BIA
HAPN

Bell Investment Advisors’s Happen Inc HAPN Stock Holding History

Bell Investment Advisors’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
2025
Q3 		– Sell
-30
Closed -$361 – 1933
2025
Q2 		$361 Hold
30
– – ﹤0.01% 1818
2025
Q1 		$310 Hold
30
– – ﹤0.01% 1848
2024
Q4 		$486 Buy
+30
New +$442 ﹤0.01% 1774
2023
Q3 		– Sell
-135
Closed -$1.32K – 1968
2023
Q2 		$1.32K Buy
+135
New +$1.08K ﹤0.01% 1491
2022
Q3 		– Sell
-41
Closed – – 1849
2022
Q2 		$0 Buy
+41
New +$577 ﹤0.01% 1785
2021
Q4 		$1K Hold
29
– – ﹤0.01% 1497
2021
Q3 		$1K Buy
+29
New +$718 ﹤0.01% 1445

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bell Investment Advisors's HAPN Position: Q3 2025 in Review

Bell Investment Advisors sold out of Happen Inc (HAPN) in Q3 2025, closing a stake of 30 shares — an estimated $361 sold.

Bell Investment Advisors first reported a position in HAPN in Q3 2021 and held it in 7 quarters. The position peaked at $1.32K in Q2 2023. 241 funds tracked by Wall St. Rank hold HAPN as of Q3 2025.

  • Bell Investment Advisors reported no remaining Happen Inc position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 30 Happen Inc shares in Q3 2025, an estimated $361.
  • Bell Investment Advisors first reported a position in Happen Inc in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's Happen Inc position peaked at $1.32K in Q2 2023.
  • 241 funds tracked by Wall St. Rank held Happen Inc as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.