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, Q1 2026
Institutional positions in Happen, Inc. as of Mar 31, 2026. 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
- 248
- −5 vs. Q4 2025
- Shares held
- 103.1M
- +19.9M (+23.9%) vs. Q4 2025
- Total value
- $1.48B
- −$99.0M (−6.3%) vs. Q4 2025
- New holders
- 46
- 85 more added
- Sold out
- 51
- 88 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 12,757,974 | $182.7M | 0.03% | +5,070,539+66.0% | Added |
| BlackRock, Inc. | 9,587,787 | $137.3M | 0.00% | −166,666−1.7% | Reduced |
| Vanguard Portfolio Management LLC | 7,633,867 | $109.3M | 0.01% | +7,633,867 | New |
| Dimensional Fund Advisors LP | 5,760,141 | $82.5M | 0.02% | +139,746+2.5% | Added |
| Vanguard Capital Management LLC | 4,905,744 | $70.3M | 0.00% | +4,905,744 | New |
| Senvest Management, LLC | 4,546,812 | $65.1M | 2.17% | +226,754+5.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,420,115 | $49.0M | 0.16% | +63,179+1.9% | Added |
| Geode Capital Management, LLC | 3,115,654 | $44.6M | 0.00% | +412,158+15.2% | Added |
| State Street Corp | 2,892,920 | $41.4M | 0.00% | +78,782+2.8% | Added |
| Point72 Asset Management, L.P. | 2,748,062 | $39.4M | 0.07% | +1,520,899+123.9% | Added |
| American Century Companies Inc | 2,700,272 | $38.7M | 0.02% | +385,360+16.6% | Added |
| Westfield Capital Management Co LP | 2,117,543 | $30.3M | 0.13% | +2,117,543 | New |
| T. Rowe Price Investment Management, Inc. | 2,089,689 | $29.9M | 0.02% | +543,651+35.2% | Added |
| Driehaus Capital Management LLC | 2,009,676 | $28.8M | 0.21% | −1,509,674−42.9% | Reduced |
| Long Focus Capital Management, LLC | 1,936,000 | $27.7M | 1.22% | +735,900+61.3% | Added |
| Cramer Rosenthal McGlynn LLC | 1,656,095 | $23.7M | 1.74% | +22,074+1.4% | Added |
| Nuveen, LLC | 1,459,490 | $20.9M | 0.01% | −413,096−22.1% | Reduced |
| Citadel Advisors LLC | 1,421,855 | $20.4M | 0.01% | −872,194−38.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,318,562 | $18.9M | 0.00% | +31,212+2.4% | Added |
| Bank of America Corp | 1,309,624 | $18.8M | 0.00% | +169,220+14.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,293,052 | $18.5M | 0.01% | +53,682+4.3% | Added |
| Northern Trust Corp | 1,015,686 | $14.5M | 0.00% | +48,185+5.0% | Added |
| Morgan Stanley | 961,759 | $13.8M | 0.00% | −203,855−17.5% | Reduced |
| Emerald Advisers, LLC | 927,596 | $13.3M | 0.42% | +149,388+19.2% | Added |
| FMR LLC | 888,858 | $12.7M | 0.00% | −28,894−3.1% | Reduced |
| Cander Asset Management LP | 871,811 | $12.5M | 2.24% | +184,516+26.8% | Added |
| Goldman Sachs Group Inc | 818,175 | $11.7M | 0.00% | −6,907−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 769,670 | $11.0M | 0.01% | +692,820+901.5% | Added |
| Vanguard Fiduciary Trust Co | 742,232 | $10.6M | 0.00% | +742,232 | New |
| UBS Group AG | 720,270 | $10.3M | 0.00% | +393,901+120.7% | Added |
| Emerald Mutual Fund Advisers Trust | 700,631 | $10.0M | 0.49% | +123,040+21.3% | Added |
| Harspring Capital Management, LLC | 700,000 | $10.0M | 5.27% | −160,000−18.6% | Reduced |
| SG Americas Securities, LLC | 626,424 | $8.97M | 0.01% | −13,993−2.2% | Reduced |
| Algert Global LLC | 601,651 | $8.62M | 0.13% | +336,704+127.1% | Added |
| Qube Research & Technologies Ltd | 589,755 | $8.45M | 0.01% | −126,522−17.7% | Reduced |
| Price T Rowe Associates Inc | 555,223 | $7.95M | 0.00% | +430,511+345.2% | Added |
| Dana Investment Advisors, Inc. | 552,000 | $7.90M | 0.24% | +552,000 | New |
| Federated Hermes, Inc. | 543,014 | $7.78M | 0.01% | −87,080−13.8% | Reduced |
| Franklin Resources Inc | 534,703 | $7.66M | 0.00% | +363,542+212.4% | Added |
| Millennium Management LLC | 522,976 | $7.49M | 0.01% | −277,639−34.7% | Reduced |
| Allianz Asset Management GmbH | 497,330 | $7.12M | 0.01% | +211,919+74.3% | Added |
| State of Wisconsin Investment Board | 479,737 | $6.87M | 0.02% | +127,739+36.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 457,680 | $6.55M | 0.02% | −139,995−23.4% | Reduced |
| Jane Street Group, LLC | 382,325 | $5.47M | 0.01% | +40,824+12.0% | Added |
| Bank of New York Mellon Corp | 362,198 | $5.19M | 0.00% | −7,769−2.1% | Reduced |
| TCW Group Inc | 359,114 | $5.14M | 0.04% | +120,247+50.3% | Added |
| UBS Asset Management Americas Inc | 334,640 | $4.79M | 0.00% | −69,652−17.2% | Reduced |
| Brighton Jones LLC | 318,924 | $4.57M | 0.10% | +7,584+2.4% | Added |
| Walleye Capital LLC | 315,331 | $4.52M | 0.03% | +315,330+31,533,000.0% | Added |
| Interval Partners, LP | 311,389 | $4.46M | 0.15% | −65,664−17.4% | Reduced |
| Assenagon Asset Management S.A. | 301,692 | $4.32M | 0.01% | −189,597−38.6% | Reduced |
| JPMorgan Chase & Co | 305,422 | $4.22M | 0.00% | −135,015−30.7% | Reduced |
| Nicholas Investment Partners, LP | 266,485 | $3.82M | 0.28% | −442,721−62.4% | Reduced |
| Invesco Ltd. | 263,021 | $3.77M | 0.00% | −185,860−41.4% | Reduced |
| Susquehanna International Group, LLP | 260,810 | $3.73M | 0.00% | +55,013+26.7% | Added |
| Russell Investments Group, Ltd. | 253,802 | $3.63M | 0.00% | +22,919+9.9% | Added |
| Credit Agricole S A | 245,418 | $3.51M | 0.01% | +83,269+51.4% | Added |
| The PNC Financial Services Group, Inc. | 238,519 | $3.42M | 0.00% | +8,079+3.5% | Added |
| Swiss National Bank | 228,160 | $3.27M | 0.00% | +1,900+0.8% | Added |
| Creek Drive Management Group LLC | 216,000 | $3.09M | 1.94% | +125,000+137.4% | Added |
| PEAK6 LLC | 160,924 | $2.30M | 0.07% | +160,924 | New |
| Joel Isaacson & Co., LLC | 160,301 | $2.30M | 0.08% | −5,000−3.0% | Reduced |
| Edgestream Partners, L.P. | 157,040 | $2.25M | 0.07% | +61,770+64.8% | Added |
| Quinn Opportunity Partners LLC | 156,390 | $2.24M | 0.12% | −77,467−33.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 148,459 | $2.13M | 0.00% | −179,268−54.7% | Reduced |
| Alliancebernstein L.P. | 112,198 | $2.13M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 146,877 | $2.10M | 0.00% | −1,602−1.1% | Reduced |
| Deutsche Bank AG | 145,223 | $2.08M | 0.00% | −13,859−8.7% | Reduced |
| Landscape Capital Management, L.L.C. | 140,167 | $2.01M | 0.13% | +140,167 | New |
| California State Teachers Retirement System | 137,043 | $1.96M | 0.00% | +29,987+28.0% | Added |
| Creative Planning | 134,987 | $1.93M | 0.00% | +47,319+54.0% | Added |
| Ieq Capital, LLC | 134,226 | $1.92M | 0.01% | −1,311−1.0% | Reduced |
| Jump Financial, LLC | 132,900 | $1.90M | 0.03% | −158,300−54.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 127,985 | $1.83M | 0.00% | −24,507−16.1% | Reduced |
| Prudential Financial Inc | 124,348 | $1.78M | 0.00% | +4,958+4.2% | Added |
| AQR Capital Management LLC | 122,104 | $1.75M | 0.00% | +94,348+339.9% | Added |
| Zacks Investment Management | 121,765 | $1.74M | 0.01% | +6,212+5.4% | Added |
| Quantinno Capital Management LP | 118,141 | $1.69M | 0.00% | +79,671+207.1% | Added |
| Basswood Capital Management, L.L.C. | 111,309 | $1.59M | 0.08% | −713,173−86.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 111,305 | $1.59M | 0.02% | +55,329+98.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 107,139 | $1.53M | 0.03% | −34,952−24.6% | Reduced |
| Lido Advisors, LLC | 99,880 | $1.43M | 0.01% | −250.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 98,775 | $1.41M | 0.05% | +98,775 | New |
| Legal & General Group Plc | 92,061 | $1.32M | 0.00% | −13,878−13.1% | Reduced |
| Vanguard Global Advisers, LLC | 84,238 | $1.21M | 0.00% | +84,238 | New |
| First Trust Advisors LP | 82,468 | $1.18M | 0.00% | −14,952−15.3% | Reduced |
| Two Sigma Investments, LP | 78,964 | $1.13M | 0.00% | +27,540+53.6% | Added |
| Schonfeld Strategic Advisors LLC | 76,020 | $1.09M | 0.01% | +5,160+7.3% | Added |
| Vanguard Asset Management, Ltd | 75,882 | $1.09M | 0.00% | +75,882 | New |
| Wakefield Asset Management LLLP | 75,491 | $1.08M | 0.29% | +532+0.7% | Added |
| Allstate Corp | 74,140 | $1.06M | 0.01% | +74,140 | New |
| Fifth Third Bancorp | 73,628 | $1.05M | 0.00% | +73,628 | New |
| Marshall Wace, LLP | 73,414 | $1.05M | 0.00% | +73,414 | New |
| New York State Common Retirement Fund | 67,281 | $963.5K | 0.00% | −49,249−42.3% | Reduced |
| Quantbot Technologies LP | 65,842 | $942.9K | 0.04% | −85,272−56.4% | Reduced |
| Dark Forest Capital Management LP | 65,557 | $938.8K | 0.08% | −119,707−64.6% | Reduced |
| Round Rock Advisors, LLC | 65,554 | $938.7K | 0.14% | −9,950−13.2% | Reduced |
| MetLife Investment Management | 62,722 | $898.2K | 0.00% | −804−1.3% | Reduced |
| Barclays PLC | 56,395 | $807.6K | 0.00% | −263,310−82.4% | Reduced |
| PVG Asset Management Corp | 42,137 | $777.4K | 0.46% | +42,137 | New |