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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 70,860 | $1.34M | 0.01% | −46,112−39.4% | Reduced |
| Capital Fund Management S.A. | 70,546 | $1.34M | 0.01% | −13,687−16.2% | Reduced |
| SEI Investments Co | 69,405 | $1.31M | 0.00% | +22,889+49.2% | Added |
| Engineers Gate Manager LP | 69,050 | $1.31M | 0.02% | +11,872+20.8% | Added |
| MetLife Investment Management | 63,526 | $1.20M | 0.01% | −3,046−4.6% | Reduced |
| Tudor Investment Corp Et Al | 56,076 | $1.06M | 0.01% | −122,842−68.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,976 | $1.06M | 0.01% | +4,539+8.8% | Added |
| Squarepoint Ops LLC | 55,113 | $1.04M | 0.00% | +55,113 | New |
| Shay Capital LLC | 55,000 | $1.04M | 0.17% | +4,700+9.3% | Added |
| Manufacturers Life Insurance Company, The | 54,612 | $1.03M | 0.00% | −3,073−5.3% | Reduced |
| Janus Henderson Group PLC | 52,095 | $986.2K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 51,626 | $977.8K | 0.03% | +51,626 | New |
| Two Sigma Investments, LP | 51,424 | $974.0K | 0.00% | −389,457−88.3% | Reduced |
| STRS Ohio | 47,200 | $894.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 46,950 | $889.2K | 0.00% | +527+1.1% | Added |
| BNP Paribas Arbitrage, SA | 46,813 | $886.6K | 0.00% | −437,310−90.3% | Reduced |
| Quantinno Capital Management LP | 38,470 | $728.6K | 0.00% | +4,991+14.9% | Added |
| Cetera Investment Advisers | 37,769 | $715.3K | 0.00% | +3,344+9.7% | Added |
| Invst, LLC | 37,126 | $703.2K | 0.08% | +5,187+16.2% | Added |
| Citigroup Inc | 36,693 | $695.0K | 0.00% | +6,545+21.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 36,101 | $683.8K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 34,967 | $662.3K | 0.01% | −14,721−29.6% | Reduced |
| Cambria Investment Management, L.P. | 34,531 | $654.0K | 0.04% | +34,531 | New |
| State Board of Administration of Florida Retirement System | 34,524 | $653.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 36,382 | $612.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,032 | $606.7K | 0.00% | −1,761−5.2% | Reduced |
| Fox Run Management, L.L.C. | 31,998 | $606.0K | 0.09% | −24,617−43.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 31,448 | $595.6K | 0.00% | +86+0.3% | Added |
| Raymond James Financial Inc | 31,115 | $589.3K | 0.00% | +7,467+31.6% | Added |
| Independent Advisor Alliance | 28,551 | $540.8K | 0.01% | +6,317+28.4% | Added |
| Inceptionr LLC | 28,311 | $536.2K | 0.15% | +16,310+135.9% | Added |
| Capstone Investment Advisors, LLC | 28,261 | $535.3K | 0.00% | +8,161+40.6% | Added |
| AQR Capital Management LLC | 27,756 | $525.7K | 0.00% | +5,765+26.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,923 | $509.9K | 0.00% | −17,444−39.3% | Reduced |
| Oppenheimer Asset Management Inc. | 26,649 | $504.7K | 0.01% | −21,968−45.2% | Reduced |
| Counterpoint Mutual Funds LLC | 26,647 | $504.7K | 0.04% | +26,647 | New |
| SP Asset Management LLC | 25,765 | $488.0K | 0.04% | +267+1.0% | Added |
| G2 Investment Partners Management LLC | 25,000 | $473.5K | 0.11% | +25,000 | New |
| LPL Financial LLC | 24,620 | $466.3K | 0.00% | −12,735−34.1% | Reduced |
| Quest Partners LLC | 24,460 | $463.3K | 0.03% | −19,923−44.9% | Reduced |
| KLP Kapitalforvaltning AS | 24,440 | $462.9K | 0.00% | −1,400−5.4% | Reduced |
| PharVision Advisers, LLC | 23,309 | $441.5K | 0.22% | +5,704+32.4% | Added |
| Numerai GP LLC | 22,642 | $428.8K | 0.05% | +7,936+54.0% | Added |
| Miracle Mile Advisors, LLC | 22,158 | $419.7K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 21,505 | $413.4K | 0.00% | +21,505 | New |
| Commonwealth Equity Services, LLC | 21,361 | $404.6K | 0.00% | −161−0.7% | Reduced |
| Evergreen Capital Management LLC | 21,169 | $400.9K | 0.01% | +21,169 | New |
| Aquatic Capital Management LLC | 20,950 | $396.8K | 0.01% | +12,231+140.3% | Added |
| Bank of Montreal | 20,822 | $394.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,704 | $392.1K | 0.00% | +1,335+6.9% | Added |
| Lighthouse Investment Partners, LLC | 20,569 | $389.6K | 0.01% | +20,569 | New |
| Virginia Retirement Systems Et Al | 20,400 | $386.4K | 0.00% | +20,400 | New |
| 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 |
| Sompo Asset Management Co., Ltd. | 18,880 | $357.6K | 0.06% | +700+3.9% | Added |
| Sheets Smith Wealth Management | 18,282 | $346.3K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 18,000 | $340.9K | 0.00% | −962−5.1% | Reduced |
| Caxton Associates LLP | 16,450 | $311.6K | 0.01% | +16,450 | New |
| Voleon Capital Management LP | 16,225 | $307.3K | 0.01% | −10,785−39.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,934 | $304.7K | 0.00% | −7,548−32.1% | Reduced |
| Ameriprise Financial Inc | 16,061 | $304.2K | 0.00% | +16,061 | New |
| XTX Topco Ltd | 15,676 | $296.9K | 0.01% | +4,786+43.9% | Added |
| Campbell & CO Investment Adviser LLC | 15,550 | $294.5K | 0.01% | +15,550 | New |
| Citizens Financial Group Inc | 15,267 | $289.2K | 0.00% | −4,250−21.8% | Reduced |
| Canada Pension Plan Investment Board | 14,900 | $282.2K | 0.00% | +14,900 | New |
| Cambridge Investment Research Advisors, Inc. | 14,825 | $281.0K | 0.00% | +14,825 | New |
| SBI Securities Co., Ltd. | 13,533 | $256.3K | 0.01% | +1,645+13.8% | Added |
| Mangrove Partners | 13,411 | $254.0K | 0.02% | +13,411 | New |
| HSBC Holdings PLC | 13,156 | $249.0K | 0.00% | −5,039−27.7% | Reduced |
| Victory Capital Management Inc | 12,882 | $244.0K | 0.00% | −26,098−67.0% | Reduced |
| Thrivent Financial for Lutherans | 12,706 | $241.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,628 | $239.2K | 0.00% | −944−7.0% | Reduced |
| Mirabella Financial Services LLP | 12,088 | $228.9K | 0.02% | +12,088 | New |
| Jefferies Financial Group Inc. | 12,001 | $227.3K | 0.00% | +12,001 | New |
| Jain Global LLC | 11,879 | $225.0K | 0.00% | +11,879 | New |
| Boothbay Fund Management, LLC | 11,512 | $218.0K | 0.01% | +11,512 | New |
| Banque Pictet & Cie SA | 11,464 | $217.1K | 0.00% | +11,464 | New |
| Bailard, Inc. | 11,000 | $208.3K | 0.00% | +11,000 | New |
| Ensign Peak Advisors, Inc | 10,950 | $207.4K | 0.00% | −23,000−67.7% | Reduced |
| Two Sigma Advisers, LP | 10,940 | $207.2K | 0.00% | −526,316−98.0% | Reduced |
| Envestnet Asset Management Inc | 10,869 | $205.9K | 0.00% | +10,869 | New |
| Great West Life Assurance Co | 10,812 | $205.0K | 0.00% | −35,920−76.9% | Reduced |
| Headlands Technologies LLC | 10,750 | $203.6K | 0.02% | +10,750 | New |
| Scotia Capital Inc. | 10,460 | $198.1K | 0.00% | −637−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 10,430 | $198.0K | 0.00% | 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 |
| Ameritas Investment Partners, Inc. | 9,464 | $179.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 8,913 | $168.6K | 0.00% | +1,051+13.4% | Added |
| Nisa Investment Advisors, LLC | 6,771 | $128.2K | 0.00% | −535−7.3% | Reduced |
| Sterling Capital Management LLC | 6,529 | $123.7K | 0.00% | −1,314−16.8% | Reduced |
| Bayforest Capital Ltd | 4,816 | $91.2K | 0.07% | +4,816 | New |
| State of Alaska, Department of Revenue | 4,576 | $86.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,457 | $84.4K | 0.00% | +18+0.4% | Added |
| Asset Management One Co.,Ltd. | 4,251 | $83.0K | 0.00% | −2,919−40.7% | Reduced |
| KBC Group NV | 4,040 | $77.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,020 | $76.0K | 0.00% | −740,335−99.5% | Reduced |
| Jones Financial Companies LLLP | 3,920 | $74.2K | 0.00% | −131−3.2% | Reduced |
| Amalgamated Bank | 3,559 | $67.0K | 0.00% | −268−7.0% | Reduced |