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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal's HAPN Position: Q2 2026 in Review

Bank of Montreal increased its Happen Inc (HAPN) stake by 0.16% in Q2 2026, buying an estimated $494 and bringing the position to 18,014 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Bank of Montreal first reported a position in HAPN in Q1 2015 and has held it in 41 quarters since. The position peaked at $41.7M in Q3 2017. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Bank of Montreal held 18,014 shares of Happen Inc worth $374K as of Q2 2026.
  • Bank of Montreal bought 29 Happen Inc shares in Q2 2026, an estimated $494.
  • Happen Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2637 holding.
  • Bank of Montreal first reported a position in Happen Inc in Q1 2015 and has held it in 41 quarters since.
  • Bank of Montreal's Happen Inc position peaked at $41.7M in Q3 2017.
  • 245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.