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 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1 | $19 | 0.00% | −125,027−100.0% | Reduced |
| Dunhill Financial, LLC | 2 | $33 | 0.00% | +2 | New |
| Essential Partners LLC | 4 | $76 | 0.00% | +4 | New |
| Key Financial Inc | 10 | $189 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 29 | $550 | 0.00% | +29 | New |
| IFP Advisors, Inc | 36 | $682 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 46 | $872 | 0.00% | +5+12.2% | Added |
| Avion Wealth | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 54 | $1.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 79 | $1.50K | 0.00% | −355−81.8% | Reduced |
| True Wealth Design, LLC | 80 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 81 | $1.53K | 0.00% | +81 | New |
| Golden State Wealth Management, LLC | 88 | $1.67K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 100 | $1.89K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 150 | $2.84K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 152 | $2.88K | 0.00% | +152 | New |
| Private Wealth Management Group, LLC | 158 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 160 | $3.00K | 0.00% | −47−22.7% | Reduced |
| Massmutual Trust Co FSB | 177 | $3.35K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 181 | $3.43K | 0.00% | −79−30.4% | Reduced |
| McGuire Capital Advisors Inc | 196 | $3.71K | 0.00% | +196 | New |
| Rothschild Investment LLC | 242 | $4.58K | 0.00% | +7+3.0% | Added |
| Optiver Holding B.V. | 273 | $5.17K | 0.00% | +88+47.6% | Added |
| Blue Bell Private Wealth Management, LLC | 275 | $5.21K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 370 | $7.01K | 0.00% | +370 | New |
| Aster Capital Management (DIFC) Ltd | 385 | $7.29K | 0.00% | −1,343−77.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 414 | $7.84K | 0.00% | +70+20.3% | Added |
| Harbor Capital Advisors, Inc. | 423 | $8.00K | 0.00% | −7−1.6% | Reduced |
| Fortitude Family Office, LLC | 424 | $8.03K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 436 | $8.26K | 0.00% | +436 | New |
| Hillsdale Investment Management Inc. | 440 | $8.33K | 0.00% | +440 | New |
| Caitong International Asset Management Co., Ltd | 550 | $10.4K | 0.00% | −130−19.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 563 | $10.7K | 0.00% | +563 | New |
| Quadrant Capital Group LLC | 833 | $15.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 851 | $16.1K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $18.9K | 0.00% | +1,000 | New |
| Cullen/Frost Bankers, Inc. | 1,041 | $19.7K | 0.00% | +1,041 | New |
| Smartleaf Asset Management LLC | 1,068 | $20.6K | 0.00% | +97+10.0% | Added |
| Rockefeller Capital Management L.P. | 1,138 | $21.6K | 0.00% | +1,138 | New |
| Allworth Financial LP | 1,139 | $21.6K | 0.00% | −142−11.1% | Reduced |
| Parallel Advisors, LLC | 1,194 | $22.6K | 0.00% | +60+5.3% | Added |
| Torren Management, LLC | 1,212 | $23.0K | 0.01% | +1,212 | New |
| GAMMA Investing LLC | 1,286 | $24.4K | 0.00% | +323+33.5% | Added |
| Public Employees Retirement System of Ohio | 1,422 | $26.9K | 0.00% | −123−8.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,528 | $29.0K | 0.00% | +519+51.4% | Added |
| Farther Finance Advisors, LLC | 1,572 | $29.8K | 0.00% | +47+3.1% | Added |
| Quarry LP | 1,709 | $32.4K | 0.01% | −1,321−43.6% | Reduced |
| Signaturefd, LLC | 1,810 | $34.3K | 0.00% | +32+1.8% | Added |
| CWM, LLC | 1,875 | $36.0K | 0.00% | +130+7.4% | Added |
| International Assets Investment Management, LLC | 2,100 | $39.8K | 0.00% | +2,100 | New |
| Kestra Advisory Services, LLC | 2,326 | $44.1K | 0.00% | +2,326 | New |
| Larson Financial Group LLC | 3,040 | $57.6K | 0.00% | +2,842+1,435.4% | Added |
| Versant Capital Management, Inc | 3,236 | $61.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,300 | $62.5K | 0.00% | −1,230−27.2% | Reduced |
| Financial Avengers, Inc. | 3,500 | $66.3K | 0.03% | −500−12.5% | Reduced |
| Amalgamated Bank | 3,559 | $67.0K | 0.00% | −268−7.0% | Reduced |
| Jones Financial Companies LLLP | 3,920 | $74.2K | 0.00% | −131−3.2% | Reduced |
| Royal Bank of Canada | 4,020 | $76.0K | 0.00% | −740,335−99.5% | Reduced |
| KBC Group NV | 4,040 | $77.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 4,251 | $83.0K | 0.00% | −2,919−40.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,457 | $84.4K | 0.00% | +18+0.4% | Added |
| State of Alaska, Department of Revenue | 4,576 | $86.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,816 | $91.2K | 0.07% | +4,816 | New |
| Sterling Capital Management LLC | 6,529 | $123.7K | 0.00% | −1,314−16.8% | Reduced |
| Nisa Investment Advisors, LLC | 6,771 | $128.2K | 0.00% | −535−7.3% | Reduced |
| National Bank of Canada | 8,913 | $168.6K | 0.00% | +1,051+13.4% | Added |
| Ameritas Investment Partners, Inc. | 9,464 | $179.2K | 0.01% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 10,000 | $189.4K | 0.08% | 00.0% | Unchanged |
| Marex Group plc | 10,000 | $189.4K | 0.00% | 00.0% | Unchanged |
| Ursa Fund Management, LLC | 10,000 | $189.4K | 0.02% | +10,000 | New |
| Public Employees Retirement Association of Colorado | 10,430 | $198.0K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,460 | $198.1K | 0.00% | −637−5.7% | Reduced |
| Headlands Technologies LLC | 10,750 | $203.6K | 0.02% | +10,750 | New |
| Great West Life Assurance Co | 10,812 | $205.0K | 0.00% | −35,920−76.9% | Reduced |
| Envestnet Asset Management Inc | 10,869 | $205.9K | 0.00% | +10,869 | New |
| Two Sigma Advisers, LP | 10,940 | $207.2K | 0.00% | −526,316−98.0% | Reduced |
| Ensign Peak Advisors, Inc | 10,950 | $207.4K | 0.00% | −23,000−67.7% | Reduced |
| Bailard, Inc. | 11,000 | $208.3K | 0.00% | +11,000 | New |
| Banque Pictet & Cie SA | 11,464 | $217.1K | 0.00% | +11,464 | New |
| Boothbay Fund Management, LLC | 11,512 | $218.0K | 0.01% | +11,512 | New |
| Jain Global LLC | 11,879 | $225.0K | 0.00% | +11,879 | New |
| Jefferies Financial Group Inc. | 12,001 | $227.3K | 0.00% | +12,001 | New |
| Mirabella Financial Services LLP | 12,088 | $228.9K | 0.02% | +12,088 | New |
| Advisor Group Holdings, Inc. | 12,628 | $239.2K | 0.00% | −944−7.0% | Reduced |
| Thrivent Financial for Lutherans | 12,706 | $241.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,882 | $244.0K | 0.00% | −26,098−67.0% | Reduced |
| HSBC Holdings PLC | 13,156 | $249.0K | 0.00% | −5,039−27.7% | Reduced |
| Mangrove Partners | 13,411 | $254.0K | 0.02% | +13,411 | New |
| SBI Securities Co., Ltd. | 13,533 | $256.3K | 0.01% | +1,645+13.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,825 | $281.0K | 0.00% | +14,825 | New |
| Canada Pension Plan Investment Board | 14,900 | $282.2K | 0.00% | +14,900 | New |
| Citizens Financial Group Inc | 15,267 | $289.2K | 0.00% | −4,250−21.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,550 | $294.5K | 0.01% | +15,550 | New |
| XTX Topco Ltd | 15,676 | $296.9K | 0.01% | +4,786+43.9% | Added |
| Ameriprise Financial Inc | 16,061 | $304.2K | 0.00% | +16,061 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,934 | $304.7K | 0.00% | −7,548−32.1% | Reduced |
| Voleon Capital Management LP | 16,225 | $307.3K | 0.01% | −10,785−39.9% | Reduced |
| Caxton Associates LLP | 16,450 | $311.6K | 0.01% | +16,450 | New |
| CIBC World Markets Inc. | 18,000 | $340.9K | 0.00% | −962−5.1% | Reduced |