Stephens Consulting’s Happen Inc HAPN Stock Holding History

Stephens Consulting’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	-70	Closed	-$723	–	1620
2025 Q1	$723	Buy	+70	New	+$939	﹤0.01%	802

Other funds holding HAPN

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

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Stephens Consulting's HAPN Position: Q2 2025 in Review

Stephens Consulting sold out of Happen Inc (HAPN) in Q2 2025, closing a stake of 70 shares — an estimated $723 sold.

Stephens Consulting first reported a position in HAPN in Q1 2025 and held it in 1 quarter. The position peaked at $723 in Q1 2025. 225 funds tracked by Wall St. Rank hold HAPN as of Q2 2025.

Stephens Consulting reported no remaining Happen Inc position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 70 Happen Inc shares in Q2 2025, an estimated $723.
Stephens Consulting first reported a position in Happen Inc in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Happen Inc position peaked at $723 in Q1 2025.
225 funds tracked by Wall St. Rank held Happen Inc as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.