Titelia

Fund shareholders of Happen Inc

ISIN US52603A2087 · United States · LEI 549300YC50YO7Y1OJR92

Fund shareholders
248
Of which ETFs
56 192 other funds
Value held
≈ 822.4M $ 822.1M $ · 266K €
Share of capital
36.0 % of 115.4M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,474,45472.1M $0.00 %3.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,942,92961M $0.07 %2.55 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,508,21452M $0.03 %2.17 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 2,358,22442.1M $0.16 %2.04 %as of May 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 1,859,08838.6M $0.32 %1.61 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1,650,55434.2M $0.32 %1.43 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,591,99633M $0.05 %1.38 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,325,28727.5M $0.03 %1.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,255,35324M $0.07 %1.09 %as of Jul 31, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 1,247,44123.9M $0.90 %1.08 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,023,73619.6M $0.10 %0.89 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 949,04019.7M $0.63 %0.82 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 862,23216.5M $0.10 %0.75 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 830,10517.2M $0.12 %0.72 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 783,16715M $0.10 %0.68 %as of Jul 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 689,30014.3M $0.10 %0.60 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 667,62012.8M $0.31 %0.58 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 596,31410.6M $0.02 %0.52 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 587,87210.5M $0.06 %0.51 %as of May 31, 2026 ↗
Emerald Growth Fund RBB Fund, Inc. 578,31511.1M $0.75 %0.50 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 561,31910.7M $0.13 %0.49 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 553,4499.9M $0.04 %0.48 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 500,2109.6M $0.05 %0.43 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 439,0828.4M $0.05 %0.38 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 429,0588.2M $0.10 %0.37 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 371,8187.1M $0.29 %0.32 %as of Jul 31, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 360,2316.9M $1.31 %0.31 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 289,3175.5M $0.01 %0.25 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 277,8815.3M $0.07 %0.24 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 263,9295.1M $0.23 %0.23 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 262,3714.7M $0.05 %0.23 %as of May 31, 2026 ↗
TCW Relative Value Mid Cap Fund TCW FUNDS INC 256,0674.9M $2.97 %0.22 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 252,3995.2M $0.03 %0.22 %as of Jun 30, 2026 ↗
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 251,9155.2M $0.88 %0.22 %as of Jun 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 247,0575.1M $0.86 %0.21 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 242,1564.3M $0.16 %0.21 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 221,1703.9M $0.00 %0.19 %as of May 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 220,3104.6M $0.69 %0.19 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 208,4164.3M $0.07 %0.18 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 199,4633.6M $0.07 %0.17 %as of May 29, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 193,3383.5M $0.20 %0.17 %as of May 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 189,8803.4M $0.43 %0.16 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 186,6973.6M $0.01 %0.16 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 186,4003.3M $0.02 %0.16 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 175,4323.1M $0.00 %0.15 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 170,4193.3M $0.01 %0.15 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 165,2023.2M $0.11 %0.14 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 162,1513.1M $0.08 %0.14 %as of Jul 31, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 160,1863.1M $1.46 %0.14 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 159,2363.3M $0.00 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 151,5832.9M $0.07 %0.13 %as of Jul 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 141,6662.7M $1.50 %0.12 %as of Jul 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 139,0232.9M $0.12 %0.12 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 135,8802.8M $0.41 %0.12 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 126,1822.4M $0.18 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 126,1712.6M $0.07 %0.11 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 122,9452.5M $0.12 %0.11 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 121,7302.5M $0.19 %0.11 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 121,6642.3M $0.11 %0.11 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 115,1232.4M $0.00 %0.10 %as of Jun 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 107,2922.1M $4.22 %0.09 %as of Jul 31, 2026 ↗
NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III 103,9892.2M $1.11 %0.09 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 96,9061.9M $0.01 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 92,7031.8M $0.00 %0.08 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 91,8631.9M $0.18 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 89,7191.6M $0.13 %0.08 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 85,7731.5M $0.06 %0.07 %as of May 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 84,1001.6M $0.37 %0.07 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 82,6741.7M $0.06 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 81,0601.7M $0.07 %0.07 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 74,2631.3M $0.16 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 72,1511.4M $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 71,8291.4M $0.06 %0.06 %as of Jul 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 70,3041.3M $0.49 %0.06 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 66,6871.3M $0.02 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 66,0121.2M $0.00 %0.06 %as of May 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 63,6301.2M $1.66 %0.06 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 63,0261.3M $0.12 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 62,3851.2M $0.00 %0.05 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 62,2721.1M $0.15 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 60,6301.3M $0.07 %0.05 %as of Jun 30, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 60,1931.2M $0.17 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 59,3401.2M $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 58,1111.2M $0.07 %0.05 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 57,7951M $0.37 %0.05 %as of May 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 56,8901.1M $1.84 %0.05 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 56,8091M $0.01 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 54,8821.1M $0.07 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 52,3351.1M $0.00 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 51,3701.1M $0.01 %0.04 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 51,2591.1M $0.03 %0.04 %as of Jun 30, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 50,957909.6K $0.08 %0.04 %as of May 29, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 50,5951M $0.70 %0.04 %as of Jun 30, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 49,793953K $0.88 %0.04 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 48,9701M $0.23 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 46,353827.4K $0.06 %0.04 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 43,067824.3K $0.09 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 42,543814.3K $0.03 %0.04 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 42,314755.3K $0.09 %0.04 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 41,679797.7K $0.02 %0.04 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4.22 %as of Jul 31, 2026 ↗
TCW Relative Value Mid Cap Fund TCW FUNDS INC 2.97 %as of Jul 31, 2026 ↗
iShares FinTech Active ETF BlackRock ETF Trust 2.82 %as of Jul 31, 2026 ↗
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 2.26 %as of Jul 31, 2026 ↗
ALGAR GLOBAL FUND, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 2.01 %as of Dec 31, 2025 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 1.84 %as of Jul 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 1.66 %as of Jul 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 1.50 %as of Jul 31, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 1.46 %as of Jul 31, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 1.31 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3246-841,585,517-0.8 %
2026Q2254+741,925,725+10.0 %
2026Q1247+1938,125,093+8.1 %
2025Q4228+2435,284,376+1.9 %
2025Q3204+734,613,152-1.8 %
2025Q2197-835,249,127+0.7 %
2025Q1205+1235,011,417+1.4 %
2024Q4193+1334,538,545+4.2 %
2024Q3180+533,144,920+5.5 %
2024Q2175+1431,420,280+4.0 %
2024Q1161-430,219,018+3.3 %
2023Q416529,262,841

Institutional managers

238 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP12,757,974182.7M $as of Mar 31, 2026
BlackRock, Inc.9,587,787137.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,760,14182.5M $as of Mar 31, 2026
Senvest Management, LLC4,546,81265.1M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.3,420,11549M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,115,65444.6M $as of Mar 31, 2026
STATE STREET CORP2,892,92041.4M $as of Mar 31, 2026
Point72 Asset Management, L.P.2,748,06239.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,700,27238.7M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP2,117,54330.3M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,089,68929.9K $as of Mar 31, 2026
Driehaus Capital Management LLC2,009,67628.8M $as of Mar 31, 2026
Long Focus Capital Management, LLC1,936,00027.7M $as of Mar 31, 2026
CRAMER ROSENTHAL MCGLYNN LLC1,656,09523.7M $as of Mar 31, 2026
Nuveen, LLC1,459,49020.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,421,85520.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,318,56218.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,309,62418.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,293,05218.5M $as of Mar 31, 2026
NORTHERN TRUST CORP1,015,68614.5M $as of Mar 31, 2026
MORGAN STANLEY961,75913.8M $as of Mar 31, 2026
EMERALD ADVISERS, LLC927,59613.3M $as of Mar 31, 2026
FMR LLC888,85812.7M $as of Mar 31, 2026
Cander Asset Management LP871,81112.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC818,17511.7M $as of Mar 31, 2026

Declared shareholders of Happen Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others13.30 %15,284,869as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.00 %5,772,120as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Happen Inc". https://titelia.com/en/stocks/happen-inc-US52603A2087