OF
HAPN

Optimize Financial’s Happen Inc HAPN Stock Holding History

Optimize 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
2025
Q3 		– Sell
-32,396
Closed -$390K – 387
2025
Q2 		$390K Sell
32,396
-232
-0.7% -$2.41K 0.24% 119
2025
Q1 		$337K Buy
32,628
+1,956
+6% +$26.2K 0.24% 145
2024
Q4 		$497K Buy
+30,672
New +$452K 0.37% 76

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimize Financial's HAPN Position: Q3 2025 in Review

Optimize Financial sold out of Happen Inc (HAPN) in Q3 2025, closing a stake of 32,396 shares — an estimated $390K sold.

Optimize Financial first reported a position in HAPN in Q4 2024 and held it in 3 quarters. The position peaked at $497K in Q4 2024. 241 funds tracked by Wall St. Rank hold HAPN as of Q3 2025.

  • Optimize Financial reported no remaining Happen Inc position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 32,396 Happen Inc shares in Q3 2025, an estimated $390K.
  • Optimize Financial first reported a position in Happen Inc in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Happen Inc position peaked at $497K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Happen Inc as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.