SAG
HAPN

SageView Advisory Group’s Happen Inc HAPN Stock Holding History

SageView Advisory Group’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 		– Sell
-100
Closed -$1.89K – 1613
2025
Q4 		$1.89K Buy
+100
New +$1.77K ﹤0.01% 2247

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 $552B AUM 44.19% 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

SageView Advisory Group's HAPN Position: Q1 2026 in Review

SageView Advisory Group sold out of Happen Inc (HAPN) in Q1 2026, closing a stake of 100 shares — an estimated $1.89K sold.

SageView Advisory Group first reported a position in HAPN in Q4 2025 and held it in 1 quarter. The position peaked at $1.89K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • SageView Advisory Group reported no remaining Happen Inc position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 100 Happen Inc shares in Q1 2026, an estimated $1.89K.
  • SageView Advisory Group first reported a position in Happen Inc in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Happen Inc position peaked at $1.89K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.