Jones Financial Companies
HAPN

Jones Financial Companies’s Happen Inc HAPN Stock Holding History

Jones Financial Companies’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 		$41.7K Sell
3,003
-917
-23% -$15.4K ﹤0.01% 3008
2025
Q4 		$74.2K Sell
3,920
-131
-3% -$2.31K ﹤0.01% 2346
2025
Q3 		$67K Buy
4,051
+1,290
+47% +$19.6K ﹤0.01% 2250
2025
Q2 		$33K Sell
2,761
-3,225
-54% -$33.5K ﹤0.01% 2388
2025
Q1 		$62.3K Hold
5,986
– – ﹤0.01% 1977
2024
Q4 		$96.9K Buy
5,986
+1,975
+49% +$29.1K ﹤0.01% 1634
2024
Q3 		$44.2K Buy
4,011
+956
+31% +$10.2K ﹤0.01% 1686
2024
Q2 		$25.8K Buy
+3,055
New +$26.1K ﹤0.01% 1467

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

Jones Financial Companies's HAPN Position: Q1 2026 in Review

Jones Financial Companies reduced its Happen Inc (HAPN) stake by 23% in Q1 2026, selling an estimated $15.4K and leaving 3,003 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Jones Financial Companies first reported a position in HAPN in Q2 2024 and has held it in 8 quarters since. The position peaked at $96.9K in Q4 2024. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Jones Financial Companies held 3,003 shares of Happen Inc worth $41.7K as of Q1 2026.
  • Jones Financial Companies sold 917 Happen Inc shares in Q1 2026, an estimated $15.4K.
  • Happen Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3008 holding.
  • Jones Financial Companies first reported a position in Happen Inc in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Happen Inc position peaked at $96.9K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.