Lido Advisors
HAPN

Lido Advisors’s Happen Inc HAPN Stock Holding History

Lido Advisors’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 		$1.46M Sell
70,220
-29,660
-30% -$505K ﹤0.01% 920
2026
Q1 		$1.43M Sell
99,880
-25
-0% -$419 ﹤0.01% 813
2025
Q4 		$1.89M Hold
99,905
– – 0.01% 739
2025
Q3 		$1.52M Buy
99,905
+10
+0% +$152 ﹤0.01% 776
2025
Q2 		$1.2M Buy
+99,895
New +$1.04M ﹤0.01% 770

Other funds holding HAPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors's HAPN Position: Q2 2026 in Review

Lido Advisors reduced its Happen Inc (HAPN) stake by 30% in Q2 2026, selling an estimated $505K and leaving 70,220 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Lido Advisors first reported a position in HAPN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q4 2025. 85 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Lido Advisors held 70,220 shares of Happen Inc worth $1.46M as of Q2 2026.
  • Lido Advisors sold 29,660 Happen Inc shares in Q2 2026, an estimated $505K.
  • Happen Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #920 holding.
  • Lido Advisors first reported a position in Happen Inc in Q2 2025 and has held it in 5 quarters since.
  • Lido Advisors's Happen Inc position peaked at $1.89M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.