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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 60,831 | $731.8K | 0.07% | +19,967+48.9% | Added |
| Manufacturers Life Insurance Company, The | 57,719 | $694.4K | 0.00% | +448+0.8% | Added |
| Marshall Wace, LLP | 55,232 | $664.4K | 0.00% | −13,443−19.6% | Reduced |
| Janus Henderson Group PLC | 52,095 | $627.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 47,200 | $567.8K | 0.00% | −6,500−12.1% | Reduced |
| Oppenheimer Asset Management Inc. | 46,771 | $562.7K | 0.01% | +7,431+18.9% | Added |
| Engineers Gate Manager LP | 44,725 | $538.0K | 0.01% | −31,007−40.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,367 | $533.7K | 0.00% | +5,438+14.0% | Added |
| HSBC Holdings PLC | 43,134 | $521.9K | 0.00% | +3,958+10.1% | Added |
| Great West Life Assurance Co | 39,734 | $479.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 39,767 | $478.4K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 39,773 | $478.0K | 0.06% | −44,394−52.7% | Reduced |
| SEI Investments Co | 38,414 | $462.1K | 0.00% | +38,414 | New |
| Janney Montgomery Scott LLC | 38,047 | $458.0K | 0.00% | +38,047 | New |
| DRW Securities, LLC | 37,695 | $453.5K | 0.03% | +37,695 | New |
| Creative Planning | 37,499 | $451.1K | 0.00% | −1,022−2.7% | Reduced |
| Raymond James Financial Inc | 35,624 | $428.6K | 0.00% | −3,279−8.4% | Reduced |
| Bailard, Inc. | 35,500 | $427.1K | 0.01% | +35,500 | New |
| State Board of Administration of Florida Retirement System | 34,524 | $415.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 33,328 | $400.9K | 0.00% | +1,086+3.4% | Added |
| Magnetar Financial LLC | 32,964 | $396.6K | 0.00% | +16,591+101.3% | Added |
| Optimize Financial Inc | 32,396 | $389.7K | 0.24% | −232−0.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 31,801 | $382.6K | 0.01% | +31,801 | New |
| Invst, LLC | 30,323 | $364.8K | 0.05% | +1,449+5.0% | Added |
| New York State Common Retirement Fund | 29,316 | $352.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,870 | $347.3K | 0.00% | +14,851+105.9% | Added |
| Verition Fund Management LLC | 28,404 | $341.7K | 0.00% | +12,228+75.6% | Added |
| Sompo Asset Management Co., Ltd. | 28,120 | $338.3K | 0.06% | −22,520−44.5% | Reduced |
| LPL Financial LLC | 27,029 | $325.2K | 0.00% | +3,726+16.0% | Added |
| Oxford Asset Management LLP | 26,983 | $324.6K | 0.11% | +26,983 | New |
| Group One Trading, L.P. | 26,888 | $323.5K | 0.01% | −14,765−35.4% | Reduced |
| Man Group plc | 26,416 | $317.8K | 0.00% | +26,416 | New |
| Police & Firemen's Retirement System of New Jersey | 26,063 | $313.5K | 0.00% | +2,354+9.9% | Added |
| KLP Kapitalforvaltning AS | 25,840 | $310.9K | 0.00% | +1,300+5.3% | Added |
| Commonwealth Equity Services, LLC | 25,583 | $308.0K | 0.00% | +218+0.9% | Added |
| IMC-Chicago, LLC | 25,461 | $306.3K | 0.01% | −6,468−20.3% | Reduced |
| Citizens Financial Group Inc | 25,310 | $304.5K | 0.00% | +2,190+9.5% | Added |
| FMR LLC | 24,141 | $290.4K | 0.00% | +16,454+214.0% | Added |
| Quantinno Capital Management LP | 24,018 | $288.9K | 0.00% | −2,962−11.0% | Reduced |
| Grassi Investment Management | 23,400 | $282.0K | 0.02% | −3,000−11.4% | Reduced |
| ProShare Advisors LLC | 23,229 | $279.4K | 0.00% | −697−2.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,689 | $272.9K | 0.00% | +5,459+31.7% | Added |
| Zacks Investment Management | 22,571 | $271.5K | 0.00% | +22,571 | New |
| Miracle Mile Advisors, LLC | 22,158 | $266.6K | 0.00% | +24+0.1% | Added |
| Nebula Research & Development LLC | 21,226 | $255.3K | 0.02% | −12,129−36.4% | Reduced |
| Mackenzie Financial Corp | 20,472 | $246.3K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 20,320 | $244.4K | 0.00% | −13−0.1% | 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 |
| Requisite Capital Management, LLC | 19,669 | $236.6K | 0.05% | −331−1.7% | Reduced |
| Bridgefront Capital, LLC | 18,808 | $226.3K | 0.06% | +2,606+16.1% | Added |
| Marathon Trading Investment Management LLC | 16,800 | $202.1K | 0.12% | −7,500−30.9% | Reduced |
| Numerai GP LLC | 16,249 | $195.5K | 0.03% | −19,211−54.2% | Reduced |
| Aigen Investment Management, LP | 15,979 | $192.2K | 0.03% | −17,732−52.6% | Reduced |
| Tower Research Capital LLC (TRC) | 15,705 | $188.9K | 0.01% | +8,374+114.2% | Added |
| 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 |
| 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 |
| AQR Capital Management LLC | 14,254 | $171.5K | 0.00% | −19,534−57.8% | Reduced |
| CIBC World Markets Corp | 13,957 | $167.9K | 0.00% | −10,568−43.1% | Reduced |
| Pictet Asset Management Holding SA | 13,873 | $166.9K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 13,514 | $162.6K | 0.04% | +13,514 | New |
| Advisor Group Holdings, Inc. | 13,354 | $160.4K | 0.00% | +1,084+8.8% | Added |
| Victory Capital Management Inc | 13,146 | $158.1K | 0.00% | −148,577−91.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,563 | $139.1K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 11,331 | $136.3K | 0.02% | −2,133−15.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,081 | $126.7K | 0.00% | −5,536−35.4% | Reduced |
| Public Employees Retirement Association of Colorado | 10,430 | $125.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,369 | $124.7K | 0.00% | +10,369 | New |
| Asset Management One Co.,Ltd. | 10,232 | $123.1K | 0.00% | +706+7.4% | Added |
| Systematic Alpha Investments, LLC | 10,100 | $121.5K | 0.00% | +10,100 | New |
| MQS Management LLC | 10,050 | $120.9K | 0.07% | +10,050 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 9,270 | $111.5K | 0.00% | −54−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 7,306 | $87.9K | 0.00% | +24+0.3% | Added |
| Headlands Technologies LLC | 4,416 | $53.1K | 0.01% | +4,416 | New |
| KBC Group NV | 4,040 | $49.0K | 0.00% | −2,432−37.6% | Reduced |
| Financial Avengers, Inc. | 4,000 | $48.1K | 0.02% | −1,000−20.0% | Reduced |
| Amalgamated Bank | 3,827 | $46.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,236 | $38.9K | 0.01% | +1,329+69.7% | Added |
| Sterling Capital Management LLC | 3,058 | $36.8K | 0.00% | +1,151+60.4% | Added |
| Jones Financial Companies LLLP | 2,761 | $33.0K | 0.00% | −3,225−53.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,000 | $24.1K | 0.00% | −3,492−63.6% | Reduced |
| SBI Securities Co., Ltd. | 1,925 | $23.2K | 0.00% | −18−0.9% | Reduced |
| Signaturefd, LLC | 1,778 | $21.4K | 0.00% | −454−20.3% | Reduced |
| CWM, LLC | 1,607 | $19.0K | 0.00% | −223−12.2% | Reduced |
| National Bank of Canada | 1,576 | $19.0K | 0.00% | −881−35.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,501 | $18.1K | 0.00% | +180+13.6% | Added |
| Farther Finance Advisors, LLC | 1,386 | $16.7K | 0.00% | +27+2.0% | Added |
| Parallel Advisors, LLC | 1,134 | $13.6K | 0.00% | −126−10.0% | Reduced |
| Allworth Financial LP | 1,050 | $12.6K | 0.00% | +479+83.9% | Added |
| GAMMA Investing LLC | 942 | $11.3K | 0.00% | −984−51.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 934 | $11.0K | 0.00% | +934 | New |
| US Bancorp | 851 | $10.2K | 0.00% | −854−50.1% | Reduced |
| Comerica Bank | 789 | $9.49K | 0.00% | −13−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 750 | $9.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 684 | $8.23K | 0.00% | −2,126−75.7% | Reduced |
| Salem Investment Counselors Inc | 575 | $6.92K | 0.00% | 00.0% | Unchanged |