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, 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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 545 | $6.56K | 0.00% | −65,343−99.2% | Reduced |
| Smartleaf Asset Management LLC | 529 | $6.33K | 0.00% | +37+7.5% | Added |
| IFP Advisors, Inc | 0 | $6.27K | 0.00% | 0 | Unchanged |
| Harbor Capital Advisors, Inc. | 533 | $6.00K | 0.00% | −7−1.3% | Reduced |
| Skopos Labs, Inc. | 482 | $5.80K | 0.00% | +451+1,454.8% | Added |
| Fortitude Family Office, LLC | 424 | $5.10K | 0.00% | +423+42,300.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 383 | $4.61K | 0.00% | −3,570−90.3% | Reduced |
| Rothschild Investment LLC | 315 | $3.79K | 0.00% | +85+37.0% | Added |
| Blue Bell Private Wealth Management, LLC | 275 | $3.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 223 | $2.68K | 0.00% | +119+114.4% | Added |
| Massmutual Trust Co FSB | 177 | $2.13K | 0.00% | +108+156.5% | Added |
| Bessemer Group Inc | 207 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.90K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 154 | $1.85K | 0.00% | −296−65.8% | Reduced |
| Parkside Financial Bank & Trust | 150 | $1.80K | 0.00% | +150 | New |
| South State Corp. | 90 | $1.08K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 88 | $1.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 96 | $1.00K | 0.00% | −59−38.1% | Reduced |
| True Wealth Design, LLC | 80 | $963 | 0.00% | −18−18.4% | Reduced |
| Hughes Financial Services, LLC | 54 | $847 | 0.00% | +54 | New |
| EverSource Wealth Advisors, LLC | 65 | $782 | 0.00% | +30+85.7% | Added |
| Rise Advisors, LLC | 48 | $577 | 0.00% | −33−40.7% | Reduced |
| Kilter Group LLC | 32 | $385 | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 30 | $361 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $120 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $0 | 0.00% | +5+45.5% | Added |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −709,580−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −326,220−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −185,014−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −129,968−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −119,628−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −107,760−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −79,035−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −71,544−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −64,459−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −54,148−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −20,844−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,141−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,627−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,470−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −14,771−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −14,135−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −13,841−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,638−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,422−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −10,974−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,191−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −9,099−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |