Bank of Montreal
HAPN

Bank of Montreal’s Happen Inc HAPN Stock Holding History

Bank of Montreal’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
2021
Q2 		– Sell
-40,000
Closed -$643K – 4353
2021
Q1 		$643K Buy
+40,000
New +$526K ﹤0.01% 2501

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

Bank of Montreal's HAPN Position: Q1 2026 in Review

Bank of Montreal reduced its Happen Inc (HAPN) stake by 14% in Q1 2026, selling an estimated $47.5K and leaving 17,985 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Bank of Montreal first reported a position in HAPN in Q1 2015 and has held it in 40 quarters since. The position peaked at $41.7M in Q3 2017. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Bank of Montreal held 17,985 shares of Happen Inc worth $258K as of Q1 2026.
  • Bank of Montreal sold 2,837 Happen Inc shares in Q1 2026, an estimated $47.5K.
  • Happen Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2776 holding.
  • Bank of Montreal first reported a position in Happen Inc in Q1 2015 and has held it in 40 quarters since.
  • Bank of Montreal's Happen Inc position peaked at $41.7M in Q3 2017.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.