Mackenzie Financial’s Happen Inc HAPN Stock Holding History

Mackenzie Financial’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	$203K	Sell	14,180 -7,325	-34%	-$123K	﹤0.01%	1364
2025 Q4	$413K	Buy	+21,505	New	+$380K	﹤0.01%	1278
2025 Q3	–	Sell	-20,472	Closed	-$246K	–	1777
2025 Q2	$246K	Hold	20,472	–	–	﹤0.01%	1471
2025 Q1	$211K	Buy	+20,472	New	+$275K	﹤0.01%	1502
2024 Q4	–	Sell	-18,082	Closed	-$207K	–	1748
2024 Q3	$207K	Buy	+18,082	New	+$193K	﹤0.01%	1373
2024 Q2	–	Sell	-16,615	Closed	-$146K	–	1581
2024 Q1	$146K	Sell	16,615 -1,318	-7%	-$11K	﹤0.01%	1391
2023 Q4	$157K	Hold	17,933	–	–	﹤0.01%	1366
2023 Q3	$102K	Hold	17,933	–	–	﹤0.01%	1348
2023 Q2	$178K	Buy	17,933 +1,810	+11%	+$14.5K	﹤0.01%	1356
2023 Q1	$116K	Sell	16,123 -4,820	-23%	-$42.9K	﹤0.01%	1396
2022 Q4	$184K	Buy	+20,943	New	+$216K	﹤0.01%	1268

Other funds holding HAPN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mackenzie Financial's HAPN Position: Q1 2026 in Review

Mackenzie Financial reduced its Happen Inc (HAPN) stake by 34% in Q1 2026, selling an estimated $123K and leaving 14,180 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Mackenzie Financial first reported a position in HAPN in Q4 2022 and has held it in 11 quarters since. The position peaked at $413K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

Mackenzie Financial held 14,180 shares of Happen Inc worth $203K as of Q1 2026.
Mackenzie Financial sold 7,325 Happen Inc shares in Q1 2026, an estimated $123K.
Happen Inc made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1364 holding.
Mackenzie Financial first reported a position in Happen Inc in Q4 2022 and has held it in 11 quarters since.
Mackenzie Financial's Happen Inc position peaked at $413K in Q4 2025.
247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.