Happen, Inc.

HAPN

Exchange: Nasdaq
Industry: Personal Credit Institutions
SEC CIK: 0001409970

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Happen, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of HAPN: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	256	3	248	−5
Shares	95.2M	12.0M	103.1M	+19.9M (+23.9%)
Value	$1.80B	$227.2M	$1.48B	−$99.0M (−6.3%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Happen, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to HAPN in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	7,633,867	$109.3M	0.01%
Vanguard Capital Management LLC	4,905,744	$70.3M	0.00%
Westfield Capital Management Co LP	2,117,543	$30.3M	0.13%
Vanguard Fiduciary Trust Co	742,232	$10.6M	0.00%
Dana Investment Advisors, Inc.	552,000	$7.90M	0.24%
PEAK6 LLC	160,924	$2.30M	0.07%
Landscape Capital Management, L.L.C.	140,167	$2.01M	0.13%
Susquehanna Fundamental Investments, LLC	98,775	$1.41M	0.05%
Vanguard Global Advisers, LLC	84,238	$1.21M	0.00%
Vanguard Asset Management, Ltd	75,882	$1.09M	0.00%
Allstate Corp	74,140	$1.06M	0.01%
Fifth Third Bancorp	73,628	$1.05M	0.00%
Marshall Wace, LLP	73,414	$1.05M	0.00%
PVG Asset Management Corp	42,137	$777.4K	0.46%
Jennison Associates LLC	46,643	$667.9K	0.00%
Stifel Financial Corp	40,917	$585.9K	0.00%
Bridgefront Capital, LLC	33,440	$478.9K	0.12%
Vanguard Investments Australia, Ltd.	29,352	$420.3K	0.00%
Precision Wealth Strategies, LLC	28,405	$406.8K	0.13%
Entropy Technologies, LP	23,810	$341.0K	0.02%
DRW Securities, LLC	18,787	$269.0K	0.01%
Swiss Life Asset Management Ltd	17,019	$243.7K	0.00%
Winton Group Ltd	16,700	$239.1K	0.01%
Man Group plc	16,679	$238.8K	0.00%
Axq Capital, LP	14,749	$211.2K	0.03%
Mercer Global Advisors Inc	13,403	$191.9K	0.00%
JustInvest LLC	12,716	$182.1K	0.00%
Lazard Asset Management LLC	12,472	$178.6K	0.00%
Scientech Research LLC	12,346	$176.8K	0.15%
Mariner, LLC	12,002	$171.8K	0.00%
Dynamic Technology Lab Private Ltd	11,294	$161.7K	0.03%
Abel Hall, LLC	11,105	$159.0K	0.03%
Xponance, Inc.	10,895	$156.0K	0.00%
State of Wyoming	9,040	$129.5K	0.02%
Advisory Services Network, LLC	4,894	$70.1K	0.00%
Nomura Asset Management Co Ltd	2,000	$28.6K	0.00%
Walleye Trading LLC	1,380	$19.8K	0.00%
Salem Investment Counselors Inc	575	$8.23K	0.00%
Zions Bancorporation, National Association	166	$2.38K	0.00%
Valued Wealth Advisors LLC	163	$2.33K	0.00%
Huntington National Bank	140	$2.00K	0.00%
Root Financial Partners, LLC	125	$1.79K	0.00%
MAI Capital Management	73	$1.05K	0.00%
First Command Advisory Services, Inc.	50	$716	0.00%
Twin Peaks Wealth Advisors, LLC	22	$315	0.00%
Freestone Grove Partners LP	1	$14	0.00%

Sold out (51)

Institutions that held Happen, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of HAPN in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Trexquant Investment LP	630,392	$11.9M
Azora Capital LP	536,577	$10.2M
Voloridge Investment Management, LLC	376,081	$7.12M
Principal Financial Group Inc	333,424	$6.32M
Kennedy Capital Management, Inc.	296,782	$5.62M
Nomura Asset Management International Inc.	235,778	$4.47M
VGI Partners Ltd	111,509	$2.11M
Bridgewater Associates, LP	100,805	$1.91M
Rothschild & Co Wealth Management UK Ltd	99,000	$1.88M
Range Financial Group LLC	78,233	$1.48M
Engineers Gate Manager LP	69,050	$1.31M
Tudor Investment Corp Et Al	56,076	$1.06M
Squarepoint Ops LLC	55,113	$1.04M
Shay Capital LLC	55,000	$1.04M
Invst, LLC	37,126	$703.2K
Fox Run Management, L.L.C.	31,998	$606.0K
Inceptionr LLC	28,311	$536.2K
G2 Investment Partners Management LLC	25,000	$473.5K
Quest Partners LLC	24,460	$463.3K
PharVision Advisers, LLC	23,309	$441.5K
Evergreen Capital Management LLC	21,169	$400.9K
Lighthouse Investment Partners, LLC	20,569	$389.6K
CIBC World Markets Inc.	18,000	$340.9K
Caxton Associates LLP	16,450	$311.6K
Voleon Capital Management LP	16,225	$307.3K
Campbell & CO Investment Adviser LLC	15,550	$294.5K
Citizens Financial Group Inc	15,267	$289.2K
Cambridge Investment Research Advisors, Inc.	14,825	$281.0K
Mangrove Partners	13,411	$254.0K
HSBC Holdings PLC	13,156	$249.0K
Mirabella Financial Services LLP	12,088	$228.9K
Jefferies Financial Group Inc.	12,001	$227.3K
Jain Global LLC	11,879	$225.0K
Boothbay Fund Management, LLC	11,512	$218.0K
Two Sigma Advisers, LP	10,940	$207.2K
Headlands Technologies LLC	10,750	$203.6K
Scotia Capital Inc.	10,460	$198.1K
Ursa Fund Management, LLC	10,000	$189.4K
Marex Group plc	10,000	$189.4K
National Bank of Canada	8,913	$168.6K
Bayforest Capital Ltd	4,816	$91.2K
Amalgamated Bank	3,559	$67.0K
Kestra Advisory Services, LLC	2,326	$44.1K
DV Trading LLC	1,000	$18.9K
Kemnay Advisory Services Inc.	436	$8.26K
Aster Capital Management (DIFC) Ltd	385	$7.29K
Blue Bell Private Wealth Management, LLC	275	$5.21K
Flagship Harbor Advisors, LLC	152	$2.88K
SageView Advisory Group, LLC	100	$1.89K
Golden State Wealth Management, LLC	88	$1.67K
Marquette Asset Management, LLC	29	$550

Not filed for Q1 2026 yet (3)

Institutions that held Happen, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HAPN in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	11,697,333	$221.5M
Brandywine Global Investment Management, LLC	224,426	$4.25M
Comerica Bank	72,232	$1.37M