ZIM
HAPN

Zacks Investment Management’s Happen Inc HAPN Stock Holding History

Zacks Investment 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
Q1 		$1.74M Buy
121,765
+6,212
+5% +$104K 0.01% 362
2025
Q4 		$2.19M Buy
115,553
+85,435
+284% +$1.51M 0.02% 332
2025
Q3 		$458K Buy
30,118
+7,547
+33% +$115K ﹤0.01% 507
2025
Q2 		$272K Buy
+22,571
New +$234K ﹤0.01% 569
2015
Q4 		– Sell
-5,849
Closed -$387K – 612
2015
Q3 		$387K Buy
+5,849
New +$397K 0.01% 464

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 $481B AUM 30.42% 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

Zacks Investment Management's HAPN Position: Q1 2026 in Review

Zacks Investment Management increased its Happen Inc (HAPN) stake by 5.4% in Q1 2026, buying an estimated $104K and bringing the position to 121,765 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #362.

Zacks Investment Management first reported a position in HAPN in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Zacks Investment Management held 121,765 shares of Happen Inc worth $1.74M as of Q1 2026.
  • Zacks Investment Management bought 6,212 Happen Inc shares in Q1 2026, an estimated $104K.
  • Happen Inc made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #362 holding.
  • Zacks Investment Management first reported a position in Happen Inc in Q3 2015 and has held it in 5 quarters since.
  • Zacks Investment Management's Happen Inc position peaked at $2.19M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.