Happen, Inc. HAPN
CIK 0001409970 · CUSIP 52603A208
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $182.69M 12,757,974 shares | 0.03% | +5.07M(+66.0%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $137.30M 9,587,787 shares | 0.00% | -166.67K(-1.7%)Reduced | SEC filing ↗ May 13, 2026 | ▾ |
| 03 | VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history | $109.32M 7,633,867 shares | 0.01% | — | SEC filing ↗ May 8, 2026 | ▾ |
| 04 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $82.48M 5,760,141 shares | 0.02% | +139.75K(+2.5%)Added | SEC filing ↗ May 7, 2026 | ▾ |
| 05 | VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history | $70.25M 4,905,744 shares | 0.00% | — | SEC filing ↗ May 15, 2026 | ▾ |
| 06 | Senvest Management, LLC CIK 1328785 · View history | $65.11M 4,546,812 shares | 2.17% | +226.75K(+5.2%)Added | SEC filing ↗ May 14, 2026 | ▾ |
| 07 | FULLER & THALER ASSET MANAGEMENT, INC. CIK 1082327 · View history | $48.98M 3,420,115 shares | 0.16% | +63.18K(+1.9%)Added | SEC filing ↗ May 14, 2026 | ▾ |
| 08 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $44.62M 3,115,654 shares | 0.00% | +412.16K(+15.2%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 09 | STATE STREET CORP CIK 93751 · View history | $41.43M 2,892,920 shares | 0.00% | +78.78K(+2.8%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 10 | Point72 Asset Management, L.P. CIK 1603466 · View history | $39.35M 2,748,062 shares | 0.07% | +1.52M(+123.9%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 11 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $38.67M 2,700,272 shares | 0.02% | +385.36K(+16.6%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 12 | WESTFIELD CAPITAL MANAGEMENT CO LP CIK 1177719 · View history | $30.32M 2,117,543 shares | 0.13% | +2.12MNew | SEC filing ↗ May 11, 2026 | ▾ |
| 13 | T. Rowe Price Investment Management, Inc. CIK 1897612 · View history | $29.93M 2,089,689 shares | 0.02% | +543.65K(+35.2%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 14 | Driehaus Capital Management LLC CIK 938206 · View history | $28.78M 2,009,676 shares | 0.21% | -1.51M(-42.9%)Reduced | SEC filing ↗ May 15, 2026 | ▾ |
| 15 | Long Focus Capital Management, LLC CIK 1602716 · View history | $27.72M 1,936,000 shares | 1.22% | +735.90K(+61.3%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 16 | CRAMER ROSENTHAL MCGLYNN LLC CIK 820743 · View history | $23.72M 1,656,095 shares | 1.74% | +22.07K(+1.4%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 17 | Nuveen, LLC CIK 1871926 · View history | $20.90M 1,459,490 shares | 0.01% | -413.10K(-22.1%)Reduced | SEC filing ↗ Apr 30, 2026 | ▾ |
| 18 | CITADEL ADVISORS LLC CIK 1423053 · View history | $20.36M 1,421,855 shares | 0.01% | -872.19K(-38.0%)Reduced | SEC filing ↗ May 15, 2026 | ▾ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $18.88M 1,318,562 shares | 0.00% | +31.21K(+2.4%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 20 | BANK OF AMERICA CORP /DE/ CIK 70858 · View history | $18.75M 1,309,624 shares | 0.00% | +169.22K(+14.8%)Added | SEC filing ↗ May 18, 2026 | ▾ |
Showing 20 / 248 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 248 reporting institutions.
This page includes 20 of 248 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 248 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"52603A208","quarter":"2026Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.