Rise Advisors’s Happen Inc HAPN Stock Holding History

Rise 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
2025 Q4	–	Sell	-48	Closed	-$729	–	832
2025 Q3	$729	Hold	48	–	–	﹤0.01%	1319
2025 Q2	$577	Sell	48 -33	-41%	-$343	﹤0.01%	1382
2025 Q1	$836	Buy	+81	New	+$1.09K	﹤0.01%	1315

Other funds holding HAPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rise Advisors's HAPN Position: Q4 2025 in Review

Rise Advisors sold out of Happen Inc (HAPN) in Q4 2025, closing a stake of 48 shares — an estimated $729 sold.

Rise Advisors first reported a position in HAPN in Q1 2025 and held it in 3 quarters. The position peaked at $836 in Q1 2025. 255 funds tracked by Wall St. Rank hold HAPN as of Q4 2025.

Rise Advisors reported no remaining Happen Inc position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 48 Happen Inc shares in Q4 2025, an estimated $729.
Rise Advisors first reported a position in Happen Inc in Q1 2025 and held it in 3 quarters.
Rise Advisors's Happen Inc position peaked at $836 in Q1 2025.
255 funds tracked by Wall St. Rank held Happen Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.