HAPPEN INC COM NEW

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LC·52603A208·US·Common Stock·Financial Services - Banks - Regional-13D/G

LC (HAPPEN INC COM NEW) is held by 130 institutional investors as of Q2 2026. Largest holders: WELLINGTON MANAGEMENT GROUP LLP ($317M), BlackRock, Inc. ($208.7M), VANGUARD PORTFOLIO MANAGEMENT LLC ($171.1M). Net institutional sentiment: Mixed.

130

Holders

(9 Elite)

$1.8B

Total Value

52% (136)

Consensus

71 buying - 65 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)77

Activist (13D/13G)58

Congressional (STOCK Act)75

Holder Quality

34

★★★★★

Elite

60

★★★★

Strong

42

★★★

Solid

80

★★

Below

77

★

Weak

Held by 130 funds

9 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders Jun 11, 2026 · Activists Aug 13, 2026 · Congress none

ActivistWellington Management Group LLP13.3%Aug 13, 2026

InsiderCJCheng JordanSell $96KJun 10, 2026

InsiderSSSanborn ScottSell $88KJun 9, 2026

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Top Holders

Top Holders (130)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLINGTON MANAGEMENT GROUP LLP	Increased	15.3M(+19.8%)	$317M	0.1%	+2.58%	37
BlackRock, Inc.	Increased	10.1M(+5.0%)	$208.7M	0.0%	-6.73%	32
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	8.2M(+8.1%)	$171.1M	0.0%	+3.59%	33
DIMENSIONAL FUND ADVISORS LP	Increased	6.3M(+9.2%)	$130.4M	0.0%	+69.53%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	4.9M(+0.1%)	$101.9M	0.0%	+6.99%	30
AMERICAN CENTURY COMPANIES INC	Increased	3.1M(+16.6%)	$65.3M	0.0%	+18.61%	34
GEODE CAPITAL MANAGEMENT, LLC	Decreased	2.9M(-5.4%)	$61.1M	0.0%	+20.66%	0
STATE STREET CORP	Increased	2.9M(+1.7%)	$61M	0.0%	+67.95%	30
WESTFIELD CAPITAL MANAGEMENT CO LP	Increased	2.5M(+18.1%)	$51.9M	0.2%	+0.18%	41
DRIEHAUS CAPITAL MANAGEMENT LLC	Decreased	1.6M(-20.3%)	$33.2M	0.2%	+6.89%	0
DED. E. Shaw & Co., Inc.	Increased	1.6M(+104.8%)	$32.7M	0.0%	-12.58%	47
Walleye Capital LLC	Increased	1.5M(+381.3%)	$31.5M	0.1%	-21.00%	56
BANK OF AMERICA CORP /DE/	Increased	1.5M(+13.5%)	$30.8M	0.0%	-0.92%	33
JPMORGAN CHASE & CO	Increased	1.4M(+359.6%)	$28.8M	0.0%	-21.85%	46
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	1.3M(-0.7%)	$27.2M	0.0%	+14.55%	0
NORTHERN TRUST CORP	Increased	1.2M(+21.3%)	$25.5M	0.0%	+1.21%	34
PRICE T ROWE ASSOCIATES INC /MD/	Increased	1.2M(+117.1%)	$25M	0.0%	-12.53%	46
MORGAN STANLEY	Increased	1.1M(+16.5%)	$23.2M	0.0%	+5.81%	33
Nuveen, LLC	Decreased	1.1M(-27.3%)	$22M	0.0%	+42.96%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	1.1M(-18.1%)	$22M	0.0%	-3.10%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer