EMERALD MUTUAL FUND ADVISERS TRUST
Mutual FundPosition in HAPN — Happen, Inc.
CIK 1352895
Leola, PA
Position in HAPN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$10,033,035
-$906,538 QoQ
Shares Held
700,631
+21.3% QoQ
Ownership
0.607%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EMERALD MUTUAL FUND ADVISERS TRUST holds $140,901,039 across 29 Banks - Regional names. HAPN ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
336,740 | $28,653,206 | |
| 2 | UMBF |
Umb Financial Corp
|
158,617 | $17,890,411 | |
| 3 | TBBK |
Bancorp, Inc.
|
328,845 | $17,668,841 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
242,313 | $16,818,945 | |
| 5 | CCB |
Coastal Financial Corp
|
156,664 | $11,922,130 | |
| 6 | HAPN |
Happen, Inc.
This page
|
700,631 | $10,033,035 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
326,516 | $9,890,169 | |
| 8 | MPB |
Mid Penn Bancorp Inc
|
162,411 | $5,223,137 |
All Filings in HAPN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||