HEARTBEAM INC BEAT
COM · Common Stock · CUSIP 42238H108
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersSanta Clara, CA
- 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. Holder counts are more reliable. Implied quarter-end price ≈ $0.75.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 14 |
| Q4 2022 | 16 |
| Q1 2023 | 19 |
| Q2 2023 | 29 |
| Q3 2023 | 29 |
| Q4 2023 | 34 |
| Q1 2024 | 29 |
| Q2 2024 | 31 |
| Q3 2024 | 33 |
| Q4 2024 | 34 |
| Q1 2025 | 36 |
| Q2 2025 | 41 |
| Q3 2025 | 38 |
| Q4 2025 | 41 |
| Q1 2026 | 38 |
| Q2 2026 | 42 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 12 | 5 |
| Q4 2024 | 13 | 6 |
| Q1 2025 | 14 | 7 |
| Q2 2025 | 15 | 7 |
| Q3 2025 | 11 | 13 |
| Q4 2025 | 23 | 16 |
| Q1 2026 | 13 | 13 |
| Q2 2026 | 20 | 12 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +939.7k |
| CORSAIR CAPITAL MANAGEMENT, L.P. | New | +912.5k |
| Bleichroeder LP | New | +625.0k |
| VANGUARD FIDUCIARY TRUST CO | Added | +124.8k |
| Sigma Planning Corp | Added | +115.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +102.2k |
| BlackRock, Inc. | Added | +89.5k |
| NORTHERN TRUST CORP | Added | +43.0k |
| XTX Topco Ltd | Added | +42.4k |
| RAYMOND JAMES FINANCIAL INC | Added | +28.5k |
Biggest sellers
| UBS Group AG | Reduced | -36.3k |
| Centiva Capital, LP | Sold out | -34.7k |
| Activest Wealth Management | Sold out | -34.2k |
| Owls Nest Partners IA, LLC | Sold out | -25.0k |
| Tower Research Capital LLC (TRC) | Reduced | -3.0k |
| ROYAL BANK OF CANADA | Sold out | -3.0k |
| GHP Investment Advisors, Inc. | Sold out | -2.5k |
| MORGAN STANLEY | Reduced | -1.6k |
| HARBOUR INVESTMENTS, INC. | Reduced | -500 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Reduced | -500 |
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 |
|---|---|
STROME MARK E
13D · may seek influence
filed 2026-08-13
Stated purposeThe Reporting Persons acquired the shares of common stock to which this Schedule 13D relates in the ordinary course of business for investment purposes. Full filing |
6.8% |
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 | 2 | $80.0k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $182.1k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 8 | $851.0k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-16 | STROME MARK E Director · See Footnote | Bought | $600.0k750.0k shares |
| 2026-04-16 | Elfrink Willem Director | Bought | $150.0k187.5k shares |
| 2026-04-16 | Ferrari Richard Director | Bought | $46.0k57.5k shares |
| 2026-04-16 | Vajdic Branislav Director | Bought | $25.0k31.2k shares |
| 2026-04-16 | JAFF MICHAEL R Director · See Footnote | Bought | $25.0k31.2k shares |
| 2026-04-16 | Cruickshank Tim CFO | Bought | $25.0k31.2k shares |
| 2026-04-16 | Ortigas-Wedekind Marga Director | Bought | $20.0k25.0k shares |
| 2026-04-16 | ENO Robert Paul President | Bought | $10.0k12.5k 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 |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.1m $1.6m | Added +939.7k |
| BlackRock, Inc. 0.00% of their portfolio | 987.8k $740.9k | Added +89.5k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.09% of their portfolio | 912.5k $684.4k | New |
| Bleichroeder LP 0.08% of their portfolio | 625.0k $468.8k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 479.4k $359.6k | Added +102.2k |
| Smith Salley Wealth Management 0.01% of their portfolio | 367.6k $275.7k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 298.9k $224.2k | Reduced -36.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 274.8k $206.1k | Added +124.8k |
| Sigma Planning Corp 0.00% of their portfolio | 247.7k $185.8k | Added +115.2k |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 247.1k $185.3k | Reduced -400 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 208.2k $156.1k | Unchanged |
| RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio | 208.2k $156.1k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 173.4k $130.1k | Reduced -500 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 134.4k $100.8k | Added +28.5k |
| STATE STREET CORP 0.00% of their portfolio | 125.5k $94.1k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 101.1k $75.8k | Added +43.0k |
| Spectrum Asset Management, Inc. (NB/CA) 0.02% of their portfolio | 100.4k $75.3k | Added +6.0k |
| Cannon Financial Strategists, Inc. 0.01% of their portfolio | 72.8k $54.6k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 57.0k $42.8k | Reduced -1.6k |
| XTX Topco Ltd 0.00% of their portfolio | 54.3k $40.7k | Added +42.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 51.0k $38.2k | Unchanged |
| ADVISORY RESEARCH INC 0.00% of their portfolio | 50.0k $37.5k | Unchanged |
| D'Orazio & Associates, Inc. 0.00% of their portfolio | 49.0k $36.7k | Unchanged |
| CIBC Bancorp USA Inc. 0.00% of their portfolio | 20.6k $15.5k | Added +10.0k |
| Davidson Kahn Capital Management, LLC 0.01% of their portfolio | 17.3k $13.0k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 15.0k $11.2k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 13.3k $10.0k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 12.9k $9.7k | New |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 11.0k $8.2k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 10.7k $8.0k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 10.0k $7.5k | New |
| HB Wealth Management, LLC 0.00% of their portfolio | 10.0k $7.5k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 8.8k $6.6k | Reduced -500 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 6.0k $4.5k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.3k $3.2k | Reduced -3.0k |
| BARCLAYS PLC 0.00% of their portfolio | 2.7k $2.0k | New |
| Blue Trust, Inc. 0.00% of their portfolio | 1.9k $1.4k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 1.2k $938 | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.0k $750 | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.0k $750 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.0k $750 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.0k $750 | New |