SW
HAPN

SteelPeak Wealth’s Happen Inc HAPN Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-64,459
Closed -$665K – 626
2025
Q1 		$665K Buy
64,459
+15,986
+33% +$214K 0.03% 308
2024
Q4 		$785K Sell
48,473
-669
-1% -$9.86K 0.03% 280
2024
Q3 		$562K Buy
+49,142
New +$525K 0.02% 297

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

SteelPeak Wealth's HAPN Position: Q2 2025 in Review

SteelPeak Wealth sold out of Happen Inc (HAPN) in Q2 2025, closing a stake of 64,459 shares — an estimated $665K sold.

SteelPeak Wealth first reported a position in HAPN in Q3 2024 and held it in 3 quarters. The position peaked at $785K in Q4 2024. 225 funds tracked by Wall St. Rank hold HAPN as of Q2 2025.

  • SteelPeak Wealth reported no remaining Happen Inc position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 64,459 Happen Inc shares in Q2 2025, an estimated $665K.
  • SteelPeak Wealth first reported a position in Happen Inc in Q3 2024 and held it in 3 quarters.
  • SteelPeak Wealth's Happen Inc position peaked at $785K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Happen Inc as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.