PS
HAPN

Principal Securities’s Happen Inc HAPN Stock Holding History

Principal Securities’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
Q4 		– Sell
-154
Closed -$2.34K – 2575
2025
Q3 		$2.34K Hold
154
– – ﹤0.01% 3191
2025
Q2 		$1.85K Sell
154
-296
-66% -$3.07K ﹤0.01% 3168
2025
Q1 		$7.29K Hold
450
– – ﹤0.01% 2648
2024
Q4 		$7.29K Buy
+450
New +$6.63K ﹤0.01% 2645

Other funds holding HAPN

Vanguard Group
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Securities's HAPN Position: Q4 2025 in Review

Principal Securities sold out of Happen Inc (HAPN) in Q4 2025, closing a stake of 154 shares — an estimated $2.34K sold.

Principal Securities first reported a position in HAPN in Q4 2024 and held it in 4 quarters. The position peaked at $7.29K in Q1 2025. 255 funds tracked by Wall St. Rank hold HAPN as of Q4 2025.

  • Principal Securities reported no remaining Happen Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 154 Happen Inc shares in Q4 2025, an estimated $2.34K.
  • Principal Securities first reported a position in Happen Inc in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Happen Inc position peaked at $7.29K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Happen Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.