Lido Advisors
HAPN icon

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
Q3 		$1.03M Sell
69,900
-320
-0.5% -$5.83K ﹤0.01% 1070
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lido Advisors's HAPN Position: Q3 2026 in Review

Lido Advisors reduced its Happen Inc (HAPN) stake by 0.46% in Q3 2026, selling an estimated $5.83K and leaving 69,900 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Lido Advisors first reported a position in HAPN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2025. 111 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • Lido Advisors held 69,900 shares of Happen Inc worth $1.03M as of Q3 2026.
  • Lido Advisors sold 320 Happen Inc shares in Q3 2026, an estimated $5.83K.
  • Happen Inc made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1070 holding.
  • Lido Advisors first reported a position in Happen Inc in Q2 2025 and has held it in 6 quarters since.
  • Lido Advisors's Happen Inc position peaked at $1.89M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.