Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in HAPN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 15.3M | $317.0M | +19.8% | 13.251% | 0.05% |
| 2 | BlackRock, Inc. | 10.1M | $208.7M | +5.0% | 8.723% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.2M | $171.1M | +8.1% | 7.151% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 6.3M | $130.4M | +9.2% | 5.450% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.9M | $101.9M | +0.1% | 4.259% | 0.00% |
| 6 | Senvest Management, LLC | 3.3M | $69.4M | -26.4% | 2.901% | 2.04% |
| 7 | AMERICAN CENTURY COMPANIES INC | 3.1M | $65.3M | +16.6% | 2.730% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $61.1M | -5.4% | 2.554% | 0.00% |
| 9 | STATE STREET CORP | 2.9M | $61.0M | +1.7% | 2.551% | 0.00% |
| 10 | WESTFIELD CAPITAL MANAGEMENT CO LP | 2.5M | $51.9M | +18.1% | 2.167% | 0.17% |
| 11 | Long Focus Capital Management, LLC | 1.7M | $34.5M | -14.0% | 1.444% | 0.88% |
| 12 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.6M | $33.2M | -20.3% | 1.389% | 0.19% |
| 13 | Walleye Capital LLC | 1.6M | $33.2M | +298.0% | 1.389% | 0.12% |
| 14 | D. E. Shaw & Co., Inc. | 1.6M | $32.7M | +104.8% | 1.366% | 0.02% |
| 15 | BANK OF AMERICA CORP /DE/ | 1.5M | $30.8M | +13.5% | 1.289% | 0.00% |
| 16 | JPMORGAN CHASE & CO | 1.4M | $28.8M | +359.6% | 1.217% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $27.2M | -0.7% | 1.135% | 0.00% |
| 18 | NORTHERN TRUST CORP | 1.2M | $25.5M | +21.3% | 1.068% | 0.00% |
| 19 | EMERALD ADVISERS, LLC | 1.2M | $24.8M | +28.7% | 1.035% | 0.58% |
| 20 | CRAMER ROSENTHAL MCGLYNN LLC | 1.2M | $24.5M | -28.6% | 1.025% | 1.24% |
| 21 | MORGAN STANLEY | 1.1M | $23.2M | +16.5% | 0.971% | 0.00% |
| 22 | CITADEL ADVISORS LLC | 1.1M | $22.7M | -34.8% | 0.949% | 0.00% |
| 23 | Nuveen, LLC | 1.1M | $22.0M | -27.3% | 0.920% | 0.01% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1M | $22.0M | -18.1% | 0.919% | 0.01% |
| 25 | EMERALD MUTUAL FUND ADVISERS TRUST | 871K | $18.1M | +24.3% | 0.755% | 0.63% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HAPN — a direct measure of their conviction.
Filings activity in HAPN during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 247 | 1.6% | 91.36% | +0.38 pp | $2.08B | +42% |
| Q1 2026 | 251 | 2.7% | 90.98% | +5.36 pp | $1.47B | 18% |
| Q4 2025 | 258 | +7.5% | 85.62% | +0.51 pp | $1.80B | +25% |
| Q3 2025 | 240 | +7.6% | 85.11% | +4.16 pp | $1.43B | +33% |
| Q2 2025 | 223 | 3.5% | 80.95% | +4.25 pp | $1.08B | +23% |
| Q1 2025 | 231 | 2.5% | 76.70% | 123.29 pp | $876M | 86% |
| Q4 2024 | 237 | +17% | 199.99% | +127.27 pp | $6.28B | +590% |
| Q3 2024 | 203 | — | 72.72% | — | $910M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HAPN stock.
Based on Q2 2026 13F filings, institutional ownership of Happen, Inc. Common Stock stands at 91.4%, held across 247 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of HAPN, with approximately 15,284,869 shares worth $0.32B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HAPN, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for HAPN is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in HAPN during Q2 2026, while 41 fully exited. 170 added to existing positions and 35 trimmed.
HAPN institutional ownership rose by 0.38 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 59.5% of all reported 13F value in HAPN, and the top 25 account for 78.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Happen, Inc. Common Stock (HAPN) Institutional Ownership