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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 1,487 | $21.3K | 0.00% | +65+4.6% | Added |
| Walleye Trading LLC | 1,380 | $19.8K | 0.00% | +1,380 | New |
| GAMMA Investing LLC | 1,193 | $17.1K | 0.00% | −93−7.2% | Reduced |
| Parallel Advisors, LLC | 1,134 | $16.2K | 0.00% | −60−5.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,123 | $16.1K | 0.00% | +82+7.9% | Added |
| Smartleaf Asset Management LLC | 1,091 | $15.1K | 0.00% | +23+2.2% | Added |
| Larson Financial Group LLC | 914 | $13.1K | 0.00% | −2,126−69.9% | Reduced |
| US Bancorp | 907 | $13.0K | 0.00% | +56+6.6% | Added |
| Essential Partners LLC | 700 | $10.0K | 0.00% | +696+17,400.0% | Added |
| Royal Bank of Canada | 684 | $10.0K | 0.00% | −3,336−83.0% | Reduced |
| Allworth Financial LP | 685 | $9.81K | 0.00% | −454−39.9% | Reduced |
| Fortitude Family Office, LLC | 673 | $9.64K | 0.00% | +249+58.7% | Added |
| International Assets Investment Management, LLC | 600 | $8.58K | 0.00% | −1,500−71.4% | Reduced |
| Salem Investment Counselors Inc | 575 | $8.23K | 0.00% | +575 | New |
| Pinnacle Wealth Planning Services, Inc. | 563 | $8.06K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 525 | $8.00K | 0.00% | +102+24.1% | Added |
| Optiver Holding B.V. | 525 | $7.52K | 0.00% | +252+92.3% | Added |
| SBI Securities Co., Ltd. | 417 | $5.97K | 0.00% | −13,116−96.9% | Reduced |
| Quarry LP | 387 | $5.54K | 0.00% | −1,322−77.4% | Reduced |
| Triumph Capital Management | 370 | $5.30K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 298 | $4.27K | 0.00% | −116−28.0% | Reduced |
| Rothschild Investment LLC | 242 | $3.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 213 | $3.05K | 0.00% | +32+17.7% | Added |
| Torren Management, LLC | 209 | $2.99K | 0.00% | −1,003−82.8% | Reduced |
| McGuire Capital Advisors Inc | 196 | $2.81K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 187 | $2.68K | 0.00% | +108+136.7% | Added |
| Massmutual Trust Co FSB | 177 | $2.54K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 166 | $2.38K | 0.00% | +166 | New |
| Valued Wealth Advisors LLC | 163 | $2.33K | 0.00% | +163 | New |
| Private Wealth Management Group, LLC | 158 | $2.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $2.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 140 | $2.00K | 0.00% | +60+75.0% | Added |
| Huntington National Bank | 140 | $2.00K | 0.00% | +140 | New |
| Bessemer Group Inc | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 130 | $1.86K | 0.00% | −420−76.4% | Reduced |
| Root Financial Partners, LLC | 125 | $1.79K | 0.00% | +125 | New |
| MAI Capital Management | 73 | $1.05K | 0.00% | +73 | New |
| Avion Wealth | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 54 | $773 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 50 | $716 | 0.00% | +50 | New |
| Kilter Group LLC | 40 | $573 | 0.00% | −6−13.0% | Reduced |
| IFP Advisors, Inc | 36 | $516 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $344 | 0.00% | −57−70.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 22 | $315 | 0.00% | +22 | New |
| Key Financial Inc | 10 | $143 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $24 | 0.00% | −1−50.0% | Reduced |
| Freestone Grove Partners LP | 1 | $14 | 0.00% | +1 | New |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 0 | $0 | 0.00% | −630,392−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −536,577−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −376,081−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −333,424−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −296,782−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −235,778−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −111,509−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −100,805−100.0% | Sold out |
| Rothschild & Co Wealth Management UK Ltd | 0 | $0 | 0.00% | −99,000−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −78,233−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −69,050−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −56,076−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −55,113−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −37,126−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −31,998−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −28,311−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −24,460−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −23,309−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −21,169−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,569−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −16,225−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,550−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −15,267−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −14,825−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −13,411−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,156−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,088−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,001−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,879−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,512−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,940−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −3,559−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |