Raymond James Financial
HAPN

Raymond James Financial’s Happen Inc HAPN Stock Holding History

Raymond James 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
Q2 		– Sell
-37,444
Closed -$536K – 5500
2026
Q1 		$536K Buy
37,444
+6,329
+20% +$106K ﹤0.01% 4295
2025
Q4 		$589K Buy
31,115
+7,467
+32% +$132K ﹤0.01% 4152
2025
Q3 		$359K Sell
23,648
-11,976
-34% -$182K ﹤0.01% 4309
2025
Q2 		$429K Sell
35,624
-3,279
-8% -$34.1K ﹤0.01% 4098
2025
Q1 		$401K Sell
38,903
-65,867
-63% -$883K ﹤0.01% 4062
2024
Q4 		$1.7M Buy
+104,770
New +$1.54M ﹤0.01% 3079

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Raymond James Financial's HAPN Position: Q2 2026 in Review

Raymond James Financial sold out of Happen Inc (HAPN) in Q2 2026, closing a stake of 37,444 shares — an estimated $536K sold.

Raymond James Financial first reported a position in HAPN in Q4 2024 and held it in 6 quarters. The position peaked at $1.7M in Q4 2024. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Raymond James Financial reported no remaining Happen Inc position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 37,444 Happen Inc shares in Q2 2026, an estimated $536K.
  • Raymond James Financial first reported a position in Happen Inc in Q4 2024 and held it in 6 quarters.
  • Raymond James Financial's Happen Inc position peaked at $1.7M in Q4 2024.
  • 245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.