undamentalytics Newsletter

Happen, Inc.: which funds bought and sold

Institutions that bought and sold Happen shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 128 institutions that filed 13F reports for both quarters added to or opened positions in Happen, and 113 cut or closed them. Together they added a net 1.1M shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.9M shares (+13.7%); index fund managers were net buyers of 1.2M shares (+3.9%). 38 opened a new position and 39 sold out entirely.

Bought, Q2 2026 128 institutions, 38 of them new holders Sold, Q2 2026 113 institutions, 39 of them sold out
Net change, all compared +1.1M shares (+1.1%)
Net change, active managers +4.9M shares (+13.7%), 28 bought, 21 sold

Buyers versus sellers

institutions compared, 279
Active managers and hedge funds 28 bought · 21 sold · +4.9M
Index fund managers 8 bought · 3 sold · +1.2M
Other institutions 92 bought · 89 sold · −5.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager +2.5M +19.8% 15.3M $317M
T. Rowe Price Investment Management, Inc. Active manager +1.6M +77.7% 3.7M $77M
Walleye Capital LLC Hedge fund +1.2M +381.3% 1.5M $31.5M
Jpmorgan Chase & Co +1.1M +359.6% 1.4M $28.8M
D. E. Shaw & Co., Inc. Hedge fund +806K +104.8% 1.6M $32.7M
Price T Rowe Associates Inc Active manager +650K +117.1% 1.2M $25M
Vanguard Portfolio Management LLC Index funds +615K +8.1% 8.2M $171M
Dimensional Fund Advisors LP +527K +9.1% 6.3M $130M
Blackrock, Inc. Index funds +475K +4.9% 10.1M $209M
American Century Companies Inc Active manager +449K +16.6% 3.1M $65.3M
Moore Capital Management, LP Hedge fund +419K New position 419K $8.7M
Westfield Capital Management Co LP Active manager +383K +18.1% 2.5M $51.9M
Nicholas Investment Partners, LP +358K +134.3% 624K $12.9M
Ruffer LLP Active manager +298K New position 298K $6.2M
Trexquant Investment LP Hedge fund +294K New position 294K $6.1M
Emerald Advisers, LLC +266K +28.7% 1.2M $24.8M
Marshall Wace, LLP Hedge fund +263K +358.0% 336K $7M
Schroder Investment Management Group Active manager +232K New position 232K $4.8M
Northern Trust Corp Index funds +216K +21.3% 1.2M $25.5M
Exoduspoint Capital Management, LP Hedge fund +196K New position 196K $4.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Fuller & Thaler Asset Management, Inc. −3.4M Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −2.2M −78.7% 585K $12.1M
Senvest Management, LLC −1.2M −26.4% 3.3M $69.4M
FMR LLC Active manager −854K −96.0% 35K $731,765
Harspring Capital Management, LLC −700K Sold out 0 —
SG Americas Securities, LLC −596K −95.1% 31K $638,000
Citadel Advisors LLC Hedge fund −570K −40.1% 852K $17.7M
Cramer Rosenthal Mcglynn LLC −474K −28.6% 1.2M $24.5M
Driehaus Capital Management LLC Active manager −408K −20.3% 1.6M $33.2M
Nuveen, LLC −399K −27.3% 1.1M $22M
Jane Street Group, LLC −382K Sold out 0 —
Long Focus Capital Management, LLC Hedge fund −270K −14.0% 1.7M $34.5M
Connor, Clark & Lunn Investment Management Ltd. −269K −58.8% 189K $3.9M
Credit Agricole S A −245K Sold out 0 —
Assenagon Asset Management S.A. −234K −77.5% 68K $1.4M
Arrowstreet Capital, Limited Partnership Hedge fund −234K −18.1% 1.1M $22M
Interval Partners, LP Hedge fund −214K −68.6% 98K $2M
Cander Asset Management LP −211K −24.2% 661K $13.7M
Geode Capital Management, LLC Index funds −169K −5.4% 2.9M $61.1M
Peak6 LLC −146K −90.5% 15K $316,389

New positions

largest by value
InstitutionSharesValue June 30, 2026
Moore Capital Management, LPHedge fund 419K $8.7M
Ruffer LLPActive manager 298K $6.2M
Trexquant Investment LPHedge fund 294K $6.1M
Schroder Investment Management GroupActive manager 232K $4.8M
Exoduspoint Capital Management, LPHedge fund 196K $4.1M
Knights Of Columbus Asset Advisors LLC 173K $3.6M
Voleon Capital Management LPHedge fund 117K $2.4M
Polymer Capital Management (US) LLC 108K $2.2M
Decisionpoint Financial, LLC 103K $2.1M
Caxton Associates LLPHedge fund 69K $1.4M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
243
Ten largest holders
58.5%
of 13F-reported shares
Index fund managers
31.3%
of 13F-reported shares
Active managers and hedge funds
39.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 28 21 10 5 +4.9M +13.7%
Index fund managers 8 3 0 0 +1.2M +3.9%
Other institutions 92 89 28 34 −5.0M −14.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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