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, Q2 2026
Institutional positions in Happen, Inc. as of Jun 30, 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
- 245
- −1 vs. Q1 2026
- Shares held
- 104.4M
- +1.39M (+1.3%) vs. Q1 2026
- Total value
- $2.16B
- +$688.5M (+46.6%) vs. Q1 2026
- New holders
- 38
- 93 more added
- Sold out
- 39
- 75 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $21 | 0.00% | −139−99.3% | Reduced |
| Freestone Grove Partners LP | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $207 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $208 | 0.00% | +10 | New |
| Essential Partners LLC | 32 | $664 | 0.00% | −668−95.4% | Reduced |
| UMA Financial Services, Inc. | 34 | $706 | 0.00% | +34 | New |
| Kilter Group LLC | 40 | $830 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 41 | $850 | 0.00% | +41 | New |
| Avion Wealth | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $1.00K | 0.00% | +53+530.0% | Added |
| IFP Advisors, Inc | 50 | $1.04K | 0.00% | +14+38.9% | Added |
| Transamerica Financial Advisors, Inc. | 53 | $1.10K | 0.00% | +53 | New |
| Hughes Financial Services, LLC | 54 | $1.12K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 62 | $1.29K | 0.00% | +62 | New |
| Silver Grove Financial Group, Inc. | 77 | $1.60K | 0.00% | +77 | New |
| True Wealth Design, LLC | 80 | $1.66K | 0.00% | −60−42.9% | Reduced |
| Ameritas Advisory Services, LLC | 100 | $2.07K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 108 | $2.24K | 0.00% | +108 | New |
| Bessemer Group Inc | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $3.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $3.15K | 0.00% | −35−18.7% | Reduced |
| Private Wealth Management Group, LLC | 158 | $3.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 166 | $3.44K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 174 | $3.61K | 0.00% | +174 | New |
| Massmutual Trust Co FSB | 177 | $3.67K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 205 | $4.25K | 0.00% | −182−47.0% | Reduced |
| Torren Management, LLC | 209 | $4.33K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 221 | $4.58K | 0.00% | +221 | New |
| Rothschild Investment LLC | 236 | $4.89K | 0.00% | −6−2.5% | Reduced |
| Valued Wealth Advisors LLC | 243 | $5.04K | 0.00% | +80+49.1% | Added |
| Clearstead Advisors, LLC | 285 | $5.91K | 0.00% | +285 | New |
| Mirae Asset Global Investments Co., Ltd. | 298 | $6.18K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 370 | $7.67K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 517 | $10.7K | 0.00% | +100+24.0% | Added |
| Harbor Capital Advisors, Inc. | 525 | $11.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 554 | $11.5K | 0.00% | −1,686−75.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 563 | $11.7K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 586 | $12.2K | 0.00% | +586 | New |
| International Assets Investment Management, LLC | 600 | $12.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 673 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 755 | $15.7K | 0.00% | −72,873−99.0% | Reduced |
| Allworth Financial LP | 825 | $17.1K | 0.00% | +140+20.4% | Added |
| US Bancorp | 888 | $18.4K | 0.00% | −19−2.1% | Reduced |
| CoreCap Advisors, LLC | 1,000 | $20.7K | 0.00% | +1,000 | New |
| Rockefeller Capital Management L.P. | 1,057 | $21.9K | 0.00% | −743−41.3% | Reduced |
| Smartleaf Asset Management LLC | 1,091 | $22.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,132 | $23.5K | 0.00% | +919+431.5% | Added |
| Larson Financial Group LLC | 1,138 | $23.6K | 0.00% | +224+24.5% | Added |
| GAMMA Investing LLC | 1,154 | $23.9K | 0.00% | −39−3.3% | Reduced |
| Parallel Advisors, LLC | 1,202 | $24.9K | 0.00% | +68+6.0% | Added |
| Public Employees Retirement System of Ohio | 1,474 | $30.6K | 0.00% | −13−0.9% | Reduced |
| Farther Finance Advisors, LLC | 1,529 | $31.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,613 | $33.5K | 0.00% | +1,088+207.2% | Added |
| Sterling Capital Management LLC | 1,863 | $38.6K | 0.00% | −1,928−50.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,892 | $39.2K | 0.00% | +769+68.5% | Added |
| Nykredit A/S | 1,956 | $40.6K | 0.00% | +1,956 | New |
| Financial Avengers, Inc. | 2,000 | $41.5K | 0.02% | −1,500−42.9% | Reduced |
| Signaturefd, LLC | 2,064 | $42.8K | 0.00% | +95+4.8% | Added |
| Asset Management One Co.,Ltd. | 2,268 | $47.0K | 0.00% | −1,083−32.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,521 | $52.3K | 0.00% | +2,521 | New |
| Jones Financial Companies LLLP | 2,988 | $60.1K | 0.00% | −15−0.5% | Reduced |
| Versant Capital Management, Inc | 3,502 | $72.6K | 0.01% | +7+0.2% | Added |
| KBC Group NV | 4,040 | $84.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,157 | $86.0K | 0.00% | +3,473+507.7% | Added |
| State of Alaska, Department of Revenue | 4,576 | $94.0K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5,187 | $107.6K | 0.06% | +4,991+2,546.4% | Added |
| Federation des caisses Desjardins du Quebec | 5,212 | $108.1K | 0.00% | +705+15.6% | Added |
| Tower Research Capital LLC (TRC) | 5,365 | $111.3K | 0.00% | −1,715−24.2% | Reduced |
| Nisa Investment Advisors, LLC | 6,516 | $135.1K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 6,896 | $141.1K | 0.01% | +6,896 | New |
| Kemnay Advisory Services Inc. | 8,096 | $167.9K | 0.02% | +8,096 | New |
| Balyasny Asset Management LLC | 10,363 | $214.9K | 0.00% | −19,759−65.6% | Reduced |
| Ameritas Investment Partners, Inc. | 10,404 | $215.8K | 0.01% | +940+9.9% | Added |
| Public Employees Retirement Association of Colorado | 10,430 | $216.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 10,480 | $217.4K | 0.04% | +10,480 | New |
| Great West Life Assurance Co | 10,812 | $224.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 10,950 | $227.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 11,107 | $230.4K | 0.00% | +212+1.9% | Added |
| Abel Hall, LLC | 11,422 | $236.9K | 0.04% | +317+2.9% | Added |
| Virginia Retirement Systems Et Al | 11,600 | $240.6K | 0.00% | −10,900−48.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,190 | $252.8K | 0.00% | +200+1.7% | Added |
| Thrivent Financial for Lutherans | 12,706 | $264.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,889 | $267.3K | 0.00% | +146+1.1% | Added |
| JustInvest LLC | 12,961 | $268.8K | 0.00% | +245+1.9% | Added |
| State of Wyoming | 13,208 | $273.9K | 0.03% | +4,168+46.1% | Added |
| Bleakley Financial Group, LLC | 13,604 | $282.1K | 0.00% | +13,604 | New |
| Mercer Global Advisors Inc | 14,304 | $296.7K | 0.00% | +901+6.7% | Added |
| Sompo Asset Management Co., Ltd. | 14,480 | $300.3K | 0.05% | −3,300−18.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,681 | $304.5K | 0.00% | −968−6.2% | Reduced |
| ProShare Advisors LLC | 15,007 | $311.2K | 0.00% | −1,581−9.5% | Reduced |
| PEAK6 LLC | 15,255 | $316.4K | 0.01% | −145,669−90.5% | Reduced |
| SEI Investments Co | 15,677 | $325.1K | 0.00% | −13,956−47.1% | Reduced |
| Mangrove Partners | 15,800 | $327.7K | 0.02% | +15,800 | New |
| Pictet Asset Management Holding SA | 16,607 | $344.4K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 16,650 | $345.3K | 0.01% | −8,935−34.9% | Reduced |
| Mackenzie Financial Corp | 17,064 | $353.9K | 0.00% | +2,884+20.3% | Added |
| Capital Fund Management S.A. | 17,234 | $357.4K | 0.00% | −36,660−68.0% | Reduced |
| Banque Pictet & Cie SA | 17,627 | $365.6K | 0.00% | −909−4.9% | Reduced |
| Bank of Montreal | 18,014 | $373.6K | 0.00% | +29+0.2% | Added |
| Sheets Smith Wealth Management | 18,229 | $378.1K | 0.04% | 00.0% | Unchanged |