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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 235,778 | $4.47M | 0.01% | +235,778 | New |
| TCW Group Inc | 238,867 | $4.52M | 0.03% | −115,144−32.5% | Reduced |
| Algert Global LLC | 264,947 | $5.02M | 0.08% | +218,040+464.8% | Added |
| Allianz Asset Management GmbH | 285,411 | $5.41M | 0.01% | −7,655−2.6% | Reduced |
| Jump Financial, LLC | 291,200 | $5.52M | 0.07% | +157,181+117.3% | Added |
| Kennedy Capital Management, Inc. | 296,782 | $5.62M | 0.12% | −154−0.1% | Reduced |
| Brighton Jones LLC | 311,340 | $5.90M | 0.22% | −99,989−24.3% | Reduced |
| Barclays PLC | 319,705 | $6.06M | 0.00% | −117,176−26.8% | Reduced |
| UBS Group AG | 326,369 | $6.18M | 0.00% | −41,049−11.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 327,727 | $6.23M | 0.01% | +63,845+24.2% | Added |
| Principal Financial Group Inc | 333,424 | $6.32M | 0.00% | +224,359+205.7% | Added |
| Jane Street Group, LLC | 341,501 | $6.47M | 0.01% | +111,319+48.4% | Added |
| State of Wisconsin Investment Board | 351,998 | $6.67M | 0.01% | −26,188−6.9% | Reduced |
| Bank of New York Mellon Corp | 369,967 | $7.01M | 0.00% | +1,021+0.3% | Added |
| Voloridge Investment Management, LLC | 376,081 | $7.12M | 0.03% | −132,795−26.1% | Reduced |
| Interval Partners, LP | 377,053 | $7.14M | 0.17% | +145,911+63.1% | Added |
| UBS Asset Management Americas Inc | 404,292 | $7.66M | 0.00% | +149,873+58.9% | Added |
| JPMorgan Chase & Co | 440,437 | $8.34M | 0.00% | −4,568−1.0% | Reduced |
| Invesco Ltd. | 448,881 | $8.50M | 0.00% | −59,628−11.7% | Reduced |
| Assenagon Asset Management S.A. | 491,289 | $9.31M | 0.01% | −1,630,513−76.8% | Reduced |
| Azora Capital LP | 536,577 | $10.2M | 0.64% | −1,854,613−77.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 577,591 | $10.9M | 0.53% | +389,441+207.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 597,675 | $11.3M | 0.03% | −233,304−28.1% | Reduced |
| Federated Hermes, Inc. | 630,094 | $11.9M | 0.02% | +70,408+12.6% | Added |
| Trexquant Investment LP | 630,392 | $11.9M | 0.11% | +202,405+47.3% | Added |
| SG Americas Securities, LLC | 640,417 | $12.1M | 0.02% | −9,336−1.4% | Reduced |
| Cander Asset Management LP | 687,295 | $13.0M | 2.41% | +687,295 | New |
| Nicholas Investment Partners, LP | 709,206 | $13.4M | 0.98% | +419,417+144.7% | Added |
| Qube Research & Technologies Ltd | 716,277 | $13.6M | 0.02% | −73,866−9.3% | Reduced |
| Emerald Advisers, LLC | 778,208 | $14.7M | 0.45% | +566,334+267.3% | Added |
| Millennium Management LLC | 800,615 | $15.2M | 0.01% | +76,540+10.6% | Added |
| Basswood Capital Management, L.L.C. | 824,482 | $15.6M | 0.69% | −6,852−0.8% | Reduced |
| Goldman Sachs Group Inc | 825,082 | $15.6M | 0.00% | −11,480−1.4% | Reduced |
| Harspring Capital Management, LLC | 860,000 | $16.3M | 6.04% | 00.0% | Unchanged |
| FMR LLC | 917,752 | $17.4M | 0.00% | +893,483+3,681.6% | Added |
| Northern Trust Corp | 967,501 | $18.3M | 0.00% | −71,808−6.9% | Reduced |
| Bank of America Corp | 1,140,404 | $21.6M | 0.00% | +324,486+39.8% | Added |
| Morgan Stanley | 1,165,614 | $22.1M | 0.00% | +480,991+70.3% | Added |
| Long Focus Capital Management, LLC | 1,200,100 | $22.7M | 1.13% | +1000.0% | Added |
| Point72 Asset Management, L.P. | 1,227,163 | $23.2M | 0.04% | +365,206+42.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,239,370 | $23.5M | 0.01% | +469,504+61.0% | Added |
| Charles Schwab Investment Management Inc | 1,287,350 | $24.4M | 0.00% | +78,068+6.5% | Added |
| T. Rowe Price Investment Management, Inc. | 1,546,038 | $29.3M | 0.02% | −122,980−7.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 1,634,021 | $30.9M | 1.99% | −23,335−1.4% | Reduced |
| Nuveen, LLC | 1,872,586 | $35.5M | 0.01% | −144,244−7.2% | Reduced |
| Citadel Advisors LLC | 2,294,049 | $43.4M | 0.03% | +69,391+3.1% | Added |
| American Century Companies Inc | 2,314,912 | $43.8M | 0.02% | +243,775+11.8% | Added |
| Geode Capital Management, LLC | 2,703,496 | $51.2M | 0.00% | +4,305+0.2% | Added |
| State Street Corp | 2,814,138 | $53.3M | 0.00% | −534,983−16.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,356,936 | $63.6M | 0.21% | +3,356,936 | New |
| Driehaus Capital Management LLC | 3,519,350 | $66.7M | 0.45% | −129,148−3.5% | Reduced |
| Senvest Management, LLC | 4,320,058 | $81.8M | 2.54% | −1,097,263−20.3% | Reduced |
| Dimensional Fund Advisors LP | 5,620,395 | $106.5M | 0.02% | −267,603−4.5% | Reduced |
| Wellington Management Group LLP | 7,687,435 | $145.6M | 0.03% | −273,115−3.4% | Reduced |
| BlackRock, Inc. | 9,754,453 | $184.7M | 0.00% | +761,038+8.5% | Added |
| Vanguard Group Inc | 11,697,333 | $221.5M | 0.00% | +516,542+4.6% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −735,821−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −379,781−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −134,000−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −122,623−100.0% | Sold out |
| Libra Wealth LLC | 0 | $0 | 0.00% | −73,133−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −53,619−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −48,383−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −37,303−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −33,222−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −21,323−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,130−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,957−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −11,290−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,817−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −10,306−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Sheets Smith Investment Management | – | – | – | – | Not filed |
| Corton Capital Inc. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |