Edgestream Partners
HAPN icon

Edgestream Partners’s Happen Inc HAPN Stock Holding History

Edgestream Partners’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 		$6.68M Buy
322,115
+165,075
+105% +$2.81M 0.2% 163
2026
Q1 		$2.25M Buy
157,040
+61,770
+65% +$1.03M 0.07% 465
2025
Q4 		$1.8M Buy
95,270
+36,174
+61% +$639K 0.05% 562
2025
Q3 		$898K Buy
+59,096
New +$897K 0.03% 647
2025
Q2 		– Sell
-71,544
Closed -$738K – 969
2025
Q1 		$738K Buy
+71,544
New +$959K 0.03% 648

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
Senvest Management
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

Edgestream Partners's HAPN Position: Q2 2026 in Review

Edgestream Partners increased its Happen Inc (HAPN) stake by 105% in Q2 2026, buying an estimated $2.81M and bringing the position to 322,115 shares worth $6.68M. The position accounts for 0.2% of the portfolio, ranked #163.

Edgestream Partners first reported a position in HAPN in Q1 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Edgestream Partners held 322,115 shares of Happen Inc worth $6.68M as of Q2 2026.
  • Edgestream Partners bought 165,075 Happen Inc shares in Q2 2026, an estimated $2.81M.
  • Happen Inc made up 0.2% of Edgestream Partners's portfolio in Q2 2026, its #163 holding.
  • Edgestream Partners first reported a position in Happen Inc in Q1 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.