Root Financial Partners
HAPN icon

Root Financial Partners’s Happen Inc HAPN Stock Holding History

Root Financial Partners’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
Q3 		$2.62K Buy
+177
New +$3.22K ﹤0.01% 2512
2026
Q2 		– Sell
-125
Closed -$1.79K – 1939
2026
Q1 		$1.79K Buy
+125
New +$2.09K ﹤0.01% 2362

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Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners's HAPN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Happen Inc (HAPN) in Q3 2026: 177 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #2512 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HAPN as recently as Q1 2026.

Root Financial Partners first reported a position in HAPN in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • Root Financial Partners held 177 shares of Happen Inc worth $2.62K as of Q3 2026.
  • Happen Inc was a new Root Financial Partners position in Q3 2026.
  • Happen Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2512 holding.
  • Root Financial Partners first reported a position in Happen Inc in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.