IAA
HAPN

Independent Advisor Alliance’s Happen Inc HAPN Stock Holding History

Independent Advisor Alliance’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 		$366K Sell
25,585
-2,966
-10% -$49.7K ﹤0.01% 1242
2025
Q4 		$541K Buy
28,551
+6,317
+28% +$112K 0.01% 626
2025
Q3 		$338K Buy
22,234
+11,865
+114% +$180K 0.01% 736
2025
Q2 		$125K Buy
+10,369
New +$108K ﹤0.01% 860

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

Independent Advisor Alliance's HAPN Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Happen Inc (HAPN) stake by 10% in Q1 2026, selling an estimated $49.7K and leaving 25,585 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Independent Advisor Alliance first reported a position in HAPN in Q2 2025 and has held it in 4 quarters since. The position peaked at $541K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Independent Advisor Alliance held 25,585 shares of Happen Inc worth $366K as of Q1 2026.
  • Independent Advisor Alliance sold 2,966 Happen Inc shares in Q1 2026, an estimated $49.7K.
  • Happen Inc made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1242 holding.
  • Independent Advisor Alliance first reported a position in Happen Inc in Q2 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Happen Inc position peaked at $541K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.