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 ($526.4k this quarter). Holder counts are more reliable. Shares outstanding: 87.0m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.25. Options: 5 managers hold calls ($5.7m notional), 3 hold puts ($1.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 89 |
| Q4 2025 | 112 |
| Q1 2026 | 169 |
| Q2 2026 | 193 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 82 | 37 |
| Q1 2026 | 118 | 40 |
| Q2 2026 | 140 | 61 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $1.3m | — |
| Q2 2026 | $5.7m | $1.4m | 0.25 |
Biggest buyers
| BlackRock, Inc. | Added | +3.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +1.5m |
| Nuveen, LLC | Added | +1.3m |
| Point72 Asset Management, L.P. | Added | +1.2m |
| STATE STREET CORP | Added | +1.0m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | New | +931.2k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +859.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +818.7k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Added | +802.6k |
| ALLIANCEBERNSTEIN L.P. | Added | +699.9k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.1m |
| Bain Capital Life Sciences Investors, LLC | Reduced | -2.0m |
| BAILLIE GIFFORD & CO | Sold out | -1.1m |
| Ensign Peak Advisors, Inc | Reduced | -625.9k |
| BAMCO INC /NY/ | Reduced | -602.4k |
| FMR LLC | Reduced | -576.9k |
| Freestone Grove Partners LP | Sold out | -362.1k |
| Schusterman Interests, LLC | Sold out | -259.7k |
| Capricorn Investment Group LLC | Sold out | -256.7k |
| LORD, ABBETT & CO. LLC | Reduced | -249.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $2.2m76.4k shares |
| IMC-Chicago, LLC | New | $1.2m41.8k shares |
| CITADEL ADVISORS LLC | New | $1.1m36.0k shares |
| JANE STREET GROUP, LLC | New | $727.6k24.8k shares |
| SIMPLEX TRADING, LLC | New | $463.6k15.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m36.5k shares |
| CITADEL ADVISORS LLC | Reduced | $299.3k10.2k shares |
| SIMPLEX TRADING, LLC | Added | $38.1k1.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $1.1m | 0 | — | — |
| Q1 2026 | 0 | — | 3 | $4.9m | $4.9m |
| Q2 2026 | 0 | — | 2 | $5.1m | $5.1m |
| Q3 2026 | 0 | — | 3 | $13.1m | $13.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-18 | Rogers Campbell Chief Medical Officer | Sold plan | $987.1k19.7k shares |
| 2026-09-18 | Verghese Vikram Chief Financial Officer | Sold plan | $850.9k16.8k shares |
| 2026-09-17 | Verghese Vikram Chief Financial Officer | Sold plan | $379.8k7.6k shares |
| 2026-09-15 | Verghese Vikram Chief Financial Officer | Sold plan | $33.4k668 shares |
| 2026-09-14 | Verghese Vikram Chief Financial Officer | Sold plan | $230.8k4.6k shares |
| 2026-09-11 | Verghese Vikram Chief Financial Officer | Sold plan | $1.5m29.7k shares |
| 2026-09-11 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $194.5k3.9k shares |
| 2026-09-10 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $1.6m35.0k shares |
| 2026-09-08 | Verghese Vikram Chief Financial Officer | Sold plan | $332.2k6.6k shares |
| 2026-09-03 | Verghese Vikram Chief Financial Officer | Sold plan | $1.4m27.5k shares |
| 2026-09-02 | Verghese Vikram Chief Financial Officer | Sold plan | $297.3k5.9k shares |
| 2026-08-21 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $1.4m27.2k shares |
| 2026-08-18 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $1.5m32.7k shares |
| 2026-08-17 | Rogers Campbell Chief Medical Officer | Sold plan | $380.1k9.2k shares |
| 2026-08-14 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $607.8k15.6k shares |
| 2026-08-10 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $638.7k22.6k shares |
| 2026-07-15 | Rogers Campbell Chief Medical Officer | Sold plan | $237.1k9.2k shares |
| 2026-07-10 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $626.1k22.6k shares |
| 2026-06-24 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $1.4m38.9k shares |
| 2026-06-10 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $643.0k22.6k shares |
| 2026-05-18 | Rogers Campbell Chief Medical Officer | Sold plan | $261.3k9.2k shares |
| 2026-05-11 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $657.0k22.6k shares |
| 2026-04-30 | Bain Capital Life Sciences Investors, LLC +4 10% owner · See footnotes | Sold | $27.7m948.8k shares |
| 2026-04-29 | Bain Capital Life Sciences Investors, LLC +4 10% owner · See footnotes | Sold | $23.4m797.1k shares |
| 2026-04-28 | Bain Capital Life Sciences Investors, LLC +4 10% owner · See footnotes | Sold | $7.8m254.1k shares |
| 2026-04-10 | Farquhar John C.M. Chief Executive Officer, director | Sold plan | $602.9k22.6k shares |
| 2026-04-01 | Rogers Campbell Chief Medical Officer | Sold plan | $1.6m64.5k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Bain Capital Life Sciences Investors, LLC 14.74% of their portfolio | 8.4m $247.9m | Reduced -2.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 7.9m $230.7m | Reduced -4.1m |
| BlackRock, Inc. 0.00% of their portfolio | 5.2m $152.5m | Added +3.7m |
| FMR LLC 0.01% of their portfolio | 4.8m $141.4m | Reduced -576.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 3.6m $105.2m | Added +1.5m |
| BAMCO INC /NY/ 0.14% of their portfolio | 3.2m $94.6m | Reduced -602.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.8m $80.8m | Added +859.7k |
| Jupiter Topco LLC 0.03% of their portfolio | 2.4m $71.0m | First filing |
| Invesco Ltd. 0.01% of their portfolio | 2.3m $67.4m | Added +385.6k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.9m $46.8m | Added +699.9k |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 1.7m $50.5m | Added +1.2m |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.29% of their portfolio | 1.7m $49.7m | Added +802.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $43.3m | Added +1.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.5m $43.0m | Added +50.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $39.9m | Added +818.7k |
| Nuveen, LLC 0.01% of their portfolio | 1.4m $39.7m | Added +1.3m |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $31.0m | Added +203.0k |
| UBS Group AG 0.00% of their portfolio | 975.5k $28.6m | Added +546.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 931.2k $27.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 922.9k $27.1m | Reduced -170.5k |
| 12 West Capital Management LP 4.95% of their portfolio | 902.5k $26.5m | Added +262.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 817.7k $24.0m | Added +24.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 799.9k $23.5m | Added +43.3k |
| Champlain Investment Partners, LLC 0.55% of their portfolio | 733.6k $21.5m | Added +166.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 733.2k $21.5m | Added +5.5k |
| NEXT CENTURY GROWTH INVESTORS LLC 1.04% of their portfolio | 671.4k $19.7m | Added +18.4k |
| NZS Capital, LLC 0.50% of their portfolio | 656.0k $19.2m | Added +365.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 650.8k $19.1m | Added +589.8k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.25% of their portfolio | 636.9k $18.7m | Reduced -120.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 607.4k $17.8m | Added +386.8k |
| XXEC, Inc. 2.38% of their portfolio | 599.2k $18.4m | Added +320.5k |
| Catalio Capital Management, LP 3.21% of their portfolio | 583.1k $17.1m | Added +179.5k |
| Rock Springs Capital Management LP 0.82% of their portfolio | 573.5k $16.8m | Added +1.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 567.0k $16.6m | Added +455.3k |
| FRED ALGER MANAGEMENT, LLC 0.05% of their portfolio | 539.2k $15.8m | Reduced -99.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 537.9k $15.8m | Added +379.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 511.5k $15.0m | Added +168.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 498.8k $14.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 441.2k $15.5m | Reduced -5.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 382.7k $11.2m | New |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 350.0k $10.3m | Added +125.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 303.2k $8.9m | Added +94.4k |
| Walleye Capital LLC 0.04% of their portfolio | 298.6k $8.8m | Added +279.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 297.3k $8.7m | Added +148.1k |
| RTW INVESTMENTS, LP 0.07% of their portfolio | 295.0k $8.7m | Reduced -200.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 238.3k $7.0m | Added +206.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 235.8k $6.9m | Added +85.4k |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 200.5k $5.9m | Reduced -249.8k |
| Lisanti Capital Growth, LLC 1.22% of their portfolio | 189.7k $5.6m | Added +65.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 167.2k $4.5m | Added +33.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 163.0k $4.8m | Added +96.0k |
| Temasek Holdings (Private) Ltd 0.01% of their portfolio | 157.6k $4.6m | New |
| EMERALD ADVISERS, LLC 0.11% of their portfolio | 154.2k $4.5m | Reduced -67.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 145.8k $4.3m | Added +8.4k |
| Brevan Howard Capital Management LP 0.06% of their portfolio | 136.6k $4.0m | Added +56.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 118.3k $3.5m | Added +79.2k |
| INTREPID FAMILY OFFICE LLC 2.97% of their portfolio | 110.0k $3.2m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 106.1k $3.1m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 104.0k $3.1m | Added +29.4k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 102.5k $3.0m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.10% of their portfolio | 94.1k $2.8m | Reduced -37.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 93.8k $2.8m | Added +70.1k |
| CITIGROUP INC 0.00% of their portfolio | 93.2k $2.7m | Added +90.3k |
| GILDER GAGNON HOWE & CO LLC 0.03% of their portfolio | 88.6k $2.6m | Reduced -95.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 87.1k $2.6m | Added +36.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 82.3k $2.4m | Added +28.7k |
| BROWN CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 82.1k $2.4m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 79.1k $2.3m | Added +63.4k |
| Swiss National Bank 0.00% of their portfolio | 77.4k $2.3m | Added +36.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 77.4k $2.3m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 75.6k $2.2m | Added +4.3k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 69.8k $2.0m | Added +39.5k |
| Legato Capital Management LLC 0.17% of their portfolio | 69.5k $2.0m | Added +35.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 67.8k $2.0m | Added +66.2k |
| Burkehill Global Management, LP 0.07% of their portfolio | 65.0k $1.9m | Unchanged |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 64.6k $1.9m | Reduced -625.9k |
| TFC Financial Management, Inc. 0.18% of their portfolio | 55.6k $1.6m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 55.2k $1.6m | Reduced -282 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 54.8k $1.6m | Added +28.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 54.8k $1.6m | New |
| Corient Private Wealth LP 0.00% of their portfolio | 52.7k $1.5m | Added +2.4k |
| XTX Topco Ltd 0.02% of their portfolio | 50.8k $1.5m | Added +12.0k |
| Jump Financial, LLC 0.01% of their portfolio | 50.0k $1.5m | New |
| Ghisallo Capital Management LLC 0.03% of their portfolio | 50.0k $1.5m | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 47.0k $1.4m | Added +36.0k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 46.7k $1.4m | Reduced -101.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.0k $1.3m | Added +14.6k |
| Intellectus Partners, LLC 0.21% of their portfolio | 41.2k $1.2m | Unchanged |
| Quantbot Technologies LP 0.05% of their portfolio | 41.1k $1.2m | Reduced -79.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 38.9k $1.1m | Added +19.7k |
| AlpInvest Partners B.V. 1.79% of their portfolio | 36.5k $1.1m | Reduced -1.2k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 34.4k $1.0m | Reduced -3.8k |
| Legal & General Group Plc 0.00% of their portfolio | 34.0k $998.1k | Added +18.2k |
| BCWM, LLC 0.27% of their portfolio | 31.9k $935.3k | Added +568 |
| Handelsbanken Fonder AB 0.00% of their portfolio | 31.0k $910.0k | New |
| ALLSTATE CORP 0.01% of their portfolio | 29.1k $853.1k | Added +78 |
| Aquatic Capital Management LLC 0.03% of their portfolio | 28.6k $838.7k | Reduced -44.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 27.4k $805.1k | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 27.2k $798.6k | Added +12.7k |
| Trexquant Investment LP 0.00% of their portfolio | 26.8k $785.7k | New |