EP
HAPN

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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Edgestream Partners's HAPN Position: Q1 2026 in Review

Edgestream Partners increased its Happen Inc (HAPN) stake by 65% in Q1 2026, buying an estimated $1.03M and bringing the position to 157,040 shares worth $2.25M. The position accounts for 0.07% of the portfolio, ranked #465.

Edgestream Partners first reported a position in HAPN in Q1 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Edgestream Partners held 157,040 shares of Happen Inc worth $2.25M as of Q1 2026.
  • Edgestream Partners bought 61,770 Happen Inc shares in Q1 2026, an estimated $1.03M.
  • Happen Inc made up 0.07% of Edgestream Partners's portfolio in Q1 2026, its #465 holding.
  • Edgestream Partners first reported a position in Happen Inc in Q1 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.