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, Q4 2025
Institutional positions in Happen, Inc. as of Dec 31, 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
- 256
- +23 vs. Q3 2025
- Shares held
- 95.2M
- −1.21M (−1.3%) vs. Q3 2025
- Total value
- $1.80B
- +$338.3M (+23.1%) vs. Q3 2025
- New holders
- 49
- 84 more added
- Sold out
- 26
- 85 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,697,333 | $221.5M | 0.00% | +516,542+4.6% | Added |
| BlackRock, Inc. | 9,754,453 | $184.7M | 0.00% | +761,038+8.5% | Added |
| Wellington Management Group LLP | 7,687,435 | $145.6M | 0.03% | −273,115−3.4% | Reduced |
| Dimensional Fund Advisors LP | 5,620,395 | $106.5M | 0.02% | −267,603−4.5% | Reduced |
| Senvest Management, LLC | 4,320,058 | $81.8M | 2.54% | −1,097,263−20.3% | Reduced |
| Driehaus Capital Management LLC | 3,519,350 | $66.7M | 0.45% | −129,148−3.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,356,936 | $63.6M | 0.21% | +3,356,936 | New |
| State Street Corp | 2,814,138 | $53.3M | 0.00% | −534,983−16.0% | Reduced |
| Geode Capital Management, LLC | 2,703,496 | $51.2M | 0.00% | +4,305+0.2% | Added |
| American Century Companies Inc | 2,314,912 | $43.8M | 0.02% | +243,775+11.8% | Added |
| Citadel Advisors LLC | 2,294,049 | $43.4M | 0.03% | +69,391+3.1% | Added |
| Nuveen, LLC | 1,872,586 | $35.5M | 0.01% | −144,244−7.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 1,634,021 | $30.9M | 1.99% | −23,335−1.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,546,038 | $29.3M | 0.02% | −122,980−7.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,287,350 | $24.4M | 0.00% | +78,068+6.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,239,370 | $23.5M | 0.01% | +469,504+61.0% | Added |
| Point72 Asset Management, L.P. | 1,227,163 | $23.2M | 0.04% | +365,206+42.4% | Added |
| Long Focus Capital Management, LLC | 1,200,100 | $22.7M | 1.13% | +1000.0% | Added |
| Morgan Stanley | 1,165,614 | $22.1M | 0.00% | +480,991+70.3% | Added |
| Bank of America Corp | 1,140,404 | $21.6M | 0.00% | +324,486+39.8% | Added |
| Northern Trust Corp | 967,501 | $18.3M | 0.00% | −71,808−6.9% | Reduced |
| FMR LLC | 917,752 | $17.4M | 0.00% | +893,483+3,681.6% | Added |
| Harspring Capital Management, LLC | 860,000 | $16.3M | 6.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 825,082 | $15.6M | 0.00% | −11,480−1.4% | Reduced |
| Basswood Capital Management, L.L.C. | 824,482 | $15.6M | 0.69% | −6,852−0.8% | Reduced |
| Millennium Management LLC | 800,615 | $15.2M | 0.01% | +76,540+10.6% | Added |
| Emerald Advisers, LLC | 778,208 | $14.7M | 0.45% | +566,334+267.3% | Added |
| Qube Research & Technologies Ltd | 716,277 | $13.6M | 0.02% | −73,866−9.3% | Reduced |
| Nicholas Investment Partners, LP | 709,206 | $13.4M | 0.98% | +419,417+144.7% | Added |
| Cander Asset Management LP | 687,295 | $13.0M | 2.41% | +687,295 | New |
| SG Americas Securities, LLC | 640,417 | $12.1M | 0.02% | −9,336−1.4% | Reduced |
| Trexquant Investment LP | 630,392 | $11.9M | 0.11% | +202,405+47.3% | Added |
| Federated Hermes, Inc. | 630,094 | $11.9M | 0.02% | +70,408+12.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 597,675 | $11.3M | 0.03% | −233,304−28.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 577,591 | $10.9M | 0.53% | +389,441+207.0% | Added |
| Azora Capital LP | 536,577 | $10.2M | 0.64% | −1,854,613−77.6% | Reduced |
| Assenagon Asset Management S.A. | 491,289 | $9.31M | 0.01% | −1,630,513−76.8% | Reduced |
| Invesco Ltd. | 448,881 | $8.50M | 0.00% | −59,628−11.7% | Reduced |
| JPMorgan Chase & Co | 440,437 | $8.34M | 0.00% | −4,568−1.0% | Reduced |
| UBS Asset Management Americas Inc | 404,292 | $7.66M | 0.00% | +149,873+58.9% | Added |
| Interval Partners, LP | 377,053 | $7.14M | 0.17% | +145,911+63.1% | Added |
| Voloridge Investment Management, LLC | 376,081 | $7.12M | 0.03% | −132,795−26.1% | Reduced |
| Bank of New York Mellon Corp | 369,967 | $7.01M | 0.00% | +1,021+0.3% | Added |
| State of Wisconsin Investment Board | 351,998 | $6.67M | 0.01% | −26,188−6.9% | Reduced |
| Jane Street Group, LLC | 341,501 | $6.47M | 0.01% | +111,319+48.4% | Added |
| Principal Financial Group Inc | 333,424 | $6.32M | 0.00% | +224,359+205.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 327,727 | $6.23M | 0.01% | +63,845+24.2% | Added |
| UBS Group AG | 326,369 | $6.18M | 0.00% | −41,049−11.2% | Reduced |
| Barclays PLC | 319,705 | $6.06M | 0.00% | −117,176−26.8% | Reduced |
| Brighton Jones LLC | 311,340 | $5.90M | 0.22% | −99,989−24.3% | Reduced |
| Kennedy Capital Management, Inc. | 296,782 | $5.62M | 0.12% | −154−0.1% | Reduced |
| Jump Financial, LLC | 291,200 | $5.52M | 0.07% | +157,181+117.3% | Added |
| Allianz Asset Management GmbH | 285,411 | $5.41M | 0.01% | −7,655−2.6% | Reduced |
| Algert Global LLC | 264,947 | $5.02M | 0.08% | +218,040+464.8% | Added |
| TCW Group Inc | 238,867 | $4.52M | 0.03% | −115,144−32.5% | Reduced |
| Nomura Asset Management International Inc. | 235,778 | $4.47M | 0.01% | +235,778 | New |
| Quinn Opportunity Partners LLC | 233,857 | $4.43M | 0.19% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 230,883 | $4.37M | 0.00% | −3,477−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 230,440 | $4.36M | 0.00% | +4,257+1.9% | Added |
| Swiss National Bank | 226,260 | $4.29M | 0.00% | +4,900+2.2% | Added |
| Brandywine Global Investment Management, LLC | 224,426 | $4.25M | 0.03% | −8,200−3.5% | Reduced |
| Susquehanna International Group, LLP | 205,797 | $3.90M | 0.01% | +156,319+315.9% | Added |
| Balyasny Asset Management LLC | 189,875 | $3.60M | 0.01% | −1,794,474−90.4% | Reduced |
| Dark Forest Capital Management LP | 185,264 | $3.51M | 0.16% | +185,264 | New |
| Franklin Resources Inc | 171,161 | $3.24M | 0.00% | +28,588+20.1% | Added |
| Joel Isaacson & Co., LLC | 165,301 | $3.13M | 0.10% | −30,500−15.6% | Reduced |
| Credit Agricole S A | 162,149 | $3.07M | 0.01% | +162,149 | New |
| Deutsche Bank AG | 159,082 | $3.01M | 0.00% | −253,171−61.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 152,492 | $2.89M | 0.00% | −6,413−4.0% | Reduced |
| Quantbot Technologies LP | 151,114 | $2.86M | 0.10% | +38,094+33.7% | Added |
| Rhumbline Advisers | 148,479 | $2.81M | 0.00% | −23,728−13.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 142,091 | $2.69M | 0.06% | +14,515+11.4% | Added |
| Wells Fargo & Company | 139,396 | $2.64M | 0.00% | +52,476+60.4% | Added |
| Ieq Capital, LLC | 135,537 | $2.57M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 124,712 | $2.36M | 0.00% | −765,526−86.0% | Reduced |
| Prudential Financial Inc | 119,390 | $2.26M | 0.00% | +4,973+4.3% | Added |
| New York State Common Retirement Fund | 116,530 | $2.21M | 0.00% | +36,990+46.5% | Added |
| Zacks Investment Management | 115,553 | $2.19M | 0.02% | +85,435+283.7% | Added |
| Alliancebernstein L.P. | 112,198 | $2.13M | 0.00% | 00.0% | Unchanged |
| VGI Partners Ltd | 111,509 | $2.11M | 0.12% | +111,509 | New |
| California State Teachers Retirement System | 107,056 | $2.03M | 0.00% | −3,564−3.2% | Reduced |
| Legal & General Group Plc | 105,939 | $2.01M | 0.00% | −15,933−13.1% | Reduced |
| Acadian Asset Management LLC | 101,768 | $1.92M | 0.00% | +93,024+1,063.9% | Added |
| Bridgewater Associates, LP | 100,805 | $1.91M | 0.01% | +10,495+11.6% | Added |
| Lido Advisors, LLC | 99,905 | $1.89M | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 99,656 | $1.89M | 0.16% | −73,129−42.3% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.88M | 0.03% | 00.0% | Unchanged |
| Legato Capital Management LLC | 98,927 | $1.87M | 0.16% | +60,955+160.5% | Added |
| First Trust Advisors LP | 97,420 | $1.85M | 0.00% | −7,958−7.6% | Reduced |
| Edgestream Partners, L.P. | 95,270 | $1.80M | 0.05% | +36,174+61.2% | Added |
| Creek Drive Management Group LLC | 91,000 | $1.72M | 1.27% | +91,000 | New |
| Creative Planning | 87,668 | $1.66M | 0.00% | +30,521+53.4% | Added |
| Pictet Asset Management Holding SA | 85,204 | $1.61M | 0.00% | +56,864+200.6% | Added |
| Range Financial Group LLC | 78,233 | $1.48M | 0.51% | −3,685−4.5% | Reduced |
| Teacher Retirement System of Texas | 77,073 | $1.46M | 0.01% | −10,300−11.8% | Reduced |
| D. E. Shaw & Co., Inc. | 76,850 | $1.46M | 0.00% | +29,827+63.4% | Added |
| Round Rock Advisors, LLC | 75,504 | $1.43M | 0.22% | +27,999+58.9% | Added |
| Wakefield Asset Management LLLP | 74,959 | $1.42M | 0.39% | +148+0.2% | Added |
| Comerica Bank | 72,232 | $1.37M | 0.01% | +71,141+6,520.7% | Added |
| Intech Investment Management LLC | 71,004 | $1.34M | 0.01% | 00.0% | Unchanged |