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
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 $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

Raymond James Financial's HAPN Position: Q1 2026 in Review

Raymond James Financial increased its Happen Inc (HAPN) stake by 20% in Q1 2026, buying an estimated $106K and bringing the position to 37,444 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #4295.

Raymond James Financial first reported a position in HAPN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q4 2024. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Raymond James Financial held 37,444 shares of Happen Inc worth $536K as of Q1 2026.
  • Raymond James Financial bought 6,329 Happen Inc shares in Q1 2026, an estimated $106K.
  • Happen Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4295 holding.
  • Raymond James Financial first reported a position in Happen Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Happen Inc position peaked at $1.7M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.