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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 28,870 | $347.3K | 0.00% | +14,851+105.9% | Added |
| New York State Common Retirement Fund | 29,316 | $352.7K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 30,323 | $364.8K | 0.05% | +1,449+5.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 31,801 | $382.6K | 0.01% | +31,801 | New |
| Optimize Financial Inc | 32,396 | $389.7K | 0.24% | −232−0.7% | Reduced |
| Magnetar Financial LLC | 32,964 | $396.6K | 0.00% | +16,591+101.3% | Added |
| Arizona State Retirement System | 33,328 | $400.9K | 0.00% | +1,086+3.4% | Added |
| State Board of Administration of Florida Retirement System | 34,524 | $415.3K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 35,500 | $427.1K | 0.01% | +35,500 | New |
| Raymond James Financial Inc | 35,624 | $428.6K | 0.00% | −3,279−8.4% | Reduced |
| Creative Planning | 37,499 | $451.1K | 0.00% | −1,022−2.7% | Reduced |
| DRW Securities, LLC | 37,695 | $453.5K | 0.03% | +37,695 | New |
| Janney Montgomery Scott LLC | 38,047 | $458.0K | 0.00% | +38,047 | New |
| SEI Investments Co | 38,414 | $462.1K | 0.00% | +38,414 | New |
| Dynamic Technology Lab Private Ltd | 39,773 | $478.0K | 0.06% | −44,394−52.7% | Reduced |
| Algert Global LLC | 39,767 | $478.4K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 39,734 | $479.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 43,134 | $521.9K | 0.00% | +3,958+10.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,367 | $533.7K | 0.00% | +5,438+14.0% | Added |
| Engineers Gate Manager LP | 44,725 | $538.0K | 0.01% | −31,007−40.9% | Reduced |
| Oppenheimer Asset Management Inc. | 46,771 | $562.7K | 0.01% | +7,431+18.9% | Added |
| STRS Ohio | 47,200 | $567.8K | 0.00% | −6,500−12.1% | Reduced |
| Janus Henderson Group PLC | 52,095 | $627.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 55,232 | $664.4K | 0.00% | −13,443−19.6% | Reduced |
| Manufacturers Life Insurance Company, The | 57,719 | $694.4K | 0.00% | +448+0.8% | Added |
| Quest Partners LLC | 60,831 | $731.8K | 0.07% | +19,967+48.9% | Added |
| Susquehanna Fundamental Investments, LLC | 63,090 | $759.0K | 0.02% | −51,944−45.2% | Reduced |
| Fox Run Management, L.L.C. | 67,322 | $809.9K | 0.13% | −3,003−4.3% | Reduced |
| Voya Investment Management LLC | 67,472 | $811.7K | 0.00% | −365−0.5% | Reduced |
| Squarepoint Ops LLC | 67,680 | $814.2K | 0.00% | +15,898+30.7% | Added |
| Prudential Financial Inc | 67,997 | $818.0K | 0.00% | +6,048+9.8% | Added |
| Twinbeech Capital LP | 68,712 | $826.6K | 0.02% | −248,452−78.3% | Reduced |
| MetLife Investment Management | 69,715 | $838.7K | 0.00% | +6,583+10.4% | Added |
| Wells Fargo & Company | 72,756 | $875.3K | 0.00% | −30,997−29.9% | Reduced |
| Libra Wealth LLC | 73,133 | $879.8K | 0.29% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 73,641 | $885.9K | 0.15% | +73,641 | New |
| Intech Investment Management LLC | 76,905 | $925.2K | 0.01% | −30,314−28.3% | Reduced |
| Citigroup Inc | 79,864 | $960.8K | 0.00% | −108,139−57.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 80,552 | $969.0K | 0.01% | +54,395+208.0% | Added |
| SummerHaven Investment Management, LLC | 92,061 | $1.11M | 0.72% | +1,496+1.7% | Added |
| California State Teachers Retirement System | 96,368 | $1.16M | 0.00% | −8,095−7.7% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.19M | 0.02% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 99,880 | $1.20M | 0.30% | −4,717−4.5% | Reduced |
| Lido Advisors, LLC | 99,895 | $1.20M | 0.01% | +99,895 | New |
| Alliancebernstein L.P. | 115,198 | $1.39M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 118,120 | $1.42M | 0.01% | +118,120 | New |
| Legal & General Group Plc | 123,329 | $1.48M | 0.00% | +6,606+5.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 129,990 | $1.56M | 0.04% | +81,365+167.3% | Added |
| Basswood Capital Management, L.L.C. | 132,782 | $1.60M | 0.08% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 133,860 | $1.61M | 0.01% | −6,198−4.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 134,000 | $1.61M | 0.00% | +134,000 | New |
| Ieq Capital, LLC | 134,226 | $1.61M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 170,608 | $2.05M | 0.00% | +58,033+51.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 174,063 | $2.09M | 0.00% | −8,410−4.6% | Reduced |
| HRT Financial LP | 174,101 | $2.09M | 0.01% | +136,348+361.2% | Added |
| Rhumbline Advisers | 175,222 | $2.11M | 0.00% | +6,442+3.8% | Added |
| Allianz Asset Management GmbH | 197,826 | $2.38M | 0.00% | +7,767+4.1% | Added |
| First Trust Advisors LP | 202,457 | $2.44M | 0.00% | +145,132+253.2% | Added |
| Quantbot Technologies LP | 203,490 | $2.45M | 0.06% | −105,109−34.1% | Reduced |
| Jane Street Group, LLC | 208,546 | $2.51M | 0.00% | −29,455−12.4% | Reduced |
| Brandywine Global Investment Management, LLC | 211,470 | $2.54M | 0.02% | −8,494−3.9% | Reduced |
| Joel Isaacson & Co., LLC | 211,801 | $2.55M | 0.10% | −1,000−0.5% | Reduced |
| Capital Fund Management S.A. | 213,008 | $2.56M | 0.03% | +137,972+183.9% | Added |
| Swiss National Bank | 217,760 | $2.62M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 226,170 | $2.72M | 0.00% | −690.0% | Reduced |
| Interval Partners, LP | 229,304 | $2.76M | 0.06% | +229,304 | New |
| TCW Group Inc | 237,550 | $2.86M | 0.02% | +38,909+19.6% | Added |
| HarbourVest Partners LLC | 238,055 | $2.86M | 3.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 241,124 | $2.90M | 0.03% | +96,719+67.0% | Added |
| Russell Investments Group, Ltd. | 253,750 | $3.05M | 0.00% | −8,647−3.3% | Reduced |
| ExodusPoint Capital Management, LP | 255,213 | $3.07M | 0.04% | +187,722+278.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 257,845 | $3.10M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 259,651 | $3.12M | 0.00% | −113,858−30.5% | Reduced |
| Kennedy Capital Management, Inc. | 261,709 | $3.15M | 0.08% | +19,597+8.1% | Added |
| UBS Group AG | 279,662 | $3.36M | 0.00% | +166,949+148.1% | Added |
| Susquehanna International Group, LLP | 291,570 | $3.51M | 0.01% | +39,591+15.7% | Added |
| SG Americas Securities, LLC | 295,232 | $3.55M | 0.02% | −34,855−10.6% | Reduced |
| BNP Paribas Arbitrage, SA | 305,623 | $3.68M | 0.00% | +112,119+57.9% | Added |
| Jackson Square Partners, LLC | 322,301 | $3.88M | 1.43% | −1,612,947−83.3% | Reduced |
| Invesco Ltd. | 324,296 | $3.90M | 0.00% | −11,365−3.4% | Reduced |
| Quinn Opportunity Partners LLC | 335,257 | $4.03M | 0.35% | −20,000−5.6% | Reduced |
| Bank of New York Mellon Corp | 359,369 | $4.32M | 0.00% | +13,008+3.8% | Added |
| rhino investment partners, Inc | 375,504 | $4.52M | 1.24% | −103,902−21.7% | Reduced |
| Cresset Asset Management, LLC | 380,371 | $4.58M | 0.02% | +8,557+2.3% | Added |
| Shell Asset Management Co | 384,137 | $4.62M | 0.16% | −13,888−3.5% | Reduced |
| Gsa Capital Partners LLP | 405,369 | $4.88M | 0.34% | +107,033+35.9% | Added |
| Brighton Jones LLC | 411,183 | $4.95M | 0.13% | +1130.0% | Added |
| UBS Asset Management Americas Inc | 414,501 | $4.99M | 0.00% | +113,843+37.9% | Added |
| Jump Financial, LLC | 429,350 | $5.17M | 0.06% | +221,581+106.6% | Added |
| Deutsche Bank AG | 452,303 | $5.44M | 0.00% | −14,447−3.1% | Reduced |
| Federated Hermes, Inc. | 461,203 | $5.55M | 0.01% | −133,148−22.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 487,532 | $5.87M | 0.00% | −218,115−30.9% | Reduced |
| Two Sigma Investments, LP | 505,704 | $6.08M | 0.01% | −2,551−0.5% | Reduced |
| Voloridge Investment Management, LLC | 510,325 | $6.14M | 0.02% | +176,130+52.7% | Added |
| Two Sigma Advisers, LP | 560,856 | $6.75M | 0.01% | −75,100−11.8% | Reduced |
| JPMorgan Chase & Co | 585,163 | $7.04M | 0.00% | +57,309+10.9% | Added |
| Price T Rowe Associates Inc | 589,371 | $7.09M | 0.00% | −80,328−12.0% | Reduced |
| Barclays PLC | 601,630 | $7.24M | 0.00% | +81,166+15.6% | Added |
| Goldman Sachs Group Inc | 624,728 | $7.52M | 0.00% | −227,277−26.7% | Reduced |
| State of Wisconsin Investment Board | 637,460 | $7.67M | 0.02% | −166,197−20.7% | Reduced |