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 |
|---|---|---|---|---|---|
| FMR LLC | 24,269 | $368.7K | 0.00% | +128+0.5% | Added |
| SP Asset Management LLC | 25,498 | $387.3K | 0.03% | +25,498 | New |
| KLP Kapitalforvaltning AS | 25,840 | $392.5K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 27,010 | $410.3K | 0.01% | +27,010 | New |
| Pictet Asset Management Holding SA | 28,340 | $430.5K | 0.00% | +14,467+104.3% | Added |
| StoneX Group Inc. | 30,000 | $455.7K | 0.02% | +30,000 | New |
| Zacks Investment Management | 30,118 | $457.5K | 0.00% | +7,547+33.4% | Added |
| Citigroup Inc | 30,148 | $457.9K | 0.00% | −49,716−62.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 31,362 | $476.4K | 0.00% | +5,299+20.3% | Added |
| Invst, LLC | 31,939 | $485.2K | 0.06% | +1,616+5.3% | Added |
| BCJ Capital Management, LLC | 33,222 | $504.6K | 0.03% | +33,222 | New |
| Quantinno Capital Management LP | 33,479 | $508.5K | 0.00% | +9,461+39.4% | Added |
| Arizona State Retirement System | 33,793 | $513.3K | 0.00% | +465+1.4% | Added |
| Ensign Peak Advisors, Inc | 33,950 | $515.7K | 0.00% | +33,950 | New |
| Cetera Investment Advisers | 34,425 | $522.9K | 0.00% | +5,555+19.2% | Added |
| State Board of Administration of Florida Retirement System | 34,524 | $524.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 36,101 | $548.4K | 0.01% | +4,300+13.5% | Added |
| Los Angeles Capital Management LLC | 36,382 | $552.6K | 0.00% | +36,382 | New |
| Connective Capital Management, LLC | 37,303 | $566.6K | 0.52% | +37,303 | New |
| LPL Financial LLC | 37,355 | $567.4K | 0.00% | +10,326+38.2% | Added |
| Legato Capital Management LLC | 37,972 | $576.8K | 0.06% | +37,972 | New |
| Victory Capital Management Inc | 38,980 | $592.1K | 0.00% | +25,834+196.5% | Added |
| Sheets Smith Investment Management | 43,435 | $659.8K | 0.43% | +43,435 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,367 | $673.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 44,383 | $674.2K | 0.04% | −16,448−27.0% | Reduced |
| Voya Investment Management LLC | 46,423 | $705.2K | 0.00% | −21,049−31.2% | Reduced |
| SEI Investments Co | 46,516 | $706.6K | 0.00% | +8,102+21.1% | Added |
| Algert Global LLC | 46,907 | $712.5K | 0.01% | +7,140+18.0% | Added |
| D. E. Shaw & Co., Inc. | 47,023 | $714.3K | 0.00% | −212,628−81.9% | Reduced |
| STRS Ohio | 47,200 | $717.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 48,383 | $734.9K | 0.02% | +21,495+79.9% | Added |
| Oppenheimer Asset Management Inc. | 48,617 | $738.5K | 0.01% | +1,846+3.9% | Added |
| Susquehanna International Group, LLP | 49,478 | $751.6K | 0.00% | −242,092−83.0% | Reduced |
| Great West Life Assurance Co | 46,732 | $752.0K | 0.00% | +6,998+17.6% | Added |
| Brevan Howard Capital Management LP | 49,688 | $754.8K | 0.01% | +49,688 | New |
| Shay Capital LLC | 50,300 | $764.1K | 0.14% | +50,300 | New |
| Vestmark Advisory Solutions, Inc. | 51,437 | $781.3K | 0.01% | −29,115−36.1% | Reduced |
| Janus Henderson Group PLC | 52,095 | $791.3K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 53,619 | $814.5K | 0.11% | −20,022−27.2% | Reduced |
| Round Rock Advisors, LLC | 47,505 | $842.5K | 0.13% | +47,505 | New |
| Fox Run Management, L.L.C. | 56,615 | $860.0K | 0.13% | −10,707−15.9% | Reduced |
| Creative Planning | 57,147 | $868.1K | 0.00% | +19,648+52.4% | Added |
| Engineers Gate Manager LP | 57,178 | $868.5K | 0.01% | +12,453+27.8% | Added |
| Manufacturers Life Insurance Company, The | 57,685 | $876.2K | 0.00% | −34−0.1% | Reduced |
| Edgestream Partners, L.P. | 59,096 | $897.7K | 0.03% | +59,096 | New |
| MetLife Investment Management | 66,572 | $1.01M | 0.00% | −3,143−4.5% | Reduced |
| Intech Investment Management LLC | 71,004 | $1.08M | 0.01% | −5,901−7.7% | Reduced |
| Libra Wealth LLC | 73,133 | $1.11M | 0.33% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 74,811 | $1.14M | 0.31% | +74,811 | New |
| New York State Common Retirement Fund | 79,540 | $1.21M | 0.00% | +50,224+171.3% | Added |
| Range Financial Group LLC | 81,918 | $1.24M | 0.45% | +81,918 | New |
| Capital Fund Management S.A. | 84,233 | $1.28M | 0.01% | −128,775−60.5% | Reduced |
| Wells Fargo & Company | 86,920 | $1.32M | 0.00% | +14,164+19.5% | Added |
| Teacher Retirement System of Texas | 87,373 | $1.33M | 0.01% | −46,487−34.7% | Reduced |
| Bridgewater Associates, LP | 90,310 | $1.37M | 0.01% | +90,310 | New |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.50M | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 99,905 | $1.52M | 0.01% | +100.0% | Added |
| First Trust Advisors LP | 105,378 | $1.60M | 0.00% | −97,079−48.0% | Reduced |
| Principal Financial Group Inc | 109,065 | $1.66M | 0.00% | +109,065 | New |
| California State Teachers Retirement System | 110,620 | $1.68M | 0.00% | +14,252+14.8% | Added |
| Alliancebernstein L.P. | 112,198 | $1.70M | 0.00% | −3,000−2.6% | Reduced |
| Quantbot Technologies LP | 113,020 | $1.72M | 0.05% | −90,470−44.5% | Reduced |
| Prudential Financial Inc | 114,417 | $1.74M | 0.00% | +46,420+68.3% | Added |
| Schonfeld Strategic Advisors LLC | 116,972 | $1.78M | 0.01% | −1,148−1.0% | Reduced |
| Legal & General Group Plc | 121,872 | $1.85M | 0.00% | −1,457−1.2% | Reduced |
| Jackson Square Partners, LLC | 122,623 | $1.86M | 0.75% | −199,678−62.0% | Reduced |
| Walleye Capital LLC | 125,028 | $1.90M | 0.02% | −116,096−48.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 127,576 | $1.94M | 0.05% | −2,414−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 134,000 | $2.04M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 134,019 | $2.04M | 0.03% | −295,331−68.8% | Reduced |
| Ieq Capital, LLC | 135,537 | $2.06M | 0.01% | +1,311+1.0% | Added |
| Franklin Resources Inc | 142,573 | $2.17M | 0.00% | −28,035−16.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 158,905 | $2.42M | 0.00% | −15,158−8.7% | Reduced |
| Rhumbline Advisers | 172,207 | $2.62M | 0.00% | −3,015−1.7% | Reduced |
| Gsa Capital Partners LLP | 172,785 | $2.63M | 0.22% | −232,584−57.4% | Reduced |
| Tudor Investment Corp Et Al | 178,918 | $2.72M | 0.02% | +178,918 | New |
| Emerald Mutual Fund Advisers Trust | 188,150 | $2.86M | 0.15% | +188,150 | New |
| Joel Isaacson & Co., LLC | 195,801 | $2.97M | 0.11% | −16,000−7.6% | Reduced |
| Cubist Systematic Strategies, LLC | 196,248 | $2.98M | 0.04% | +196,248 | New |
| Emerald Advisers, LLC | 211,874 | $3.22M | 0.10% | +211,874 | New |
| Swiss National Bank | 221,360 | $3.36M | 0.00% | +3,600+1.7% | Added |
| The PNC Financial Services Group, Inc. | 226,183 | $3.44M | 0.00% | +130.0% | Added |
| Jane Street Group, LLC | 230,182 | $3.50M | 0.00% | +21,636+10.4% | Added |
| Interval Partners, LP | 231,142 | $3.51M | 0.08% | +1,838+0.8% | Added |
| Brandywine Global Investment Management, LLC | 232,626 | $3.53M | 0.02% | +21,156+10.0% | Added |
| Quinn Opportunity Partners LLC | 233,857 | $3.55M | 0.26% | −101,400−30.2% | Reduced |
| Russell Investments Group, Ltd. | 234,360 | $3.56M | 0.00% | −19,390−7.6% | Reduced |
| UBS Asset Management Americas Inc | 254,419 | $3.86M | 0.00% | −160,082−38.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 263,882 | $4.01M | 0.01% | +6,037+2.3% | Added |
| Nicholas Investment Partners, LP | 289,789 | $4.40M | 0.34% | +289,789 | New |
| Allianz Asset Management GmbH | 293,066 | $4.45M | 0.01% | +95,240+48.1% | Added |
| Kennedy Capital Management, Inc. | 296,936 | $4.51M | 0.10% | +35,227+13.5% | Added |
| TCW Group Inc | 354,011 | $5.38M | 0.05% | +116,461+49.0% | Added |
| UBS Group AG | 367,418 | $5.58M | 0.00% | +87,756+31.4% | Added |
| Bank of New York Mellon Corp | 368,946 | $5.60M | 0.00% | +9,577+2.7% | Added |
| State of Wisconsin Investment Board | 378,186 | $5.74M | 0.01% | −259,274−40.7% | Reduced |
| Cresset Asset Management, LLC | 379,781 | $5.77M | 0.03% | −590−0.2% | Reduced |
| Brighton Jones LLC | 411,329 | $6.25M | 0.15% | +1460.0% | Added |
| Deutsche Bank AG | 412,253 | $6.26M | 0.00% | −40,050−8.9% | Reduced |
| Trexquant Investment LP | 427,987 | $6.50M | 0.07% | −239,079−35.8% | Reduced |