Cetera Investment Advisers’s Happen Inc HAPN Stock Holding History

Cetera Investment Advisers’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	$389K	Sell	27,194 -10,575	-28%	-$177K	﹤0.01%	3744
2025 Q4	$715K	Buy	37,769 +3,344	+10%	+$59.1K	﹤0.01%	3130
2025 Q3	$523K	Buy	34,425 +5,555	+19%	+$84.3K	﹤0.01%	3351
2025 Q2	$347K	Buy	28,870 +14,851	+106%	+$154K	﹤0.01%	3268
2025 Q1	$145K	Sell	14,019 -18,195	-56%	-$244K	﹤0.01%	3687
2024 Q4	$522K	Sell	32,214 -5,247	-14%	-$77.3K	﹤0.01%	2646
2024 Q3	$428K	Sell	37,461 -8,820	-19%	-$94.2K	﹤0.01%	2776
2024 Q2	$392K	Sell	46,281 -15,197	-25%	-$130K	﹤0.01%	2787
2024 Q1	$540K	Buy	+61,478	New	+$515K	﹤0.01%	2543
2022 Q1	–	Sell	-8,563	Closed	-$207K	–	1948
2021 Q4	$207K	Buy	+8,563	New	+$290K	﹤0.01%	1718

Other funds holding HAPN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Cetera Investment Advisers's HAPN Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Happen Inc (HAPN) stake by 28% in Q1 2026, selling an estimated $177K and leaving 27,194 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #3744.

Cetera Investment Advisers first reported a position in HAPN in Q4 2021 and has held it in 10 quarters since. The position peaked at $715K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

Cetera Investment Advisers held 27,194 shares of Happen Inc worth $389K as of Q1 2026.
Cetera Investment Advisers sold 10,575 Happen Inc shares in Q1 2026, an estimated $177K.
Happen Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3744 holding.
Cetera Investment Advisers first reported a position in Happen Inc in Q4 2021 and has held it in 10 quarters since.
Cetera Investment Advisers's Happen Inc position peaked at $715K in Q4 2025.
247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.