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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 336,241 | $6.97M | 0.01% | +262,827+358.0% | Added |
| TCW Group Inc | 362,594 | $7.52M | 0.05% | +3,480+1.0% | Added |
| Bank of New York Mellon Corp | 374,439 | $7.77M | 0.00% | +12,241+3.4% | Added |
| Millennium Management LLC | 394,048 | $8.17M | 0.01% | −128,928−24.7% | Reduced |
| Moore Capital Management, LP | 418,800 | $8.69M | 0.20% | +418,800 | New |
| State of Wisconsin Investment Board | 435,170 | $9.03M | 0.02% | −44,567−9.3% | Reduced |
| Qube Research & Technologies Ltd | 515,888 | $10.7M | 0.01% | −73,867−12.5% | Reduced |
| Franklin Resources Inc | 532,028 | $11.0M | 0.00% | −2,675−0.5% | Reduced |
| Federated Hermes, Inc. | 563,864 | $11.7M | 0.02% | +20,850+3.8% | Added |
| Point72 Asset Management, L.P. | 585,351 | $12.1M | 0.02% | −2,162,711−78.7% | Reduced |
| Nicholas Investment Partners, LP | 624,366 | $12.9M | 0.73% | +357,881+134.3% | Added |
| Dana Investment Advisors, Inc. | 635,985 | $13.2M | 0.34% | +83,985+15.2% | Added |
| Algert Global LLC | 650,090 | $13.5M | 0.16% | +48,439+8.1% | Added |
| Cander Asset Management LP | 660,851 | $13.7M | 2.55% | −210,960−24.2% | Reduced |
| Allianz Asset Management GmbH | 689,377 | $14.3M | 0.01% | +192,047+38.6% | Added |
| Vanguard Fiduciary Trust Co | 773,677 | $16.0M | 0.00% | +31,445+4.2% | Added |
| UBS Group AG | 788,711 | $16.4M | 0.00% | +68,441+9.5% | Added |
| Goldman Sachs Group Inc | 827,893 | $17.2M | 0.00% | +9,718+1.2% | Added |
| Citadel Advisors LLC | 852,068 | $17.7M | 0.01% | −569,787−40.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 871,131 | $18.1M | 0.63% | +170,500+24.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,059,502 | $22.0M | 0.01% | −233,550−18.1% | Reduced |
| Nuveen, LLC | 1,060,967 | $22.0M | 0.01% | −398,523−27.3% | Reduced |
| Morgan Stanley | 1,120,078 | $23.2M | 0.00% | +158,319+16.5% | Added |
| Cramer Rosenthal McGlynn LLC | 1,182,086 | $24.5M | 1.24% | −474,009−28.6% | Reduced |
| Emerald Advisers, LLC | 1,193,757 | $24.8M | 0.58% | +266,161+28.7% | Added |
| Price T Rowe Associates Inc | 1,205,353 | $25.0M | 0.00% | +650,130+117.1% | Added |
| Northern Trust Corp | 1,231,567 | $25.5M | 0.00% | +215,881+21.3% | Added |
| Charles Schwab Investment Management Inc | 1,309,425 | $27.2M | 0.00% | −9,137−0.7% | Reduced |
| JPMorgan Chase & Co | 1,403,804 | $28.8M | 0.00% | +1,098,382+359.6% | Added |
| Bank of America Corp | 1,486,448 | $30.8M | 0.00% | +176,824+13.5% | Added |
| Walleye Capital LLC | 1,517,757 | $31.5M | 0.15% | +1,202,426+381.3% | Added |
| D. E. Shaw & Co., Inc. | 1,576,086 | $32.7M | 0.02% | +806,416+104.8% | Added |
| Driehaus Capital Management LLC | 1,601,909 | $33.2M | 0.19% | −407,767−20.3% | Reduced |
| Long Focus Capital Management, LLC | 1,665,849 | $34.5M | 1.41% | −270,151−14.0% | Reduced |
| Westfield Capital Management Co LP | 2,500,134 | $51.9M | 0.17% | +382,591+18.1% | Added |
| State Street Corp | 2,942,505 | $61.0M | 0.00% | +49,585+1.7% | Added |
| Geode Capital Management, LLC | 2,946,283 | $61.1M | 0.00% | −169,371−5.4% | Reduced |
| American Century Companies Inc | 3,149,433 | $65.3M | 0.03% | +449,161+16.6% | Added |
| Senvest Management, LLC | 3,346,293 | $69.4M | 2.04% | −1,200,519−26.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,714,344 | $77.0M | 0.05% | +1,624,655+77.7% | Added |
| Vanguard Capital Management LLC | 4,912,518 | $101.9M | 0.00% | +6,774+0.1% | Added |
| Dimensional Fund Advisors LP | 6,287,112 | $130.4M | 0.02% | +526,971+9.1% | Added |
| Vanguard Portfolio Management LLC | 8,248,984 | $171.1M | 0.01% | +615,117+8.1% | Added |
| BlackRock, Inc. | 10,062,332 | $208.7M | 0.00% | +474,545+4.9% | Added |
| Wellington Management Group LLP | 15,284,869 | $317.0M | 0.05% | +2,526,895+19.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −3,420,115−100.0% | Sold out |
| Harspring Capital Management, LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −382,325−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −245,418−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −107,139−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −51,984−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −47,270−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −37,444−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −36,101−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −33,440−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −28,405−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −23,498−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −21,911−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −19,494−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −18,787−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −17,019−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −16,940−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −16,192−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,749−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,493−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −12,472−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,346−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,002−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,294−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,841−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |