$HAPN

$14.32 +$0.55 (3.99%) Close

$HAPN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 115.4M shares outstanding

Who owns HAPN?

By type of holder

Institutions 90.0% Insiders 2.9% Everyone else 7.0%

Concentration Top 10 holders own 52.8%

Wellington Management Group LLP 13.2% · BlackRock, Inc. 8.7%

Institutional ownership

90.0%

+0.7 pts vs last qtr

Institutional holders

242

-5 vs last qtr

Net shares bought

+836.3K

by institutions in Q2 2026

New / sold out

38 / 43

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wellington Management Group LLP +2.5M
T. Rowe Price Investment Management, Inc. +1.6M

Biggest sellers in Q2 2026

Fuller & Thaler Asset Management, Inc. SOLD OUT −3.4M
Point72 Asset Management, L.P. −2.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.04M

11 notices from 7 people

Shares covered

386.5K

0.33% of the company

Arranged in advance

98%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Scott Sanborn Director 10b5-1 $2.64M
Stack Fergal Officer 10b5-1 $2.09M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2015–FY2025

+56.4%

+5.09% a year

Each share's claim on the business

−36.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$19.5M vs $600M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years50% 3–5 years7% 1–3 years28% Under 1 year15%

Quarterly turnover

15.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HAPN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	15.3M	13.24%	+2.5M (+19.8%)	2023	0.1%
Shares held by quarter Peak holding15.3M (Q2'26) Change over 8 quarters+14.4M Share of the company13.240% Wellington Management Group LLP's full portfolio →
B BlackRock, Inc.	10.1M	8.72%	+474.5K (+4.9%)	≤2021	0.0%
Shares held by quarter Peak holding10.1M (Q2'26) Change over 8 quarters+1.3M Share of the company8.720% BlackRock, Inc.'s full portfolio →

Wellington Management Group LLP

15.3M

% of company

13.24%

Change vs last qtr

+2.5M (+19.8%)

Held since

2023

BlackRock, Inc.

10.1M

% of company

8.72%

Change vs last qtr

+474.5K (+4.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Happen, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HAPN on Form N-PORT; together they hold 39.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$72.1M	3.5M	3.01%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$61M	2.9M	2.55%	0.07%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$72.1M

% of company

3.01%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$61M

% of company

2.55%

% of the fund

0.07%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Happen, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SS Sanborn Scott Insider	1.5M	1.27%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.270% Sanborn Scott's insider activity →
AA Armstrong Annie Insider	388.3K	0.34%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.340% Armstrong Annie's insider activity →

Sanborn Scott

Insider

1.5M

% of company

1.27%

Change vs last qtr

—

Held since

—

Armstrong Annie

Insider

388.3K

% of company

0.34%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Happen, Inc..

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