Heartflow Inc (HTFL)

CUSIP: 42238D107 | NYSE | Healthcare · Health Information Services | Mid Cap | 285 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A Wellington Management Group LLP	9,232,829	10.7%	+1,368,603	Jul 31, 2026	7,864,226 sh (Jun 30, 2026)
13G/ABcls Fund III Investments, LP	8,448,158	9.8%

Institutional Holders — Q3 2026

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Geode Capital Management, LLC1,817,385

0.0% of portfolio$90.4M

M&G Plc319,558

0.1% of portfolio$16.0M

Bank of New York Mellon Corp302,658

0.0% of portfolio$15.1M

Deutsche Bank Ag\209,739

0.0% of portfolio$10.4M

Temasek Holdings (Private) Ltd201,610

0.0% of portfolio$10.0M

Lisanti Capital Growth, LLC155,295

2.1% of portfolio$7.7M

Wealth Enhancement Advisory Services, LLC151,821

0.0% of portfolio$7.2M

Barclays PLC147,764

0.0% of portfolio$7.4M

Brown Capital Management LLC101,190

1.0% of portfolio$5.0M

Xxec, Inc.60,040

4.2% of portfolio$3.0M

TFC Financial Management, Inc.55,598

0.3% of portfolio$2.8M

Citigroup Inc32,515

0.0% of portfolio$1.6M

Strs Ohio26,100

0.0% of portfolio$1.3M

State of New Jersey Common Pension Fund D25,062

0.0% of portfolio$1.2M

Commonwealth Equity Services, LLC20,923

0.0% of portfolio$1.0M

Vontobel Holding Ltd.20,500

0.0% of portfolio$1.0M

Russell Investments Group, Ltd.19,522

0.0% of portfolio$971.2K

Arizona State Retirement System18,819

0.0% of portfolio$936.2K

Y-Intercept (Hong Kong) Ltd18,194

0.0% of portfolio$905.2K

MacKenzie Financial Corp15,869

0.0% of portfolio$789.5K

Thrivent Financial for Lutherans15,860

0.0% of portfolio$789.0K

Avior Wealth Management, LLC14,553

0.0% of portfolio$724.0K

Staley Capital Advisers Inc14,000

0.0% of portfolio$696.5K

Amundi13,521

0.0% of portfolio$672.7K

Perpetual Ltd12,266

0.0% of portfolio$610.2K

Accretive Wealth Partners, LLC11,200

0.1% of portfolio$557.2K

Pictet Asset Management Holding SA11,073

0.0% of portfolio$550.9K

Principal Financial Group Inc9,645

0.0% of portfolio$479.8K

ProShare Advisors LLC9,635

0.0% of portfolio$479.3K

Savant Capital, LLC7,492

0.0% of portfolio$372.7K

Xponance LLC7,325

0.0% of portfolio$364.4K

Tema Etfs LLC5,923

0.0% of portfolio$294.7K

Crescent Grove Advisors, LLC5,000

0.0% of portfolio$248.8K

HB Wealth Management, LLC4,740

0.0% of portfolio$235.8K

Capital Advisors Wealth Management, LLC4,500

0.0% of portfolio$223.9K

Lanark Financial, Inc.4,354

0.0% of portfolio$216.6K

Valeo Financial Advisors, LLC4,284

0.0% of portfolio$213.1K

Inscription Capital, LLC4,211

0.0% of portfolio$209.5K

Caitong International Asset Management Co., Ltd4,061

0.0% of portfolio$202.0K

FNY Investment Advisers, LLC4,042

0.0% of portfolio$201

Pier 88 Investment Partners LLC3,500

0.0% of portfolio$174.1K

Axxion S.A.3,000

0.0% of portfolio$149.3K

KBC Group NV2,758

0.0% of portfolio$137.0K

Sterling Capital Management LLC2,532

0.0% of portfolio$126.0K

Nisa Investment Advisors, LLC1,884

0.0% of portfolio$93.7K

Nykredit A/S1,799

0.0% of portfolio$89.5K

Allworth Financial LP1,145

0.0% of portfolio$33.6K

IFP Advisors, Inc803

0.0% of portfolio$39.9K

Versant Capital Management, Inc698

0.0% of portfolio$34.7K

Gamma Investing LLC641

0.0% of portfolio$31.9K

J.Safra Asset Management Corp594

0.0% of portfolio$29.6K

Larson Financial Group LLC278

0.0% of portfolio$13.8K

EverSource Wealth Advisors, LLC276

0.0% of portfolio$13.7K

Fortitude Family Office, LLC271

0.0% of portfolio$13.5K

Center for Financial Planning, Inc.268

0.0% of portfolio$13.3K

Reyes Financial Architecture, Inc.247

0.0% of portfolio$12.3K

PNC Financial Services Group, Inc.239

0.0% of portfolio$11.9K

Mather Group, Llc.200

0.0% of portfolio$10.0K

Essential Partners LLC189

0.0% of portfolio$9.4K

First Horizon Corp184

0.0% of portfolio$9.2K

Farther Finance Advisors, LLC159

0.0% of portfolio$7.9K

Parkside Financial Bank & Trust137

0.0% of portfolio$6.8K

Parallel Advisors, LLC118

0.0% of portfolio$5.9K

Hughes Financial Services, LLC118

0.0% of portfolio$7.1K

Root Financial Partners, LLC107

0.0% of portfolio$5.3K

Flagship Wealth Advisors, LLC100

0.0% of portfolio$5.0K

Redwood Park Advisors LLC77

0.0% of portfolio$3.8K

Bell Investment Advisors, Inc50

0.0% of portfolio$2.5K

Silver Grove Financial Group, Inc.31

0.0% of portfolio$1.5K

Nemes Rush Group LLC27

0.0% of portfolio$1.3K

Pinnacle Wealth Planning Services, Inc.20

0.0% of portfolio$995

Financial Consulate, Inc18

0.0% of portfolio$896

Bare Financial Services, Inc11

0.0% of portfolio$547

Physician Wealth Advisors, Inc.11

0.0% of portfolio$548

Covestor Ltd10

0.0% of portfolio$1

Ascentis Wealth Management, LLC10

0.0% of portfolio$497

SJS Investment Consulting Inc.7

0.0% of portfolio$349

MassMutual Private Wealth & Trust, FSB5

0.0% of portfolio$249

Clark Wealth Partners1

0.0% of portfolio$50

				Style	Turnover	Location	Filed
Geode Capital Management, LLC	1,817,385	$90.4M	0.0%	Index	Very Low	Boston, MA	2026-11-06
M&G Plc	319,558	$16.0M	0.1%	Core	Medium	London, United Kingdom	2026-11-04
Bank of New York Mellon Corp	302,658	$15.1M	0.0%	Core	Low	New York, NY	2026-11-05
Deutsche Bank Ag\	209,739	$10.4M	0.0%	Core	Medium	Frankfurt Am Main, Hong Kong	2026-11-06
Temasek Holdings (Private) Ltd	201,610	$10.0M	0.0%	Growth	Low	Singapore, Turkey	2026-10-28
Lisanti Capital Growth, LLC	155,295	$7.7M	2.1%	Growth	Very High	New York, NY	2026-11-05
Wealth Enhancement Advisory Services, LLC	151,821	$7.2M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Barclays PLC	147,764	$7.4M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Brown Capital Management LLC	101,190	$5.0M	1.0%	Agg Growth	Low	Baltimore, MD	2026-10-27
Xxec, Inc.	60,040	$3.0M	4.2%	Value	Medium	Tulsa, OK	2026-11-05
TFC Financial Management, Inc.	55,598	$2.8M	0.3%	ETF	Very Low	Boston, MA	2026-10-26
Citigroup Inc	32,515	$1.6M	0.0%	Core	Medium	New York, NY	2026-11-04
Strs Ohio	26,100	$1.3M	0.0%	Core	Medium	Columbus, OH	2026-10-30
State of New Jersey Common Pension Fund D	25,062	$1.2M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Commonwealth Equity Services, LLC	20,923	$1.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Vontobel Holding Ltd.	20,500	$1.0M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Russell Investments Group, Ltd.	19,522	$971.2K	0.0%	Core	Low	Seattle, WA	2026-11-06
Arizona State Retirement System	18,819	$936.2K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Y-Intercept (Hong Kong) Ltd	18,194	$905.2K	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
MacKenzie Financial Corp	15,869	$789.5K	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Thrivent Financial for Lutherans	15,860	$789.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Avior Wealth Management, LLC	14,553	$724.0K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Staley Capital Advisers Inc	14,000	$696.5K	0.0%	Value	Low	Pittsburgh, PA	2026-11-06
Amundi	13,521	$672.7K	0.0%	Core	Medium	Paris, India	2026-11-06
Perpetual Ltd	12,266	$610.2K	0.0%	Value	Medium	Sydney, New South Wales, China	2026-10-13
Accretive Wealth Partners, LLC	11,200	$557.2K	0.1%	ETF	Very Low	Parsippany, NJ	2026-11-06
Pictet Asset Management Holding SA	11,073	$550.9K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Principal Financial Group Inc	9,645	$479.8K	0.0%	Core	Low	Des Moines, IA	2026-11-02
ProShare Advisors LLC	9,635	$479.3K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Savant Capital, LLC	7,492	$372.7K	0.0%	Index	Very Low	Rockford, IL	2026-11-06
Xponance LLC	7,325	$364.4K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Tema Etfs LLC	5,923	$294.7K	0.0%	Growth	Medium	New York, NY	2026-10-16
Crescent Grove Advisors, LLC	5,000	$248.8K	0.0%	ETF	Low	Lake Forest, IL	2026-10-21
HB Wealth Management, LLC	4,740	$235.8K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Capital Advisors Wealth Management, LLC	4,500	$223.9K	0.0%	ETF	Low	Yakima, WA	2026-10-09
Lanark Financial, Inc.	4,354	$216.6K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Valeo Financial Advisors, LLC	4,284	$213.1K	0.0%	ETF	Low	Carmel, IN	2026-10-08
Inscription Capital, LLC	4,211	$209.5K	0.0%	GARP	Medium	Houston, TX	2026-11-02
Caitong International Asset Management Co., Ltd	4,061	$202.0K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
FNY Investment Advisers, LLC	4,042	$201	0.0%	Growth	Very High	New York, NY	2026-10-16
Pier 88 Investment Partners LLC	3,500	$174.1K	0.0%	Growth	High	San Francisco, CA	2026-11-06
Axxion S.A.	3,000	$149.3K	0.0%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
KBC Group NV	2,758	$137.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Sterling Capital Management LLC	2,532	$126.0K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Nisa Investment Advisors, LLC	1,884	$93.7K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Nykredit A/S	1,799	$89.5K	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
Allworth Financial LP	1,145	$33.6K	0.0%	Index	Low	Folsom, CA	2026-11-06
IFP Advisors, Inc	803	$39.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Versant Capital Management, Inc	698	$34.7K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Gamma Investing LLC	641	$31.9K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
J.Safra Asset Management Corp	594	$29.6K	0.0%	ETF	Low	New York, NY	2026-11-03
Larson Financial Group LLC	278	$13.8K	0.0%	Growth	Low	St Louis, MO	2026-11-05
EverSource Wealth Advisors, LLC	276	$13.7K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Fortitude Family Office, LLC	271	$13.5K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Center for Financial Planning, Inc.	268	$13.3K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Reyes Financial Architecture, Inc.	247	$12.3K	0.0%	ETF	Very High	San Diego, CA	2026-10-22
PNC Financial Services Group, Inc.	239	$11.9K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Mather Group, Llc.	200	$10.0K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Essential Partners LLC	189	$9.4K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
First Horizon Corp	184	$9.2K	0.0%	Core	Low	Memphis, TN	2026-10-26
Farther Finance Advisors, LLC	159	$7.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Parkside Financial Bank & Trust	137	$6.8K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Parallel Advisors, LLC	118	$5.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Hughes Financial Services, LLC	118	$7.1K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Root Financial Partners, LLC	107	$5.3K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Flagship Wealth Advisors, LLC	100	$5.0K	0.0%	ETF	Low	Wakefield, MA	2026-11-03
Redwood Park Advisors LLC	77	$3.8K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Bell Investment Advisors, Inc	50	$2.5K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Silver Grove Financial Group, Inc.	31	$1.5K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Nemes Rush Group LLC	27	$1.3K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Pinnacle Wealth Planning Services, Inc.	20	$995	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Financial Consulate, Inc	18	$896	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Bare Financial Services, Inc	11	$547	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Physician Wealth Advisors, Inc.	11	$548	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Covestor Ltd	10	$1	0.0%	Value	High	London, United Kingdom	2026-10-30
Ascentis Wealth Management, LLC	10	$497	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
SJS Investment Consulting Inc.	7	$349	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
MassMutual Private Wealth & Trust, FSB	5	$249	0.0%	Core	Low	Springfield, MA	2026-10-05
Clark Wealth Partners	1	$50	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19