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, Q3 2025
Institutional positions in Happen, Inc. as of Sep 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
- 241
- +18 vs. Q2 2025
- Shares held
- 96.7M
- +4.94M (+5.4%) vs. Q2 2025
- Total value
- $1.47B
- +$365.3M (+33.1%) vs. Q2 2025
- New holders
- 51
- 78 more added
- Sold out
- 33
- 75 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,180,791 | $169.8M | 0.00% | −480,950−4.1% | Reduced |
| BlackRock, Inc. | 8,993,415 | $136.6M | 0.00% | −167,877−1.8% | Reduced |
| Wellington Management Group LLP | 7,960,550 | $120.9M | 0.02% | +1,261,861+18.8% | Added |
| Dimensional Fund Advisors LP | 5,887,998 | $89.4M | 0.02% | −178,643−2.9% | Reduced |
| Senvest Management, LLC | 5,417,321 | $82.3M | 2.64% | −463,969−7.9% | Reduced |
| Driehaus Capital Management LLC | 3,648,498 | $55.4M | 0.40% | −334,714−8.4% | Reduced |
| State Street Corp | 3,349,121 | $50.9M | 0.00% | −3,063−0.1% | Reduced |
| Geode Capital Management, LLC | 2,699,191 | $41.0M | 0.00% | +500.0% | Added |
| Azora Capital LP | 2,391,190 | $36.3M | 1.68% | +1,723,658+258.2% | Added |
| Citadel Advisors LLC | 2,224,658 | $33.8M | 0.03% | +27,405+1.2% | Added |
| Assenagon Asset Management S.A. | 2,121,802 | $32.2M | 0.05% | +1,375,002+184.1% | Added |
| American Century Companies Inc | 2,071,137 | $31.5M | 0.02% | +334,914+19.3% | Added |
| Nuveen, LLC | 2,016,830 | $30.6M | 0.01% | +22,317+1.1% | Added |
| Balyasny Asset Management LLC | 1,984,349 | $30.1M | 0.06% | +226,325+12.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,669,018 | $25.4M | 0.02% | +1,669,018 | New |
| Cramer Rosenthal McGlynn LLC | 1,657,356 | $25.2M | 1.62% | +509,008+44.3% | Added |
| Charles Schwab Investment Management Inc | 1,209,282 | $18.4M | 0.00% | +89,208+8.0% | Added |
| Long Focus Capital Management, LLC | 1,200,000 | $18.2M | 1.04% | −810,725−40.3% | Reduced |
| Northern Trust Corp | 1,039,309 | $15.8M | 0.00% | +27,599+2.7% | Added |
| Price T Rowe Associates Inc | 890,238 | $13.5M | 0.00% | +300,867+51.0% | Added |
| Point72 Asset Management, L.P. | 861,957 | $13.1M | 0.03% | +861,957 | New |
| Harspring Capital Management, LLC | 860,000 | $13.1M | 5.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 836,562 | $12.7M | 0.00% | +211,834+33.9% | Added |
| Basswood Capital Management, L.L.C. | 831,334 | $12.6M | 0.59% | +698,552+526.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 830,979 | $12.6M | 0.04% | +163,310+24.5% | Added |
| Bank of America Corp | 815,918 | $12.4M | 0.00% | −145,612−15.1% | Reduced |
| Qube Research & Technologies Ltd | 790,143 | $12.0M | 0.02% | −265,546−25.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 769,866 | $11.7M | 0.01% | +282,334+57.9% | Added |
| Royal Bank of Canada | 744,355 | $11.3M | 0.00% | −6,346−0.8% | Reduced |
| Marshall Wace, LLP | 735,821 | $11.2M | 0.01% | +680,589+1,232.2% | Added |
| Millennium Management LLC | 724,075 | $11.0M | 0.01% | −642,266−47.0% | Reduced |
| Morgan Stanley | 684,623 | $10.4M | 0.00% | −381,544−35.8% | Reduced |
| SG Americas Securities, LLC | 649,753 | $9.87M | 0.04% | +354,521+120.1% | Added |
| Federated Hermes, Inc. | 559,686 | $8.50M | 0.02% | +98,483+21.4% | Added |
| Two Sigma Advisers, LP | 537,256 | $8.16M | 0.02% | −23,600−4.2% | Reduced |
| Voloridge Investment Management, LLC | 508,876 | $7.73M | 0.03% | −1,449−0.3% | Reduced |
| Invesco Ltd. | 508,509 | $7.72M | 0.00% | +184,213+56.8% | Added |
| BNP Paribas Arbitrage, SA | 484,123 | $7.35M | 0.01% | +178,500+58.4% | Added |
| JPMorgan Chase & Co | 445,005 | $6.76M | 0.00% | −140,158−24.0% | Reduced |
| Two Sigma Investments, LP | 440,881 | $6.70M | 0.01% | −64,823−12.8% | Reduced |
| Barclays PLC | 436,881 | $6.64M | 0.00% | −164,749−27.4% | Reduced |
| Trexquant Investment LP | 427,987 | $6.50M | 0.07% | −239,079−35.8% | Reduced |
| Deutsche Bank AG | 412,253 | $6.26M | 0.00% | −40,050−8.9% | Reduced |
| Brighton Jones LLC | 411,329 | $6.25M | 0.15% | +1460.0% | Added |
| Cresset Asset Management, LLC | 379,781 | $5.77M | 0.03% | −590−0.2% | Reduced |
| State of Wisconsin Investment Board | 378,186 | $5.74M | 0.01% | −259,274−40.7% | Reduced |
| Bank of New York Mellon Corp | 368,946 | $5.60M | 0.00% | +9,577+2.7% | Added |
| UBS Group AG | 367,418 | $5.58M | 0.00% | +87,756+31.4% | Added |
| TCW Group Inc | 354,011 | $5.38M | 0.05% | +116,461+49.0% | Added |
| Kennedy Capital Management, Inc. | 296,936 | $4.51M | 0.10% | +35,227+13.5% | Added |
| Allianz Asset Management GmbH | 293,066 | $4.45M | 0.01% | +95,240+48.1% | Added |
| Nicholas Investment Partners, LP | 289,789 | $4.40M | 0.34% | +289,789 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 263,882 | $4.01M | 0.01% | +6,037+2.3% | Added |
| UBS Asset Management Americas Inc | 254,419 | $3.86M | 0.00% | −160,082−38.6% | Reduced |
| Russell Investments Group, Ltd. | 234,360 | $3.56M | 0.00% | −19,390−7.6% | Reduced |
| Quinn Opportunity Partners LLC | 233,857 | $3.55M | 0.26% | −101,400−30.2% | Reduced |
| Brandywine Global Investment Management, LLC | 232,626 | $3.53M | 0.02% | +21,156+10.0% | Added |
| Interval Partners, LP | 231,142 | $3.51M | 0.08% | +1,838+0.8% | Added |
| Jane Street Group, LLC | 230,182 | $3.50M | 0.00% | +21,636+10.4% | Added |
| The PNC Financial Services Group, Inc. | 226,183 | $3.44M | 0.00% | +130.0% | Added |
| Swiss National Bank | 221,360 | $3.36M | 0.00% | +3,600+1.7% | Added |
| Emerald Advisers, LLC | 211,874 | $3.22M | 0.10% | +211,874 | New |
| Cubist Systematic Strategies, LLC | 196,248 | $2.98M | 0.04% | +196,248 | New |
| Joel Isaacson & Co., LLC | 195,801 | $2.97M | 0.11% | −16,000−7.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 188,150 | $2.86M | 0.15% | +188,150 | New |
| Tudor Investment Corp Et Al | 178,918 | $2.72M | 0.02% | +178,918 | New |
| Gsa Capital Partners LLP | 172,785 | $2.63M | 0.22% | −232,584−57.4% | Reduced |
| Rhumbline Advisers | 172,207 | $2.62M | 0.00% | −3,015−1.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 158,905 | $2.42M | 0.00% | −15,158−8.7% | Reduced |
| Franklin Resources Inc | 142,573 | $2.17M | 0.00% | −28,035−16.4% | Reduced |
| Ieq Capital, LLC | 135,537 | $2.06M | 0.01% | +1,311+1.0% | Added |
| Jump Financial, LLC | 134,019 | $2.04M | 0.03% | −295,331−68.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 134,000 | $2.04M | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 127,576 | $1.94M | 0.05% | −2,414−1.9% | Reduced |
| Walleye Capital LLC | 125,028 | $1.90M | 0.02% | −116,096−48.1% | Reduced |
| Jackson Square Partners, LLC | 122,623 | $1.86M | 0.75% | −199,678−62.0% | Reduced |
| Legal & General Group Plc | 121,872 | $1.85M | 0.00% | −1,457−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 116,972 | $1.78M | 0.01% | −1,148−1.0% | Reduced |
| Prudential Financial Inc | 114,417 | $1.74M | 0.00% | +46,420+68.3% | Added |
| Quantbot Technologies LP | 113,020 | $1.72M | 0.05% | −90,470−44.5% | Reduced |
| Alliancebernstein L.P. | 112,198 | $1.70M | 0.00% | −3,000−2.6% | Reduced |
| California State Teachers Retirement System | 110,620 | $1.68M | 0.00% | +14,252+14.8% | Added |
| Principal Financial Group Inc | 109,065 | $1.66M | 0.00% | +109,065 | New |
| First Trust Advisors LP | 105,378 | $1.60M | 0.00% | −97,079−48.0% | Reduced |
| Lido Advisors, LLC | 99,905 | $1.52M | 0.01% | +100.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.50M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 90,310 | $1.37M | 0.01% | +90,310 | New |
| Teacher Retirement System of Texas | 87,373 | $1.33M | 0.01% | −46,487−34.7% | Reduced |
| Wells Fargo & Company | 86,920 | $1.32M | 0.00% | +14,164+19.5% | Added |
| Capital Fund Management S.A. | 84,233 | $1.28M | 0.01% | −128,775−60.5% | Reduced |
| Range Financial Group LLC | 81,918 | $1.24M | 0.45% | +81,918 | New |
| New York State Common Retirement Fund | 79,540 | $1.21M | 0.00% | +50,224+171.3% | Added |
| Wakefield Asset Management LLLP | 74,811 | $1.14M | 0.31% | +74,811 | New |
| Libra Wealth LLC | 73,133 | $1.11M | 0.33% | 00.0% | Unchanged |
| Intech Investment Management LLC | 71,004 | $1.08M | 0.01% | −5,901−7.7% | Reduced |
| MetLife Investment Management | 66,572 | $1.01M | 0.00% | −3,143−4.5% | Reduced |
| Edgestream Partners, L.P. | 59,096 | $897.7K | 0.03% | +59,096 | New |
| Manufacturers Life Insurance Company, The | 57,685 | $876.2K | 0.00% | −34−0.1% | Reduced |
| Engineers Gate Manager LP | 57,178 | $868.5K | 0.01% | +12,453+27.8% | Added |
| Creative Planning | 57,147 | $868.1K | 0.00% | +19,648+52.4% | Added |