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 |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 3,500 | $66.3K | 0.03% | −500−12.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,300 | $62.5K | 0.00% | −1,230−27.2% | Reduced |
| Versant Capital Management, Inc | 3,236 | $61.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,040 | $57.6K | 0.00% | +2,842+1,435.4% | Added |
| Kestra Advisory Services, LLC | 2,326 | $44.1K | 0.00% | +2,326 | New |
| International Assets Investment Management, LLC | 2,100 | $39.8K | 0.00% | +2,100 | New |
| CWM, LLC | 1,875 | $36.0K | 0.00% | +130+7.4% | Added |
| Signaturefd, LLC | 1,810 | $34.3K | 0.00% | +32+1.8% | Added |
| Quarry LP | 1,709 | $32.4K | 0.01% | −1,321−43.6% | Reduced |
| Farther Finance Advisors, LLC | 1,572 | $29.8K | 0.00% | +47+3.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,528 | $29.0K | 0.00% | +519+51.4% | Added |
| Public Employees Retirement System of Ohio | 1,422 | $26.9K | 0.00% | −123−8.0% | Reduced |
| GAMMA Investing LLC | 1,286 | $24.4K | 0.00% | +323+33.5% | Added |
| Torren Management, LLC | 1,212 | $23.0K | 0.01% | +1,212 | New |
| Parallel Advisors, LLC | 1,194 | $22.6K | 0.00% | +60+5.3% | Added |
| Allworth Financial LP | 1,139 | $21.6K | 0.00% | −142−11.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,138 | $21.6K | 0.00% | +1,138 | New |
| Smartleaf Asset Management LLC | 1,068 | $20.6K | 0.00% | +97+10.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,041 | $19.7K | 0.00% | +1,041 | New |
| DV Trading LLC | 1,000 | $18.9K | 0.00% | +1,000 | New |
| US Bancorp | 851 | $16.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 833 | $15.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 563 | $10.7K | 0.00% | +563 | New |
| Caitong International Asset Management Co., Ltd | 550 | $10.4K | 0.00% | −130−19.1% | Reduced |
| Hillsdale Investment Management Inc. | 440 | $8.33K | 0.00% | +440 | New |
| Kemnay Advisory Services Inc. | 436 | $8.26K | 0.00% | +436 | New |
| Fortitude Family Office, LLC | 424 | $8.03K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 423 | $8.00K | 0.00% | −7−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 414 | $7.84K | 0.00% | +70+20.3% | Added |
| Aster Capital Management (DIFC) Ltd | 385 | $7.29K | 0.00% | −1,343−77.7% | Reduced |
| Triumph Capital Management | 370 | $7.01K | 0.00% | +370 | New |
| Blue Bell Private Wealth Management, LLC | 275 | $5.21K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 273 | $5.17K | 0.00% | +88+47.6% | Added |
| Rothschild Investment LLC | 242 | $4.58K | 0.00% | +7+3.0% | Added |
| McGuire Capital Advisors Inc | 196 | $3.71K | 0.00% | +196 | New |
| SRS Capital Advisors, Inc. | 181 | $3.43K | 0.00% | −79−30.4% | Reduced |
| Massmutual Trust Co FSB | 177 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 160 | $3.00K | 0.00% | −47−22.7% | Reduced |
| Private Wealth Management Group, LLC | 158 | $2.99K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 152 | $2.88K | 0.00% | +152 | New |
| Parkside Financial Bank & Trust | 150 | $2.84K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 100 | $1.89K | 0.00% | +100 | New |
| Golden State Wealth Management, LLC | 88 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 81 | $1.53K | 0.00% | +81 | New |
| True Wealth Design, LLC | 80 | $1.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 79 | $1.50K | 0.00% | −355−81.8% | Reduced |
| Hughes Financial Services, LLC | 54 | $1.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 46 | $872 | 0.00% | +5+12.2% | Added |
| IFP Advisors, Inc | 36 | $682 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 29 | $550 | 0.00% | +29 | New |
| Key Financial Inc | 10 | $189 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $76 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 2 | $33 | 0.00% | +2 | New |
| Walleye Capital LLC | 1 | $19 | 0.00% | −125,027−100.0% | Reduced |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |