AB
HAPN

Amalgamated Bank’s Happen Inc HAPN Stock Holding History

Amalgamated Bank’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 		– Sell
-3,559
Closed -$67K – 2272
2025
Q4 		$67K Sell
3,559
-268
-7% -$4.73K ﹤0.01% 1765
2025
Q3 		$58K Hold
3,827
– – ﹤0.01% 1799
2025
Q2 		$46K Hold
3,827
– – ﹤0.01% 1846
2025
Q1 		$39K Buy
3,827
+13
+0.3% +$174 ﹤0.01% 1849
2024
Q4 		$62K Hold
3,814
– – ﹤0.01% 1790
2024
Q3 		$44K Hold
3,814
– – ﹤0.01% 1888
2024
Q2 		$32K Buy
3,814
+267
+8% +$2.28K ﹤0.01% 1968
2024
Q1 		$31K Sell
3,547
-5,698
-62% -$47.7K ﹤0.01% 1994
2023
Q4 		$81K Sell
9,245
-1,055
-10% -$6.63K ﹤0.01% 2068
2023
Q3 		$63K Hold
10,300
– – ﹤0.01% 2151
2023
Q2 		$100K Sell
10,300
-801
-7% -$6.43K ﹤0.01% 2062
2023
Q1 		$80K Sell
11,101
-2,468
-18% -$22K ﹤0.01% 2132
2022
Q4 		$119K Buy
13,569
+287
+2% +$2.96K ﹤0.01% 2069
2022
Q3 		$147K Buy
13,282
+253
+2% +$3.4K ﹤0.01% 1971
2022
Q2 		$152K Buy
13,029
+1,070
+9% +$15.1K ﹤0.01% 1990
2022
Q1 		$189K Sell
11,959
-822
-6% -$15.2K ﹤0.01% 1960
2021
Q4 		$309K Sell
12,781
-16
-0.1% -$542 ﹤0.01% 1803
2021
Q3 		$361K Sell
12,797
-756
-6% -$18.7K ﹤0.01% 1754
2021
Q2 		$246K Buy
+13,553
New +$211K ﹤0.01% 1961
2020
Q2 		– Sell
-10,572
Closed -$83K – 1572
2020
Q1 		$83K Sell
10,572
-656
-6% -$7.3K ﹤0.01% 1516
2019
Q4 		$142K Buy
+11,228
New +$145K ﹤0.01% 1694
2019
Q3 		– Sell
-9,714
Closed -$159K – 1789
2019
Q2 		$159K Buy
9,714
+685
+8% +$10.8K ﹤0.01% 1631
2019
Q1 		$140K Buy
9,029
+343
+4% +$5.29K ﹤0.01% 1570
2018
Q4 		$114K Buy
8,686
+138
+2% +$2.28K ﹤0.01% 1509
2018
Q3 		$166K Sell
8,548
-71
-0.8% -$1.38K ﹤0.01% 1350
2018
Q2 		$163K Sell
8,619
-119
-1% -$2.02K ﹤0.01% 1607
2018
Q1 		$153K Sell
8,738
-171
-2% -$3.29K ﹤0.01% 1498
2017
Q4 		$184K Buy
8,909
+809
+10% +$20.1K 0.01% 1521
2017
Q3 		$247K Sell
8,100
-131
-2% -$3.77K 0.01% 1329
2017
Q2 		$227K Buy
8,231
+55
+0.7% +$1.56K 0.01% 1350
2017
Q1 		$224K Sell
8,176
-31
-0.4% -$881 0.01% 1322
2016
Q4 		$215K Buy
8,207
+1,112
+16% +$30.5K 0.01% 1352
2016
Q3 		$219K Buy
7,095
+17
+0.2% +$441 0.01% 1215
2016
Q2 		$193K Buy
+7,078
New +$204K 0.01% 1274

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

Amalgamated Bank's HAPN Position: Q1 2026 in Review

Amalgamated Bank sold out of Happen Inc (HAPN) in Q1 2026, closing a stake of 3,559 shares — an estimated $67K sold.

Amalgamated Bank first reported a position in HAPN in Q2 2016 and held it in 34 quarters. The position peaked at $361K in Q3 2021. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Amalgamated Bank reported no remaining Happen Inc position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 3,559 Happen Inc shares in Q1 2026, an estimated $67K.
  • Amalgamated Bank first reported a position in Happen Inc in Q2 2016 and held it in 34 quarters.
  • Amalgamated Bank's Happen Inc position peaked at $361K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.