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, 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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 18,282 | $346.3K | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 18,880 | $357.6K | 0.06% | +700+3.9% | Added |
| Cache Advisors, LLC | 20,000 | $378.8K | 0.05% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 20,000 | $378.8K | 0.07% | +2,429+13.8% | Added |
| Virginia Retirement Systems Et Al | 20,400 | $386.4K | 0.00% | +20,400 | New |
| Lighthouse Investment Partners, LLC | 20,569 | $389.6K | 0.01% | +20,569 | New |
| ProShare Advisors LLC | 20,704 | $392.1K | 0.00% | +1,335+6.9% | Added |
| Bank of Montreal | 20,822 | $394.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 20,950 | $396.8K | 0.01% | +12,231+140.3% | Added |
| Evergreen Capital Management LLC | 21,169 | $400.9K | 0.01% | +21,169 | New |
| Commonwealth Equity Services, LLC | 21,361 | $404.6K | 0.00% | −161−0.7% | Reduced |
| Mackenzie Financial Corp | 21,505 | $413.4K | 0.00% | +21,505 | New |
| Miracle Mile Advisors, LLC | 22,158 | $419.7K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 22,642 | $428.8K | 0.05% | +7,936+54.0% | Added |
| PharVision Advisers, LLC | 23,309 | $441.5K | 0.22% | +5,704+32.4% | Added |
| KLP Kapitalforvaltning AS | 24,440 | $462.9K | 0.00% | −1,400−5.4% | Reduced |
| Quest Partners LLC | 24,460 | $463.3K | 0.03% | −19,923−44.9% | Reduced |
| LPL Financial LLC | 24,620 | $466.3K | 0.00% | −12,735−34.1% | Reduced |
| G2 Investment Partners Management LLC | 25,000 | $473.5K | 0.11% | +25,000 | New |
| SP Asset Management LLC | 25,765 | $488.0K | 0.04% | +267+1.0% | Added |
| Counterpoint Mutual Funds LLC | 26,647 | $504.7K | 0.04% | +26,647 | New |
| Oppenheimer Asset Management Inc. | 26,649 | $504.7K | 0.01% | −21,968−45.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,923 | $509.9K | 0.00% | −17,444−39.3% | Reduced |
| AQR Capital Management LLC | 27,756 | $525.7K | 0.00% | +5,765+26.2% | Added |
| Capstone Investment Advisors, LLC | 28,261 | $535.3K | 0.00% | +8,161+40.6% | Added |
| Inceptionr LLC | 28,311 | $536.2K | 0.15% | +16,310+135.9% | Added |
| Independent Advisor Alliance | 28,551 | $540.8K | 0.01% | +6,317+28.4% | Added |
| Raymond James Financial Inc | 31,115 | $589.3K | 0.00% | +7,467+31.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 31,448 | $595.6K | 0.00% | +86+0.3% | Added |
| Fox Run Management, L.L.C. | 31,998 | $606.0K | 0.09% | −24,617−43.5% | Reduced |
| Arizona State Retirement System | 32,032 | $606.7K | 0.00% | −1,761−5.2% | Reduced |
| Los Angeles Capital Management LLC | 36,382 | $612.7K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,524 | $653.9K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 34,531 | $654.0K | 0.04% | +34,531 | New |
| Brevan Howard Capital Management LP | 34,967 | $662.3K | 0.01% | −14,721−29.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 36,101 | $683.8K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 36,693 | $695.0K | 0.00% | +6,545+21.7% | Added |
| Invst, LLC | 37,126 | $703.2K | 0.08% | +5,187+16.2% | Added |
| Cetera Investment Advisers | 37,769 | $715.3K | 0.00% | +3,344+9.7% | Added |
| Quantinno Capital Management LP | 38,470 | $728.6K | 0.00% | +4,991+14.9% | Added |
| BNP Paribas Arbitrage, SA | 46,813 | $886.6K | 0.00% | −437,310−90.3% | Reduced |
| Voya Investment Management LLC | 46,950 | $889.2K | 0.00% | +527+1.1% | Added |
| STRS Ohio | 47,200 | $894.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 51,424 | $974.0K | 0.00% | −389,457−88.3% | Reduced |
| GTS Securities LLC | 51,626 | $977.8K | 0.03% | +51,626 | New |
| Janus Henderson Group PLC | 52,095 | $986.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 54,612 | $1.03M | 0.00% | −3,073−5.3% | Reduced |
| Shay Capital LLC | 55,000 | $1.04M | 0.17% | +4,700+9.3% | Added |
| Squarepoint Ops LLC | 55,113 | $1.04M | 0.00% | +55,113 | New |
| Vestmark Advisory Solutions, Inc. | 55,976 | $1.06M | 0.01% | +4,539+8.8% | Added |
| Tudor Investment Corp Et Al | 56,076 | $1.06M | 0.01% | −122,842−68.7% | Reduced |
| MetLife Investment Management | 63,526 | $1.20M | 0.01% | −3,046−4.6% | Reduced |
| Engineers Gate Manager LP | 69,050 | $1.31M | 0.02% | +11,872+20.8% | Added |
| SEI Investments Co | 69,405 | $1.31M | 0.00% | +22,889+49.2% | Added |
| Capital Fund Management S.A. | 70,546 | $1.34M | 0.01% | −13,687−16.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 70,860 | $1.34M | 0.01% | −46,112−39.4% | Reduced |
| Intech Investment Management LLC | 71,004 | $1.34M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 72,232 | $1.37M | 0.01% | +71,141+6,520.7% | Added |
| Wakefield Asset Management LLLP | 74,959 | $1.42M | 0.39% | +148+0.2% | Added |
| Round Rock Advisors, LLC | 75,504 | $1.43M | 0.22% | +27,999+58.9% | Added |
| D. E. Shaw & Co., Inc. | 76,850 | $1.46M | 0.00% | +29,827+63.4% | Added |
| Teacher Retirement System of Texas | 77,073 | $1.46M | 0.01% | −10,300−11.8% | Reduced |
| Range Financial Group LLC | 78,233 | $1.48M | 0.51% | −3,685−4.5% | Reduced |
| Pictet Asset Management Holding SA | 85,204 | $1.61M | 0.00% | +56,864+200.6% | Added |
| Creative Planning | 87,668 | $1.66M | 0.00% | +30,521+53.4% | Added |
| Creek Drive Management Group LLC | 91,000 | $1.72M | 1.27% | +91,000 | New |
| Edgestream Partners, L.P. | 95,270 | $1.80M | 0.05% | +36,174+61.2% | Added |
| First Trust Advisors LP | 97,420 | $1.85M | 0.00% | −7,958−7.6% | Reduced |
| Legato Capital Management LLC | 98,927 | $1.87M | 0.16% | +60,955+160.5% | Added |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $1.88M | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 99,656 | $1.89M | 0.16% | −73,129−42.3% | Reduced |
| Lido Advisors, LLC | 99,905 | $1.89M | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 100,805 | $1.91M | 0.01% | +10,495+11.6% | Added |
| Acadian Asset Management LLC | 101,768 | $1.92M | 0.00% | +93,024+1,063.9% | Added |
| Legal & General Group Plc | 105,939 | $2.01M | 0.00% | −15,933−13.1% | Reduced |
| California State Teachers Retirement System | 107,056 | $2.03M | 0.00% | −3,564−3.2% | Reduced |
| VGI Partners Ltd | 111,509 | $2.11M | 0.12% | +111,509 | New |
| Alliancebernstein L.P. | 112,198 | $2.13M | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 115,553 | $2.19M | 0.02% | +85,435+283.7% | Added |
| New York State Common Retirement Fund | 116,530 | $2.21M | 0.00% | +36,990+46.5% | Added |
| Prudential Financial Inc | 119,390 | $2.26M | 0.00% | +4,973+4.3% | Added |
| Price T Rowe Associates Inc | 124,712 | $2.36M | 0.00% | −765,526−86.0% | Reduced |
| Ieq Capital, LLC | 135,537 | $2.57M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 139,396 | $2.64M | 0.00% | +52,476+60.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 142,091 | $2.69M | 0.06% | +14,515+11.4% | Added |
| Rhumbline Advisers | 148,479 | $2.81M | 0.00% | −23,728−13.8% | Reduced |
| Quantbot Technologies LP | 151,114 | $2.86M | 0.10% | +38,094+33.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 152,492 | $2.89M | 0.00% | −6,413−4.0% | Reduced |
| Deutsche Bank AG | 159,082 | $3.01M | 0.00% | −253,171−61.4% | Reduced |
| Credit Agricole S A | 162,149 | $3.07M | 0.01% | +162,149 | New |
| Joel Isaacson & Co., LLC | 165,301 | $3.13M | 0.10% | −30,500−15.6% | Reduced |
| Franklin Resources Inc | 171,161 | $3.24M | 0.00% | +28,588+20.1% | Added |
| Dark Forest Capital Management LP | 185,264 | $3.51M | 0.16% | +185,264 | New |
| Balyasny Asset Management LLC | 189,875 | $3.60M | 0.01% | −1,794,474−90.4% | Reduced |
| Susquehanna International Group, LLP | 205,797 | $3.90M | 0.01% | +156,319+315.9% | Added |
| Brandywine Global Investment Management, LLC | 224,426 | $4.25M | 0.03% | −8,200−3.5% | Reduced |
| Swiss National Bank | 226,260 | $4.29M | 0.00% | +4,900+2.2% | Added |
| The PNC Financial Services Group, Inc. | 230,440 | $4.36M | 0.00% | +4,257+1.9% | Added |
| Russell Investments Group, Ltd. | 230,883 | $4.37M | 0.00% | −3,477−1.5% | Reduced |
| Quinn Opportunity Partners LLC | 233,857 | $4.43M | 0.19% | 00.0% | Unchanged |