Happen, Inc.
HAPN- 交易所
- Nasdaq
- 產業
- Personal Credit Institutions
- SEC CIK
- 0001409970
近 90 天，Happen, Inc. 內部人申報 0 筆公開市場買進、12 筆賣出；2026 年第 2 季末有 245 家機構在 13F 申報持有，市值合計 $21.6 億；沒有大師持有。
2025 年第 1 季 13F 持有人
Happen, Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 235
- 較 2024 年第 4 季 +1 家
- 持有股數
- 8,911 萬
- 較 2024 年第 4 季 +390.5 萬 (+4.6%)
- 總市值
- $9.20 億
- 較 2024 年第 4 季 −$4.60 億 (−33.3%)
- 新進機構
- 43
- 另有 80 家加碼
- 清倉機構
- 42
- 另有 78 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HAPN 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 245 | $21.6 億 |
| 2026 年第 1 季 | 248 | $14.8 億 |
| 2025 年第 4 季 | 256 | $18.0 億 |
| 2025 年第 3 季 | 241 | $14.7 億 |
| 2025 年第 2 季 | 226 | $11.1 億 |
| 2025 年第 1 季 | 235 | $9.20 億 |
| 2024 年第 4 季 | 238 | $14.1 億 |
| 2024 年第 3 季 | 210 | $9.64 億 |
| 2024 年第 2 季 | 198 | $7.12 億 |
| 2024 年第 1 季 | 180 | $7.44 億 |
| 2023 年第 4 季 | 172 | $7.16 億 |
| 2023 年第 3 季 | 185 | $4.92 億 |
| 2023 年第 2 季 | 175 | $8.03 億 |
| 2023 年第 1 季 | 195 | $6.04 億 |
| 2022 年第 4 季 | 209 | $7.60 億 |
| 2022 年第 3 季 | 212 | $9.46 億 |
| 2022 年第 2 季 | 206 | $10.0 億 |
| 2022 年第 1 季 | 214 | $13.6 億 |
| 2021 年第 4 季 | 224 | $19.6 億 |
| 2021 年第 3 季 | 202 | $22.7 億 |
| 2021 年第 2 季 | 161 | $14.6 億 |
| 2021 年第 1 季 | 160 | $13.3 億 |
2025 年第 1 季持有機構
每家機構持有 Happen, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | +1+10.0% | 加碼 |
| Fortitude Family Office, LLC | 1 | $10 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 10 | $103 | 0.00% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 10 | $104 | 0.00% | +10 | 新進 |
| IFP Advisors, Inc | 0 | $144 | 0.00% | 0 | 不變 |
| Bell Investment Advisors, Inc | 30 | $310 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 31 | $320 | 0.00% | −119−79.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 35 | $361 | 0.00% | −35−50.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 3,953 | $383 | 0.00% | +3,570+932.1% | 加碼 |
| Massmutual Trust Co FSB | 69 | $712 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 70 | $723 | 0.00% | +70 | 新進 |
| Rise Advisors, LLC | 81 | $836 | 0.00% | +81 | 新進 |
| Golden State Wealth Management, LLC | 88 | $908 | 0.00% | +88 | 新進 |
| South State Corp. | 90 | $929 | 0.00% | +90 | 新進 |
| Lazard Asset Management LLC | 188 | $1,000 | 0.00% | −36−16.1% | 減碼 |
| True Wealth Design, LLC | 98 | $1,012 | 0.00% | +98 | 新進 |
| Larson Financial Group LLC | 104 | $1,073 | 0.00% | −438−80.8% | 減碼 |
| Lindbrook Capital, LLC | 106 | $1,094 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 158 | $1,631 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 207 | $2,000 | 0.00% | +32+18.3% | 加碼 |
| Avion Wealth | 155 | $2,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 210 | $2,167 | 0.00% | +210 | 新進 |
| Rothschild Investment LLC | 230 | $2,374 | 0.00% | +60+35.3% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 275 | $2,838 | 0.00% | −200−42.1% | 減碼 |
| Smartleaf Asset Management LLC | 492 | $5,121 | 0.00% | −27−5.2% | 減碼 |
| Coldstream Capital Management Inc | 536 | $5,532 | 0.00% | +536 | 新進 |
| Salem Investment Counselors Inc | 575 | $5,934 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 540 | $6,000 | 0.00% | +68+14.4% | 加碼 |
| Ronald Blue Trust, Inc. | 601 | $6,202 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 571 | $6,207 | 0.00% | +53+10.2% | 加碼 |
| Principal Securities, Inc. | 450 | $7,286 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 750 | $7,740 | 0.00% | +750 | 新進 |
| Comerica Bank | 802 | $8,277 | 0.00% | −1,514−65.4% | 減碼 |
| Quadrant Capital Group LLC | 877 | $9,051 | 0.00% | −281−24.3% | 減碼 |
| Parallel Advisors, LLC | 1,260 | $1.30 萬 | 0.00% | +295+30.6% | 加碼 |
| Public Employees Retirement System of Ohio | 1,321 | $1.36 萬 | 0.00% | +1,321 | 新進 |
| Farther Finance Advisors, LLC | 1,359 | $1.43 萬 | 0.00% | −144−9.6% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,161 | $1.48 萬 | 0.00% | +1,161 | 新進 |
| US Bancorp | 1,705 | $1.76 萬 | 0.00% | +818+92.2% | 加碼 |
| CWM, LLC | 1,830 | $1.90 萬 | 0.00% | +405+28.4% | 加碼 |
| Sterling Capital Management LLC | 1,907 | $1.97 萬 | 0.00% | −1,593−45.5% | 減碼 |
| Versant Capital Management, Inc | 1,907 | $1.97 萬 | 0.00% | +1,825+2,225.6% | 加碼 |
| GAMMA Investing LLC | 1,926 | $1.99 萬 | 0.00% | +1,469+321.4% | 加碼 |
| SBI Securities Co., Ltd. | 1,943 | $2.01 萬 | 0.00% | −839−30.2% | 減碼 |
| Signaturefd, LLC | 2,232 | $2.30 萬 | 0.00% | +41+1.9% | 加碼 |
| National Bank of Canada | 2,457 | $2.53 萬 | 0.00% | −1,617−39.7% | 減碼 |
| Quarry LP | 2,810 | $2.90 萬 | 0.01% | +2,626+1,427.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 3,385 | $3.50 萬 | 0.00% | +3,385 | 新進 |
| Amalgamated Bank | 3,827 | $3.90 萬 | 0.00% | +13+0.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 5,492 | $4.70 萬 | 0.00% | −7,795−58.7% | 減碼 |
| Financial Avengers, Inc. | 5,000 | $5.16 萬 | 0.03% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,986 | $6.23 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 6,472 | $6.70 萬 | 0.00% | +6,472 | 新進 |
| Nisa Investment Advisors, LLC | 7,282 | $7.51 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,331 | $7.57 萬 | 0.00% | +4,388+149.1% | 加碼 |
| FMR LLC | 7,687 | $7.93 萬 | 0.00% | −995,595−99.2% | 減碼 |
| Royal Bank of Canada | 8,467 | $8.70 萬 | 0.00% | −162,445−95.0% | 減碼 |
| State of Wyoming | 9,099 | $9.39 萬 | 0.01% | −4,404−32.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 9,324 | $9.62 萬 | 0.00% | −4,255−31.3% | 減碼 |
| Asset Management One Co.,Ltd. | 9,526 | $9.83 萬 | 0.00% | +4,651+95.4% | 加碼 |
| Maltin Wealth Management, Inc. | 10,000 | $10.3 萬 | 0.05% | 00.0% | 不變 |
| Marex Group plc | 10,000 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 10,191 | $10.5 萬 | 0.00% | −4,525−30.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,430 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 10,974 | $11.3 萬 | 0.00% | +700+6.8% | 加碼 |
| Vident Advisory, LLC | 11,422 | $11.8 萬 | 0.00% | +11,422 | 新進 |
| Ameritas Investment Partners, Inc. | 11,563 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 12,270 | $12.7 萬 | 0.00% | −60,696−83.2% | 減碼 |
| 111 Capital | 13,464 | $13.9 萬 | 0.03% | +13,464 | 新進 |
| Mariner, LLC | 13,638 | $14.1 萬 | 0.00% | −3,838−22.0% | 減碼 |
| Highland Capital Management, LLC | 13,841 | $14.3 萬 | 0.01% | +2,717+24.4% | 加碼 |
| Pictet Asset Management Holding SA | 13,873 | $14.3 萬 | 0.00% | −1,686−10.8% | 減碼 |
| Cetera Investment Advisers | 14,019 | $14.5 萬 | 0.00% | −18,195−56.5% | 減碼 |
| Sanctuary Advisors, LLC | 14,135 | $14.6 萬 | 0.00% | +3,998+39.4% | 加碼 |
| Freestone Grove Partners LP | 14,771 | $15.2 萬 | 0.00% | +14,771 | 新進 |
| Bridgeway Capital Management, LLC | 14,855 | $15.3 萬 | 0.00% | +303+2.1% | 加碼 |
| Empowered Funds, LLC | 14,855 | $15.3 萬 | 0.00% | +303+2.1% | 加碼 |
| Belpointe Asset Management LLC | 15,337 | $15.8 萬 | 0.01% | −1,805−10.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 15,617 | $16.1 萬 | 0.00% | +15,617 | 新進 |
| Verition Fund Management LLC | 16,176 | $16.7 萬 | 0.00% | −73,846−82.0% | 減碼 |
| Bridgefront Capital, LLC | 16,202 | $16.7 萬 | 0.05% | +16,202 | 新進 |
| Magnetar Financial LLC | 16,373 | $16.9 萬 | 0.00% | +16,373 | 新進 |
| Quadrature Capital Ltd | 16,470 | $17.0 萬 | 0.00% | −8,512−34.1% | 減碼 |
| Brevan Howard Capital Management LP | 16,627 | $17.2 萬 | 0.00% | +5,094+44.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 17,141 | $17.7 萬 | 0.08% | +17,141 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,230 | $17.8 萬 | 0.00% | +1,730+11.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 20,844 | $19.3 萬 | 0.00% | 00.0% | 不變 |
| Requisite Capital Management, LLC | 20,000 | $20.6 萬 | 0.05% | 00.0% | 不變 |
| Cache Advisors, LLC | 20,000 | $20.6 萬 | 0.08% | +20,000 | 新進 |
| Bank of Montreal | 20,333 | $21.0 萬 | 0.00% | +86+0.4% | 加碼 |
| Mackenzie Financial Corp | 20,472 | $21.1 萬 | 0.00% | +20,472 | 新進 |
| Miracle Mile Advisors, LLC | 22,134 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Citizens Financial Group Inc | 23,120 | $23.9 萬 | 0.00% | +2,000+9.5% | 加碼 |
| LPL Financial LLC | 23,303 | $24.0 萬 | 0.00% | −13,402−36.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,709 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 23,926 | $24.7 萬 | 0.00% | −7,202−23.1% | 減碼 |
| Marathon Trading Investment Management LLC | 24,300 | $25.1 萬 | 0.13% | +24,300 | 新進 |
| CIBC World Markets Corp | 24,525 | $25.3 萬 | 0.00% | +14,182+137.1% | 加碼 |
| KLP Kapitalforvaltning AS | 24,540 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 25,365 | $26.2 萬 | 0.00% | −1,883−6.9% | 減碼 |