Position in HAPN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,248,402
+$679,927 QoQ
Shares Held
60,193
+51.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#102
of 242 holders
Holding Since
Sep 2023
6 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, 2026Counterpoint Mutual Funds LLC holds $3,552,989 across 7 Banks - Regional names. HAPN ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
This page
|
60,193 | $1,248,402 | |
| 2 | EGBN |
Eagle Bancorp Inc
|
22,797 | $647,206 | |
| 3 | UVSP |
UNIVEST FINANCIAL Corp
|
7,838 | $342,912 | |
| 4 | OFG |
Ofg Bancorp
|
6,859 | $336,571 | |
| 5 | HBNC |
Horizon Bancorp Inc /In/
|
16,748 | $334,625 | |
| 6 | OCFC |
Oceanfirst Financial Corp
|
16,553 | $323,280 | |
| 7 | WTFC |
Wintrust Financial Corp
|
1,991 | $319,993 |
All Filings in HAPN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,402 | 60,193 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $568,475 | 39,698 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $504,694 | 26,647 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $230,078 | 27,196 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $143,694 | 16,441 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $128,893 | 21,130 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||