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 2 季 13F 持有人
Happen, Inc. 在 2025/6/30 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
- 226
- 較 2025 年第 1 季 −8 家
- 持有股數
- 9,190 萬
- 較 2025 年第 1 季 +278.7 萬 (+3.1%)
- 總市值
- $11.1 億
- 較 2025 年第 1 季 +$1.86 億 (+20.2%)
- 新進機構
- 25
- 另有 80 家加碼
- 清倉機構
- 33
- 另有 90 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | +5+45.5% | 加碼 |
| Key Financial Inc | 10 | $120 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 30 | $361 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 32 | $385 | 0.00% | +32 | 新進 |
| Rise Advisors, LLC | 48 | $577 | 0.00% | −33−40.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 65 | $782 | 0.00% | +30+85.7% | 加碼 |
| Hughes Financial Services, LLC | 54 | $847 | 0.00% | +54 | 新進 |
| True Wealth Design, LLC | 80 | $963 | 0.00% | −18−18.4% | 減碼 |
| Avion Wealth | 96 | $1,000 | 0.00% | −59−38.1% | 減碼 |
| Golden State Wealth Management, LLC | 88 | $1,059 | 0.00% | 00.0% | 不變 |
| South State Corp. | 90 | $1,083 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 150 | $1,805 | 0.00% | +150 | 新進 |
| Principal Securities, Inc. | 154 | $1,853 | 0.00% | −296−65.8% | 減碼 |
| Private Wealth Management Group, LLC | 158 | $1,901 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 207 | $2,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 177 | $2,129 | 0.00% | +108+156.5% | 加碼 |
| Larson Financial Group LLC | 223 | $2,683 | 0.00% | +119+114.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 275 | $3,308 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 315 | $3,789 | 0.00% | +85+37.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 383 | $4,608 | 0.00% | −3,570−90.3% | 減碼 |
| Fortitude Family Office, LLC | 424 | $5,101 | 0.00% | +423+42,300.0% | 加碼 |
| Skopos Labs, Inc. | 482 | $5,799 | 0.00% | +451+1,454.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 533 | $6,000 | 0.00% | −7−1.3% | 減碼 |
| IFP Advisors, Inc | 0 | $6,268 | 0.00% | 0 | 不變 |
| Smartleaf Asset Management LLC | 529 | $6,332 | 0.00% | +37+7.5% | 加碼 |
| CoreCap Advisors, LLC | 545 | $6,556 | 0.00% | −65,343−99.2% | 減碼 |
| Salem Investment Counselors Inc | 575 | $6,918 | 0.00% | 00.0% | 不變 |
| Quarry LP | 684 | $8,229 | 0.00% | −2,126−75.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 750 | $9,023 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 789 | $9,492 | 0.00% | −13−1.6% | 減碼 |
| US Bancorp | 851 | $1.02 萬 | 0.00% | −854−50.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 934 | $1.10 萬 | 0.00% | +934 | 新進 |
| GAMMA Investing LLC | 942 | $1.13 萬 | 0.00% | −984−51.1% | 減碼 |
| Allworth Financial LP | 1,050 | $1.26 萬 | 0.00% | +479+83.9% | 加碼 |
| Parallel Advisors, LLC | 1,134 | $1.36 萬 | 0.00% | −126−10.0% | 減碼 |
| Farther Finance Advisors, LLC | 1,386 | $1.67 萬 | 0.00% | +27+2.0% | 加碼 |
| Public Employees Retirement System of Ohio | 1,501 | $1.81 萬 | 0.00% | +180+13.6% | 加碼 |
| National Bank of Canada | 1,576 | $1.90 萬 | 0.00% | −881−35.9% | 減碼 |
| CWM, LLC | 1,607 | $1.90 萬 | 0.00% | −223−12.2% | 減碼 |
| Signaturefd, LLC | 1,778 | $2.14 萬 | 0.00% | −454−20.3% | 減碼 |
| SBI Securities Co., Ltd. | 1,925 | $2.32 萬 | 0.00% | −18−0.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,000 | $2.41 萬 | 0.00% | −3,492−63.6% | 減碼 |
| Jones Financial Companies LLLP | 2,761 | $3.30 萬 | 0.00% | −3,225−53.9% | 減碼 |
| Sterling Capital Management LLC | 3,058 | $3.68 萬 | 0.00% | +1,151+60.4% | 加碼 |
| Versant Capital Management, Inc | 3,236 | $3.89 萬 | 0.01% | +1,329+69.7% | 加碼 |
| Amalgamated Bank | 3,827 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Financial Avengers, Inc. | 4,000 | $4.81 萬 | 0.02% | −1,000−20.0% | 減碼 |
| KBC Group NV | 4,040 | $4.90 萬 | 0.00% | −2,432−37.6% | 減碼 |
| Headlands Technologies LLC | 4,416 | $5.31 萬 | 0.01% | +4,416 | 新進 |
| Nisa Investment Advisors, LLC | 7,306 | $8.79 萬 | 0.00% | +24+0.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,270 | $11.2 萬 | 0.00% | −54−0.6% | 減碼 |
| Maltin Wealth Management, Inc. | 10,000 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Marex Group plc | 10,000 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| MQS Management LLC | 10,050 | $12.1 萬 | 0.07% | +10,050 | 新進 |
| Systematic Alpha Investments, LLC | 10,100 | $12.2 萬 | 0.00% | +10,100 | 新進 |
| Asset Management One Co.,Ltd. | 10,232 | $12.3 萬 | 0.00% | +706+7.4% | 加碼 |
| Independent Advisor Alliance | 10,369 | $12.5 萬 | 0.00% | +10,369 | 新進 |
| Public Employees Retirement Association of Colorado | 10,430 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 10,081 | $12.7 萬 | 0.00% | −5,536−35.4% | 減碼 |
| 111 Capital | 11,331 | $13.6 萬 | 0.02% | −2,133−15.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,563 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 13,146 | $15.8 萬 | 0.00% | −148,577−91.9% | 減碼 |
| Advisor Group Holdings, Inc. | 13,354 | $16.0 萬 | 0.00% | +1,084+8.8% | 加碼 |
| Inceptionr LLC | 13,514 | $16.3 萬 | 0.04% | +13,514 | 新進 |
| Pictet Asset Management Holding SA | 13,873 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| CIBC World Markets Corp | 13,957 | $16.8 萬 | 0.00% | −10,568−43.1% | 減碼 |
| AQR Capital Management LLC | 14,254 | $17.1 萬 | 0.00% | −19,534−57.8% | 減碼 |
| Bridgeway Capital Management, LLC | 14,648 | $17.6 萬 | 0.00% | −207−1.4% | 減碼 |
| Empowered Funds, LLC | 14,648 | $17.6 萬 | 0.00% | −207−1.4% | 減碼 |
| Belpointe Asset Management LLC | 15,000 | $18.0 萬 | 0.01% | −337−2.2% | 減碼 |
| Ursa Fund Management, LLC | 15,000 | $18.0 萬 | 0.45% | +15,000 | 新進 |
| Tower Research Capital LLC (TRC) | 15,705 | $18.9 萬 | 0.01% | +8,374+114.2% | 加碼 |
| Aigen Investment Management, LP | 15,979 | $19.2 萬 | 0.03% | −17,732−52.6% | 減碼 |
| Numerai GP LLC | 16,249 | $19.5 萬 | 0.03% | −19,211−54.2% | 減碼 |
| Marathon Trading Investment Management LLC | 16,800 | $20.2 萬 | 0.12% | −7,500−30.9% | 減碼 |
| Bridgefront Capital, LLC | 18,808 | $22.6 萬 | 0.06% | +2,606+16.1% | 加碼 |
| Requisite Capital Management, LLC | 19,669 | $23.7 萬 | 0.05% | −331−1.7% | 減碼 |
| Cache Advisors, LLC | 20,000 | $24.1 萬 | 0.07% | 00.0% | 不變 |
| Leonteq Securities AG | 20,000 | $24.1 萬 | 0.01% | +20,000 | 新進 |
| Bank of Montreal | 20,320 | $24.4 萬 | 0.00% | −13−0.1% | 減碼 |
| Mackenzie Financial Corp | 20,472 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Nebula Research & Development LLC | 21,226 | $25.5 萬 | 0.02% | −12,129−36.4% | 減碼 |
| Miracle Mile Advisors, LLC | 22,158 | $26.7 萬 | 0.00% | +24+0.1% | 加碼 |
| Zacks Investment Management | 22,571 | $27.2 萬 | 0.00% | +22,571 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,689 | $27.3 萬 | 0.00% | +5,459+31.7% | 加碼 |
| ProShare Advisors LLC | 23,229 | $27.9 萬 | 0.00% | −697−2.9% | 減碼 |
| Grassi Investment Management | 23,400 | $28.2 萬 | 0.02% | −3,000−11.4% | 減碼 |
| Quantinno Capital Management LP | 24,018 | $28.9 萬 | 0.00% | −2,962−11.0% | 減碼 |
| FMR LLC | 24,141 | $29.0 萬 | 0.00% | +16,454+214.0% | 加碼 |
| Citizens Financial Group Inc | 25,310 | $30.4 萬 | 0.00% | +2,190+9.5% | 加碼 |
| IMC-Chicago, LLC | 25,461 | $30.6 萬 | 0.01% | −6,468−20.3% | 減碼 |
| Commonwealth Equity Services, LLC | 25,583 | $30.8 萬 | 0.00% | +218+0.9% | 加碼 |
| KLP Kapitalforvaltning AS | 25,840 | $31.1 萬 | 0.00% | +1,300+5.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 26,063 | $31.4 萬 | 0.00% | +2,354+9.9% | 加碼 |
| Man Group plc | 26,416 | $31.8 萬 | 0.00% | +26,416 | 新進 |
| Group One Trading, L.P. | 26,888 | $32.3 萬 | 0.01% | −14,765−35.4% | 減碼 |
| Oxford Asset Management LLP | 26,983 | $32.5 萬 | 0.11% | +26,983 | 新進 |
| LPL Financial LLC | 27,029 | $32.5 萬 | 0.00% | +3,726+16.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 28,120 | $33.8 萬 | 0.06% | −22,520−44.5% | 減碼 |
| Verition Fund Management LLC | 28,404 | $34.2 萬 | 0.00% | +12,228+75.6% | 加碼 |