CF
HAPN

Copperwynd Financial’s Happen Inc HAPN Stock Holding History

Copperwynd Financial’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
Q2 		$1.2M Sell
99,880
-4,717
-5% -$49K 0.3% 58
2025
Q1 		$1.08M Buy
+104,597
New +$1.4M 0.3% 62

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Copperwynd Financial's HAPN Position: Q2 2025 in Review

Copperwynd Financial reduced its Happen Inc (HAPN) stake by 4.5% in Q2 2025, selling an estimated $49K and leaving 99,880 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #58.

Copperwynd Financial first reported a position in HAPN in Q1 2025 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold HAPN as of Q2 2025.

  • Copperwynd Financial held 99,880 shares of Happen Inc worth $1.2M as of Q2 2025.
  • Copperwynd Financial sold 4,717 Happen Inc shares in Q2 2025, an estimated $49K.
  • Happen Inc made up 0.3% of Copperwynd Financial's portfolio in Q2 2025, its #58 holding.
  • Copperwynd Financial first reported a position in Happen Inc in Q1 2025 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Happen Inc as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.