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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 3,241 | 57.9K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,133 | 65K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,971 | 61.6K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,971 | 53K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,946 | 56.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,894 | 60K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,868 | 51.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,865 | 59.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,842 | 58.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 2,654 | 55K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,625 | 54.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,495 | 51.7K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,371 | 49.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 2,363 | 42.2K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,205 | 42.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,864 | 38.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,768 | 36.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 1,696 | 35.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,692 | 32.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,618 | 33.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 1,475 | 28.2K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 1,425 | 27.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,280 | 24.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,208 | 25.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC | 1,142 | 21.9K $ | 0.50 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,060 | 22K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,003 | 17.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 966 | 18.5K $ | 0.15 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 838 | 17.4K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 675 | 14K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 637 | 12.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 617 | 12.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 616 | 11.8K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 494 | 10.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 471 | 9.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 308 | 6.4K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 284 | 5.9K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 205 | 4.3K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 203 | 3.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 170 | 3.5K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 134 | 2.6K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 129 | 2.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 107 | 1.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 97 | 1.9K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 33 | 684.4 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 33 | 589.1 $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| ALGAR GLOBAL FUND, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 229K € | 2.01 % | as of Dec 31, 2025 ↗ | ||
| ARQUIA BANCA LIDERES DEL FUTURO, FI ARQUIGEST, S.A., S.G.I.I.C. | 37.1K € | 0.38 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 246 | -8 | 41,585,517 | -0.8 % |
| 2026Q2 | 254 | +7 | 41,925,725 | +10.0 % |
| 2026Q1 | 247 | +19 | 38,125,093 | +8.1 % |
| 2025Q4 | 228 | +24 | 35,284,376 | +1.9 % |
| 2025Q3 | 204 | +7 | 34,613,152 | -1.8 % |
| 2025Q2 | 197 | -8 | 35,249,127 | +0.7 % |
| 2025Q1 | 205 | +12 | 35,011,417 | +1.4 % |
| 2024Q4 | 193 | +13 | 34,538,545 | +4.2 % |
| 2024Q3 | 180 | +5 | 33,144,920 | +5.5 % |
| 2024Q2 | 175 | +14 | 31,420,280 | +4.0 % |
| 2024Q1 | 161 | -4 | 30,219,018 | +3.3 % |
| 2023Q4 | 165 | 29,262,841 |
Institutional managers
238 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 12,757,974 | 182.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 9,587,787 | 137.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 5,760,141 | 82.5M $ | as of Mar 31, 2026 |
| Senvest Management, LLC | 4,546,812 | 65.1M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,420,115 | 49M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,115,654 | 44.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,892,920 | 41.4M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 2,748,062 | 39.4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,700,272 | 38.7M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2,117,543 | 30.3M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 2,089,689 | 29.9K $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 2,009,676 | 28.8M $ | as of Mar 31, 2026 |
| Long Focus Capital Management, LLC | 1,936,000 | 27.7M $ | as of Mar 31, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | 1,656,095 | 23.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,459,490 | 20.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,421,855 | 20.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,318,562 | 18.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,309,624 | 18.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,293,052 | 18.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,015,686 | 14.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 961,759 | 13.8M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 927,596 | 13.3M $ | as of Mar 31, 2026 |
| FMR LLC | 888,858 | 12.7M $ | as of Mar 31, 2026 |
| Cander Asset Management LP | 871,811 | 12.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 818,175 | 11.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 13.30 % | 15,284,869 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.00 % | 5,772,120 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Happen Inc". https://titelia.com/en/stocks/happen-inc-US52603A2087