HEARTFLOW INC HTFL
COM · Common Stock · CUSIP 42238D107
Company in Redwood City, United States
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersSan Francisco, CA
- Founded2007
- Websiteheartflow.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($19.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.15.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 89 |
| Q4 2025 | 112 |
Biggest buyers
| Capricorn Investment Group LLC | New | +1.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | New | +1.4m |
| BAMCO INC /NY/ | Added | +1.1m |
| BlackRock, Inc. | Added | +1.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.0m |
| CITADEL ADVISORS LLC | Added | +871.2k |
| Invesco Ltd. | Added | +475.0k |
| EVENTIDE ASSET MANAGEMENT, LLC | Added | +422.0k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Added | +410.7k |
| FRANKLIN RESOURCES INC | Added | +363.4k |
Biggest sellers
| Capital International Investors | Sold out | -1.3m |
| FMR LLC | Reduced | -607.4k |
| Artisan Partners Limited Partnership | Sold out | -499.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -351.7k |
| LORD, ABBETT & CO. LLC | Reduced | -341.8k |
| JPMORGAN CHASE & CO | Reduced | -238.8k |
| PERCEPTIVE ADVISORS LLC | Sold out | -150.0k |
| JANUS HENDERSON GROUP PLC | Reduced | -149.6k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -116.2k |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Sold out | -100.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BCLS Fund III Investments, LP 13G · exempt (held before listing) -2.4 pts · filed 2026-08-14 | 9.8% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.6 pts · filed 2026-08-13 | 9.1% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-28 | 5.7% |
| FMR LLC 13G · institution new · filed 2025-11-05 | 5.7% |
Fell to 5% or below in the last year: Hayfin Special Opportunities Fund II LP (0.7%, 2026-05-11), HealthCor Partners Management LP (2.4%, 2026-03-31)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $1.1m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-16 | Lightcap Jeffrey C Director | Bought | $1.1m40.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Bain Capital Life Sciences Investors, LLC 27.79% of their portfolio | 12.4m $362.9m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 5.9m $171.8m | Added +1.0m |
| FMR LLC 0.01% of their portfolio | 4.1m $120.2m | Reduced -607.4k |
| BAILLIE GIFFORD & CO 0.07% of their portfolio | 3.0m $87.6m | Unchanged |
| BAMCO INC /NY/ 0.18% of their portfolio | 2.3m $67.2m | Added +1.1m |
| Schusterman Interests, LLC 12.94% of their portfolio | 1.9m $56.5m | Unchanged |
| Capricorn Investment Group LLC 5.83% of their portfolio | 1.7m $48.2m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.6m $46.1m | Added +128.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.4m $41.7m | New |
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $39.1m | Added +1.0m |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.03% of their portfolio | 1.3m $36.7m | Added +410.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.2m $36.4m | Added +871.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.1m $31.7m | Reduced -34.0k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 865.6k $25.2m | Reduced -149.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 863.3k $25.2m | Reduced -351.7k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 790.9k $23.1m | Reduced -341.8k |
| MORGAN STANLEY 0.00% of their portfolio | 745.9k $21.7m | Reduced -9.2k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 700.8k $20.4m | Added +75.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 685.2k $20.0m | Added +363.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 586.3k $17.1m | Reduced -238.8k |
| Invesco Ltd. 0.00% of their portfolio | 577.4k $16.8m | Added +475.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.23% of their portfolio | 506.0k $14.7m | Added +422.0k |
| UBS Group AG 0.00% of their portfolio | 501.2k $14.6m | Added +348.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 499.9k $14.6m | Added +244.3k |
| RTW INVESTMENTS, LP 0.14% of their portfolio | 495.0k $14.4m | Unchanged |
| FRED ALGER MANAGEMENT, LLC 0.05% of their portfolio | 440.5k $12.8m | Added +143.5k |
| STATE STREET CORP 0.00% of their portfolio | 322.4k $9.4m | Added +247.9k |
| Board of Trustees of The Leland Stanford Junior University 1.83% of their portfolio | 312.2k $9.1m | Unchanged |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 304.5k $8.9m | Added +104.0k |
| Rock Springs Capital Management LP 0.42% of their portfolio | 277.7k $8.1m | Added +27.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 228.6k $6.7m | New |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 225.0k $6.6m | Added +140.0k |
| EMERALD ADVISERS, LLC 0.20% of their portfolio | 221.6k $6.5m | Added +3.6k |
| NZS Capital, LLC 0.19% of their portfolio | 209.7k $6.1m | New |
| GILDER GAGNON HOWE & CO LLC 0.06% of their portfolio | 185.9k $5.4m | Added +66.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 153.3k $4.5m | Added +51.8k |
| Freestone Grove Partners LP 0.03% of their portfolio | 150.0k $4.4m | Added +120.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 147.2k $4.3m | Added +90.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 138.8k $4.0m | Added +104.8k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.19% of their portfolio | 131.3k $3.8m | Unchanged |
| Catalio Capital Management, LP 0.59% of their portfolio | 113.9k $3.3m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 110.5k $3.2m | Added +73.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 101.5k $3.0m | Added +4.7k |
| SEVEN GRAND MANAGERS, LLC 0.22% of their portfolio | 100.0k $2.9m | Added +50.0k |
| West Family Investments, Inc. 0.60% of their portfolio | 87.8k $2.6m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 86.7k $2.5m | Added +21.8k |
| Ghisallo Capital Management LLC 0.10% of their portfolio | 75.0k $2.2m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 67.8k $2.0m | Reduced -48.2k |
| Burkehill Global Management, LP 0.12% of their portfolio | 65.0k $1.9m | Unchanged |
| VARCOV Co. 0.65% of their portfolio | 56.8k $1.7m | First filing |
| TD Asset Management Inc 0.00% of their portfolio | 56.6k $1.6m | Reduced -23.4k |
| Brevan Howard Capital Management LP 0.03% of their portfolio | 52.6k $1.5m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 48.7k $1.4m | New |
| Lisanti Capital Growth, LLC 0.30% of their portfolio | 43.8k $1.3m | Added +14.6k |
| XTX Topco Ltd 0.03% of their portfolio | 43.2k $1.3m | Added +31.9k |
| XXEC, Inc. 1.22% of their portfolio | 41.9k $1.2m | Added +12.1k |
| Swiss National Bank 0.00% of their portfolio | 41.1k $1.2m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 36.9k $1.1m | Reduced -2.8k |
| NORGES BANK 0.00% of their portfolio | 35.0k $1.0m | Not comparable |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 32.8k $955.3k | New |
| BCWM, LLC 0.27% of their portfolio | 31.1k $907.7k | New |
| BARCLAYS PLC 0.00% of their portfolio | 30.3k $884.3k | Added +13.6k |
| TrueMark Investments, LLC 0.15% of their portfolio | 26.5k $772.6k | Reduced -758 |
| Nuveen, LLC 0.00% of their portfolio | 23.2k $677.4k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 21.5k $626.4k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 20.7k $603.2k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.1k $584.6k | New |
| Quent Capital, LLC 0.04% of their portfolio | 20.0k $583.0k | New |
| Lykos Global Management, LP 0.41% of their portfolio | 20.0k $583.0k | First filing |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 18.5k $539.7k | Added +8.5k |
| Legal & General Group Plc 0.00% of their portfolio | 17.7k $516.5k | Added +16.0k |
| BRANDYWINE MANAGERS, LLC 0.24% of their portfolio | 16.8k $489.0k | Unchanged |
| Legato Capital Management LLC 0.04% of their portfolio | 16.2k $471.6k | Added +9.0k |
| Sandia Investment Management LP 1.16% of their portfolio | 15.9k $464.0k | Added +8.4k |
| Perpetual Ltd 0.01% of their portfolio | 15.7k $458.9k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 15.2k $441.7k | Added +6.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.8k $403.6k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 11.3k $329.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 11.0k $321.7k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 10.7k $312.0k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.6k $308.3k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 8.6k $251.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.6k $250.7k | New |
| CONNABLE OFFICE INC 0.02% of their portfolio | 7.6k $220.1k | New |
| STALEY CAPITAL ADVISERS INC 0.01% of their portfolio | 7.0k $204.1k | New |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 4.5k $131.2k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.5k $130.9k | New |
| STRS OHIO 0.00% of their portfolio | 3.4k $99.1k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 3.1k $90.4k | Reduced -116.2k |
| Caitong International Asset Management Co., Ltd 0.02% of their portfolio | 2.5k $72.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 2.4k $71.3k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.6k $45.9k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1.5k $44.8k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 610 $18.0k | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 600 $17.5k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 597 $17.4k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 490 $14.3k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 459 $13.4k | New |
| COMERICA BANK 0.00% of their portfolio | 351 $10.2k | Added +159 |
| MAI Capital Management 0.00% of their portfolio | 334 $9.7k | Unchanged |