Hillsdale Investment Management’s Happen Inc HAPN Stock Holding History

Hillsdale Investment 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 Q2	–	Sell	-16,940	Closed	-$243K	–	720
2026 Q1	$243K	Buy	16,940 +16,500	+3,750%	+$276K	0.01%	549
2025 Q4	$8.33K	Buy	+440	New	+$7.77K	﹤0.01%	591
2023 Q1	–	Sell	-244,600	Closed	-$2.15M	–	615
2022 Q4	$2.15M	Sell	244,600 -74,100	-23%	-$764K	0.18%	157
2022 Q3	$3.52M	Sell	318,700 -36,200	-10%	-$487K	0.32%	128
2022 Q2	$4.15M	Buy	354,900 +121,400	+52%	+$1.71M	0.33%	108
2022 Q1	$3.68M	Buy	233,500 +8,000	+4%	+$148K	0.24%	144
2021 Q4	$5.45M	Buy	225,500 +33,900	+18%	+$1.15M	0.37%	89
2021 Q3	$5.41M	Buy	+191,600	New	+$4.75M	0.42%	63

Other funds holding HAPN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hillsdale Investment Management's HAPN Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Happen Inc (HAPN) in Q2 2026, closing a stake of 16,940 shares — an estimated $243K sold.

Hillsdale Investment Management first reported a position in HAPN in Q3 2021 and held it in 8 quarters. The position peaked at $5.45M in Q4 2021. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

Hillsdale Investment Management reported no remaining Happen Inc position as of Q2 2026 after selling out during the quarter.
Hillsdale Investment Management sold 16,940 Happen Inc shares in Q2 2026, an estimated $243K.
Hillsdale Investment Management first reported a position in Happen Inc in Q3 2021 and held it in 8 quarters.
Hillsdale Investment Management's Happen Inc position peaked at $5.45M in Q4 2021.
245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.