Sheets Smith Wealth Management
HAPN icon

Sheets Smith Wealth Management’s Happen Inc HAPN Stock Holding History

Sheets Smith Wealth Management’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 		– Sell
-18,229
Closed -$378K – 405
2026
Q2 		$378K Hold
18,229
– – 0.04% 325
2026
Q1 		$261K Sell
18,229
-53
-0.3% -$888 0.03% 361
2025
Q4 		$346K Hold
18,282
– – 0.04% 328
2025
Q3 		$278K Buy
+18,282
New +$277K 0.03% 357

Other funds holding HAPN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 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
GWM
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sheets Smith Wealth Management's HAPN Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of Happen Inc (HAPN) in Q3 2026, closing a stake of 18,229 shares — an estimated $378K sold.

Sheets Smith Wealth Management first reported a position in HAPN in Q3 2025 and held it in 4 quarters. The position peaked at $378K in Q2 2026. 19 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining Happen Inc position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 18,229 Happen Inc shares in Q3 2026, an estimated $378K.
  • Sheets Smith Wealth Management first reported a position in Happen Inc in Q3 2025 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Happen Inc position peaked at $378K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.