AF
HAPN

Allworth Financial’s Happen Inc HAPN Stock Holding History

Allworth Financial’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.81K Sell
685
-454
-40% -$7.6K ﹤0.01% 3518
2025
Q4 		$21.6K Sell
1,139
-142
-11% -$2.51K ﹤0.01% 2770
2025
Q3 		$19.5K Buy
1,281
+231
+22% +$3.5K ﹤0.01% 2728
2025
Q2 		$12.6K Buy
1,050
+479
+84% +$4.97K ﹤0.01% 2781
2025
Q1 		$6.21K Buy
571
+53
+10% +$711 ﹤0.01% 2647
2024
Q4 		$8.85K Hold
518
– – ﹤0.01% 2484
2024
Q3 		$5.92K Hold
518
– – ﹤0.01% 2496
2024
Q2 		$5.38K Hold
518
– – ﹤0.01% 2490
2024
Q1 		$4.55K Hold
518
– – ﹤0.01% 2448
2023
Q4 		$4.53K Buy
518
+288
+125% +$1.81K ﹤0.01% 2312
2023
Q3 		$1.4K Sell
230
-1,848
-89% -$14.4K ﹤0.01% 2708
2023
Q2 		$20.3K Buy
2,078
+1,878
+939% +$15.1K ﹤0.01% 1526
2023
Q1 		$1.44K Buy
+200
New +$1.78K ﹤0.01% 2539

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Allworth Financial's HAPN Position: Q1 2026 in Review

Allworth Financial reduced its Happen Inc (HAPN) stake by 40% in Q1 2026, selling an estimated $7.6K and leaving 685 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

Allworth Financial first reported a position in HAPN in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.6K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Allworth Financial held 685 shares of Happen Inc worth $9.81K as of Q1 2026.
  • Allworth Financial sold 454 Happen Inc shares in Q1 2026, an estimated $7.6K.
  • Happen Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3518 holding.
  • Allworth Financial first reported a position in Happen Inc in Q1 2023 and has held it in 13 quarters since.
  • Allworth Financial's Happen Inc position peaked at $21.6K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.