Nisa Investment Advisors
HAPN

Nisa Investment Advisors’s Happen Inc HAPN Stock Holding History

Nisa Investment 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
Q1 		$93.3K Sell
6,516
-255
-4% -$4.27K ﹤0.01% 1455
2025
Q4 		$128K Sell
6,771
-535
-7% -$9.45K ﹤0.01% 1352
2025
Q3 		$111K Hold
7,306
– – ﹤0.01% 1400
2025
Q2 		$87.9K Buy
7,306
+24
+0.3% +$249 ﹤0.01% 1440
2025
Q1 		$75.2K Hold
7,282
– – ﹤0.01% 1475
2024
Q4 		$118K Hold
7,282
– – ﹤0.01% 1428
2024
Q3 		$83.2K Hold
7,282
– – ﹤0.01% 1497
2024
Q2 		$61.6K Sell
7,282
-17
-0.2% -$145 ﹤0.01% 1609
2024
Q1 		$64.2K Buy
7,299
+300
+4% +$2.51K ﹤0.01% 1591
2023
Q4 		$61.2K Buy
6,999
+5,489
+364% +$34.5K ﹤0.01% 1586
2023
Q3 		$9.21K Sell
1,510
-1,930
-56% -$15K ﹤0.01% 2188
2023
Q2 		$33.5K Sell
3,440
-9,210
-73% -$74K ﹤0.01% 1893
2023
Q1 		$91K Buy
12,650
+10,050
+387% +$89.5K ﹤0.01% 1527
2022
Q4 		$23K Hold
2,600
– – ﹤0.01% 2023
2022
Q3 		$28K Buy
2,600
+80
+3% +$1.08K ﹤0.01% 1953
2022
Q2 		$29K Sell
2,520
-150
-6% -$2.11K ﹤0.01% 1922
2022
Q1 		$42K Sell
2,670
-370
-12% -$6.86K ﹤0.01% 1890
2021
Q4 		$57K Sell
3,040
-2,884
-49% -$97.7K ﹤0.01% 1693
2021
Q3 		$167 Buy
5,924
+4,000
+208% +$99.1K ﹤0.01% 1478
2021
Q2 		$35 Hold
1,924
– – ﹤0.01% 2024
2021
Q1 		$32 Hold
1,924
– – ﹤0.01% 2066
2020
Q4 		$20K Buy
1,924
+1,200
+166% +$8.03K ﹤0.01% 2119
2020
Q3 		$3K Hold
724
– – ﹤0.01% 2221
2020
Q2 		$3K Sell
724
-7,400
-91% -$46.1K ﹤0.01% 2037
2020
Q1 		$64K Buy
8,124
+7,400
+1,022% +$82.4K ﹤0.01% 1483
2019
Q4 		$9K Hold
724
– – ﹤0.01% 1845
2019
Q3 		$9K Buy
724
+364
+101% +$5.26K ﹤0.01% 1809
2019
Q2 		$6K Hold
360
– – ﹤0.01% 1864
2019
Q1 		$6K Hold
360
– – ﹤0.01% 1876
2018
Q4 		$5K Hold
360
– – ﹤0.01% 1809
2018
Q3 		$7K Buy
360
+52
+17% +$1.01K ﹤0.01% 1808
2018
Q2 		$6K Hold
308
– – ﹤0.01% 1818
2018
Q1 		$5K Hold
308
– – ﹤0.01% 1793
2017
Q4 		$6K Sell
308
-6,640
-96% -$165K ﹤0.01% 1803
2017
Q3 		$212K Sell
6,948
-300
-4% -$8.63K ﹤0.01% 1235
2017
Q2 		$200K Buy
7,248
+300
+4% +$8.53K ﹤0.01% 1235
2017
Q1 		$191K Buy
6,948
+6,368
+1,098% +$181K ﹤0.01% 1261
2016
Q4 		$15K Sell
580
-620
-52% -$17K ﹤0.01% 1719
2016
Q3 		$37K Buy
1,200
+400
+50% +$10.4K ﹤0.01% 1453
2016
Q2 		$17K Buy
+800
New +$23.1K ﹤0.01% 1674

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Nisa Investment Advisors's HAPN Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Happen Inc (HAPN) stake by 3.8% in Q1 2026, selling an estimated $4.27K and leaving 6,516 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Nisa Investment Advisors first reported a position in HAPN in Q2 2016 and has held it in 40 quarters since. The position peaked at $212K in Q3 2017. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Nisa Investment Advisors held 6,516 shares of Happen Inc worth $93.3K as of Q1 2026.
  • Nisa Investment Advisors sold 255 Happen Inc shares in Q1 2026, an estimated $4.27K.
  • Happen Inc made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1455 holding.
  • Nisa Investment Advisors first reported a position in Happen Inc in Q2 2016 and has held it in 40 quarters since.
  • Nisa Investment Advisors's Happen Inc position peaked at $212K in Q3 2017.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.