BPI
HAPN icon

BFC Planning, Inc.’s Happen Inc HAPN Stock Holding History

BFC Planning, Inc.’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 		$830 Hold
40
– – ﹤0.01% 3181
2026
Q1 		$573 Sell
40
-4
-9% -$67 ﹤0.01% 2837
2025
Q4 		$833 Buy
+44
New +$777 ﹤0.01% 2838

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

BFC Planning, Inc.'s HAPN Position: Q2 2026 in Review

BFC Planning, Inc. held its Happen Inc (HAPN) position steady in Q2 2026 at 40 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

BFC Planning, Inc. first reported a position in HAPN in Q4 2025 and has held it in 3 quarters since. The position peaked at $833 in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • BFC Planning, Inc. held 40 shares of Happen Inc worth $830 as of Q2 2026.
  • BFC Planning, Inc. left its Happen Inc share count unchanged in Q2 2026.
  • Happen Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3181 holding.
  • BFC Planning, Inc. first reported a position in Happen Inc in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Happen Inc position peaked at $833 in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.