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 |
|---|---|---|---|---|---|
| Barclays PLC | 436,881 | $6.64M | 0.00% | −164,749−27.4% | Reduced |
| Two Sigma Investments, LP | 440,881 | $6.70M | 0.01% | −64,823−12.8% | Reduced |
| JPMorgan Chase & Co | 445,005 | $6.76M | 0.00% | −140,158−24.0% | Reduced |
| BNP Paribas Arbitrage, SA | 484,123 | $7.35M | 0.01% | +178,500+58.4% | Added |
| Invesco Ltd. | 508,509 | $7.72M | 0.00% | +184,213+56.8% | Added |
| Voloridge Investment Management, LLC | 508,876 | $7.73M | 0.03% | −1,449−0.3% | Reduced |
| Two Sigma Advisers, LP | 537,256 | $8.16M | 0.02% | −23,600−4.2% | Reduced |
| Federated Hermes, Inc. | 559,686 | $8.50M | 0.02% | +98,483+21.4% | Added |
| SG Americas Securities, LLC | 649,753 | $9.87M | 0.04% | +354,521+120.1% | Added |
| Morgan Stanley | 684,623 | $10.4M | 0.00% | −381,544−35.8% | Reduced |
| Millennium Management LLC | 724,075 | $11.0M | 0.01% | −642,266−47.0% | Reduced |
| Marshall Wace, LLP | 735,821 | $11.2M | 0.01% | +680,589+1,232.2% | Added |
| Royal Bank of Canada | 744,355 | $11.3M | 0.00% | −6,346−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 769,866 | $11.7M | 0.01% | +282,334+57.9% | Added |
| Qube Research & Technologies Ltd | 790,143 | $12.0M | 0.02% | −265,546−25.2% | Reduced |
| Bank of America Corp | 815,918 | $12.4M | 0.00% | −145,612−15.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 830,979 | $12.6M | 0.04% | +163,310+24.5% | Added |
| Basswood Capital Management, L.L.C. | 831,334 | $12.6M | 0.59% | +698,552+526.1% | Added |
| Goldman Sachs Group Inc | 836,562 | $12.7M | 0.00% | +211,834+33.9% | Added |
| Harspring Capital Management, LLC | 860,000 | $13.1M | 5.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 861,957 | $13.1M | 0.03% | +861,957 | New |
| Price T Rowe Associates Inc | 890,238 | $13.5M | 0.00% | +300,867+51.0% | Added |
| Northern Trust Corp | 1,039,309 | $15.8M | 0.00% | +27,599+2.7% | Added |
| Long Focus Capital Management, LLC | 1,200,000 | $18.2M | 1.04% | −810,725−40.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,209,282 | $18.4M | 0.00% | +89,208+8.0% | Added |
| Cramer Rosenthal McGlynn LLC | 1,657,356 | $25.2M | 1.62% | +509,008+44.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,669,018 | $25.4M | 0.02% | +1,669,018 | New |
| Balyasny Asset Management LLC | 1,984,349 | $30.1M | 0.06% | +226,325+12.9% | Added |
| Nuveen, LLC | 2,016,830 | $30.6M | 0.01% | +22,317+1.1% | Added |
| American Century Companies Inc | 2,071,137 | $31.5M | 0.02% | +334,914+19.3% | Added |
| Assenagon Asset Management S.A. | 2,121,802 | $32.2M | 0.05% | +1,375,002+184.1% | Added |
| Citadel Advisors LLC | 2,224,658 | $33.8M | 0.03% | +27,405+1.2% | Added |
| Azora Capital LP | 2,391,190 | $36.3M | 1.68% | +1,723,658+258.2% | Added |
| Geode Capital Management, LLC | 2,699,191 | $41.0M | 0.00% | +500.0% | Added |
| State Street Corp | 3,349,121 | $50.9M | 0.00% | −3,063−0.1% | Reduced |
| Driehaus Capital Management LLC | 3,648,498 | $55.4M | 0.40% | −334,714−8.4% | Reduced |
| Senvest Management, LLC | 5,417,321 | $82.3M | 2.64% | −463,969−7.9% | Reduced |
| Dimensional Fund Advisors LP | 5,887,998 | $89.4M | 0.02% | −178,643−2.9% | Reduced |
| Wellington Management Group LLP | 7,960,550 | $120.9M | 0.02% | +1,261,861+18.8% | Added |
| BlackRock, Inc. | 8,993,415 | $136.6M | 0.00% | −167,877−1.8% | Reduced |
| Vanguard Group Inc | 11,180,791 | $169.8M | 0.00% | −480,950−4.1% | Reduced |
| Shell Asset Management Co | 0 | $0 | 0.00% | −384,137−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −375,504−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −255,213−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −238,055−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −174,101−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −92,061−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −68,712−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −67,680−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −63,090−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −39,773−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −38,047−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −37,695−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −32,964−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −32,396−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −26,983−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −25,461−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −21,226−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −20,472−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −14,648−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −14,648−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −11,331−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,081−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Copperwynd Financial, LLC | – | – | – | – | Not filed |
| Grassi Investment Management | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |