Creative Planning
HAPN icon

Creative Planning’s Happen Inc HAPN Stock Holding History

Creative Planning’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 		$3.42M Buy
164,783
+29,796
+22% +$507K ﹤0.01% 1685
2026
Q1 		$1.93M Buy
134,987
+47,319
+54% +$793K ﹤0.01% 1912
2025
Q4 		$1.66M Buy
87,668
+30,521
+53% +$539K ﹤0.01% 1871
2025
Q3 		$868K Buy
57,147
+19,648
+52% +$298K ﹤0.01% 2247
2025
Q2 		$451K Sell
37,499
-1,022
-3% -$10.6K ﹤0.01% 2556
2025
Q1 		$398K Buy
38,521
+4,134
+12% +$55.4K ﹤0.01% 2503
2024
Q4 		$557K Buy
34,387
+692
+2% +$10.2K ﹤0.01% 2125
2024
Q3 		$385K Buy
33,695
+5,695
+20% +$60.8K ﹤0.01% 2327
2024
Q2 		$237K Buy
28,000
+15,330
+121% +$131K ﹤0.01% 2550
2024
Q1 		$111K Buy
12,670
+1,787
+16% +$15K ﹤0.01% 2688
2023
Q4 		$95.1K Buy
+10,883
New +$68.4K ﹤0.01% 2577
2023
Q3 		– Sell
-14,904
Closed -$145K – 2978
2023
Q2 		$145K Buy
+14,904
New +$120K ﹤0.01% 2285
2021
Q2 		– Sell
-16,029
Closed -$265K – 2355
2021
Q1 		$265K Buy
+16,029
New +$211K ﹤0.01% 1868
2017
Q3 		– Sell
-200
Closed -$6K – 2892
2017
Q2 		$6K Sell
200
-200
-50% -$5.69K ﹤0.01% 3911
2017
Q1 		$11K Buy
400
+200
+100% +$5.68K ﹤0.01% 3526
2016
Q4 		$5K Sell
200
-100
-33% -$2.75K ﹤0.01% 3956
2016
Q3 		$9K Sell
300
-220
-42% -$5.71K ﹤0.01% 3582
2016
Q2 		$11K Buy
520
+224
+76% +$6.46K ﹤0.01% 3184
2016
Q1 		$12K Hold
296
– – ﹤0.01% 3109
2015
Q4 		$16K Sell
296
-80
-21% -$5.31K ﹤0.01% 2988
2015
Q3 		$25K Buy
+376
New +$25.5K ﹤0.01% 2556
2015
Q2 		– Sell
-376
Closed -$37K – 2139
2015
Q1 		$37K Sell
376
-80
-18% -$8.33K ﹤0.01% 2233
2014
Q4 		$58K Buy
+456
New +$57.6K ﹤0.01% 1905

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

Creative Planning's HAPN Position: Q2 2026 in Review

Creative Planning increased its Happen Inc (HAPN) stake by 22% in Q2 2026, buying an estimated $507K and bringing the position to 164,783 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Creative Planning first reported a position in HAPN in Q4 2014 and has held it in 23 quarters since. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Creative Planning held 164,783 shares of Happen Inc worth $3.42M as of Q2 2026.
  • Creative Planning bought 29,796 Happen Inc shares in Q2 2026, an estimated $507K.
  • Happen Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1685 holding.
  • Creative Planning first reported a position in Happen Inc in Q4 2014 and has held it in 23 quarters since.
  • 245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.