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, 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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 53,894 | $771.8K | 0.01% | −16,652−23.6% | Reduced |
| Manufacturers Life Insurance Company, The | 53,715 | $769.2K | 0.00% | −897−1.6% | Reduced |
| Janus Henderson Group PLC | 52,095 | $745.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 51,984 | $744.0K | 0.05% | −47,672−47.8% | Reduced |
| Voya Investment Management LLC | 50,785 | $727.2K | 0.00% | +3,835+8.2% | Added |
| STRS Ohio | 50,300 | $720.3K | 0.00% | +3,100+6.6% | Added |
| Aquatic Capital Management LLC | 49,180 | $704.3K | 0.02% | +28,230+134.7% | Added |
| Cambria Investment Management, L.P. | 47,481 | $679.9K | 0.04% | +12,950+37.5% | Added |
| GTS Securities LLC | 47,270 | $676.9K | 0.02% | −4,356−8.4% | Reduced |
| Jennison Associates LLC | 46,643 | $667.9K | 0.00% | +46,643 | New |
| Legato Capital Management LLC | 46,087 | $660.0K | 0.06% | −52,840−53.4% | Reduced |
| Wells Fargo & Company | 45,831 | $656.3K | 0.00% | −93,565−67.1% | Reduced |
| Teacher Retirement System of Texas | 42,830 | $613.3K | 0.00% | −34,243−44.4% | Reduced |
| Stifel Financial Corp | 40,917 | $585.9K | 0.00% | +40,917 | New |
| Intech Investment Management LLC | 40,795 | $584.2K | 0.01% | −30,209−42.5% | Reduced |
| Counterpoint Mutual Funds LLC | 39,698 | $568.5K | 0.09% | +13,051+49.0% | Added |
| Raymond James Financial Inc | 37,444 | $536.2K | 0.00% | +6,329+20.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 36,101 | $517.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 34,721 | $497.2K | 0.00% | −1,972−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,713 | $497.1K | 0.00% | +7,790+28.9% | Added |
| State Board of Administration of Florida Retirement System | 34,524 | $494.4K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 33,440 | $478.9K | 0.12% | +33,440 | New |
| Arizona State Retirement System | 31,689 | $453.8K | 0.00% | −343−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 31,448 | $450.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 31,262 | $447.7K | 0.01% | +4,613+17.3% | Added |
| Balyasny Asset Management LLC | 30,122 | $431.3K | 0.00% | −159,753−84.1% | Reduced |
| SEI Investments Co | 29,633 | $424.3K | 0.00% | −39,772−57.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 29,352 | $420.3K | 0.00% | +29,352 | New |
| Precision Wealth Strategies, LLC | 28,405 | $406.8K | 0.13% | +28,405 | New |
| LPL Financial LLC | 27,539 | $394.4K | 0.00% | +2,919+11.9% | Added |
| Cetera Investment Advisers | 27,194 | $389.4K | 0.00% | −10,575−28.0% | Reduced |
| SP Asset Management LLC | 26,010 | $372.5K | 0.03% | +245+1.0% | Added |
| KLP Kapitalforvaltning AS | 25,840 | $370.0K | 0.00% | +1,400+5.7% | Added |
| Independent Advisor Alliance | 25,585 | $366.4K | 0.00% | −2,966−10.4% | Reduced |
| BNP Paribas Arbitrage, SA | 25,543 | $365.8K | 0.00% | −21,270−45.4% | Reduced |
| XTX Topco Ltd | 23,952 | $343.0K | 0.01% | +8,276+52.8% | Added |
| Entropy Technologies, LP | 23,810 | $341.0K | 0.02% | +23,810 | New |
| Brevan Howard Capital Management LP | 23,498 | $336.5K | 0.00% | −11,469−32.8% | Reduced |
| Virginia Retirement Systems Et Al | 22,500 | $322.2K | 0.00% | +2,100+10.3% | Added |
| Commonwealth Equity Services, LLC | 21,911 | $313.8K | 0.00% | +550+2.6% | Added |
| Miracle Mile Advisors, LLC | 21,405 | $306.5K | 0.00% | −753−3.4% | Reduced |
| Canada Pension Plan Investment Board | 20,600 | $295.0K | 0.00% | +5,700+38.3% | 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 |
| Bailard, Inc. | 19,800 | $283.5K | 0.01% | +8,800+80.0% | Added |
| Numerai GP LLC | 19,494 | $279.2K | 0.03% | −3,148−13.9% | Reduced |
| DRW Securities, LLC | 18,787 | $269.0K | 0.01% | +18,787 | New |
| Banque Pictet & Cie SA | 18,536 | $265.4K | 0.00% | +7,072+61.7% | Added |
| Sheets Smith Wealth Management | 18,229 | $261.0K | 0.03% | −53−0.3% | Reduced |
| Bank of Montreal | 17,985 | $257.5K | 0.00% | −2,837−13.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,780 | $254.6K | 0.05% | −1,100−5.8% | Reduced |
| Swiss Life Asset Management Ltd | 17,019 | $243.7K | 0.00% | +17,019 | New |
| Hillsdale Investment Management Inc. | 16,940 | $242.6K | 0.01% | +16,500+3,750.0% | Added |
| Winton Group Ltd | 16,700 | $239.1K | 0.01% | +16,700 | New |
| Man Group plc | 16,679 | $238.8K | 0.00% | +16,679 | New |
| Pictet Asset Management Holding SA | 16,607 | $237.8K | 0.00% | −68,597−80.5% | Reduced |
| ProShare Advisors LLC | 16,588 | $237.5K | 0.00% | −4,116−19.9% | Reduced |
| Ameriprise Financial Inc | 16,192 | $231.9K | 0.00% | +131+0.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,649 | $224.1K | 0.00% | −285−1.8% | Reduced |
| Axq Capital, LP | 14,749 | $211.2K | 0.03% | +14,749 | New |
| Mackenzie Financial Corp | 14,180 | $203.1K | 0.00% | −7,325−34.1% | Reduced |
| Mercer Global Advisors Inc | 13,403 | $191.9K | 0.00% | +13,403 | New |
| Victory Capital Management Inc | 12,743 | $182.5K | 0.00% | −139−1.1% | Reduced |
| JustInvest LLC | 12,716 | $182.1K | 0.00% | +12,716 | New |
| Thrivent Financial for Lutherans | 12,706 | $182.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 12,493 | $178.9K | 0.00% | −15,768−55.8% | Reduced |
| Lazard Asset Management LLC | 12,472 | $178.6K | 0.00% | +12,472 | New |
| Envestnet Asset Management Inc | 12,464 | $178.5K | 0.00% | +1,595+14.7% | Added |
| Scientech Research LLC | 12,346 | $176.8K | 0.15% | +12,346 | New |
| Mariner, LLC | 12,002 | $171.8K | 0.00% | +12,002 | New |
| Advisor Group Holdings, Inc. | 11,990 | $171.7K | 0.00% | −638−5.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,294 | $161.7K | 0.03% | +11,294 | New |
| Abel Hall, LLC | 11,105 | $159.0K | 0.03% | +11,105 | New |
| Ensign Peak Advisors, Inc | 10,950 | $156.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,895 | $156.0K | 0.00% | +10,895 | New |
| Great West Life Assurance Co | 10,812 | $156.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,430 | $149.0K | 0.00% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 10,000 | $143.2K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,841 | $140.0K | 0.00% | −91,927−90.3% | Reduced |
| Ameritas Investment Partners, Inc. | 9,464 | $135.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 9,040 | $129.5K | 0.02% | +9,040 | New |
| Tower Research Capital LLC (TRC) | 7,080 | $101.4K | 0.00% | +2,623+58.9% | Added |
| Nisa Investment Advisors, LLC | 6,516 | $93.3K | 0.00% | −255−3.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,674 | $81.3K | 0.00% | +4,146+271.3% | Added |
| CWM, LLC | 5,536 | $79.3K | 0.00% | +3,661+195.3% | Added |
| Advisory Services Network, LLC | 4,894 | $70.1K | 0.00% | +4,894 | New |
| State of Alaska, Department of Revenue | 4,576 | $65.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,507 | $64.5K | 0.00% | +1,207+36.6% | Added |
| KBC Group NV | 4,040 | $58.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,791 | $54.3K | 0.00% | −2,738−41.9% | Reduced |
| Financial Avengers, Inc. | 3,500 | $50.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,495 | $50.0K | 0.00% | +259+8.0% | Added |
| Asset Management One Co.,Ltd. | 3,351 | $48.0K | 0.00% | −900−21.2% | Reduced |
| Jones Financial Companies LLLP | 3,003 | $41.7K | 0.00% | −917−23.4% | Reduced |
| Quadrant Capital Group LLC | 2,356 | $33.7K | 0.00% | +1,523+182.8% | Added |
| Los Angeles Capital Management LLC | 2,240 | $32.1K | 0.00% | −34,142−93.8% | Reduced |
| Nomura Asset Management Co Ltd | 2,000 | $28.6K | 0.00% | +2,000 | New |
| Signaturefd, LLC | 1,969 | $28.2K | 0.00% | +159+8.8% | Added |
| Rockefeller Capital Management L.P. | 1,800 | $25.8K | 0.00% | +662+58.2% | Added |
| Farther Finance Advisors, LLC | 1,529 | $21.9K | 0.00% | −43−2.7% | Reduced |