As of the latest SEC filings, Happen, Inc. (HAPN) is held by 189 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $50,126,057.36 in market value, representing a significant portion of its portfolio.
Funds holding Happen, Inc. (HAPN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HAPN
- CIK:
- 0001409970
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $50,126,057.36 | 3,500,423 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $40,466,687.52 | 2,825,886 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $36,132,567.68 | 2,523,224 | Mar 31, 2026 | May 28, 2026 |
|
FTXNX
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
|
MF | Independent / Boutique | 0.77% | $32,546,496.00 | 2,272,800 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.04% | $23,002,674.24 | 1,606,332 | Mar 31, 2026 | May 28, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.20% | $20,720,538.80 | 1,446,965 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.06% | $19,339,661.34 | 1,132,962 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $18,471,926.48 | 1,289,939 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,883,817.51 | 989,093 | Apr 30, 2026 | Jun 24, 2026 |
|
HISGX
Harbor Small Cap Growth Fund
|
MF | Independent / Boutique | 0.64% | $16,639,340.97 | 974,771 | Apr 30, 2026 | Jun 26, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.17% | $16,131,637.52 | 1,126,511 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.11% | $14,139,052.48 | 987,364 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.09% | $13,546,239.90 | 793,570 | Apr 30, 2026 | Jun 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.51% | $12,493,641.52 | 872,461 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $11,806,124.10 | 691,630 | Apr 30, 2026 | Jun 29, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.30% | $11,621,768.10 | 680,830 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,394,582.26 | 630,086 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.12% | $9,074,992.38 | 531,634 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $8,538,584.70 | 500,210 | Apr 30, 2026 | Jun 24, 2026 |
|
CRIHX
CRM LONG/SHORT OPPORTUNITIES
|
MF | Independent / Boutique | 1.85% | $8,414,656.50 | 492,950 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $8,390,662.14 | 562,754 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.06% | $8,367,596.37 | 561,207 | Feb 28, 2026 | Apr 28, 2026 |
|
FFGRX
Emerald Growth Fund
|
MF | Independent / Boutique | 0.56% | $7,930,312.32 | 464,576 | Apr 30, 2026 | Jun 22, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $7,279,586.85 | 426,455 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.10% | $7,224,092.28 | 423,204 | Apr 30, 2026 | Jun 24, 2026 |
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