LCGC
HAPN

Legacy Capital Group California’s Happen Inc HAPN Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-104,783
Closed -$1.7M – 337
2024
Q4 		$1.7M Sell
104,783
-1,648
-2% -$24.3K 0.52% 34
2024
Q3 		$1.22M Buy
106,431
+252
+0.2% +$2.69K 0.4% 53
2024
Q2 		$898K Sell
106,179
-4,704
-4% -$40.2K 0.32% 83
2024
Q1 		$975K Buy
+110,883
New +$929K 0.36% 74

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Legacy Capital Group California's HAPN Position: Q1 2025 in Review

Legacy Capital Group California sold out of Happen Inc (HAPN) in Q1 2025, closing a stake of 104,783 shares — an estimated $1.7M sold.

Legacy Capital Group California first reported a position in HAPN in Q1 2024 and held it in 4 quarters. The position peaked at $1.7M in Q4 2024. 234 funds tracked by Wall St. Rank hold HAPN as of Q1 2025.

  • Legacy Capital Group California reported no remaining Happen Inc position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 104,783 Happen Inc shares in Q1 2025, an estimated $1.7M.
  • Legacy Capital Group California first reported a position in Happen Inc in Q1 2024 and held it in 4 quarters.
  • Legacy Capital Group California's Happen Inc position peaked at $1.7M in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Happen Inc as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.