Vault-13

HEARTFLOW INC HTFL

COM · Common Stock · CUSIP 42238D107

Company in Redwood City, United States

112 institutional holders +23 vs Q3 2025
52,335,72152.3m shares reported held*
$1.5bnreported value*
45 new 37 added 13 reduced 24 sold out net bought ≈ $216.6m (+7.4m shares)

* 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

050100150Q3 25: 89Q4 25: 112112Q3 25Q4 25
Numbers
QuarterHolders
Q3 202589
Q4 2025112

Biggest buyers

Capricorn Investment Group LLC New +1,661,601+1.7m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +1,431,011+1.4m
BAMCO INC /NY/ Added +1,066,371+1.1m
BlackRock, Inc. Added +1,032,570+1.0m
WELLINGTON MANAGEMENT GROUP LLP Added +1,014,006+1.0m
CITADEL ADVISORS LLC Added +871,223+871.2k
Invesco Ltd. Added +475,004+475.0k
EVENTIDE ASSET MANAGEMENT, LLC Added +421,999+422.0k
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Added +410,659+410.7k
FRANKLIN RESOURCES INC Added +363,433+363.4k

Biggest sellers

Capital International Investors Sold out -1,297,423-1.3m
FMR LLC Reduced -607,381-607.4k
Artisan Partners Limited Partnership Sold out -499,622-499.6k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -351,725-351.7k
LORD, ABBETT & CO. LLC Reduced -341,838-341.8k
JPMORGAN CHASE & CO Reduced -238,848-238.8k
PERCEPTIVE ADVISORS LLC Sold out -150,000-150.0k
JANUS HENDERSON GROUP PLC Reduced -149,564-149.6k
NEW YORK STATE COMMON RETIREMENT FUND Reduced -116,189-116.2k
DEERFIELD MANAGEMENT COMPANY, L.P. Sold out -100,000-100.0k

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.

HolderStakeChangeShares Last filed
BCLS Fund III Investments, LP 13G · exempt (held before listing) -2.4 pts · filed 2026-08-14 9.8% -2.4 pts 8.4m≈ $247.9m 2026-08-14
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.6 pts · filed 2026-08-13 9.1% -1.6 pts 7.9m≈ $230.7m 2026-08-13
BlackRock, Inc. 13G · institution new · filed 2026-07-28 5.7% new 4.9m≈ $144.8m 2026-07-28
FMR LLC 13G · institution new · filed 2025-11-05 5.7% new 4.7m≈ $138.8m 2025-11-05

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)

BuyingSelling
101Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25Q3 25: 0 buyingQ3 25: 0 sellingQ4 25: 1 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20251$1.1m0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-12-16 Lightcap Jeffrey C Director Bought 40,000 $26.34 $1.1m40.0k shares new

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bain Capital Life Sciences Investors, LLC 27.79% of their portfolio Boston, MA 12,448,15812.4m $362.9m $362.9m 27.79% Unchanged
2 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 5,894,0705.9m $171.8m $171.8m 0.03% Added +1.0m +1,014,006
3 FMR LLC 0.01% of their portfolio BOSTON, MA 4,122,8534.1m $120.2m $120.2m 0.01% Reduced -607.4k -607,381
4 BAILLIE GIFFORD & CO 0.07% of their portfolio EDINBURGH, X0 3,005,9983.0m $87.6m $87.6m 0.07% Unchanged
5 BAMCO INC /NY/ 0.18% of their portfolio NEW YORK, NY 2,303,8772.3m $67.2m $67.2m 0.18% Added +1.1m +1,066,371
6 Schusterman Interests, LLC 12.94% of their portfolio Tulsa, OK 1,939,2011.9m $56.5m $56.5m 12.94% Unchanged
7 Capricorn Investment Group LLC 5.83% of their portfolio NEW YORK, NY 1,661,6011.7m $48.2m $48.2m 5.83% New
8 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,580,3131.6m $46.1m $46.1m 0.00% Added +128.4k +128,400
9 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 1,431,0111.4m $41.7m $41.7m 0.01% New
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,342,1391.3m $39.1m $39.1m 0.00% Added +1.0m +1,032,570
11 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.03% of their portfolio Boston, MA 1,259,1211.3m $36.7m $36.7m 1.03% Added +410.7k +410,659
12 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 1,248,8981.2m $36.4m $36.4m 0.02% Added +871.2k +871,223
13 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,089,0301.1m $31.7m $31.7m 0.01% Reduced -34.0k -34,033
14 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 865,560865.6k $25.2m $25.2m 0.01% Reduced -149.6k -149,564
15 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 863,271863.3k $25.2m $25.2m 0.00% Reduced -351.7k -351,725
16 LORD, ABBETT & CO. LLC 0.07% of their portfolio JERSEY CITY, NJ 790,903790.9k $23.1m $23.1m 0.07% Reduced -341.8k -341,838
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 745,924745.9k $21.7m $21.7m 0.00% Reduced -9.2k -9,217
18 Ensign Peak Advisors, Inc 0.04% of their portfolio SALT LAKE CITY, UT 700,805700.8k $20.4m $20.4m 0.04% Added +75.0k +74,993
19 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 685,159685.2k $20.0m $20.0m 0.00% Added +363.4k +363,433
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 586,282586.3k $17.1m $17.1m 0.00% Reduced -238.8k -238,848
21 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 577,397577.4k $16.8m $16.8m 0.00% Added +475.0k +475,004
22 EVENTIDE ASSET MANAGEMENT, LLC 0.23% of their portfolio Boston, MA 505,989506.0k $14.7m $14.7m 0.23% Added +422.0k +421,999
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 501,165501.2k $14.6m $14.6m 0.00% Added +348.8k +348,753
24 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 499,925499.9k $14.6m $14.6m 0.00% Added +244.3k +244,256
25 RTW INVESTMENTS, LP 0.14% of their portfolio NEW YORK, NY 495,000495.0k $14.4m $14.4m 0.14% Unchanged
26 FRED ALGER MANAGEMENT, LLC 0.05% of their portfolio NEW YORK, NY 440,508440.5k $12.8m $12.8m 0.05% Added +143.5k +143,509
27 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 322,351322.4k $9.4m $9.4m 0.00% Added +247.9k +247,871
28 Board of Trustees of The Leland Stanford Junior University 1.83% of their portfolio STANFORD, CA 312,234312.2k $9.1m $9.1m 1.83% Unchanged
29 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 304,487304.5k $8.9m $8.9m 0.01% Added +104.0k +104,005
30 Rock Springs Capital Management LP 0.42% of their portfolio Baltimore, MD 277,700277.7k $8.1m $8.1m 0.42% Added +27.7k +27,700
31 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 228,617228.6k $6.7m $6.7m 0.01% New
32 Alyeska Investment Group, L.P. 0.02% of their portfolio CHICAGO, IL 225,000225.0k $6.6m $6.6m 0.02% Added +140.0k +140,000
33 EMERALD ADVISERS, LLC 0.20% of their portfolio LEOLA, PA 221,582221.6k $6.5m $6.5m 0.20% Added +3.6k +3,644
34 NZS Capital, LLC 0.19% of their portfolio DENVER, CO 209,688209.7k $6.1m $6.1m 0.19% New
35 GILDER GAGNON HOWE & CO LLC 0.06% of their portfolio New York, NY 185,868185.9k $5.4m $5.4m 0.06% Added +66.5k +66,509
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 153,346153.3k $4.5m $4.5m 0.00% Added +51.8k +51,761
37 Freestone Grove Partners LP 0.03% of their portfolio San Francisco, CA 150,000150.0k $4.4m $4.4m 0.03% Added +120.0k +120,000
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 147,195147.2k $4.3m $4.3m 0.00% Added +90.2k +90,150
39 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 138,762138.8k $4.0m $4.0m 0.00% Added +104.8k +104,838
40 EMERALD MUTUAL FUND ADVISERS TRUST 0.19% of their portfolio LEOLA, PA 131,262131.3k $3.8m $3.8m 0.19% Unchanged
41 Catalio Capital Management, LP 0.59% of their portfolio NEW YORK, NY 113,857113.9k $3.3m $3.3m 0.59% New
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 110,509110.5k $3.2m $3.2m 0.00% Added +73.6k +73,564
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 101,537101.5k $3.0m $3.0m 0.00% Added +4.7k +4,716
44 SEVEN GRAND MANAGERS, LLC 0.22% of their portfolio BRONXVILLE, NY 100,000100.0k $2.9m $2.9m 0.22% Added +50.0k +50,000
45 West Family Investments, Inc. 0.60% of their portfolio CARLSBAD, CA 87,77387.8k $2.6m $2.6m 0.60% Unchanged
46 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 86,73886.7k $2.5m $2.5m 0.00% Added +21.8k +21,757
47 Ghisallo Capital Management LLC 0.10% of their portfolio BOSTON, MA 75,00075.0k $2.2m $2.2m 0.10% Unchanged
48 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 67,76967.8k $2.0m $2.0m 0.00% Reduced -48.2k -48,226
49 Burkehill Global Management, LP 0.12% of their portfolio NEW YORK, NY 65,00065.0k $1.9m $1.9m 0.12% Unchanged
50 VARCOV Co. 0.65% of their portfolio DARIEN, CT 56,83156.8k $1.7m $1.7m 0.65% First filing
51 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 56,56256.6k $1.6m $1.6m 0.00% Reduced -23.4k -23,400
52 Brevan Howard Capital Management LP 0.03% of their portfolio ST. HELIER, Y9 52,62152.6k $1.5m $1.5m 0.03% New
53 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 48,65348.7k $1.4m $1.4m 0.00% New
54 Lisanti Capital Growth, LLC 0.30% of their portfolio NEW YORK, NY 43,78943.8k $1.3m $1.3m 0.30% Added +14.6k +14,625
55 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 43,20543.2k $1.3m $1.3m 0.03% Added +31.9k +31,913
56 XXEC, Inc. 1.22% of their portfolio TULSA, OK 41,92041.9k $1.2m $1.2m 1.22% Added +12.1k +12,088
57 Swiss National Bank 0.00% of their portfolio ZURICH, V8 41,10041.1k $1.2m $1.2m 0.00% New
58 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 36,87736.9k $1.1m $1.1m 0.00% Reduced -2.8k -2,827
59 NORGES BANK 0.00% of their portfolio OSLO, Q8 35,00035.0k $1.0m $1.0m 0.00% Not comparable
60 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 32,77332.8k $955.3k $955.3k 0.00% New
61 BCWM, LLC 0.27% of their portfolio OVERLAND PARK, KS 31,13931.1k $907.7k $907.7k 0.27% New
62 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 30,33630.3k $884.3k $884.3k 0.00% Added +13.6k +13,618
63 TrueMark Investments, LLC 0.15% of their portfolio CHICAGO, IL 26,50626.5k $772.6k $772.6k 0.15% Reduced -758 -758
64 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 23,23923.2k $677.4k $677.4k 0.00% New
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 21,48821.5k $626.4k $626.4k 0.00% New
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 20,69320.7k $603.2k $603.2k 0.00% New
67 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 20,05420.1k $584.6k $584.6k 0.00% New
68 Quent Capital, LLC 0.04% of their portfolio NEW YORK, NY 20,00020.0k $583.0k $583.0k 0.04% New
69 Lykos Global Management, LP 0.41% of their portfolio STAMFORD, CT 20,00020.0k $583.0k $583.0k 0.41% First filing
70 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 18,51318.5k $539.7k $539.7k 0.00% Added +8.5k +8,483
71 Legal & General Group Plc 0.00% of their portfolio London, X0 17,71817.7k $516.5k $516.5k 0.00% Added +16.0k +15,957
72 BRANDYWINE MANAGERS, LLC 0.24% of their portfolio HOCKESSIN, DE 16,77416.8k $489.0k $489.0k 0.24% Unchanged
73 Legato Capital Management LLC 0.04% of their portfolio San Francisco, CA 16,18016.2k $471.6k $471.6k 0.04% Added +9.0k +8,965
74 Sandia Investment Management LP 1.16% of their portfolio BOSTON, MA 15,91715.9k $464.0k $464.0k 1.16% Added +8.4k +8,417
75 Perpetual Ltd 0.01% of their portfolio SYDNEY, NEW SOUTH WALES, C3 15,74115.7k $458.9k $458.9k 0.01% New
76 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 15,15315.2k $441.7k $441.7k 0.00% Added +6.1k +6,145
77 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 13,84413.8k $403.6k $403.6k 0.00% New
78 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 11,30911.3k $329.7k $329.7k 0.01% New
79 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 11,03511.0k $321.7k $321.7k 0.00% New
80 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 10,71510.7k $312.0k $312.0k 0.00% New
81 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,57610.6k $308.3k $308.3k 0.00% New
82 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 8,6108.6k $251.0k $251.0k 0.00% New
83 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,6008.6k $250.7k $250.7k 0.00% New
84 CONNABLE OFFICE INC 0.02% of their portfolio KALAMAZOO, MI 7,5527.6k $220.1k $220.1k 0.02% New
85 STALEY CAPITAL ADVISERS INC 0.01% of their portfolio PITTSBURGH, PA 7,0007.0k $204.1k $204.1k 0.01% New
86 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 4,5004.5k $131.2k $131.2k 0.00% New
87 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,4904.5k $130.9k $130.9k 0.00% New
88 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 3,4003.4k $99.1k $99.1k 0.00% New
89 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,1003.1k $90.4k $90.4k 0.00% Reduced -116.2k -116,189
90 Caitong International Asset Management Co., Ltd 0.02% of their portfolio HONG KONG, K3 2,4792.5k $72.3k $72.3k 0.02% New
91 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,4452.4k $71.3k $71.3k 0.00% New
92 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,5761.6k $45.9k $45.9k 0.00% New
93 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,5381.5k $44.8k $44.8k 0.00% New
94 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 610610 $18.0k $18.0k 0.00% New
95 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 600600 $17.5k $17.5k 0.00% Unchanged
96 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 597597 $17.4k $17.4k 0.00% New
97 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 490490 $14.3k $14.3k 0.00% New
98 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 459459 $13.4k $13.4k 0.00% New
99 COMERICA BANK 0.00% of their portfolio DALLAS, TX 351351 $10.2k $10.2k 0.00% Added +159 +159
100 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 334334 $9.7k $9.7k 0.00% Unchanged