EMERALD MUTUAL FUND ADVISERS TRUST
Mutual FundPosition in HAPN — Happen, Inc.
CIK 1352895
Leola, PA
Position in HAPN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,067,256
+$8,034,221 QoQ
Shares Held
871,131
+24.3% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#26
of 242 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EMERALD MUTUAL FUND ADVISERS TRUST holds $190,609,088 across 29 Banks - Regional names. HAPN ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
366,712 | $35,714,081 | |
| 2 | UMBF |
Umb Financial Corp
|
235,696 | $33,647,960 | |
| 3 | TBBK |
Bancorp, Inc.
|
328,845 | $20,598,850 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
240,511 | $19,024,420 | |
| 5 | HAPN |
Happen, Inc.
This page
|
871,131 | $18,067,256 | |
| 6 | SBCF |
Seacoast Banking Corp Of Florida
|
433,797 | $14,423,750 | |
| 7 | CCB |
Coastal Financial Corp
|
156,664 | $12,143,026 | |
| 8 | MPB |
Mid Penn Bancorp Inc
|
162,411 | $5,658,399 |
All Filings in HAPN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,067,256 | 871,131 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,033,035 | 700,631 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,939,573 | 577,591 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,857,998 | 188,150 | Shares | Sole | 2025-10-30 | |
| 2022-12-31 | $2,342,120 | 266,150 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,876,251 | 350,792 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,100,758 | 350,792 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $5,535,497 | 350,792 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,289,024 | 260,092 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $11,919,595 | 422,082 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $9,453,525 | 521,430 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $10,817,461 | 654,810 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||