Happen HAPN Institutional Ownership

NASDAQ HAPN

$14.58 +0.29 (+2.03%)

At close: Oct 20, 2026 · 4:00 PM EDT

Institutions by Trading Activity

244 Institutions

Increased 131 53.7%

Unchanged 39 16.0%

Reduced 74 30.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

90.22%

▲+1.31 pp QoQ

Shares Held by Institutions

104.12Mn

of 115.41Mn outstanding

▲+1.39% QoQ

Shares Outstanding

115.41Mn

11.29Mn held outside 13F filers

Institutional Investors

244

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+1.43Mn

accumulated since last quarter

Value of Holdings

$1.53Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Happen, Inc. (NASDAQ:HAPN) was held by 244 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Their combined stake equaled 90.22% of outstanding shares in Q2 2026, up from 88.91% in Q1 2026.
Total shares held in Happen rose 1.39% versus Q1 2026, while the number of holders rose 10.91% versus Q2 2025.
Looking at the 244 holders of HAPN individually, 131 added to their positions, 74 reduced their stakes and 39 left their positions unchanged.
In total, institutional investors held 104.12Mn shares of Happen at the end of Q2 2026, up 1.43Mn from the prior quarter and up 15.74Mn from a year earlier.
As of June 30, 2026, the biggest holder of Happen was Wellington Management Group LLP with 15.28Mn shares, or 13.24% of shares outstanding.
The largest position increases in HAPN for Q2 2026 were by Wellington Management Group LLP (+2.53Mn shares), T. Rowe Price Investment Management, Inc. (+1.62Mn shares), Walleye Capital LLC (+1.2Mn shares), JPMorgan Chase & Co (+1.1Mn shares) and D. E. Shaw & Co., Inc. (+806.42K shares).
The largest position reductions in HAPN for Q2 2026 were by Point72 Asset Management, L.P. (-2.16Mn shares), Senvest Management, LLC (-1.2Mn shares), FMR LLC (-853.58K shares), SG Americas Securities, LLC (-595.64K shares) and Citadel Advisors LLC (-569.79K shares).
Per Business Quant data, the 10 largest holders of Happen at the end of Q2 2026 were Wellington Management Group LLP (15.28Mn shares), BlackRock, Inc. (10.06Mn shares), Vanguard Portfolio Management LLC (8.25Mn shares), Dimensional Fund Advisors LP (6.29Mn shares), Vanguard Capital Management LLC (4.91Mn shares), T. Rowe Price Investment Management, Inc. (3.71Mn shares), Senvest Management, LLC (3.35Mn shares), American Century Companies Inc (3.15Mn shares), Geode Capital Management, LLC (2.95Mn shares) and State Street Corp (2.94Mn shares).

Form 13F Holdings

244 Institutional Holders

Report period 30 Jun, 2026

Total shares held 104.12Mn

Of outstanding 90.22%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	15,284,869	13.24%	▲2,526,895	+19.81%	$317.01Mn
2	BlackRock, Inc.	0002012383	10,062,332	8.72%	▲474,545	+4.95%	$208.69Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	8,248,984	7.15%	▲615,117	+8.06%	$171.08Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	6,287,112	5.45%	▲526,971	+9.15%	$130.39Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,912,518	4.26%	▲6,774	+0.14%	$101.89Mn
6	T. Rowe Price Investment Management, Inc.	0001897612	3,714,344	3.22%	▲1,624,655	+77.75%	$77.04K
7	Senvest Management, LLC	0001328785	3,346,293	2.90%	▼1,200,519	-26.40%	$69.40Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	3,149,433	2.73%	▲449,161	+16.63%	$65.32Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,946,283	2.55%	▼169,371	-5.44%	$61.12Mn
10	State Street Corp	0000093751	2,942,505	2.55%	▲49,585	+1.71%	$61.02Mn
11	WESTFIELD CAPITAL MANAGEMENT CO LP	0001177719	2,500,134	2.17%	▲382,591	+18.07%	$51.85Mn
12	Long Focus Capital Management, LLC	0001602716	1,665,849	1.44%	▼270,151	-13.95%	$34.55Mn
13	DRIEHAUS CAPITAL MANAGEMENT LLC	0000938206	1,601,909	1.39%	▼407,767	-20.29%	$33.22Mn
14	D. E. Shaw & Co., Inc.	0001009207	1,576,086	1.37%	▲806,416	+104.77%	$32.69Mn
15	Walleye Capital LLC	0001758720	1,517,757	1.32%	▲1,202,426	+381.32%	$31.48Mn
16	Bank Of America Corp /De/	0000070858	1,486,448	1.29%	▲176,824	+13.50%	$30.83Mn
17	Jpmorgan Chase & Co	0000019617	1,403,804	1.22%	▲1,098,382	+359.63%	$28.83Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,309,425	1.13%	▼9,137	-0.69%	$27.16Mn
19	Northern Trust Corp	0000073124	1,231,567	1.07%	▲215,881	+21.25%	$25.54Mn
20	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	1,205,353	1.04%	▲650,130	+117.09%	$25.00K

Showing 1 to 20 of 244 holders