Happen, Inc.

HAPN

Exchange: Nasdaq
Industry: Personal Credit Institutions
SEC CIK: 0001409970

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Happen, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of HAPN: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	241	8	256	+23
Shares	96.7M	292.0K	95.2M	−1.21M (−1.3%)
Value	$1.47B	$4.45M	$1.80B	+$338.3M (+23.1%)

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Happen, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to HAPN in Q4 2025
Institution	Shares	Value	% of portfolio
Fuller & Thaler Asset Management, Inc.	3,356,936	$63.6M	0.21%
Cander Asset Management LP	687,295	$13.0M	2.41%
Nomura Asset Management International Inc.	235,778	$4.47M	0.01%
Dark Forest Capital Management LP	185,264	$3.51M	0.16%
Credit Agricole S A	162,149	$3.07M	0.01%
VGI Partners Ltd	111,509	$2.11M	0.12%
Creek Drive Management Group LLC	91,000	$1.72M	1.27%
Squarepoint Ops LLC	55,113	$1.04M	0.00%
GTS Securities LLC	51,626	$977.8K	0.03%
Cambria Investment Management, L.P.	34,531	$654.0K	0.04%
Counterpoint Mutual Funds LLC	26,647	$504.7K	0.04%
G2 Investment Partners Management LLC	25,000	$473.5K	0.11%
Mackenzie Financial Corp	21,505	$413.4K	0.00%
Evergreen Capital Management LLC	21,169	$400.9K	0.01%
Lighthouse Investment Partners, LLC	20,569	$389.6K	0.01%
Virginia Retirement Systems Et Al	20,400	$386.4K	0.00%
Caxton Associates LLP	16,450	$311.6K	0.01%
Ameriprise Financial Inc	16,061	$304.2K	0.00%
Campbell & CO Investment Adviser LLC	15,550	$294.5K	0.01%
Canada Pension Plan Investment Board	14,900	$282.2K	0.00%
Cambridge Investment Research Advisors, Inc.	14,825	$281.0K	0.00%
Mangrove Partners	13,411	$254.0K	0.02%
Mirabella Financial Services LLP	12,088	$228.9K	0.02%
Jefferies Financial Group Inc.	12,001	$227.3K	0.00%
Jain Global LLC	11,879	$225.0K	0.00%
Boothbay Fund Management, LLC	11,512	$218.0K	0.01%
Banque Pictet & Cie SA	11,464	$217.1K	0.00%
Bailard, Inc.	11,000	$208.3K	0.00%
Envestnet Asset Management Inc	10,869	$205.9K	0.00%
Headlands Technologies LLC	10,750	$203.6K	0.02%
Ursa Fund Management, LLC	10,000	$189.4K	0.02%
Bayforest Capital Ltd	4,816	$91.2K	0.07%
Kestra Advisory Services, LLC	2,326	$44.1K	0.00%
International Assets Investment Management, LLC	2,100	$39.8K	0.00%
Torren Management, LLC	1,212	$23.0K	0.01%
Rockefeller Capital Management L.P.	1,138	$21.6K	0.00%
Cullen/Frost Bankers, Inc.	1,041	$19.7K	0.00%
DV Trading LLC	1,000	$18.9K	0.00%
Pinnacle Wealth Planning Services, Inc.	563	$10.7K	0.00%
Hillsdale Investment Management Inc.	440	$8.33K	0.00%
Kemnay Advisory Services Inc.	436	$8.26K	0.00%
Triumph Capital Management	370	$7.01K	0.00%
McGuire Capital Advisors Inc	196	$3.71K	0.00%
Flagship Harbor Advisors, LLC	152	$2.88K	0.00%
SageView Advisory Group, LLC	100	$1.89K	0.00%
Bare Financial Services, Inc	81	$1.53K	0.00%
Marquette Asset Management, LLC	29	$550	0.00%
Essential Partners LLC	4	$76	0.00%
Dunhill Financial, LLC	2	$33	0.00%

Sold out (26)

Institutions that held Happen, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of HAPN in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Marshall Wace, LLP	735,821	$11.2M
Cresset Asset Management, LLC	379,781	$5.77M
Healthcare of Ontario Pension Plan Trust Fund	134,000	$2.04M
Jackson Square Partners, LLC	122,623	$1.86M
Libra Wealth LLC	73,133	$1.11M
Polymer Capital Management (US) LLC	53,619	$814.5K
Group One Trading, L.P.	48,383	$734.9K
Connective Capital Management, LLC	37,303	$566.6K
BCJ Capital Management, LLC	33,222	$504.6K
StoneX Group Inc.	30,000	$455.7K
Banco BTG Pactual S.A.	21,323	$323.9K
Verition Fund Management LLC	18,130	$275.4K
Leonteq Securities AG	18,000	$273.4K
Bridgefront Capital, LLC	16,957	$257.6K
Picton Mahoney Asset Management	15,200	$231.0K
SummitTX Capital, L.P.	11,290	$171.5K
Man Group plc	10,817	$164.3K
Catalytic Wealth RIA, LLC	10,306	$156.5K
Aigen Investment Management, LP	10,023	$152.2K
Walleye Trading LLC	5,046	$76.6K
Advisory Services Network, LLC	3,913	$59.4K
GPS Wealth Strategies Group, LLC	650	$9.87K
Salem Investment Counselors Inc	575	$8.73K
Principal Securities, Inc.	154	$2.34K
South State Corp.	90	$1.37K
Rise Advisors, LLC	48	$729

Not filed for Q4 2025 yet (8)

Institutions that held Happen, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HAPN in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Cubist Systematic Strategies, LLC	196,248	$2.98M
Sheets Smith Investment Management	43,435	$659.8K
Corton Capital Inc.	14,090	$214.0K
CIBC Bancorp USA Inc.	12,075	$183.4K
Wolverine Trading, LLC	11,254	$181.3K
Point72 Hong Kong Ltd	7,606	$115.5K
Point72 (DIFC) Ltd	5,799	$88.1K
Point72 Europe (London) LLP	1,532	$23.3K