Stifel Financial
HAPN icon

Stifel Financial’s Happen Inc HAPN Stock Holding History

Stifel Financial’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
Q2 		$421K Sell
20,302
-20,615
-50% -$351K ﹤0.01% 3081
2026
Q1 		$586K Buy
+40,917
New +$685K ﹤0.01% 2772
2023
Q3 		– Sell
-10,645
Closed -$104K – 3354
2023
Q2 		$104K Sell
10,645
-2,449
-19% -$19.7K ﹤0.01% 3173
2023
Q1 		$94.4K Sell
13,094
-11,389
-47% -$101K ﹤0.01% 3185
2022
Q4 		$215K Sell
24,483
-358
-1% -$3.69K ﹤0.01% 2943
2022
Q3 		$274K Sell
24,841
-6,848
-22% -$92.2K ﹤0.01% 2773
2022
Q2 		$370K Buy
31,689
+1,080
+4% +$15.2K ﹤0.01% 2633
2022
Q1 		$483K Buy
30,609
+9,808
+47% +$182K ﹤0.01% 2600
2021
Q4 		$503K Buy
20,801
+7,250
+54% +$246K ﹤0.01% 2584
2021
Q3 		$383K Sell
13,551
-697
-5% -$17.3K ﹤0.01% 2739
2021
Q2 		$258K Hold
14,248
– – ﹤0.01% 2995
2021
Q1 		$235K Hold
14,248
– – ﹤0.01% 2931
2020
Q4 		$150K Sell
14,248
-3,798
-21% -$25.4K ﹤0.01% 2878
2020
Q3 		$85K Sell
18,046
-13,783
-43% -$72.6K ﹤0.01% 2772
2020
Q2 		$145K Buy
31,829
+19,793
+164% +$123K ﹤0.01% 2655
2020
Q1 		$91K Buy
+12,036
New +$134K ﹤0.01% 2605
2019
Q3 		– Sell
-5,521
Closed -$92K – 2921
2019
Q2 		$92K Buy
5,521
+2,884
+109% +$45.5K ﹤0.01% 2828
2019
Q1 		$41K Buy
+2,637
New +$40.7K ﹤0.01% 2753
2018
Q2 		– Sell
-2,426
Closed -$42K – 2761
2018
Q1 		$42K Buy
+2,426
New +$46.7K ﹤0.01% 2638

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Senvest Management
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Stifel Financial's HAPN Position: Q2 2026 in Review

Stifel Financial reduced its Happen Inc (HAPN) stake by 50% in Q2 2026, selling an estimated $351K and leaving 20,302 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Stifel Financial first reported a position in HAPN in Q1 2018 and has held it in 19 quarters since. The position peaked at $586K in Q1 2026. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Stifel Financial held 20,302 shares of Happen Inc worth $421K as of Q2 2026.
  • Stifel Financial sold 20,615 Happen Inc shares in Q2 2026, an estimated $351K.
  • Happen Inc made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3081 holding.
  • Stifel Financial first reported a position in Happen Inc in Q1 2018 and has held it in 19 quarters since.
  • Stifel Financial's Happen Inc position peaked at $586K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.