MetaCap

Who Owns Happen Stock?

NASDAQ: HAPNFinanceFinance: Consumer ServicesUSD

15.17-0.16 (-1.04%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
92.09%
Institutional holders
350
  • Institutions 92.1%
  • Insiders 3.1%
  • Public and other 4.8%

Who owns Happen stock?

Institutional investors own about 92.1% of Happen's shares, spread across 350 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.08% of HAPN.

The largest institutional holders are Wellington Management Group, LLP (13.25%), Blackrock Inc. (8.72%) and Vanguard Portfolio Management LLC (7.15%). Together, the top 10 institutions control 52.8% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their HAPN positions and 2 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of HAPN

Happen top institutional holders
InstitutionShares% HeldChange
Wellington Management Group, LLP15.28M13.25%+19.8%
Blackrock Inc.10.06M8.72%+5.0%
Vanguard Portfolio Management LLC8.25M7.15%+8.1%
Dimensional Fund Advisors LP6.29M5.45%+9.2%
Vanguard Capital Management LLC4.91M4.26%+0.1%
T. Rowe Price Investment Management, Inc.3.71M3.22%+77.8%
Senvest Management LLC3.35M2.90%-26.4%
American Century Companies Inc3.15M2.73%+16.6%
Geode Capital Management, LLC2.95M2.55%-5.4%
State Street Corporation2.94M2.55%+1.7%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of HAPN

Happen top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.47M3.01%
American Century ETF Trust-Avantis U.S. Small Cap Value ETF3.04M2.63%
iShares Trust-iShares Russell 2000 ETF2.96M2.57%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.51M2.17%
VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund1.86M1.61%
T. Rowe Price Small-Cap Value Fund, Inc.1.65M1.43%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund1.59M1.38%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund1.33M1.15%
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund1.26M1.09%
HARBOR FUNDS-Harbor Small Cap Growth Fund1.25M1.08%

Frequently asked questions

Who is the largest shareholder of Happen?

Wellington Management Group, LLP is the largest institutional shareholder of HAPN, owning 13.25% of shares outstanding (15.28M shares) as of its latest 13F filing.

What percentage of Happen is owned by institutions?

Institutions own about 92.1% of HAPN shares and 95.0% of the public float.

How much of Happen do insiders own?

Insiders, such as officers and directors, own about 3.08% of HAPN shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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