, LLC | 35 | $361 | 0.00% | −35−50.0% | Reduced |
| Skopos Labs, Inc. | 31 | $320 | 0.00% | −119−79.3% | Reduced |
| Bell Investment Advisors, Inc | 30 | $310 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $144 | 0.00% | 0 | Unchanged |
| WealthTrak Capital Management LLC | 10 | $104 | 0.00% | +10 | New |
| Key Financial Inc | 10 | $103 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | +1+10.0% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −637,932−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −604,534−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −193,977−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −193,800−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −176,043−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −147,174−100.0% | Sold out |
| TT Capital Management LLC | 0 | $0 | 0.00% | −134,000−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −130,223−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −104,783−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −102,703−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −94,137−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −93,250−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −47,815−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −43,561−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −26,009−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −25,534−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −21,175−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −19,332−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −17,320−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,075−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −15,139−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −13,065−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −12,432−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,295−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,798−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |