Cambridge Investment Research Advisors
HAPN

Cambridge Investment Research Advisors’s Happen Inc HAPN Stock Holding History

Cambridge Investment Research 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
2026
Q1 		– Sell
-14,825
Closed -$281K – 4013
2025
Q4 		$281K Buy
+14,825
New +$262K ﹤0.01% 3263
2025
Q2 		– Sell
-10,191
Closed -$105K – 3707
2025
Q1 		$105K Sell
10,191
-4,525
-31% -$60.7K ﹤0.01% 3347
2024
Q4 		$238K Buy
+14,716
New +$217K ﹤0.01% 3042

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

Cambridge Investment Research Advisors's HAPN Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Happen Inc (HAPN) in Q1 2026, closing a stake of 14,825 shares — an estimated $281K sold.

Cambridge Investment Research Advisors first reported a position in HAPN in Q4 2024 and held it in 3 quarters. The position peaked at $281K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Happen Inc position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 14,825 Happen Inc shares in Q1 2026, an estimated $281K.
  • Cambridge Investment Research Advisors first reported a position in Happen Inc in Q4 2024 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Happen Inc position peaked at $281K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.