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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 18,536 | $265.4K | 0.00% | +7,072+61.7% | Added |
| DRW Securities, LLC | 18,787 | $269.0K | 0.01% | +18,787 | New |
| Numerai GP LLC | 19,494 | $279.2K | 0.03% | −3,148−13.9% | Reduced |
| Bailard, Inc. | 19,800 | $283.5K | 0.01% | +8,800+80.0% | Added |
| Requisite Capital Management, LLC | 20,000 | $286.4K | 0.05% | 00.0% | Unchanged |
| Cache Advisors, LLC | 20,000 | $286.4K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 20,600 | $295.0K | 0.00% | +5,700+38.3% | Added |
| Miracle Mile Advisors, LLC | 21,405 | $306.5K | 0.00% | −753−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 21,911 | $313.8K | 0.00% | +550+2.6% | Added |
| Virginia Retirement Systems Et Al | 22,500 | $322.2K | 0.00% | +2,100+10.3% | Added |
| Brevan Howard Capital Management LP | 23,498 | $336.5K | 0.00% | −11,469−32.8% | Reduced |
| Entropy Technologies, LP | 23,810 | $341.0K | 0.02% | +23,810 | New |
| XTX Topco Ltd | 23,952 | $343.0K | 0.01% | +8,276+52.8% | Added |
| BNP Paribas Arbitrage, SA | 25,543 | $365.8K | 0.00% | −21,270−45.4% | Reduced |
| Independent Advisor Alliance | 25,585 | $366.4K | 0.00% | −2,966−10.4% | Reduced |
| KLP Kapitalforvaltning AS | 25,840 | $370.0K | 0.00% | +1,400+5.7% | Added |
| SP Asset Management LLC | 26,010 | $372.5K | 0.03% | +245+1.0% | Added |
| Cetera Investment Advisers | 27,194 | $389.4K | 0.00% | −10,575−28.0% | Reduced |
| LPL Financial LLC | 27,539 | $394.4K | 0.00% | +2,919+11.9% | Added |
| Precision Wealth Strategies, LLC | 28,405 | $406.8K | 0.13% | +28,405 | New |
| Vanguard Investments Australia, Ltd. | 29,352 | $420.3K | 0.00% | +29,352 | New |
| SEI Investments Co | 29,633 | $424.3K | 0.00% | −39,772−57.3% | Reduced |
| Balyasny Asset Management LLC | 30,122 | $431.3K | 0.00% | −159,753−84.1% | Reduced |
| Oppenheimer Asset Management Inc. | 31,262 | $447.7K | 0.01% | +4,613+17.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 31,448 | $450.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 31,689 | $453.8K | 0.00% | −343−1.1% | Reduced |
| Bridgefront Capital, LLC | 33,440 | $478.9K | 0.12% | +33,440 | New |
| State Board of Administration of Florida Retirement System | 34,524 | $494.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,713 | $497.1K | 0.00% | +7,790+28.9% | Added |
| Citigroup Inc | 34,721 | $497.2K | 0.00% | −1,972−5.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 36,101 | $517.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 37,444 | $536.2K | 0.00% | +6,329+20.3% | Added |
| Counterpoint Mutual Funds LLC | 39,698 | $568.5K | 0.09% | +13,051+49.0% | Added |
| Intech Investment Management LLC | 40,795 | $584.2K | 0.01% | −30,209−42.5% | Reduced |
| Stifel Financial Corp | 40,917 | $585.9K | 0.00% | +40,917 | New |
| Teacher Retirement System of Texas | 42,830 | $613.3K | 0.00% | −34,243−44.4% | Reduced |
| Wells Fargo & Company | 45,831 | $656.3K | 0.00% | −93,565−67.1% | Reduced |
| Legato Capital Management LLC | 46,087 | $660.0K | 0.06% | −52,840−53.4% | Reduced |
| Jennison Associates LLC | 46,643 | $667.9K | 0.00% | +46,643 | New |
| GTS Securities LLC | 47,270 | $676.9K | 0.02% | −4,356−8.4% | Reduced |
| Cambria Investment Management, L.P. | 47,481 | $679.9K | 0.04% | +12,950+37.5% | Added |
| Aquatic Capital Management LLC | 49,180 | $704.3K | 0.02% | +28,230+134.7% | Added |
| STRS Ohio | 50,300 | $720.3K | 0.00% | +3,100+6.6% | Added |
| Voya Investment Management LLC | 50,785 | $727.2K | 0.00% | +3,835+8.2% | Added |
| Gsa Capital Partners LLP | 51,984 | $744.0K | 0.05% | −47,672−47.8% | Reduced |
| Janus Henderson Group PLC | 52,095 | $745.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 53,715 | $769.2K | 0.00% | −897−1.6% | Reduced |
| Capital Fund Management S.A. | 53,894 | $771.8K | 0.01% | −16,652−23.6% | Reduced |
| PVG Asset Management Corp | 42,137 | $777.4K | 0.46% | +42,137 | New |
| Barclays PLC | 56,395 | $807.6K | 0.00% | −263,310−82.4% | Reduced |
| MetLife Investment Management | 62,722 | $898.2K | 0.00% | −804−1.3% | Reduced |
| Round Rock Advisors, LLC | 65,554 | $938.7K | 0.14% | −9,950−13.2% | Reduced |
| Dark Forest Capital Management LP | 65,557 | $938.8K | 0.08% | −119,707−64.6% | Reduced |
| Quantbot Technologies LP | 65,842 | $942.9K | 0.04% | −85,272−56.4% | Reduced |
| New York State Common Retirement Fund | 67,281 | $963.5K | 0.00% | −49,249−42.3% | Reduced |
| Marshall Wace, LLP | 73,414 | $1.05M | 0.00% | +73,414 | New |
| Fifth Third Bancorp | 73,628 | $1.05M | 0.00% | +73,628 | New |
| Allstate Corp | 74,140 | $1.06M | 0.01% | +74,140 | New |
| Wakefield Asset Management LLLP | 75,491 | $1.08M | 0.29% | +532+0.7% | Added |
| Vanguard Asset Management, Ltd | 75,882 | $1.09M | 0.00% | +75,882 | New |
| Schonfeld Strategic Advisors LLC | 76,020 | $1.09M | 0.01% | +5,160+7.3% | Added |
| Two Sigma Investments, LP | 78,964 | $1.13M | 0.00% | +27,540+53.6% | Added |
| First Trust Advisors LP | 82,468 | $1.18M | 0.00% | −14,952−15.3% | Reduced |
| Vanguard Global Advisers, LLC | 84,238 | $1.21M | 0.00% | +84,238 | New |
| Legal & General Group Plc | 92,061 | $1.32M | 0.00% | −13,878−13.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 98,775 | $1.41M | 0.05% | +98,775 | New |
| Lido Advisors, LLC | 99,880 | $1.43M | 0.01% | −250.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 107,139 | $1.53M | 0.03% | −34,952−24.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 111,305 | $1.59M | 0.02% | +55,329+98.8% | Added |
| Basswood Capital Management, L.L.C. | 111,309 | $1.59M | 0.08% | −713,173−86.5% | Reduced |
| Quantinno Capital Management LP | 118,141 | $1.69M | 0.00% | +79,671+207.1% | Added |
| Zacks Investment Management | 121,765 | $1.74M | 0.01% | +6,212+5.4% | Added |
| AQR Capital Management LLC | 122,104 | $1.75M | 0.00% | +94,348+339.9% | Added |
| Prudential Financial Inc | 124,348 | $1.78M | 0.00% | +4,958+4.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 127,985 | $1.83M | 0.00% | −24,507−16.1% | Reduced |
| Jump Financial, LLC | 132,900 | $1.90M | 0.03% | −158,300−54.4% | Reduced |
| Ieq Capital, LLC | 134,226 | $1.92M | 0.01% | −1,311−1.0% | Reduced |
| Creative Planning | 134,987 | $1.93M | 0.00% | +47,319+54.0% | Added |
| California State Teachers Retirement System | 137,043 | $1.96M | 0.00% | +29,987+28.0% | Added |
| Landscape Capital Management, L.L.C. | 140,167 | $2.01M | 0.13% | +140,167 | New |
| Deutsche Bank AG | 145,223 | $2.08M | 0.00% | −13,859−8.7% | Reduced |
| Rhumbline Advisers | 146,877 | $2.10M | 0.00% | −1,602−1.1% | Reduced |
| Alliancebernstein L.P. | 112,198 | $2.13M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 148,459 | $2.13M | 0.00% | −179,268−54.7% | Reduced |
| Quinn Opportunity Partners LLC | 156,390 | $2.24M | 0.12% | −77,467−33.1% | Reduced |
| Edgestream Partners, L.P. | 157,040 | $2.25M | 0.07% | +61,770+64.8% | Added |
| Joel Isaacson & Co., LLC | 160,301 | $2.30M | 0.08% | −5,000−3.0% | Reduced |
| PEAK6 LLC | 160,924 | $2.30M | 0.07% | +160,924 | New |
| Creek Drive Management Group LLC | 216,000 | $3.09M | 1.94% | +125,000+137.4% | Added |
| Swiss National Bank | 228,160 | $3.27M | 0.00% | +1,900+0.8% | Added |
| The PNC Financial Services Group, Inc. | 238,519 | $3.42M | 0.00% | +8,079+3.5% | Added |
| Credit Agricole S A | 245,418 | $3.51M | 0.01% | +83,269+51.4% | Added |
| Russell Investments Group, Ltd. | 253,802 | $3.63M | 0.00% | +22,919+9.9% | Added |
| Susquehanna International Group, LLP | 260,810 | $3.73M | 0.00% | +55,013+26.7% | Added |
| Invesco Ltd. | 263,021 | $3.77M | 0.00% | −185,860−41.4% | Reduced |
| Nicholas Investment Partners, LP | 266,485 | $3.82M | 0.28% | −442,721−62.4% | Reduced |
| JPMorgan Chase & Co | 305,422 | $4.22M | 0.00% | −135,015−30.7% | Reduced |
| Assenagon Asset Management S.A. | 301,692 | $4.32M | 0.01% | −189,597−38.6% | Reduced |
| Interval Partners, LP | 311,389 | $4.46M | 0.15% | −65,664−17.4% | Reduced |
| Walleye Capital LLC | 315,331 | $4.52M | 0.03% | +315,330+31,533,000.0% | Added |