ECM
HAPN

Evergreen Capital Management’s Happen Inc HAPN Stock Holding History

Evergreen Capital Management’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 		– Sell
-21,169
Closed -$401K – 1575
2025
Q4 		$401K Buy
+21,169
New +$374K 0.01% 871
2019
Q1 		– Sell
-2,750
Closed -$36K – 418
2018
Q4 		$36K Sell
2,750
-1,432
-34% -$23.6K ﹤0.01% 375
2018
Q3 		$81K Hold
4,182
– – 0.01% 386
2018
Q2 		$79K Sell
4,182
-440
-10% -$7.45K 0.01% 359
2018
Q1 		$81K Sell
4,622
-105,347
-96% -$2.03M 0.01% 353
2017
Q4 		$2.27M Buy
109,969
+18,199
+20% +$452K 0.23% 100
2017
Q3 		$2.79M Buy
91,770
+4,645
+5% +$134K 0.33% 80
2017
Q2 		$2.4M Buy
87,125
+11,638
+15% +$331K 0.39% 70
2017
Q1 		$2.07M Sell
75,487
-15,460
-17% -$439K 0.43% 64
2016
Q4 		$2.39M Sell
90,947
-12,310
-12% -$338K 0.46% 68
2016
Q3 		$3.19M Buy
103,257
+715
+0.7% +$18.6K 0.63% 48
2016
Q2 		$2.21M Buy
+102,542
New +$2.96M 0.48% 60

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

Evergreen Capital Management's HAPN Position: Q1 2026 in Review

Evergreen Capital Management sold out of Happen Inc (HAPN) in Q1 2026, closing a stake of 21,169 shares — an estimated $401K sold.

Evergreen Capital Management first reported a position in HAPN in Q2 2016 and held it in 12 quarters. The position peaked at $3.19M in Q3 2016. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Evergreen Capital Management reported no remaining Happen Inc position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 21,169 Happen Inc shares in Q1 2026, an estimated $401K.
  • Evergreen Capital Management first reported a position in Happen Inc in Q2 2016 and held it in 12 quarters.
  • Evergreen Capital Management's Happen Inc position peaked at $3.19M in Q3 2016.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.