LIP
HAPN

Liontrust Investment Partners’s Happen Inc HAPN Stock Holding History

Liontrust Investment Partners’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
-15,139
Closed -$245K – 246
2024
Q4 		$245K Buy
+15,139
New +$223K ﹤0.01% 208

Other funds holding HAPN

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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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 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

Liontrust Investment Partners's HAPN Position: Q1 2025 in Review

Liontrust Investment Partners sold out of Happen Inc (HAPN) in Q1 2025, closing a stake of 15,139 shares — an estimated $245K sold.

Liontrust Investment Partners first reported a position in HAPN in Q4 2024 and held it in 1 quarter. The position peaked at $245K in Q4 2024. 234 funds tracked by Wall St. Rank hold HAPN as of Q1 2025.

  • Liontrust Investment Partners reported no remaining Happen Inc position as of Q1 2025 after selling out during the quarter.
  • Liontrust Investment Partners sold 15,139 Happen Inc shares in Q1 2025, an estimated $245K.
  • Liontrust Investment Partners first reported a position in Happen Inc in Q4 2024 and held it in 1 quarter.
  • Liontrust Investment Partners's Happen Inc position peaked at $245K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Happen Inc as of Q1 2025.

Based on Liontrust Investment Partners's 13F filing for Q1 2025, filed 13 May 2025.