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, Q2 2025
Institutional positions in Happen, Inc. as of Jun 30, 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
- 226
- −8 vs. Q1 2025
- Shares held
- 91.9M
- +2.79M (+3.1%) vs. Q1 2025
- Total value
- $1.11B
- +$186.0M (+20.2%) vs. Q1 2025
- New holders
- 25
- 80 more added
- Sold out
- 33
- 90 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | +5+45.5% | Added |
| Key Financial Inc | 10 | $120 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $361 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 32 | $385 | 0.00% | +32 | New |
| Rise Advisors, LLC | 48 | $577 | 0.00% | −33−40.7% | Reduced |
| EverSource Wealth Advisors, LLC | 65 | $782 | 0.00% | +30+85.7% | Added |
| Hughes Financial Services, LLC | 54 | $847 | 0.00% | +54 | New |
| True Wealth Design, LLC | 80 | $963 | 0.00% | −18−18.4% | Reduced |
| Avion Wealth | 96 | $1.00K | 0.00% | −59−38.1% | Reduced |
| Golden State Wealth Management, LLC | 88 | $1.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 90 | $1.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $1.80K | 0.00% | +150 | New |
| Principal Securities, Inc. | 154 | $1.85K | 0.00% | −296−65.8% | Reduced |
| Private Wealth Management Group, LLC | 158 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 207 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 177 | $2.13K | 0.00% | +108+156.5% | Added |
| Larson Financial Group LLC | 223 | $2.68K | 0.00% | +119+114.4% | Added |
| Blue Bell Private Wealth Management, LLC | 275 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 315 | $3.79K | 0.00% | +85+37.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 383 | $4.61K | 0.00% | −3,570−90.3% | Reduced |
| Fortitude Family Office, LLC | 424 | $5.10K | 0.00% | +423+42,300.0% | Added |
| Skopos Labs, Inc. | 482 | $5.80K | 0.00% | +451+1,454.8% | Added |
| Harbor Capital Advisors, Inc. | 533 | $6.00K | 0.00% | −7−1.3% | Reduced |
| IFP Advisors, Inc | 0 | $6.27K | 0.00% | 0 | Unchanged |
| Smartleaf Asset Management LLC | 529 | $6.33K | 0.00% | +37+7.5% | Added |
| CoreCap Advisors, LLC | 545 | $6.56K | 0.00% | −65,343−99.2% | Reduced |
| Salem Investment Counselors Inc | 575 | $6.92K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 684 | $8.23K | 0.00% | −2,126−75.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 750 | $9.02K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 789 | $9.49K | 0.00% | −13−1.6% | Reduced |
| US Bancorp | 851 | $10.2K | 0.00% | −854−50.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 934 | $11.0K | 0.00% | +934 | New |
| GAMMA Investing LLC | 942 | $11.3K | 0.00% | −984−51.1% | Reduced |
| Allworth Financial LP | 1,050 | $12.6K | 0.00% | +479+83.9% | Added |
| Parallel Advisors, LLC | 1,134 | $13.6K | 0.00% | −126−10.0% | Reduced |
| Farther Finance Advisors, LLC | 1,386 | $16.7K | 0.00% | +27+2.0% | Added |
| Public Employees Retirement System of Ohio | 1,501 | $18.1K | 0.00% | +180+13.6% | Added |
| National Bank of Canada | 1,576 | $19.0K | 0.00% | −881−35.9% | Reduced |
| CWM, LLC | 1,607 | $19.0K | 0.00% | −223−12.2% | Reduced |
| Signaturefd, LLC | 1,778 | $21.4K | 0.00% | −454−20.3% | Reduced |
| SBI Securities Co., Ltd. | 1,925 | $23.2K | 0.00% | −18−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,000 | $24.1K | 0.00% | −3,492−63.6% | Reduced |
| Jones Financial Companies LLLP | 2,761 | $33.0K | 0.00% | −3,225−53.9% | Reduced |
| Sterling Capital Management LLC | 3,058 | $36.8K | 0.00% | +1,151+60.4% | Added |
| Versant Capital Management, Inc | 3,236 | $38.9K | 0.01% | +1,329+69.7% | Added |
| Amalgamated Bank | 3,827 | $46.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 4,000 | $48.1K | 0.02% | −1,000−20.0% | Reduced |
| KBC Group NV | 4,040 | $49.0K | 0.00% | −2,432−37.6% | Reduced |
| Headlands Technologies LLC | 4,416 | $53.1K | 0.01% | +4,416 | New |
| Nisa Investment Advisors, LLC | 7,306 | $87.9K | 0.00% | +24+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 9,270 | $111.5K | 0.00% | −54−0.6% | Reduced |
| Maltin Wealth Management, Inc. | 10,000 | $120.3K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $120.3K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 10,050 | $120.9K | 0.07% | +10,050 | New |
| Systematic Alpha Investments, LLC | 10,100 | $121.5K | 0.00% | +10,100 | New |
| Asset Management One Co.,Ltd. | 10,232 | $123.1K | 0.00% | +706+7.4% | Added |
| Independent Advisor Alliance | 10,369 | $124.7K | 0.00% | +10,369 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $125.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,081 | $126.7K | 0.00% | −5,536−35.4% | Reduced |
| 111 Capital | 11,331 | $136.3K | 0.02% | −2,133−15.8% | Reduced |
| Ameritas Investment Partners, Inc. | 11,563 | $139.1K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,146 | $158.1K | 0.00% | −148,577−91.9% | Reduced |
| Advisor Group Holdings, Inc. | 13,354 | $160.4K | 0.00% | +1,084+8.8% | Added |
| Inceptionr LLC | 13,514 | $162.6K | 0.04% | +13,514 | New |
| Pictet Asset Management Holding SA | 13,873 | $166.9K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 13,957 | $167.9K | 0.00% | −10,568−43.1% | Reduced |
| AQR Capital Management LLC | 14,254 | $171.5K | 0.00% | −19,534−57.8% | Reduced |
| Bridgeway Capital Management, LLC | 14,648 | $176.2K | 0.00% | −207−1.4% | Reduced |
| Empowered Funds, LLC | 14,648 | $176.2K | 0.00% | −207−1.4% | Reduced |
| Belpointe Asset Management LLC | 15,000 | $180.4K | 0.01% | −337−2.2% | Reduced |
| Ursa Fund Management, LLC | 15,000 | $180.4K | 0.45% | +15,000 | New |
| Tower Research Capital LLC (TRC) | 15,705 | $188.9K | 0.01% | +8,374+114.2% | Added |
| Aigen Investment Management, LP | 15,979 | $192.2K | 0.03% | −17,732−52.6% | Reduced |
| Numerai GP LLC | 16,249 | $195.5K | 0.03% | −19,211−54.2% | Reduced |
| Marathon Trading Investment Management LLC | 16,800 | $202.1K | 0.12% | −7,500−30.9% | Reduced |
| Bridgefront Capital, LLC | 18,808 | $226.3K | 0.06% | +2,606+16.1% | Added |
| Requisite Capital Management, LLC | 19,669 | $236.6K | 0.05% | −331−1.7% | Reduced |
| Cache Advisors, LLC | 20,000 | $240.6K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 20,000 | $240.6K | 0.01% | +20,000 | New |
| Bank of Montreal | 20,320 | $244.4K | 0.00% | −13−0.1% | Reduced |
| Mackenzie Financial Corp | 20,472 | $246.3K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 21,226 | $255.3K | 0.02% | −12,129−36.4% | Reduced |
| Miracle Mile Advisors, LLC | 22,158 | $266.6K | 0.00% | +24+0.1% | Added |
| Zacks Investment Management | 22,571 | $271.5K | 0.00% | +22,571 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,689 | $272.9K | 0.00% | +5,459+31.7% | Added |
| ProShare Advisors LLC | 23,229 | $279.4K | 0.00% | −697−2.9% | Reduced |
| Grassi Investment Management | 23,400 | $282.0K | 0.02% | −3,000−11.4% | Reduced |
| Quantinno Capital Management LP | 24,018 | $288.9K | 0.00% | −2,962−11.0% | Reduced |
| FMR LLC | 24,141 | $290.4K | 0.00% | +16,454+214.0% | Added |
| Citizens Financial Group Inc | 25,310 | $304.5K | 0.00% | +2,190+9.5% | Added |
| IMC-Chicago, LLC | 25,461 | $306.3K | 0.01% | −6,468−20.3% | Reduced |
| Commonwealth Equity Services, LLC | 25,583 | $308.0K | 0.00% | +218+0.9% | Added |
| KLP Kapitalforvaltning AS | 25,840 | $310.9K | 0.00% | +1,300+5.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 26,063 | $313.5K | 0.00% | +2,354+9.9% | Added |
| Man Group plc | 26,416 | $317.8K | 0.00% | +26,416 | New |
| Group One Trading, L.P. | 26,888 | $323.5K | 0.01% | −14,765−35.4% | Reduced |
| Oxford Asset Management LLP | 26,983 | $324.6K | 0.11% | +26,983 | New |
| LPL Financial LLC | 27,029 | $325.2K | 0.00% | +3,726+16.0% | Added |
| Sompo Asset Management Co., Ltd. | 28,120 | $338.3K | 0.06% | −22,520−44.5% | Reduced |
| Verition Fund Management LLC | 28,404 | $341.7K | 0.00% | +12,228+75.6% | Added |