Cetera Investment Advisers
HAPN

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
Q2 		$538K Sell
25,929
-1,265
-5% -$21.5K ﹤0.01% 3636
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
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

Cetera Investment Advisers's HAPN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Happen Inc (HAPN) stake by 4.7% in Q2 2026, selling an estimated $21.5K and leaving 25,929 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Cetera Investment Advisers first reported a position in HAPN in Q4 2021 and has held it in 11 quarters since. The position peaked at $715K in Q4 2025. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Cetera Investment Advisers held 25,929 shares of Happen Inc worth $538K as of Q2 2026.
  • Cetera Investment Advisers sold 1,265 Happen Inc shares in Q2 2026, an estimated $21.5K.
  • Happen Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3636 holding.
  • Cetera Investment Advisers first reported a position in Happen Inc in Q4 2021 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Happen Inc position peaked at $715K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.