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, 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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 56,615 | $860.0K | 0.13% | −10,707−15.9% | Reduced |
| Round Rock Advisors, LLC | 47,505 | $842.5K | 0.13% | +47,505 | New |
| Polymer Capital Management (US) LLC | 53,619 | $814.5K | 0.11% | −20,022−27.2% | Reduced |
| Janus Henderson Group PLC | 52,095 | $791.3K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 51,437 | $781.3K | 0.01% | −29,115−36.1% | Reduced |
| Shay Capital LLC | 50,300 | $764.1K | 0.14% | +50,300 | New |
| Brevan Howard Capital Management LP | 49,688 | $754.8K | 0.01% | +49,688 | New |
| Great West Life Assurance Co | 46,732 | $752.0K | 0.00% | +6,998+17.6% | Added |
| Susquehanna International Group, LLP | 49,478 | $751.6K | 0.00% | −242,092−83.0% | Reduced |
| Oppenheimer Asset Management Inc. | 48,617 | $738.5K | 0.01% | +1,846+3.9% | Added |
| Group One Trading, L.P. | 48,383 | $734.9K | 0.02% | +21,495+79.9% | Added |
| STRS Ohio | 47,200 | $717.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 47,023 | $714.3K | 0.00% | −212,628−81.9% | Reduced |
| Algert Global LLC | 46,907 | $712.5K | 0.01% | +7,140+18.0% | Added |
| SEI Investments Co | 46,516 | $706.6K | 0.00% | +8,102+21.1% | Added |
| Voya Investment Management LLC | 46,423 | $705.2K | 0.00% | −21,049−31.2% | Reduced |
| Quest Partners LLC | 44,383 | $674.2K | 0.04% | −16,448−27.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,367 | $673.9K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 43,435 | $659.8K | 0.43% | +43,435 | New |
| Victory Capital Management Inc | 38,980 | $592.1K | 0.00% | +25,834+196.5% | Added |
| Legato Capital Management LLC | 37,972 | $576.8K | 0.06% | +37,972 | New |
| LPL Financial LLC | 37,355 | $567.4K | 0.00% | +10,326+38.2% | Added |
| Connective Capital Management, LLC | 37,303 | $566.6K | 0.52% | +37,303 | New |
| Los Angeles Capital Management LLC | 36,382 | $552.6K | 0.00% | +36,382 | New |
| Susquehanna Portfolio Strategies, LLC | 36,101 | $548.4K | 0.01% | +4,300+13.5% | Added |
| State Board of Administration of Florida Retirement System | 34,524 | $524.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 34,425 | $522.9K | 0.00% | +5,555+19.2% | Added |
| Ensign Peak Advisors, Inc | 33,950 | $515.7K | 0.00% | +33,950 | New |
| Arizona State Retirement System | 33,793 | $513.3K | 0.00% | +465+1.4% | Added |
| Quantinno Capital Management LP | 33,479 | $508.5K | 0.00% | +9,461+39.4% | Added |
| BCJ Capital Management, LLC | 33,222 | $504.6K | 0.03% | +33,222 | New |
| Invst, LLC | 31,939 | $485.2K | 0.06% | +1,616+5.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 31,362 | $476.4K | 0.00% | +5,299+20.3% | Added |
| Citigroup Inc | 30,148 | $457.9K | 0.00% | −49,716−62.3% | Reduced |
| Zacks Investment Management | 30,118 | $457.5K | 0.00% | +7,547+33.4% | Added |
| StoneX Group Inc. | 30,000 | $455.7K | 0.02% | +30,000 | New |
| Pictet Asset Management Holding SA | 28,340 | $430.5K | 0.00% | +14,467+104.3% | Added |
| Voleon Capital Management LP | 27,010 | $410.3K | 0.01% | +27,010 | New |
| KLP Kapitalforvaltning AS | 25,840 | $392.5K | 0.00% | 00.0% | Unchanged |
| SP Asset Management LLC | 25,498 | $387.3K | 0.03% | +25,498 | New |
| FMR LLC | 24,269 | $368.7K | 0.00% | +128+0.5% | Added |
| Raymond James Financial Inc | 23,648 | $359.2K | 0.00% | −11,976−33.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,482 | $356.7K | 0.00% | +793+3.5% | Added |
| Independent Advisor Alliance | 22,234 | $337.7K | 0.01% | +11,865+114.4% | Added |
| Miracle Mile Advisors, LLC | 22,158 | $336.6K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 21,991 | $334.0K | 0.00% | +7,737+54.3% | Added |
| Commonwealth Equity Services, LLC | 21,522 | $327.0K | 0.00% | −4,061−15.9% | Reduced |
| Banco BTG Pactual S.A. | 21,323 | $323.9K | 0.05% | +21,323 | New |
| Bank of Montreal | 20,822 | $316.3K | 0.00% | +502+2.5% | Added |
| Capstone Investment Advisors, LLC | 20,100 | $305.3K | 0.00% | +20,100 | New |
| Cache Advisors, LLC | 20,000 | $303.8K | 0.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 19,517 | $296.5K | 0.00% | −5,793−22.9% | Reduced |
| ProShare Advisors LLC | 19,369 | $294.2K | 0.00% | −3,860−16.6% | Reduced |
| CIBC World Markets Inc. | 18,962 | $288.0K | 0.00% | +18,962 | New |
| Sheets Smith Wealth Management | 18,282 | $277.7K | 0.03% | +18,282 | New |
| Sompo Asset Management Co., Ltd. | 18,180 | $276.2K | 0.05% | −9,940−35.3% | Reduced |
| Verition Fund Management LLC | 18,130 | $275.4K | 0.00% | −10,274−36.2% | Reduced |
| Leonteq Securities AG | 18,000 | $273.4K | 0.01% | −2,000−10.0% | Reduced |
| HSBC Holdings PLC | 18,195 | $272.7K | 0.00% | −24,939−57.8% | Reduced |
| PharVision Advisers, LLC | 17,605 | $267.4K | 0.15% | +17,605 | New |
| Requisite Capital Management, LLC | 17,571 | $266.9K | 0.04% | −2,098−10.7% | Reduced |
| Bridgefront Capital, LLC | 16,957 | $257.6K | 0.08% | −1,851−9.8% | Reduced |
| Advisor Group Holdings, Inc. | 13,572 | $231.9K | 0.00% | +218+1.6% | Added |
| Picton Mahoney Asset Management | 15,200 | $231.0K | 0.00% | +15,200 | New |
| Numerai GP LLC | 14,706 | $223.4K | 0.03% | −1,543−9.5% | Reduced |
| Corton Capital Inc. | 14,090 | $214.0K | 0.53% | +14,090 | New |
| Thrivent Financial for Lutherans | 12,706 | $193.0K | 0.00% | +12,706 | New |
| CIBC Bancorp USA Inc. | 12,075 | $183.4K | 0.00% | +12,075 | New |
| Inceptionr LLC | 12,001 | $182.3K | 0.04% | −1,513−11.2% | Reduced |
| Wolverine Trading, LLC | 11,254 | $181.3K | 0.00% | +11,254 | New |
| SBI Securities Co., Ltd. | 11,888 | $180.6K | 0.00% | +9,963+517.6% | Added |
| SummitTX Capital, L.P. | 11,290 | $171.5K | 0.01% | +11,290 | New |
| Scotia Capital Inc. | 11,097 | $168.6K | 0.00% | +11,097 | New |
| XTX Topco Ltd | 10,890 | $165.4K | 0.01% | +10,890 | New |
| Man Group plc | 10,817 | $164.3K | 0.00% | −15,599−59.1% | Reduced |
| Public Employees Retirement Association of Colorado | 10,430 | $158.0K | 0.00% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 10,306 | $156.5K | 0.01% | +10,306 | New |
| Aigen Investment Management, LP | 10,023 | $152.2K | 0.02% | −5,956−37.3% | Reduced |
| Maltin Wealth Management, Inc. | 10,000 | $151.9K | 0.06% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $151.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,464 | $143.8K | 0.00% | −2,099−18.2% | Reduced |
| Aquatic Capital Management LLC | 8,719 | $132.4K | 0.00% | +8,719 | New |
| Acadian Asset Management LLC | 8,744 | $132.0K | 0.00% | +8,744 | New |
| National Bank of Canada | 7,862 | $119.3K | 0.00% | +6,286+398.9% | Added |
| Sterling Capital Management LLC | 7,843 | $119.1K | 0.00% | +4,785+156.5% | Added |
| Point72 Hong Kong Ltd | 7,606 | $115.5K | 0.01% | +7,606 | New |
| Nisa Investment Advisors, LLC | 7,306 | $111.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 7,170 | $108.9K | 0.00% | −3,062−29.9% | Reduced |
| Point72 (DIFC) Ltd | 5,799 | $88.1K | 0.01% | +5,799 | New |
| Walleye Trading LLC | 5,046 | $76.6K | 0.00% | +5,046 | New |
| State of Alaska, Department of Revenue | 4,576 | $69.0K | 0.00% | +4,576 | New |
| Federation des caisses Desjardins du Quebec | 4,530 | $68.8K | 0.00% | −4,740−51.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,439 | $67.4K | 0.00% | −11,266−71.7% | Reduced |
| Jones Financial Companies LLLP | 4,051 | $67.0K | 0.00% | +1,290+46.7% | Added |
| KBC Group NV | 4,040 | $61.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 4,000 | $60.8K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,913 | $59.4K | 0.00% | +3,913 | New |
| Amalgamated Bank | 3,827 | $58.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,236 | $49.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,030 | $46.0K | 0.01% | +2,346+343.0% | Added |